Funding
Upwind raises $400M after walking away from Datadog acquisition offer (opens techcrunch.com)
Cloud security startup Upwind raised a Series C at a $3.8B valuation instead of selling itself to Datadog for the same price.
News
Microsoft recorded $10 billion in revenue from OpenAI (opens techcrunch.com)
Microsoft made $10 billion in the quarter to September 30 from commercial arrangements with OpenAI, including revenue-sharing payments.
Launch
Anthropic just launched tools to show companies what their AI spending is buying (opens techcrunch.com)
Anthropic launched tools that show companies how their AI spending is used, ahead of a planned IPO.
AnalysisOpinion
The ‘Vulnpocalypse’ is coming for the internet’s aging code, says Wiz’s CTO (opens techcrunch.com)
The PHP scare may have faded from your feed, but the cleanup is far from over. Last week, two critical bugs in the open source language behind roughly 70% of websites left organizations scrambling to fix their systems, with some taking sites offline until the vulnerabilities could be patched.
News
Microsoft just shared Azure’s actual revenue in dollars: $33.2 billion (opens techcrunch.com)
Microsoft disclosed Azure's quarterly revenue in dollars for the first time, showing how close it is to AWS.
News
As AI agents reshape the web, Google opens Gemini and Search to more apps (opens techcrunch.com)
A new developer platform will let businesses bring their services to Google's AI experiences, potentially changing how consumers discover and use apps.
News
Google expands AI Search ads globally as core ad growth slows (opens techcrunch.com)
Google announced the expansion alongside Alphabet's Q3 results, when revenue grew 25% year over year to $127.6 billion.
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