Friday, November 6, 2026

CesiumAstro, which plans a 737-satellite LEO communications network at two altitudes, raised $730M at a $4.5B+ valuation (opens bloomberg.com)

CesiumAstro, which plans a 737-satellite LEO communications network at two altitudes, raised $730M at a $4.5B+ valuation, bringing its total funding to $1.4B — CesiumAstro raised $730 million in its latest funding round, a cash infusion the Austin-based satellite manufacturer will use …

Physicl raises $10M to make the digital world real enough for robots (opens techcrunch.com)

Physicl is attacking the sim-to-real gap for robots with a pipeline originally built to market goods online.

Palo Alto Networks in talks to buy AI agent security startup Clutch for $500M (opens techcrunch.com)

Clutch, backed by Lightspeed and SignalFire, was last valued at $85 million, according to a source.

Dropbox acquires Tigris Data for $350M to bolster its AI infrastructure (opens techcrunch.com)

The deal is expected to support the development of DBX Agent Cloud, a new storage platform aimed at developers building AI models and agents.

Organizely — A New AI-Native ERP for American Manufacturers 🇺🇸 (opens ycombinator.com)

An AI-native ERP that models factory operations, predicts bottlenecks and acts to lower production costs.

We've built an open-source feature flag server for 11 years (opens github.com)

Thinking Machines debuts Inkling 2 Small amid reported $5B fundraising push (opens siliconangle.com)

Inkling 2 Small is a new Thinking Machines model that can automate AI training tasks; it arrives during a reported $5B fundraising push.

Show HN: Agentic Identity Broker, OAuth Delegation for AI Agents (opens github.com)

An MIT-licensed OAuth2 broker from the Zalando Incubator that lets a user give an AI agent scoped access.

Meta introduces specialized versions of its existing models, trained using Muse Wonder (opens thenewstack.io)

Meta introduces specialized versions of its existing models, trained using Muse Wonder, bringing Active Memory and Active Focus to all Muse and Meta AI users — Meta trained new models using its frontier Muse Wonder model and is shipping them to all Muse and Meta AI users today, while keeping Wonder…

Rune: A native GPU-rendered Rust UI framework for macOS, Windows, Linux and web (opens github.com)

Filing: Google spent roughly $548M to buy around 3M shares of Qualcomm (opens theinformation.com)

Filing: Google spent roughly $548M to buy around 3M shares of Qualcomm, which is pushing into serving the AI data center market — Google's investment arm Google Ventures has acquired nearly 3 million shares of the chip maker Qualcomm, as a result of Qualcomm's purchase of chip software startup…

Nasdaq Sinks 5% as Investors Retreat from AI Trade After Election (opens wsj.com)

AI physics startup PSI says a system running a non-public Anthropic model proved the Aaronson-Ambainis conjecture (opens psi.inc)

AI physics startup PSI says a system running a non-public Anthropic model proved the Aaronson-Ambainis conjecture, a quantum computing question open since 2008 — The Aaronson-Ambainis conjecture is now a theorem. — Open since 2008, the conjecture of Scott Aaronson and Andris Ambainis concerns …

Agility Robotics co-founder on its Nasdaq debut, lessons from Amazon, and the future of work (opens geekwire.com)

Agility Robotics, which makes the Digit humanoid robot for warehouses and factories, began trading on the Nasdaq on Thursday after a $2.5 billion SPAC merger. Co-founder Jonathan Hurst described how Amazon's warehouse tests convinced the company it needed a robot that could work safely next to…

Sources: Microsoft has been turning off rented computing capacity from Oracle after declining to renew a 2023 deal (opens bloomberg.com)

Sources: Microsoft has been turning off rented computing capacity from Oracle after declining to renew a 2023 deal, because the hardware used older Nvidia chips — Microsoft Corp.

TSMC is weighing a move into AI memory chips at Nvidia’s request (opens thenextweb.com)

TSMC is considering making advanced memory chips and has begun drafting plans for 3D DRAM at Nvidia’s request, The Information reports. It would put TSMC up against Samsung, SK Hynix and Micron as AI demand keeps memory scarce.

Ramp data shows AI spending stalling just as Anthropic nears its IPO (opens techcrunch.com)

AI usage keeps climbing, but spending has stalled. Price cuts and smarter cost controls among the biggest spenders could challenge investor assumptions about AI hypergrowth.

How a Blue Wave midterm might reshape the AI industry (opens techcrunch.com)

Democrats’ historic victories in this week’s U.S. midterm elections could also transform the tech industry. The public voted on 41 data center-related ballot measures on Tuesday — in all but one, the majority voted to impose more restrictions on data center development.

A $90 Key into Your Company's Secrets (opens tomtunguz.com)

The cost of an autonomous 32-step corporate break-in fell 99% in five months from $7,500 on Claude Mythos Preview in April 2026 to $90 on open-weight GLM-5.3. Attackers run an expected-value calculation on AI compute ($1m of compute for a 1% shot at a $1b payout yields $10m in expected value)…