AI

AI architecture startup Dream launches with $17M in funding (opens siliconangle.com)

Dream, started by former Palantir executives, generates building designs with a world model trained on more than 100 million square feet of US permit data.

Wabi reels in $55M for its consumer-focused AI assistant (opens siliconangle.com)

Wabi, an AI assistant that builds mini apps, raised $55 million in a seed round led by IVP; TechCrunch reports a $1.25 billion valuation.

Deepgram acquires Pipecat-maker Daily to bolster its voice AI infrastructure (opens techcrunch.com)

Deepgram is buying Daily, the company behind Pipecat, to deepen its real-time voice and video infrastructure.

As search traffic dries up, Reddit announces it’s shifting to a logged-in experience (opens techcrunch.com)

With search traffic falling as AI changes how people find information, Reddit is moving to a logged-in experience.

Canada joins Nvidia in backing Cohere’s record C$7bn Series E (opens thenextweb.com)

Cohere completed the first close of a Series E it aims to grow to as much as C$7bn, which it says would value it at C$35.7bn.

FuriosaAI raises $620m at a $2.9bn valuation for its Nvidia rival chips (opens thenextweb.com)

Seoul-based FuriosaAI, which makes AI inference chips, raised a Series D valuing it at about $2.9bn; South Korea's National Growth Fund put in $280m.

Amazon reports Q3 AWS revenue up 39% YoY to $45.98B, above estimates (opens cnbc.com)

AWS operating income rose 55% to $17.77B; Andy Jassy said AWS can become a $1 trillion business but will keep spending heavily first.

Sources: Nvidia is in talks to provide Nscale with billions of dollars in credit guarantees for a 460MW data center that Anthropic plans to use (opens theinformation.com)

Sources: Nvidia is in talks to provide Nscale with billions of dollars in credit guarantees for debt to develop a 460MW data center that Anthropic plans to use — Nvidia is in talks to provide Nscale, a young AI cloud provider, with billions of dollars in credit guarantees for debt to develop …

Science robotics startup Opentrons raises $40M to standardize laboratory automation (opens siliconangle.com)

Opentrons will use the money to scale its lab robotics, software and data infrastructure.

Solink raises more than $100M to pull business data from security cameras with AI (opens siliconangle.com)

Solink, which began in Ottawa in 2009 selling cloud video surveillance, uses AI to pull business information from retailers' security cameras.

Baseten’s joey-1 makes AI decisions for a penny per million tokens (opens thenextweb.com)

Baseten's joey-1 is a 2B open-weights decision model that returns an answer and a probability; Baseten says it costs $0.01 per million tokens and answers in about 20ms.

TrueMile: The AI-native trucking company (opens ycombinator.com)

An AI-native trucking company where AI plans the fleet, books freight and dispatches drivers.

Anthropic is SpaceX’s biggest customer, bringing in a third of revenue (opens thenextweb.com)

Bloomberg reports Anthropic made up 34.5% of SpaceX's third-quarter revenue and could spend up to $120.5B on SpaceX computing through 2029.

Gemini 4 Carbon (opens blog.google)

Google is rolling it out to selected cybersecurity defenders through Fairwind at $2 per million input and $10 per million output tokens, rising to $4 and $20 later.

Nvidia Nemotron 3.5 Transcribe: open ASR for 40 languages (opens huggingface.co)

Seoul-based AI chip startup FuriosaAI raised a $620M Series D at a $2.9B valuation, up from $735M in 2025 (opens bloomberg.com)

South Korea's National Growth Fund contributed $280M of the round.

Sources: AI coding startup Cognition weighs a new funding round before year's end after receiving offers valuing it at $70B-$80B, up from $48B in September (opens businessinsider.com)

Sources: AI coding startup Cognition weighs a new funding round before year's end after receiving offers valuing it at $70B-$80B, up from $48B in September — Just weeks after announcing a new round of funding at a $48 billion valuation, AI coding startup Cognition is fielding new investor interest…

Sources: the US DOJ has inquired about the impact of Nvidia's Hugging Face deal on AI competition (opens reuters.com)

Sources: the US DOJ has inquired about the impact of Nvidia's Hugging Face deal on AI competition, as antitrust enforcers continue to probe Nvidia's conduct — The US Department of Justice has made inquiries about how Nvidia's (NVDA.O) $12.93 billion deal to buy open-source platform Hugging Face …

Faraday: company-specific AI and infrastructure that run manufacturing workflows end to end (opens ycombinator.com)

Company Specific AI for Manufacturers

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.

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.

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.

Circuit Mind lands $25M and puts AI agents to work checking circuit board schematics (opens siliconangle.com)

The British startup uses AI agents to check circuit board schematics and will extend the platform across more of the hardware design process.

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.

The October inflection point for vibe game development (opens simonwillison.net)

I've written before about how November 2025 was an inflection point for coding agents - the point where Opus 4.5 and GPT-5.1 crossed a tipping point that meant their respective coding agents became reliable daily drivers for software engineers.

Inference cloud startup General Compute reels in $100M, despite broader AI funding fears (opens siliconangle.com)

Neoclouds are supposed to be under pressure, with the likes of Gartner Inc. and Elon Musk both predicting a bloodbath in the nascent cloud infrastructure segment in the not-too-distant future, but apparently nobody told General Compute Inc.

Sarvam to raise another $300 mn from Cognizant. Who is even using Sarvam? They keep signing MoU and release sub below average models. Anyone knows the internal game ? (opens reddit.com)

Sarvam to raise another $300 mn from Cognizant. Who is even using Sarvam? They keep signing MoU and release sub below average models. Anyone knows the internal game ?

Anthropic may offer up to 20% of its IPO to retail, Bloomberg says (opens thenextweb.com)

Anthropic is weighing setting aside 15% to 20% of the shares in its IPO for retail investors, people familiar with the matter told Bloomberg on Wednesday, 28 October. JPMorgan will lead the US retail offering, they said. TNW has not independently verified the report.

i reverse engineered how ElevenLabs became ChatGPT's #1 recommended AI voice SaaS (opens reddit.com)

i've been looking at how some of the biggest software companies are showing up in AI search, and ElevenLabs was kind of ridiculous compared to everyone else. in this, which audit i looked at they had 30.3% visibility.

Industrial Ai - how did you get the attention of customers so skeptical? (opens reddit.com)

After months of research and site visits seems really hard to deploy Ai solutions inside factories because people in charge are quite averse to implement new solutions they don’t know and maybe they don’t even want. my fear is that all these solutions can be implemented by these same companies.

Early progress on accelerating drug development with Claude (opens anthropic.com)

Hemlock: The missing force signal in robotic training data (opens ycombinator.com)

Hemlock pairs egocentric video with force data from workers' muscle signals; it says adding it improved pi0.5's success 10x on force-sensitive tasks.

Hex Raises $100M (opens hex.tech)

Sources: AI robotics startup Physical Intelligence is in talks to raise $1B+ led by Avenir and Lux Capital at a ~$20B valuation, up from $11.5B earlier in 2026 (Bloomberg) (opens bloomberg.com)

Avenir and Lux Capital would lead the round, at about $20B, up from $11.5B earlier in 2026.

Anthropic trained Claude on illegally obtained Stanford professors' books (opens stanforddaily.com)

Source: OpenAI, a major Nvidia customer, plans to buy Google's TPUs (opens theinformation.com)

Source: OpenAI, a major Nvidia customer, plans to buy Google's TPUs; a job listing shows it seeks an engineer to “lead the optimization” of its models on TPUs — OpenAI plans to buy Google's AI chips, according to a person familiar with the matter, in a boost for a rising competitor to OpenAI backer…

Expanding our partnership with GSA to bring Claude to all levels of government (opens anthropic.com)

Amazon Is Gutting Its AI Division After Sustained Failure (opens futurism.com)

Applied Kinetics: AI-native manufacturing for data center and energy projects (opens ycombinator.com)

Critical equipment, without the multi-year wait.

General Compute raises $100 million Series A, countering the neocloud disaster narrative (opens techcrunch.com)

General Compute is betting on inference chips from outside the Nvidia ecosystem.