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TSMC is reportedly weighing a move into advanced 3D DRAM memory production at Nvidia’s request, as AI-driven demand strains global memory supply. It could build new fabs or convert an existing plant—but TSMC says it remains focused on its core foundry business.

PSI says an internal research system running instances of a non-public Anthropic model proved the Aaronson–Ambainis conjecture, open since 2008. The company says it found a complete proof on day three and that the Lean proof assistant accepted it. The paper is public, but it has not yet been peer reviewed.

Three senior House Republicans have asked Nvidia CEO Jensen Huang to give a closed-door briefing on Nov. 18 over reports linking him to a Chinese businesswoman allegedly tied to Beijing intelligence. Nvidia says the allegations were investigated and debunked; China calls the report “groundless speculation.”

RBI’s draft curbs on NBFC revolving credit are forcing a product rethink. Bajaj Finance has begun rolling out term-loan variants from Nov 1, while Tata Capital is piloting modified flexi-loan structures and expects to convert over half of its flexi-credit portfolio into non-revolving products. The RBI’s Aug 6 draft would allow NBFCs—except authorised credit-card issuers—to offer only term loans, where repaid principal cannot replenish the credit limit. Final rules are still awaited.

AMD is on track to outsell Intel for the first time in a quarter. AMD guided Q4 revenue to ~$17B, while Intel expects $15B–$16B. AMD’s Q3 data-center revenue nearly doubled YoY to a record $8.5B, powered by EPYC CPUs and Instinct AI GPUs. A major shift in the chip race.

Anthropic has opened an IPO website as it prepares to sell shares to retail investors in multiple countries, including a reported ¥552.9 billion (~$3.5B) Japanese offering managed by Mizuho Securities. It plans to list on Nasdaq under ticker $ANT. Terms, pricing and the exact debut date are still undetermined.

OpenAI is acquiring Pierre Computer Company, the startup behind Code Storage and open-source developer tools including Trees and Diffs. Pierre’s tech is already used in Codex. OpenAI plans to bring Code Storage into Codex to improve Git workflows for developers and coding agents. Terms weren’t disclosed. Pierre’s open-source projects will remain open source.

Chinese tech giants ordered 6M Nvidia RTX Pro 5500 chips ($70B), but expect just ~1% to arrive over the next four months due to production constraints. Even by end-2027, deliveries may reach only ~700K—about 12% of orders. US export limits make this workstation GPU one of the few high-end Nvidia chips China can still buy.

Dollar falls to a one-month low as early US midterm results favor Democrats. Sen. Jon Ossoff’s win in Georgia set the tone, with markets betting a Democratic Congress would mean fiscal gridlock, lower Treasury yields, and a softer dollar.

Indian firms’ forward dollar purchases fell 35% to $49.5B in October — the lowest since February — after RBI curbs on speculative rupee bets raised hedging costs.

OpenAI says ChatGPT now handles roughly one-fifth as many search-style queries as Google, and 250 million people use its voice features weekly. OpenAI counts any query that triggers a web search as a “search,” so outside estimates using narrower definitions are far lower. The figures are OpenAI’s own and haven’t been independently verified. Still, advertisers are increasingly reviewing search budgets, with some agencies reporting that 10–30% of Google search spend is under scrutiny.

GPT-6 Astra edited just 0.016% of Qwen3.5-0.8B’s weights and lifted its MATH-500 score from 7.9% to 48.1% — no retraining. But the gain came mostly from fixing reasoning loops, not teaching new math. On Gemma 3 270M, which doesn’t loop, the same approach barely moved the needle.

Hackers remotely hijacked supermarket freezers across at least 11 European countries, pushing temperatures as high as 50°C and forcing stores to discard spoiled food. The EU calls it a deliberate attempt to disrupt the food supply chain. No group has claimed responsibility.

Cat Wu, Anthropic’s product lead for Claude Code and Cowork, has left the company. She said Friday, Oct. 30, was her last day; Anthropic confirmed the departure. Wu helped take Claude Code from an early prototype to one of the company’s flagship products and was a prominent public face of the tool alongside creator Boris Cherny. Her exit comes weeks before Anthropic’s expected IPO, though she has not given a reason for leaving.

🚨🌍 EUROPE HIT BY WIDESPREAD CYBERATTACKS — SUPERMARKET FOOD SPOILAGE REPORTED A wave of suspected cyberattacks has disrupted supermarket refrigeration systems across seven European countries: 🇸🇪 Sweden 🇧🇪 Belgium 🇱🇺 Luxembourg 🇪🇪 Estonia 🇮🇪 Ireland 🇳🇱 Netherlands 🇫🇮 Finland What happened? Hackers reportedly manipulated refrigeration controls. Some freezer temperatures reportedly climbed as high as 50°C. Supermarkets were forced to discard spoiled food. Multiple retail chains reported disruptions. Authorities have not identified the attackers or established whether all incidents are connected.

Elon Musk says the cost of serving Grok Bot was “unsustainably high relative to revenue,” after paid users reported burning through weekly usage limits unusually fast. He didn’t disclose cost figures, new limits, or whether allowances would be reset.

NASA is accelerating Artemis: a 2027 low-Earth-orbit rehearsal with SpaceX Starship and Blue Origin’s Blue Moon, then a crewed Moon landing near the lunar south pole in 2028 on Artemis IV. 🌕 Both landers stay in play; NASA won’t pick the first one yet. First crewed lunar landing since Apollo 17.

iPhone users don’t even need to click a link anymore. Researchers found spyware spread through an Instagram ad and expired website domains—stealing passwords and crypto-wallet data automatically. Nearly 8,000 sites were affected. Update your iPhone now.

DeepSeek closes ~$15B (100B yuan) round one of China’s largest ever. Backers: Tencent, CATL, Midea, Meituan, Geely, GigaDevice, Boyu, CPE, Legend, IDG Pre-money valuation: ~500B yuan 15+ investors; close expected in days Hired CITIC for a possible STAR Market IPO Funds to fuel data centers, Huawei accelerators & frontier-model race A serious challenge to US AI labs — and a major China AI capital-markets event. 🇨🇳

Apple’s rumored HomeView smart hub is expected to debut Oct. 13 and ship around mid-November—about a month later. Reports describe two versions: a countertop model and a wall-mounted model, with voice-first controls and a touch display. The updated Apple TV 4K and HomePod mini are expected to arrive Oct. 30.