Reading List

The most recent articles from a list of feeds I subscribe to.

Eli Lilly partners with Nvidia to build what the companies say will be the most powerful supercomputer run by a pharma company, powered by 1,000+ Blackwell GPUs (Wall Street Journal)

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SK Hynix says its DRAM, NAND, and HBM production capacity for next year "has been sold out" and that it would set up a production system to meet OpenAI's demand (Song Jung-a/Financial Times)

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Sublime Security, which uses AI agents to protect against phishing and other email threats, raised a $150M Series C, bringing its total funding to $240M+ (Eduard Kovacs/SecurityWeek)

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Foxconn says it plans to deploy Nvidia's Isaac GR00T N model of humanoid robots at its factory in Houston, Texas, which produces AI servers for Nvidia (Wen-Yee Lee/Reuters)

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Memo: California's AG says OpenAI's restructuring has "no impact" on other cases, likely referring to Elon Musk's lawsuit against OpenAI over its restructuring (Rocket Drew/The Information)

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Sources: Francisco Partners is in talks to acquire Jamf, which provides remote device management tools, taking it private; Jamf has a market cap of ~$1.5B (Milana Vinn/Reuters)

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GitHub updates VS Code with Plan Mode for building step-by-step project approaches, MCP Registry integration, definable project rules via AGENTS.md, and more (Sean Michael Kerner/VentureBeat)

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Sources: The Bot Company, co-founded by ex-Cruise CEO Kyle Vogt to make AI-powered household robots, is set to raise $250M at a $4B+ valuation (Bloomberg)

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SK Hynix reports Q3 revenue up 39% YoY to $17.02B, vs. $17.22B est, operating profit up 62% YoY to $7.92B, a record, boosted by demand for its HBM chips for AI (Dylan Butts/CNBC)

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Celebrity video shoutout app Cameo sues OpenAI for trademark infringement, alleging Sora's "cameo" feature is likely to cause confusion and dilute its brand (Blake Brittain/Reuters)

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YouTube will age-restrict more video game content showing "graphic violence" and stop creators from directing users to gambling sites involving digital goods (Emma Roth/The Verge)

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During Nvidia's first ever GTC conference in Washington, DC, Jensen Huang praised Trump's policies and emphasized themes of patriotism and US national interests (Wall Street Journal)

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Myanmar shut down a major online scam center in mid-October as part of operations that began in September to curb cross-border online scams and illegal gambling (Associated Press)

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Sources: Apple is testing new versions of the MacBook Air, iPad mini, and iPad Air with OLED screens; the iPad mini will likely arrive first, as early as 2026 (Mark Gurman/Bloomberg)

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EA reports Q2 net bookings down 13% YoY to $1.82B, vs. $1.88B est., and says it will no longer issue forward-looking financial guidance due to its $55B sale (Jennifer Maas/Variety)

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China claims it has completed the first phase of construction of the first underwater data center, which is powered by wind energy and cooled by seawater (Anna Lagos/Wired)

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A look at 1X's $20K Neo humanoid housekeeper robot, controlled remotely by a human with a VR headset, available now for preorder, with delivery expected in 2026 (Joanna Stern/Wall Street Journal)

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Jensen Huang says its Blackwell GPUs are now in full production in Arizona, after being solely manufactured in Taiwan previously (Kif Leswing/CNBC)

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Sam Altman says OpenAI has committed to spend about $1.4T on infrastructure so far, equating to roughly 30GW of data center capacity (Ina Fried/Axios)

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Uber plans a fleet of 100,000 autonomous vehicles powered by Nvidia's new Drive AGX Hyperion 10, starting in 2027 (Natalie Lung/Bloomberg)

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