Explore BIG CHANGE reporting on AI Industry & Strategy: what changed, how it works and why it matters.
LSEG's October 9 blended forecast puts S&P 500 third-quarter earnings growth at 30.6%, with technology-sector growth at 66.5%. Only 19 companies had reported at the time, leaving most of the index estimate-dependent.
Yandex says Sasovo is shut after an October 7 to 8 attack and part of its Kaluga data center is out of service after an October 9 attack. Reuters reports two AI supercomputers were housed at Sasovo; their current status is unknown.
The Association for Human Mathematics objects to OpenAI's proprietary math research and mass release. Withdrawals and proof repairs show a changing record, not a verdict on the whole collection.
Continues From unit distances to Navier-Stokes: AI mathematics reaches a new phase
OpenAI says its investigation found information-policy violations and that it is finalizing contracts with outside safety assessors. The statement does not specify the alleged breach.
Continues Former OpenAI safety researchers ask oversight bodies to protect outside collaboration
OpenAI says Russian and Iranian operations used ChatGPT for internal reports, article editing and some deceptive material. Independent checks support specific examples, while the campaigns’ audience impact remains uncertain.
Financial Times reporting puts OpenAI's annualized pace near $50 billion at September's end. A previously reported $70 billion comparison appears to use a different treatment of some partner sales.
A five-year, $2 billion agreement calls for new GlobalFoundries capacity to supply silicon interposers for TSMC's CoWoS ecosystem, with volume production expected to ramp in 2028.
Waymo says its first debt financing adds flexibility alongside a separate $16 billion equity round. The company has not disclosed detailed loan terms or a city-by-city service schedule.
Kristalina Georgieva says AI spending is supporting some economies now, while productivity gains remain uncertain and energy, debt and market risks complicate the outlook.
Microsoft's October 7 Windows announcements cover MXC's general availability, experimental local model tools, a later preview, future Copilot+ features and RTX Spark preorders.
Boston Dynamics named Rohit Prasad CEO effective October 7. Spot and Stretch are marketed for industrial tasks; Atlas remains in development and field testing.
Finland's environmental regulator asks Tuike Finland Oy to suspend environmentally significant preparations at Google's Muhos and Kajaani data center sites while their impact assessments remain unfinished.
A proposed antitrust suit alleges McDonald’s pricing recommendations helped coordinate restaurant prices. The docket verifies the filing, while the company says franchisees set prices independently.
TikTok announced Shopping Assistant, Buy Direct and Lead Agent on October 5. The first two serve shoppers; the third handles advertiser inquiries. Access is limited to eligibility based tests.
OpenAI plans to test labeled visual ads during ChatGPT image generation in the US later in October. The company says ads will stay separate from generated images; the screen layout and user eligibility are unspecified.
Retail price rises and falling shipments in cheap phone bands show how memory pressure affects handset affordability, with unequal consequences across regions.
A Qualcomm-commissioned Signal65 report compares three retail 14-inch laptops. The Snapdragon system leads selected CPU and AI tests; the Intel laptop wins graphics and sustained Office runtime.
Barclays reports broad Claude use in customer support, email triage and software development. Its figures show activity and future targets, but leave error rates, productivity and costs undisclosed.
