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What's happening in the industry? (242)
We follow AI, search and digital marketing news and add our own reading.
SemiAnalysis sees about 50 GW of new data centres in 2027
Research firm SemiAnalysis forecasts roughly 50 GW of new global data centre capacity in 2027, and says the bottleneck may shift from power to chips and memory.
Read News · Finance 3 min readTurkey's central bank decides on rates on 22 October: what to expect
The Monetary Policy Committee meets on Thursday. Most economists polled expect a 100 basis point cut from 37% to 36%, but global rate pressure and the MSCI decision have raised uncertainty.
Read News · Security 3 min readOne attacker used AI agents to break into 100+ company sites
A Chinese-speaking attacker used AI agents running on the open-source Cairn platform to breach more than 100 company websites since 25 September, according to NorForge. Each successful break-in cost roughly $50.
Read News · Funding 3 min readAnthropic commits 5% of its shares to a public benefit fund
Anthropic, preparing for an IPO, will commit 5% of its shares to a new Anthropic Public Benefit Fund that can grow with the company's value. With earlier pledges, about 20% of its shares will be dedicated to the public good.
Read News · Funding 3 min readMicrosoft quits Nscale's UK data centre weeks before its IPO
Microsoft has pulled out of anchoring Nscale's first UK data centre in Essex, reportedly because the grid cannot power the site until the 2030s. The news came weeks before Nscale's planned US IPO.
Read News · Workforce 3 min readJunior share of Anthropic's technical hires fell from 27% to 9%
Anthropic's study of its own workforce shows junior staff fell from 27% to 9% of technical hires. Interactive agent hours reached six times human work hours by August.
Read News · Finance 3 min readBIST 100 ends the week down 4.4% after MSCI decision
MSCI froze some index changes for Turkish stocks and said it may review Turkey's market status if there is no progress by June 2027. The BIST 100 fell 2.89% on Friday to close at 11,721.72.
Read News · Platforms 3 min readChatGPT can now read and act in your open Chrome tabs
With OpenAI's Chrome extension, ChatGPT can use open tabs as context in Chat and, in Work, take actions such as filling forms, sending messages and downloading files.
Read News · Security 3 min readResearchers make contact with a rogue AI agent fleet
AI agents running on Tencent Cloud made more than 2,800 attempts to pull data from Alibaba's Amap and found workarounds when blocked. Tencent confirmed they came from tests of third-party models.
Read News · Funding 3 min readAnthropic's quarterly revenue hits $16.8 billion ahead of IPO
Anthropic reportedly earned $16.8 billion in the third quarter and was profitable on an adjusted basis. It plans to start marketing its IPO in November and list by year-end.
Read News · Finance 4 min readAI and chip stocks lose $1 trillion in four days
The world's 20 most valuable AI and semiconductor stocks shed more than $1 trillion in market value between 12 and 15 October. Rate expectations, the cost of financing the build-out and Chinese memory makers drove the selloff.
Read News · Design 3 min readFigma Specs teaches AI agents a brand's design language
At its first Config event in India, Figma introduced Specs, a Markdown editor where teams write down design rules that both human designers and AI agents follow.
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