Top story
Follow-up to Oct 26: Nvidia plans a $3 billion investment in Meta
Nvidia announced the proposed investment alongside expanded work on Meta's Muse models and agents. Meta plans wider deployment of Vera Rubin and Vera CPUs; CNBC reports AMD also announced a $1 billion investment.
ThereforeMeta's chip suppliers are committing equity capital as it finances its AI infrastructure buildout.
GlobeNewswire — NVIDIA statement · CNBCCopy link to: Follow-up to Oct 26: Nvidia plans a $3 billion investment in Meta
Also
Disruptive raises a $10 billion fund
Forbes' interview with founder Alex Davis details plans for up to $1 billion each in ten late-stage companies, including AI and defense businesses.
ThereforeInitial investments are planned for a model maker and a neocloud.
Forbes (paywall)Copy link to: Disruptive raises a $10 billion fund
Follow-up to Oct 25: SpaceX details its conditional $40 billion Apollo lease
The October 26 disclosure names an Apollo-managed equipment owner, with closing expected before year-end and deliveries in the first half of 2027.
ThereforeThe lease would fund Vera Rubin equipment for Grok and cloud customers.
Apollo · TechCrunchCopy link to: Follow-up to Oct 25: SpaceX details its conditional $40 billion Apollo lease
Microsoft opens a voluntary exit offer
Its October 26 memo covers participating teams in four countries; CNBC, citing a person familiar with the program, puts eligibility at around 60,000 employees.
ThereforeEligible employees can leave with financial support and career-planning resources.
Microsoft · CNBCCopy link to: Microsoft opens a voluntary exit offer
Tools & releases
Apple releases Siri memory in 27.2 updates
October 26's iOS and macOS updates add conversation memory and five languages; iOS adds an Excluded Apps setting to restrict Siri's access.
Ars TechnicaCopy link to: Apple releases Siri memory in 27.2 updates
Apple announces Creator Studio AI assistants for November
US-English beta assistants built on Apple and OpenAI models will join Logic Pro on Mac and Pages, Numbers and Keynote on compatible Apple Intelligence devices; MCP support will let external agents edit productivity documents on macOS.
AppleCopy link to: Apple announces Creator Studio AI assistants for November