2026-10-29

“Novartis now expects to speak with the FDA about a potential accelerated approval of pelabresib before the end of the year, CEO Vas Narasimhan told investors on a call Tuesday.”

“"So now I have a rack cellar, and it has like one of those GB300s from Dell in it," Lütke said. "So it is actually fully training models."”

“Our AI infrastructure and solutions are the major drivers for Cloud growth and our customers see us as the leading provider here, so there’s huge demand.”

“Our first-party model APIs are now processing nearly 32 billion tokens per minute — 40% more than last quarter and more than four times what we processed a year ago.”

“The Gemini app is now at one billion users and is the fastest-growing product in Google’s history.”

“He commented that there are more than 200 neocloud providers and they will face "guppy-level death" during the next few years.”

“After shares of CoreWeave sold off, he noted that he's optimistic about the company's future and that its cost of capital was actually going down.”

“Live by the sword, die by the sword. Those who pick fights with me should understand that I will find out who is really pulling the strings and come for them.”

“Amazon.com CEO Andy Jassy doesn't think any singular AI model -- whether from OpenAI, Anthropic, Alphabet or SpaceX -- will be top dog.”

“The use of artificial intelligence for cybersecurity is a really big deal, according to Amazon.com CEO Andy Jassy.”

“Intel CEO Lip-Bu Tan said on the earnings call that the company's 18A-P node, a variant of its 18A family, is on track to launch by the end of the year.”

“Intel CEO Lip-Bu Tan said purpose-built silicon is its "fastest growing business segment," and has tripled over the last three years.”

“My big concern is this 20-year transition period, where they'll have winners and losers and a lot of disruption.”

“If we don't choose to massively slow down or stop, then we will have robots that can build houses, grow food, do surgery. And none of the things that human labor provides to the economy…”

“has emerged as a significant business with a revenue run rate in the tens of billions of dollars and is now profitable in its own right”

“AWS is a $184 billion annualized revenue run-rate business, and yet the opportunity remains extraordinary. With our continued pace of innovation, new core and AI functionality, enterprises…”

“We still expect 2026 cash capex of approximately $220 billion — the majority for AWS — and expect to spend meaningfully more in 2027, with a clear line of sight to attract its financial…”

“We’re going to invest to continue being the leader. We can fund this plan, and I think it will forever change the size of Amazon. It will forever change our revenue.”

“Nvidia’s chief executive Jensen Huang said the chipmaker’s dealings with Megaspeed International were “normal and not unusual” following a New York Times report that one of the Singapore-ba…”

“Huang said Nvidia checked its GPUs and found no illegal shipments to China, which is barred from buying Nvidia’s powerful AI chips under US export rules.”

“The industry has gotten more consolidated. Prices are higher than ever. Access is worse than ever.”

“The rising costs are unsustainable for individuals, for businesses, and for the country. What kind of intervention is a different question.”

“The recovered logs record successful exploitation, including verification of root access by executing the id command through the installed webshell.”

“We recovered a custom PHP2Shell implementation tailored to the targeted firewall platform, version-specific profiles, exploitation logs and post-exploitation scripts”

“Their survival, especially for the very youngest patients under the age of 35, may actually not be as good as somebody in their 40s or someone in their 60s, despite receiving more…”

“catalyst for a monumental shift”