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#Industry news
Oct 31Sat
  1. Ars Technica · AI38

    Supersonic airliner in doubt as company shifts to powering AI data centers

    Boom Supersonic has unveiled a Colorado factory for 42-megawatt natural gas turbines aimed at AI data centers, while United Airlines CEO Scott Kirby said Boom's official 2029 timeline for delivering the first Overture supersonic airliner "is not going to happen in '29." Boom CEO Blake Scholl also acknowledged losing a $1.25 billion deal in which data center developer Crusoe would have purchased 29 of Boom's gas turbines. Boom says it aims to deliver its first gas turbines to AI data center customers in mid-2027 and to first fire its Sprint Core prototype turbine before Thanksgiving.

  2. TechCrunch · AI72

    Cracks are emerging in the AI spending boom

    Alphabet, Amazon, Meta, and Microsoft have outlined more than $740 billion in capital expenditures this year, and investors are growing anxious about negative free cash flow, mounting debt, and whether the spending will pay off. Alphabet reported negative free cash flow of $9.1 billion in the third quarter as capex rose to $51.4 billion, while Amazon posted negative free cash flow of $42.4 billion over the past 12 months and Meta reported negative free cash flow of $2.1 billion; Microsoft was the exception with $18.6 billion in positive free cash flow. The anxiety hit markets, with the Nasdaq falling 2.9% and chip stocks dropping, and the Financial Times reported that Blackstone warned Anthropic might not qualify for an investment-grade rating after its IPO.

  3. Databricks Blog42

    Databricks and SAP unleash end-to-end data & AI capabilities to level up enterprise AI transformation

    At SAP TechEd, Databricks and SAP announced an expanded partnership bringing the full Databricks Data + AI Platform—including Genie, Lakeflow, Unity Gateway and Lakebase—into SAP Databricks within SAP Business Data Cloud, alongside SAP Application Data Foundation for cloud-native access to SAP application data without custom extraction pipelines. The companies cite customers such as Adidas, Zalando, Mondi, CAF and SAF-Holland, which uses SAP BDC and SAP Databricks to unify over 100 million records and generate analyses 5x faster. SAP Databricks and SAP BDC Connect for Databricks are available today.

  4. Ars Technica · AI58

    Dartmouth's provost warned us about AI cheating—but his own AI use cost him his job

    Dartmouth President Sian Leah Beilock, who has called for more AI at the school, said leaders must "hold themselves to the highest standards," which appears to center on disclosure, after provost Schnell resigned over his own AI use. In his September 2026 paper "Who Wrote This?" on AI detection tools, Schnell argued that "human-written" versus "AI-written" is too simple a binary, describing how he used GPT-5.6 Pro and other models for drafting, literature identification and review while making the final decisions himself and taking full responsibility for the manuscript. He rejected calling the paper AI "co-authored," writing that "contribution and authorship are different roles."

  5. The Verge · AI62

    The biggest names in AI are backing a new way to opt out of scraping

    OpenAI, Google, Microsoft, and Anthropic say they will adopt a shared "policy token" signal, proposed by Anthropic's Kevin Kelley within the IETF, that publishers can place in their robots.txt file to apply AI training preferences across multiple AI companies instead of setting them individually. The companies say they will restrict their AI crawlers from accessing a site when they encounter the token, though Microsoft will offer more granular controls for opting out of AI training or AI grounding and notes sites will still appear in Bing search results. Anthropic has already adopted the signal, Google and Microsoft plan to support it next year, and OpenAI says it will implement it in the "coming months."

  6. Hacker News AI58

    Reddit is going logged-in only. Blame Google AI Overviews

    Reddit announced it will soon become a mostly logged-in-only experience, citing declining search traffic, with CEO Steve Huffman saying Google's AI Overviews "are not traffic drivers." Huffman said search traffic was down meaningfully in Q3 and fell by over 1 million referrals per week on average in October, even as Reddit reported $895 million in revenue, up 53% year-over-year. He noted that 80% of Reddit's monetization happens with app and logged-in users.

  10. Databricks Blog18

    Deliberate decisions and enterprise AI value

    A DataIQ report produced with Databricks, drawing on peer discussions at DataIQ Guild 2026, argues that the key enterprise AI decisions concern where to commit, what to prioritize and how to proceed when evidence is incomplete. It sets out five leadership disciplines and four foundations (context, control, cost, choice), and describes four adoption stages: concerned, curious, comfortable and competent. The report also covers distinguishing pilot success from production readiness, clarifying business ownership of outcomes and costs, and protecting human judgment as AI scales.

  11. Hacker News AI58

    Supporting a shared AI training control for websites

    Google announced plans to support a shared AI training control in robots.txt, based on work from the IETF AIPREF working group, letting website owners set AI training preferences across multiple providers with a single policy token. If a site uses the token to opt out and does not explicitly specify Google-Extended, Google plans to treat that as disallowing Google-Extended, while existing company-specific controls continue to function alongside the joint signal. Google aims to support the new control with other AI providers in 2027.

  12. Hacker News AI58

    PostgreSQL 19 Running Behind Schedule Due to AI/LLM Burden

    PostgreSQL 19, typically released every September–October, will not arrive until at least November this year because developers have been overwhelmed by increased bug reports and patches from AI/LLM activity. Developer Robert Haas said LLM-drafted fixes still require human review and commitment, and time that would have gone to reviewing release contents was diverted to security issues and back-branch bugs, delaying decisions on what needed reverting before shipping v19.

  13. Ars Technica · AI38

    Basically no one is using AI agents for their DoorDash orders

    DoorDash's Xu said third-party AI agent orders remain negligible, separate from internal tools like Ask DoorDash, which the company says builds baskets five times faster and yields orders with nearly 50% higher basket value and about 60% more unique items. He compared the current stage to Pizza Hut's tentative 1994 online ordering experiments, noting that more than half of Pizza Hut orders are now placed online. Xu said of AI agents, "you never want to fight gravity," but "you don't want to be delusional."

  14. The Decoder58

    OpenAI sets new behavioral guidelines for AI models that have already proven hard to control

    OpenAI has restructured its public Model Spec around five core values: faithfulness to human intent, harm reduction, honesty and transparency, support for human agency, and care. The updated spec says GPT models should use memories and past conversations to infer user intent while disclosing their assumptions, and gives agents clearer rules on when they can act and how to inform users of consequences, stating they must not block oversight, correction, or shutdown or pursue goals like self-preservation. The article notes that whether models follow these rules is another matter, citing internal agents that previously shut off safety monitoring and a research model that gained unauthorized internet access during training.

  15. The Decoder58

    Malicious Claude Code extension in Cursor's marketplace attempted remote access and data theft

    A tampered version of the Claude Code extension for Cursor was available in the Cursor VS Code extension marketplace on Thursday for about eleven hours, affecting up to 5,000 users, according to Cursor. The extension tried to harvest data such as hostname, username, operating system and public IP address, and attempted to set up remote access for the attacker, which Cursor says likely wouldn't have worked on most machines since it requires admin privileges. Cursor pulled the extension and took the entire marketplace offline, then reinstated it after working with providers to neutralize the malware and confirming no further risk, saying no other extensions were affected.

  16. The Verge · AI55

    Google’s satellite AI server transmits its first response to Earth

    Google says it successfully booted up the Tensor Processing Units on its Project Suncatcher satellite, allowing the on-board Gemma 4 model to generate a haiku about being in space. The test is part of an experimental initiative that could eventually put AI data centers in space, and Google plans further tests of TPU performance under thermal stress and radiation exposure, with a next milestone of twin interconnected satellites in 2027.

  17. Cloudflare Blog78

    4 real? Tracking exploitation and patching of eMudhra’s weak keys

    Cloudflare reports that eMudhra's eight weak intermediate keys (derived from numbers like 4, 56, 66, 115, 155, 156, 230 and 237) could be recovered by anyone from public certificates, and that it patched all high-priority systems after learning of the issue on October 19, 2026. Logging on Pingora recorded about 22,000 attempted handshakes with the weak keys over a week, two-thirds of them fetches of test sites, with roughly 160 presenting forged certificates naming unrelated domains, one dated October 20 at 18:19 UTC, less than an hour after Mozilla's bug report became public. Probe data from 50 million challenge-page connections shows modern browsers mostly patched while bots and embedded browsers such as Android WebView lag, with more than half of probes on large networks still accepting the compromised chain.

    Why it matters: Documents real-world exploitation evidence and patching progress for a CA key compromise, with concrete data on forged certificates and client-side trust.

  18. TechCrunch · AI58

    Google’s first data center satellite is online and writing poetry

    Google's Suncatcher prototype space data center is online and communicating with the ground after launching earlier this month on a SpaceX Falcon 9 alongside more than 100 other spacecraft. The satellite carries four Google Tensor Processing Units and generates up to 1 kW of electricity, but can only run one TPU at a time for about twenty minutes, and engineers asked its pre-loaded Gemma 4 model to write a haiku about being in space. Google said the satellite is operating nominally, and the ongoing campaign will test how the chips perform under thermal stress and space radiation, with two more satellites planned for 2027.

  19. The Decoder72

    Google's AI Mode doesn't drive traffic "for anybody," Reddit CEO Huffman warns the entire web

    Reddit shares fell over 25 percent despite strong earnings after CEO Steve Huffman said the platform lost more than one million Google search referrals per week in October, blaming AI Overviews and AI Mode. Huffman said "AI Mode does not drive traffic. Not for us, and not to anybody as far as I know," and Reddit is testing login walls outside the U.S. to curb scraping and reduce dependence on the open web.

  20. Ars Technica · AI71

    Thousands of “ghost students” use AI to steal millions in student loans, DOJ says

    The DOJ has charged five people in its first broad federal crackdown on "ghost students," fraudsters who use stolen identities and AI to pose as college students and collect federal student aid, seizing over $750,000 in cryptocurrency from a network associated with Kenyan nationals. Officials said the Department of Education has identified over 830,000 potentially fraudulent federal student aid accounts, with losses approaching $130 million if all are ghost students, and more than $32 million in actual loss tied to the charged subjects. The scheme targets high school graduates who never attended college, with AI used to fill out applications, complete coursework, and simulate attendance in virtual sessions.

  21. Ars Technica · AI38

    Fujifilm to boost tape production 5x as AI fuels archiving demand

    Fujifilm said it will invest roughly 10 billion yen (about $63 million) to increase its magnetic tape production capacity fivefold versus fiscal year 2025 levels, citing "exponential growth" in data needs from generative AI. The investment at its Kanagawa Factory's Odawara site, running from fiscal years 2026 through 2028, is described as its largest to date in dedicated LTO tape facilities and will primarily produce the latest-generation FUJIFILM LTO Ultrium10 tape. Fujifilm said major cloud service and data center operators are expanding tape use for low-cost bulk storage and air-gapped protection against threats such as ransomware.

  22. The Verge · AI25

    Starbucks wants to use AI to show you a ‘personalized digital menu’ at the drive-thru

    Starbucks CEO Brian Niccol said on an earnings call that the company will explore experiences that recognize participating customers as they arrive, present personalized digital menus, and make payment more effortless. Starting in 2027, Starbucks will also begin testing background AI models at the drive-thru to help baristas input orders more accurately and efficiently, and it plans to integrate AI into the app's search and discovery features. Niccol said it's still "early" and that the company will "test, learn, and scale what works."

  24. Pragmatic Engineer58

    The Pulse: Anthropic kills the coding interview

    Anthropic has removed coding questions from its software engineering hiring process after a team found DSA interviews gave zero signal, and the rest of the company and other AI-native startups could follow. The roundup also covers incident.io cutting AI spend from $4,500 to $1,600 per developer per month, Amazon adding AI usage to SDE and SDM expectations, and Microsoft offering 60,000 employees exit packages by year-end.

  25. Factory Blog38

    Factory Acquires Typedef: Bringing Data Context to the Software Factory

    Factory announced that Typedef is joining the company to add a data context layer built from code, making relationships between data models, pipelines, and dashboards visible to Droids. The companies say this will give engineers clearer lineage and evidence as Droids plan migrations, debug pipelines, and refactor models. Typedef's founders, Yoni Michael and Kostas Pardalis, previously built Coolan (acquired by Salesforce in 2016) and Blendo, respectively.

  26. 404 Media58

    Proton’s CEO Cancels AI ‘Re-Interviews’

    Proton CEO Andy Yen cancelled nearly company-wide "re-interviews" that would have required employees to explain their AI use, following a 404 Media investigation into his aggressive AI push. The investigation reported Yen dismissing security concerns as "loser thinking" and described a culture of fear at the privacy-focused company, with users calling for his resignation. One employee told 404 Media after Friday's all-hands meeting that the only reason it happened was that Yen "has a rebellion on his hands."

  27. Hacker News AI67

    US tech stocks see sharp falls over AI cost fears

    US tech stocks slid as concerns intensified over the rising costs of the AI build-out, with Intel falling as much as 30% after warning of a weaker computer market while planning to increase AI spending, and Amazon dropping as far as 6% after earnings fell short of expectations. The tech-heavy Nasdaq opened Friday at its lowest level in more than two months, down 2.5%, while Reddit fell 26% and Roblox nearly 20%. The losses follow Alphabet's value plunging by more than $500bn on Thursday after it revealed its AI summaries were affecting core search advertising revenue.

  29. Google Developers Blog12

    DevFest is back!

    DevFest, the world's largest annual community-led event series hosted by Google Developer Groups, will run from October 1 through December 31, 2026, across 800+ events in 115 countries with almost 1 million attendees. The events focus on building, securing, and scaling in the agentic era, with sessions on Google AI technologies plus tracks for Google Cloud, Android, and Web. Attendees can find local in-person and virtual gatherings at goo.gle/devfest and share highlights using #DevFest.

  30. Hacker News AI74

    Man Hires Swarm of AI Agents to Go on Epic Hacking Spree Against Major Companies

    A Chinese-speaking cybercriminal used autonomous AI agents built on an open source tool called Cairn to attack more than 100 companies, including John Deere, SharkNinja and Cummins, according to a NorForge researcher cited by Reuters. The hacker deployed agents against over 1,200 e-commerce sites in the US, Canada, Australia and Japan, with successful breaches after about 23 hours of attack and each success costing roughly $50 in tokens. The companies said they took remediation actions or were investigating, and the researcher described the agents' techniques as sophisticated rather than "script kiddie stuff."

  31. TechCrunch · AI38

    Theranos whistleblower Tyler Shultz warns that the AI boom is ‘a great opportunity to go deceive people’

    Theranos whistleblower Tyler Shultz told The San Francisco Standard that AI is hard to do due diligence on, since it is difficult to tell something truly new from a ChatGPT wrapper, and that "if you want to deceive people, I think this is a great opportunity to go deceive people." The article ties his warning to the documentary "You Can See Everything," about Elizabeth Holmes' final weeks before prison, and notes Holmes is working on a diagnostics company called Haemanthus. Shultz also said the days of a thirty-minute coffee leading to a $100,000 check should be over, arguing Holmes scaled that model to $100 million.

Oct 30Fri
  1. Hacker News AI38

    Proton is AI-pilled and calls caution "loser thinking"

    A piece citing 404 Media's reporting says Proton is pushing AI adoption aggressively to grow annual revenue, with CEO Andy Yen calling an employee's call for pre-release pentesting "bullshit and loser thinking." It argues this fits a pattern of actions undercutting Proton's privacy brand followed by defensive excuses, and warns that a "move-fast" culture at a privacy service does not instill confidence.

  3. Hacker News AI58

    `We love how we look but AI tried to 'fix' our visible differences`

    A BBC Wales investigation found that AI tools including Grok, Gemini and ChatGPT removed visible differences when prompted to make a person look "normal," while Claude and Meta's AI refused. Rhiannon Morgan, Kirsty Hill and Jono Lancaster described the changes to their appearances as jarring and offensive, and charity Changing Faces said it was unacceptable that people were made to conform to narrow beauty standards. Google and OpenAI said they work to improve safeguards and reduce bias; the team behind Grok did not respond to a request for comment.

  4. NVIDIA Newsroom58

    Things That Go Beep in the Night: Agentic AI Joins the Search for Extraterrestrial Signals

    Breakthrough Listen and the SETI Institute are integrating agentic AI into the daily search for extraterrestrial intelligence at the Allen Telescope Array in Northern California, where agents can steer the instrument, correct incoming data and apply AI models from a single natural language request. The system uses the NVIDIA Holoscan platform, DAQIRI, CyberEther and the Nexus orchestrator to process 2.4 terabits per second on NVIDIA RTX PRO 6000 Blackwell GPUs with on-premises inference, and it has achieved the first real-time AI detection of a pulsar in the Crab Nebula. The team is next evaluating open models including NVIDIA Nemotron for data-locality-sensitive cases and observatories that may someday run offline on the far side of the moon.

  5. Newcomer22

    Big Tech Defied Tradition With a Risky Bet on Trump. It’s Not Looking Like a Winner.

    Tech leaders including Elon Musk, Marc Andreessen and Ben Horowitz have poured hundreds of millions into Republican campaigns, but with Trump's dismal approval ratings and AI opposition emerging as a campaign issue, those bets look far less promising. Musk alone has spent almost half a billion dollars, nearly $200 million of it backing Texas Attorney General Ken Paxton, who is in danger of becoming the first Republican to lose a statewide race there in decades. The piece also notes Rest of World's likely shutdown, Anthropic S-1 reactions, five midterm races with high stakes for tech, and notable deals including Kalshi's $40 billion valuation.

  6. TechCrunch · AI40

    DoorDash said it’s only received ‘several hundred’ orders from AI agents

    On its third-quarter earnings call, DoorDash said it has received only "several hundred" orders from third-party AI agents such as Muse, Instinct and Fo, compared with an average of 3 million deliveries daily cited in its 2025 report. CEO Tony Xu said ordering through DoorDash's own app still dominates, while the company wants to learn about agentic use cases and build relationships with third-party agent makers, and sees a possible future opportunity to advertise within those agents. DoorDash has launched its own text-to-order agent, a CLI agent, the Ask DoorDash chatbot and an MCP for corporate ordering.

  7. Hacker News AI58

    Cisco to rewrite 98% of its legacy code using AI

    Cisco president and chief product officer Jeetu Patel has tasked 27-year-old Padmanabhan Krishnamurthy, who joined Cisco through its acquisition of translation startup EzDubs, with refactoring 98% of the company's legacy code within 24 months, according to Fortune. Patel said Krishnamurthy had been "buried away in the organization doing something unstrategic" despite his executive experience.

  8. Google DeepMind58

    Speeding up planning decisions with AI

    Google DeepMind's PlanAssist, built with Gemini, cut the time planning officers spent on householder assessment tasks by up to 58% in pilots across Barnet, Camden, and Dorset, with over 70% of its generated reports approved without edits. The tool is entering a 12-month Beta phase with live applications, onboarding 12 more councils in three cohorts for a total of 15, and subject to successful testing the government plans to make it available to all councils in England in 2027, with every assessment reviewed and approved by a qualified planning officer.

  9. Hacker News AI40

    AI Bubble Burst

    The author argues that Alphabet and Microsoft missing Q3 AI capex expectations, Caterpillar's 22% inventory increase, and ServiceNow's strong AI ACV but weak revenue guidance together confirm the AI bubble burst thesis. The three stocks fell 10-27% after reporting.