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Weekly recap · 2026-W45

What changed in AI, 2 Nov to 8 November 2026

The week was marked by a series of high‑profile moves in AI infrastructure and funding. Brookfield and Drax announced plans for a 1 GW data center at Drax Power Station, while SpaceX scaled its AI cloud to 13 GW, surpassing Google’s cumulative capacity from 1999‑2026. Meanwhile, Fal secured $1.3 B in a Series C round at a $16 B valuation, and Google unveiled Gemini 4 Carbon, achieving the lowest hallucination rate on benchmarks. These events underscored a continued focus on scaling AI hardware and securing capital for next‑generation models.

407 stories this week. The ten that mattered most, then every model release and deal.

The ten that mattered

  1. Business & Funding new

    Binance says hackers used fake interviews and AI tools to steal $6.3B

    Binance co-CEO Richard Teng stated that the record-breaking October 29 cyberattack, which resulted in the theft of more than $6 billion, was executed through a multi-month infiltration strategy. Teng explained that…

    2 sources HN 18
    CNBC TechnologyUnite.AI
  2. Hardware & Compute new

    Marvell agrees to buy Lumentum in $115 billion all-stock deal for AI connectivity

    Marvell Technology and Lumentum announced on November 2, 2026, a definitive agreement for Marvell to acquire Lumentum in an all-stock transaction with an implied enterprise value of $115 billion. Lumentum shareholders…

    3 sources
    Unite.AInote.comCNBC Technology
  3. Business & Funding new

    Nvidia backs AI projects with $300bn in guarantees, raising risks

    Nvidia has committed over $300bn in financial support to AI infrastructure projects, including $105bn for OpenAI’s Ohio data center and $500bn in partnerships with Wall Street firms. The company guarantees equipment…

    2 sources
    livemint.comabfjournal.com
  4. Business & Funding new

    Anthropic may debut on Nasdaq as soon as Nov. 16, reports say

    Anthropic has publicly filed its S-1 prospectus with the SEC, signaling that its initial public offering is imminent. While the company has not confirmed a specific trading date, reports from the Wall Street Journal…

    3 sources
    finance.yahoo.comnote.com247wallst.com
  5. Hardware & Compute new

    SpaceX scales AI cloud to 13GW by 2027, outpacing Google’s 1999-2026 total

    SpaceX is accelerating its AI cloud expansion, revising its 2027 target from 10GW to ~13GW—nearly matching Google’s total datacenter capacity built between 1999 and 2026 in just 1.5 years. The company has already…

    1 source
    SemiAnalysis
  6. LongCat debuts LongCat-2.5 with 1.6T parameters and visual token support

    LongCat released LongCat-2.5 on November 1, 2026, a multimodal mixture-of-experts model with 1.6 trillion total parameters and 48 billion activated per token. The model improves on LongCat-2.0 with native visual token…

    1 source
    Unite.AI
  7. Business & Funding new

    Amazon Thinks AWS Could Become a $1 Trillion Business

    Amazon Web Services (AWS) CEO Andy Jassy said AWS could reach $1 trillion in annual revenue within five to ten years, based on two growth drivers: cloud migration and AI demand. AWS currently generates $184 billion…

    1 source
    fool.com
  8. Society & Work new

    Over 400 apps allegedly generate deepfake abuse images via Meta ads and app stores

    A network of more than 400 apps, many posing as harmless services like language tutors or workout coaches, secretly generate explicit deepfake images and videos when accessed under certain conditions. Researchers found…

    1 source
    Wired AI
  9. Crypto and AI PACs spent $250 million in 2026 federal elections

    Cryptocurrency and artificial intelligence industry super PACs have poured $250 million into the 2026 federal elections, with crypto alone surpassing its $130 million spend from 2024. The majority of this funding,…

    1 source
    citationneeded.news
  10. Google says schools must accept AI features to retain Search access for K-12 students

    Google announced that starting next year, AI-powered features in its education products — including Gemini, NotebookLM, Gemini in Classroom, and Google Search — will be turned off by default for K-12 student accounts…

    17 sources
    CNBC TechnologyThe Guardian AIengadget.comtimesnownews.com +13 more

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