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
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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 18CNBC TechnologyUnite.AI -
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 sourcesUnite.AInote.comCNBC Technology -
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 sourceslivemint.comabfjournal.com -
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 sourcesfinance.yahoo.comnote.com247wallst.com -
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 sourceSemiAnalysis -
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 sourceUnite.AI -
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 sourcefool.com -
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 sourceWired AI -
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 sourcecitationneeded.news -
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 sourcesCNBC TechnologyThe Guardian AIengadget.comtimesnownews.com +13 more
Models released
Full tracker →- WeVisOne-VLTencent WeChat Vision · open weights
- Soniox STT v6Soniox · api
- Strands Decider 2BVelocity Labs (Amazon Web Services) · open weights
- LongCat-2.5LongCat · api
- PiVo-1.4MEmpero Research · open weights
- JetBrains/Mellum2.1-12B-A2.5B-Thinking-MTPJetBrains · open weights
- GPT-5.6 TerraMicrosoft · unknown
Money
Full tracker →- Traversal: $120Mother
- WhiteFiber: $60Macquisition
- e2e: $8Mseed
- Suplari: undisclosedacquisition
- Fal: $1.3Bseries c
- Campfire: $100Mseries b
- Apple: undisclosedother
- CrowdStrike: $495Macquisition
- Bitcoin Hyper: $33Mother
- Athena: $3Mother
- Azimut.ai: undisclosedacquisition
- Cresta: undisclosedacquisition
- Agility Robotics: $465Macquisition
- Trajectory: $45Mseries a
- Palantir: undisclosedother
- Tutor Intelligence: $75Mseries b
- Larridin: $30Mseries a
- Tutor: $75Mseries b
- Omen AI: $16Macquisition
- Lumentum: $115Bacquisition
- OpenAI: $20Bother
- Marble Cognition: $4Mother
- EASE Holdings BV: $10Mother
- Alphabet: $6.7Bother
- Hark: $700Mseries a
- Oracle: $10Bother
- Anthropic: $33Bipo
- Midstream Health: $20Mseries a
- Hex Technologies: $100Mother