Independent coverage of AI, technology, business, and markets
Oct 22, 2026
Digital edition · Times in UTC
Section
Companies, strategy, deals, and operations.
The reported price is roughly 75% above Decart's valuation in May and comes a month after Anthropic walked away from a deal at about $6 billion. Neither company has confirmed the talks.
Google will pay for upgrades at 11 existing reactors under a 20-year deal and take another 2,700 MW under a 15-year contract, pitching it as a way to add data center demand without raising other customers' bills.
The Chinese tech giant filed notice of a note sale in Hong Kong after its quarterly capital spending jumped 176% and pushed free cash flow negative.
The conditional Office of Strategic Capital loan is the latest federal financing to carry an equity kicker, after deals with Intel, MP Materials, Lithium Americas and Trilogy Metals.
The preliminary third-quarter figure is up 782.5% from a year earlier. TrendForce expects DRAM contract prices to climb another 10% to 15% this quarter.
AWS lists new Capacity Blocks rates per accelerator effective Oct. 7. It states no percentage. Outlets citing Wells Fargo call the move about 15%.
AWS CEO Matt Garman rolls out “Built Together” and ends NDAs with agencies — while PolitiFact says foreign-misinfo blame for the backlash is overstated.
Filings show the Facebook parent’s R&D credit jumped to about $3.9 billion in 2025 — and Meta warns investors the IRS could still claw the savings back. Louisiana state breaks and older Zuckerberg/IRS fights are separate stories.
Electronics commits $500M and five affiliates add a combined $500M to the AI infrastructure platform that already held more than $10B at its June 2026 launch. Power, not chips alone, is the stated gate.
Third Point leads a convertible note package that includes a $1B Nvidia commitment, bridging London’s AI neocloud to a planned NYSE listing while most of its contracted GPUs are still waiting on power, metal, and cash.
Terms undisclosed; OpenZeppelin keeps its name under CEO Demian Brener as S&P extends digital-asset risk work from issuers to onchain code.
The three companies say they will align identity checks for agents that purchase for users, while each keeps its own risk controls.
Mistral said Samsung Electronics led a €3 billion Series D at a valuation of more than €21 billion, and called the raise Europe’s largest technology equity round. The company also said EQT’s Scaleup Europe Fund and PSG Equity co-led — a claim other reporting has disputed.
Talks with Fitch, Moody’s and S&P continue, Folha reported, and Nvidia’s $105 billion Ohio credit support would end on a satisfactory rating.
Bloomberg’s Mark Gurman reports that John Ternus and Eddy Cue want more margin and recurring revenue from Apple’s roughly $30B-a-year App Store engine, while Phil Schiller was uncomfortable with that direction. Apple has not announced a new monetization plan.
Microsoft will replace its three legacy segments with Agents and Infra and Devices and Consumer, while FY27 Q1 brings the first apples-to-apples quarterly Azure dollar disclosure under a narrower definition.
Monopoly findings stand. Exact conduct rules stay sealed about two weeks while parties propose a final judgment.
Universal Music Group, Warner Music Group, Sony Music, and Electronic Arts are among the backers. Some of those companies also have model-building partnerships with Stability AI, which said the round brings total funding to $232 million.
