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Arm CEO Rene Haas calls post-midterm data-center fears very short-term thinking Haas told CNBC that if the U.S. hesitates on the buildout the rest of the world is ready and willing, with huge demand for capacity still in place

OpenAI CFO says midterms didn't dramatically change its outlook as it continues looking at a 2027 IPO Sarah Friar told CNBC OpenAI would keep investing and raising capital to meet demand, saying its business grew 70% quarter over quarter in Q3 and its enterprise business doubled over the same period

AMD traded about 10% higher intraday as chip stocks rebounded Friday Reuters reported the PHLX Semiconductor Index up 4.2% during the morning after Thursday's drop of more than 12%, with AMD, Intel and Micron trading 6%–10% higher

OpenAI releases GPT-6 Cyber to select Daybreak Red customers, citing 81 high-severity Firefox flaws and 948 Linux kernel exploits OpenAI says its researchers used the model to identify 81 previously unknown high-severity Firefox vulnerabilities and develop working exploits for 948 Linux kernel vulnerabilities, and it classifies the model as Critical in cybersecurity under its Preparedness Framework. Mozilla has released fixes for many of the Firefox issues, OpenAI says

TSMC briefly hits limit down as Asia AI stocks extend Wall Street's rout TSMC opened at its 10% daily limit of NT$2,020 before paring losses to close down 4.69%, while SoftBank closed down 10.83% in Tokyo and SK Hynix down 10.44% in Seoul. The selloff followed the Nasdaq's 5.5% drop into correction territory amid fears of US data-center curbs after the midterms

Anthropic IPO roadshow timing in doubt as investors push below a $1.5T valuation Reuters, citing four people familiar with investor talks, says potential investors doubt the planned roadshow can start the week of Nov 9 after the AI selloff, with some viewing $1.5T as the high end of expectations. Bloomberg says some are now discussing about $1.2–$1.3T, and the WSJ reports one prospective investor suggesting closer to $1T

METR says Anthropic's models are improving about 1.9x faster than their 2024–25 pace The nonprofit estimates capability growth on well-specified benchmark tasks is about 1.9x the March 2024–October 2025 rate, with Anthropic's internal AI use likely driving most of it, a figure it calls uncertain. Anthropic redacted much of the supporting evidence in the public version

Microsoft tightens oversight of Nebius, IREN and Nscale data-center projects, Bloomberg reports Microsoft is stepping back from projects it deems risky and debating whether to sign new neocloud deals while favoring its own campuses, though it hasn't ruled them out. It won't exercise an option to more than double its Nscale Texas capacity, and Nebius and IREN were down about 15–16% in afternoon trading

AI and chip stocks head for their worst day since April 2025 as Nvidia and AMD slide In afternoon trading Nvidia was down about 8–9% and AMD about 15%, and the Nasdaq 100 was on pace to lose more than $2T in market value on midterm fears over data-center curbs. The Philadelphia semiconductor index fell as much as 11.2% and the Nasdaq Composite was on track for a correction

AMD books a $1.07B non-cash charge for OpenAI and Meta warrants as guarantees hit $8.5B The Q3 hit covers equity warrants tied to large AI chip deals, including Meta's up-to-$60B commitment. Lease and partner-debt guarantees now total about $8.5B, with no defaults so far

Google backs TeraWulf's Anthropic Kentucky campus with credit support on a ~$19B lease Alphabet's Google will backstop Anthropic's rent on about 401MW of critical IT load at Hawesville. If Anthropic defaults, Google can assume the lease as tenant or pay a termination fee that entitles it to an equity stake in the project unit

OpenAI pledges to stop NDAs with public officials and cover full power costs at campuses it owns After midterm voters backed limits on data centers in nearly all of 41 local ballot measures, the lab said future campuses it owns and operates will solicit community input, publish construction plans, and protect ratepayers

OpenAI says ChatGPT hit 1.2B weekly users and about 20% of Google's search volume ChatGPT consumer product lead Adam Fry told Big Technology that weekly users rose from 1B to 1.2B in about 60 days and that search-like queries are roughly one-fifth of Google's. Both figures are OpenAI's own and haven't been independently verified

Chinese buyers expect only about 1% of their $70B Nvidia chip orders in the next four months Bloomberg reports Alibaba, Tencent, ByteDance and others ordered about 6 million RTX Pro 5500 chips, the export-compliant model for China. They expect only some tens of thousands to arrive as Nvidia struggles to raise production

Democrats' midterm sweep hits AI data center stocks while Big Tech rallies CoreWeave and Applied Digital were down about 9% in Wednesday trading and power names like Vistra and GE Vernova fell double digits after Democrats won Congress and the Texas governor's race. Amazon, Microsoft and Alphabet rose sharply on bets that curbs on new data centers make existing capacity more valuable

SemiAnalysis says OpenAI and Anthropic could take about 30% of new global compute in 2027 Founder Dylan Patel said at Runtime 2026 that the two labs are set to add about 12GW of roughly 40GW of new capacity next year, putting their share at 25-40%. One-year H100 contract prices have climbed to around $2.80 per hour from a low of about $1.70 in October 2025

Anthropic aims to double its computing capacity to about 7GW next year The NYT reports Anthropic expects to have more than 3.5GW by the end of 2026. Its updated IPO filing lists $895.4B in compute commitments through 2045, including $121.3B with Google, $110B with Amazon and $120.5B with SpaceX

AMD posts a record $13.4B quarter as data center sales nearly double Data center revenue hit $8.5B, up 97% year over year, on EPYC CPUs and the first MI450 GPU sales. AMD guided Q4 to about $17B, and Lisa Su said she expects server revenue to double in 2027

DeepSeek reportedly plans to pretrain V5 on Huawei Ascend chips Star Market Daily says DeepSeek's next big model will be pretrained on Ascend after using the chips mostly for inference, and Caiwen reports it will train mainly on Ascend 950 with a launch possible in 2027. Neither company has commented publicly, and V5's specs and timing are still undecided

AMD reports Q3 results after the close today Wall Street expects about $13.1 billion in revenue, up from $9.25 billion a year ago, and adjusted EPS near $1.95, per FactSet. The stock has more than doubled this year heading into the print, with the call at 4 PM CT