https://aifactornews.com/stories/twilio-puts-a-number-on-ai-revenue-before-tonights-print-1-6b-of-4-9b-in-first-h AI Factor News en 2026-10-29T00:00:00.000Z Twilio puts a number on AI revenue before tonight's print: $1.6B of $4.9B in first-half revenue was AI-driven — 32% of the company https://aifactornews.com/stories/route-4-monetization-is-real-and-the-market-sold-it-anyway-servicenow-raises-its AI Factor News en 2026-10-29T00:00:00.000Z Route 4 monetization is real - and the market sold it anyway: ServiceNow raises its AI target to $1.7B, then falls 15-18% https://aifactornews.com/stories/google-puts-gemini-4-carbon-at-the-top-of-the-intelligence-index-defenders-first AI Factor News en 2026-10-29T00:00:00.000Z Google puts Gemini 4 Carbon at the top of the intelligence index - defenders first, and its promo price doubles on December 1 https://aifactornews.com/stories/physical-capacity-the-bottleneck-moves-down-the-stack-samsung-puts-4-9b-into-the AI Factor News en 2026-10-29T00:00:00.000Z Physical capacity: the bottleneck moves down the stack - Samsung puts $4.9B into the substrates every AI chip sits on https://aifactornews.com/stories/nvidias-dsx-pod-promises-an-ai-factory-in-14-days-deliveries-start-early-2027-so AI Factor News en 2026-10-29T00:00:00.000Z Nvidia's DSX POD promises an AI factory in 14 days - deliveries start early 2027, so file it under announced, not shipped https://aifactornews.com/stories/china-draws-a-line-around-its-ai-crown-jewels-23-technologies-added-to-the-restr AI Factor News en 2026-10-29T00:00:00.000Z China draws a line around its AI crown jewels: 23 technologies added to the restricted-export list https://aifactornews.com/stories/the-efficiency-check-edition-one-artificial-analysis-rebases-the-frontier-and-th AI Factor News en 2026-10-29T00:00:00.000Z The Efficiency Check, edition one: Artificial Analysis rebases the frontier - and the cheapest adequate model got cheaper https://aifactornews.com/stories/google-at-work-the-barrier-is-coming-down-the-landlord-business-is-the-way-back AI Factor News en 2026-10-29T00:00:00.000Z Google At Work: The Barrier Is Coming Down — the Landlord Business Is the Way Back https://aifactornews.com/stories/the-split-verdict-trades-alphabet-sheds-roughly-400b-on-its-worst-post-earnings AI Factor News en 2026-10-29T00:00:00.000Z The split verdict trades: Alphabet sheds roughly $400B on its worst post-earnings drop ever while Microsoft is rewarded — and software is sold as a group https://aifactornews.com/stories/the-8-30-stack-gdp-grows-3-4-on-an-ai-investment-surge-core-pce-runs-3-1-claims AI Factor News en 2026-10-29T00:00:00.000Z The 8:30 stack: GDP grows 3.4% on an AI-investment surge, core PCE runs 3.1%, claims stay at 194K — and oil eases as Washington writes to Tehran https://aifactornews.com/stories/caterpillars-backlog-hits-a-record-78-1b-on-data-center-power-demand-and-the-sto AI Factor News en 2026-10-29T00:00:00.000Z Caterpillar's backlog hits a record $78.1B on data-center power demand — and the stock falls 9% for not raising guidance https://aifactornews.com/stories/samsungs-2027-hbm-supply-is-already-sold-out-operating-profit-up-783-to-a-record AI Factor News en 2026-10-29T00:00:00.000Z Samsung's 2027 HBM supply is already sold out: operating profit up 783% to a record 107.4 trillion won — and the stock falls anyway https://aifactornews.com/stories/servicenow-plugs-into-chatgpt-the-morning-its-stock-has-its-worst-day-on-record AI Factor News en 2026-10-29T00:00:00.000Z ServiceNow plugs into ChatGPT the morning its stock has its worst day on record — and launches an agent-governance alliance with Nvidia, Anthropic and OpenAI https://aifactornews.com/stories/cognizants-ledger-both-sides-in-one-print-headcount-up-10-100-in-a-year-with-hal AI Factor News en 2026-10-29T00:00:00.000Z Cognizant's ledger, both sides in one print: headcount up 10,100 in a year with half its code AI-assisted — and a $150-200M severance program funding the transition https://aifactornews.com/stories/the-grid-bill-starts-flowing-backward-nipsco-will-return-57-5m-to-existing-custo AI Factor News en 2026-10-29T00:00:00.000Z The grid bill starts flowing backward: NIPSCO will return $57.5M to existing customers out of its Amazon, Alphabet and Microsoft data-center contracts https://aifactornews.com/stories/serval-triples-to-3b-aiming-straight-at-servicenows-core-on-the-morning-servicen AI Factor News en 2026-10-29T00:00:00.000Z Serval triples to $3B aiming straight at ServiceNow's core — on the morning ServiceNow fell 19% https://aifactornews.com/stories/the-labs-split-on-who-pulls-the-plug-anthropic-wants-courts-to-suspend-dangerous AI Factor News en 2026-10-29T00:00:00.000Z The labs split on who pulls the plug: Anthropic wants courts to suspend dangerous models, OpenAI wants a developer duty to shut its own down https://aifactornews.com/stories/microsoft-passes-the-cash-test-alphabet-failed-azure-accelerates-to-48-and-free AI Factor News en 2026-10-29T00:00:00.000Z Microsoft passes the cash test Alphabet failed: Azure accelerates to 48% and free cash flow stays positive at $18.6B https://aifactornews.com/stories/alphabets-double-negative-prints-cloud-doubles-search-slows-and-free-cash-flow-g AI Factor News en 2026-10-29T00:00:00.000Z Alphabet's double negative prints: Cloud doubles, search slows, and free cash flow goes negative a second straight quarter https://aifactornews.com/stories/the-fed-holds-at-3-75-4-00-with-two-votes-to-hike-a-5-05-10-year-and-oil-at-115 AI Factor News en 2026-10-29T00:00:00.000Z The Fed holds at 3.75-4.00% - with two votes to hike, a 5.05% 10-year, and oil at $115 https://aifactornews.com/stories/nvidia-takes-gtc-to-washington-500b-in-blackwell-and-rubin-orders-through-2026-a AI Factor News en 2026-10-28T00:00:00.000Z Nvidia takes GTC to Washington: $500B in Blackwell and Rubin orders through 2026, and the government as a customer https://aifactornews.com/stories/openai-finishes-its-for-profit-conversion-the-ipo-question-moves-from-if-to-when AI Factor News en 2026-10-28T00:00:00.000Z OpenAI finishes its for-profit conversion — the IPO question moves from 'if' to 'when' https://aifactornews.com/stories/meta-runs-three-silicon-tracks-at-once-amd-capacity-a-multiyear-nvidia-pact-and AI Factor News en 2026-10-28T00:00:00.000Z Meta runs three silicon tracks at once: AMD capacity, a multiyear Nvidia pact, and Samsung foundry talks for its own chips https://aifactornews.com/stories/microsoft-takes-copilot-cowork-to-general-availability-agents-billed-for-work-do AI Factor News en 2026-10-28T00:00:00.000Z Microsoft takes Copilot Cowork to general availability — agents billed for work done, not seats sat in https://aifactornews.com/stories/neocloud-split-screen-a-contested-coreweave-delay-in-texas-while-crusoe-raises-1 AI Factor News en 2026-10-28T00:00:00.000Z Neocloud split screen: a contested CoreWeave delay in Texas, while Crusoe raises $1.38B at a valuation above $30B https://aifactornews.com/stories/the-wcld-watch-datadog-ships-ai-security-and-observability-into-the-agent-era-an AI Factor News en 2026-10-28T00:00:00.000Z The WCLD watch: Datadog ships AI security and observability into the agent era — and reports November 4 https://aifactornews.com/stories/verdict-day-the-fed-decides-at-2-p-m-then-microsoft-and-alphabet-report-with-bre AI Factor News en 2026-10-28T00:00:00.000Z Verdict day: the Fed decides at 2 p.m., then Microsoft and Alphabet report — with Brent at $115 and the 10-year at 4.99% https://aifactornews.com/stories/ai-of-things-waymo-adds-nearly-250-square-miles-of-driverless-territory-in-five AI Factor News en 2026-10-28T00:00:00.000Z AI of Things: Waymo adds nearly 250 square miles of driverless territory in five cities in one week https://aifactornews.com/stories/the-1-era-ends-anthropics-gsa-deal-moves-claude-to-metered-tokens-at-40-off-open AI Factor News en 2026-10-28T00:00:00.000Z The $1 era ends: Anthropic's GSA deal moves Claude to metered tokens at 40% off, open to states and cities https://aifactornews.com/stories/the-buildout-is-accelerating-not-slowing-vertiv-sales-jump-61-orders-more-than-d AI Factor News en 2026-10-28T00:00:00.000Z The buildout is accelerating, not slowing: Vertiv sales jump 61%, orders more than double, and guidance goes up https://aifactornews.com/stories/ge-vernovas-backlog-hits-197b-gas-under-contract-heads-to-130-gw-and-it-buys-gri AI Factor News en 2026-10-28T00:00:00.000Z GE Vernova's backlog hits $197B, gas under contract heads to 130 GW — and it buys grid maker Trench for $9B https://aifactornews.com/stories/genie-4-talks-back-deepminds-world-model-adds-native-audio-and-live-steering-in AI Factor News en 2026-10-28T00:00:00.000Z Genie 4 talks back: DeepMind's world model adds native audio and live steering, in research preview https://aifactornews.com/stories/the-morning-data-beat-consumer-confidence-jumps-to-91-7-and-core-capex-orders-ri AI Factor News en 2026-10-28T00:00:00.000Z The morning data beat: consumer confidence jumps to 91.7 and core capex orders rise 2.2% — hours before the Fed https://aifactornews.com/stories/teslas-houston-robotaxi-map-is-partly-fake-a-tracker-finds-while-its-austin-mile AI Factor News en 2026-10-28T00:00:00.000Z Tesla's Houston robotaxi map is partly 'fake,' a tracker finds — while its Austin miles edge past Waymo's in that one city https://aifactornews.com/stories/seagate-posts-record-margins-guides-higher-and-falls-4-6-the-expectations-bar-ag AI Factor News en 2026-10-28T00:00:00.000Z Seagate posts record margins, guides higher — and falls 4-6%: the expectations bar, again https://aifactornews.com/stories/the-memory-toll-booth-is-printing-money-sk-hynix-posts-an-80-operating-margin-an AI Factor News en 2026-10-28T00:00:00.000Z The memory toll booth is printing money: SK hynix posts an 80% operating margin and says HBM is sold out through 2029