https://aifactornews.com/stories/beware-of-scary-headlines-chinas-burst-ai-bubble-still-trades-at-three-times-the AI Factor News en 2026-10-27T00:00:00.000Z Beware of scary headlines: Reuters report misleads the US impact of a 40% China AI trade meltdown https://aifactornews.com/stories/the-cpu-shortage-is-now-a-price-story-intel-reportedly-raising-older-gen-prices AI Factor News en 2026-10-26T00:00:00.000Z The CPU shortage is now a price story: Intel reportedly raising older-gen prices up to 20%, AMD ending sub-$400 3D V-Cache — shortage seen running into 2027 https://aifactornews.com/stories/the-800b-question-gets-graded-this-week-microsoft-and-alphabet-report-wednesday AI Factor News en 2026-10-26T00:00:00.000Z The $800B question gets graded this week: Microsoft and Alphabet report Wednesday, Amazon Thursday — and Meta's print is the template https://aifactornews.com/stories/servicetitan-raises-168m-to-take-ai-into-the-trades-the-use-case-economy-keeps-g AI Factor News en 2026-10-26T00:00:00.000Z ServiceTitan raises $168M to take AI into the trades — the use-case economy keeps getting funded below the hyperscaler layer https://aifactornews.com/stories/anthropics-public-s-1-still-had-not-appeared-by-the-weekend-ifr-now-points-to-a AI Factor News en 2026-10-26T00:00:00.000Z Anthropic's public S-1 still had not appeared by the weekend — IFR now points to a filing today, roadshow week of November 9 https://aifactornews.com/stories/reported-samsung-takes-a-12-75-stake-in-openai-alongside-a-9-1b-hbm-deal-and-ope AI Factor News en 2026-10-26T00:00:00.000Z Reported: Samsung takes a 12.75% stake in OpenAI alongside a ~$9.1B HBM deal — and OpenAI agrees to pay 50% above market for the memory https://aifactornews.com/stories/nvidia-puts-up-to-2b-more-into-nebius-a-9b-position-built-partly-on-a-74-paper-g AI Factor News en 2026-10-26T00:00:00.000Z Nvidia puts up to $2B more into Nebius — a ~$9B position built partly on a 74% paper gain, against a $37B backlog and sold-out 2026 capacity https://aifactornews.com/stories/macronix-commits-30b-to-3d-nand-with-foxconn-and-nvidia-110b-cells-a-month-by-20 AI Factor News en 2026-10-26T00:00:00.000Z Macronix commits ~$30B to 3D NAND with Foxconn and Nvidia — 110B cells a month by 2028, on paper https://aifactornews.com/stories/corning-and-tsmc-partner-on-advanced-packaging-in-arizona-and-taiwan-glass-enter AI Factor News en 2026-10-26T00:00:00.000Z Corning and TSMC partner on advanced packaging in Arizona and Taiwan — glass enters the CoWoS-era supply chain https://aifactornews.com/stories/brief-arizona-communities-sue-to-block-tsmcs-water-use-the-desert-fab-buildout-m AI Factor News en 2026-10-26T00:00:00.000Z Brief — Arizona communities sue to block TSMC's water use: the desert fab buildout meets its resource politics https://aifactornews.com/stories/brief-enterprises-tell-zdnet-the-roi-still-isnt-materializing-and-84-plan-to-bui AI Factor News en 2026-10-26T00:00:00.000Z Brief — Enterprises tell ZDNet the ROI still isn't materializing, and 84% plan to build on open-source AI instead https://aifactornews.com/stories/reported-openai-is-buying-anthropics-enterprise-customers-with-discounts-30-off AI Factor News en 2026-10-26T00:00:00.000Z Reported: OpenAI is buying Anthropic's enterprise customers with discounts — 30%+ off a $100M Replit contract, coding share flipped at Rippling https://aifactornews.com/stories/spacexs-40b-gpu-build-gets-an-apollo-lease-and-musk-says-the-credit-window-has-s AI Factor News en 2026-10-26T00:00:00.000Z SpaceX's $40B GPU build gets an Apollo lease — and Musk says the credit window has shut for everyone without non-AI revenue https://aifactornews.com/stories/brief-moonshot-apologizes-and-resets-kimi-subscribers-quotas-the-paid-product-ou AI Factor News en 2026-10-26T00:00:00.000Z Brief — Moonshot apologizes and resets Kimi subscribers' quotas: the paid product outran its compute https://aifactornews.com/stories/morgan-stanleys-iphone-checks-pro-models-tracking-ahead-of-last-year-base-iphone AI Factor News en 2026-10-26T00:00:00.000Z Morgan Stanley's iPhone checks: Pro models tracking ahead of last year, base iPhone 18 slipping — the mix is carrying the number into the November 2 print https://aifactornews.com/stories/brief-ai-of-things-optimus-is-on-a-production-line-in-fremont-and-has-no-outside AI Factor News en 2026-10-26T00:00:00.000Z Brief — AI of Things: Optimus is on a production line in Fremont — and has no outside buyer yet https://aifactornews.com/stories/in-china-the-ai-bubble-has-already-burst-star50-down-40-in-under-four-months-abo AI Factor News en 2026-10-26T00:00:00.000Z In China, the AI bubble has already burst: STAR50 down 40% in under four months, about $480B gone — Reuters https://aifactornews.com/stories/anthropics-s-1-is-public-at-last-11-6b-in-one-quarter-a-first-operating-profit-a AI Factor News en 2026-10-26T00:00:00.000Z Anthropic's S-1 is public at last: $11.6B in one quarter, a first operating profit — and a compute bill that runs into the hundreds of billions https://aifactornews.com/stories/meta-goes-to-the-equity-market-for-its-ai-buildout-35b-of-offerings-launched-a-6 AI Factor News en 2026-10-26T00:00:00.000Z Meta goes to the equity market for its AI buildout: $35B of offerings launched, a $60B at-the-market program behind it — $95B in all https://aifactornews.com/stories/mondays-tape-the-s-1-lifts-the-whole-ai-complex-sox-up-over-3-after-the-worst-we AI Factor News en 2026-10-26T00:00:00.000Z Monday's tape: the S-1 lifts the whole AI complex — SOX up over 3% — after the worst week for trend funds since 2024 https://aifactornews.com/stories/verizon-beats-raises-guidance-and-signs-a-2b-plus-fiber-deal-for-aws-ai-data-cen AI Factor News en 2026-10-26T00:00:00.000Z Verizon beats, raises guidance — and signs a $2B-plus fiber deal for AWS AI data centers, taking AI Connect contracts to about $4B https://aifactornews.com/stories/brief-the-price-of-being-late-data-center-tenants-now-demand-5m-plus-a-day-in-de AI Factor News en 2026-10-26T00:00:00.000Z Brief — The price of being late: data-center tenants now demand $5M-plus a day in delivery penalties, up from $1M this spring https://aifactornews.com/stories/deutsche-bank-says-ai-now-decides-some-corporate-loans-in-minutes-not-weeks-and AI Factor News en 2026-10-26T00:00:00.000Z Deutsche Bank says AI now decides some corporate loans in minutes, not weeks — and its agents are preparing to talk to clients' agents https://aifactornews.com/stories/honeywell-launches-its-industrial-ai-platform-at-the-worlds-largest-single-train AI Factor News en 2026-10-26T00:00:00.000Z Honeywell launches its industrial AI platform at the world's largest single-train refinery — a claimed $60M a year, labeled 'not guaranteed' by Honeywell itself https://aifactornews.com/stories/brief-security-names-had-a-7-9-day-ai-found-php-flaws-and-a-stronger-budget-surv AI Factor News en 2026-10-26T00:00:00.000Z Brief — Security names had a 7–9% day: AI-found PHP flaws and a stronger budget survey carried the WCLD security stack https://aifactornews.com/stories/brief-goldmans-employment-math-up-to-9-displacement-eventually-a-10-000-job-shor AI Factor News en 2026-10-26T00:00:00.000Z Brief — Goldman's employment math: up to 9% displacement eventually, a ~10,000-job shortfall so far — and construction hiring masking it https://aifactornews.com/stories/brief-the-other-kind-of-capacity-deal-94-4m-of-prepaid-contracted-b300-capacity AI Factor News en 2026-10-26T00:00:00.000Z Brief — The other kind of capacity deal: $94.4M of prepaid, contracted B300 capacity in an already-powered Dallas facility https://aifactornews.com/stories/brief-clios-2026-legal-trends-report-ai-firms-record-10-more-revenue-per-lawyer AI Factor News en 2026-10-26T00:00:00.000Z Brief — Clio's 2026 Legal Trends Report: AI firms record 10% more revenue per lawyer — the billable hour is bending, not breaking