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 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