https://aifactornews.com/stories/applied-materials-customers-want-the-tools-sooner-semi-systems-revenue-up-64-per AI Factor News en 2026-11-13T00:00:00.000Z Applied Materials: customers want the tools sooner — semi systems revenue up 64 percent, 2027 called another record year https://aifactornews.com/stories/four-nonprofits-ask-a-california-court-to-freeze-frontier-ai-development-at-open AI Factor News en 2026-11-13T00:00:00.000Z Four nonprofits ask a California court to freeze frontier AI development at OpenAI, Google, Anthropic, Meta and SpaceX https://aifactornews.com/stories/huangs-exit-turns-into-a-china-bill-congress-builds-consensus-for-tougher-chip-e AI Factor News en 2026-11-13T00:00:00.000Z Huang's exit turns into a China bill: Congress builds consensus for tougher chip-export curbs, and Chinese AI shares tumble https://aifactornews.com/stories/the-check-on-huangs-bets-now-runs-nvidia-colette-kress-takes-the-interim-job-as AI Factor News en 2026-11-13T00:00:00.000Z The check on Huang's bets now runs Nvidia: Colette Kress takes the interim job as the stock closes down 4.3 percent https://aifactornews.com/stories/cisco-puts-a-number-on-the-networking-supercycle-record-18-5-billion-quarter-ai AI Factor News en 2026-11-13T00:00:00.000Z Cisco puts a number on the networking supercycle: record $18.5 billion quarter, AI infrastructure guide raised to $9 billion https://aifactornews.com/stories/cerebras-beats-signs-microsoft-and-points-at-a-tripling-230-9-million-quarter-ag AI Factor News en 2026-11-13T00:00:00.000Z Cerebras beats, signs Microsoft, and points at a tripling: $230.9 million quarter against a $26.1 billion backlog https://aifactornews.com/stories/anthropics-book-is-now-six-times-covered-and-the-filings-run-rate-hit-81-billion AI Factor News en 2026-11-13T00:00:00.000Z Anthropic's book is now six times covered — and the filing's run rate hit $81 billion on October 31 https://aifactornews.com/stories/physical-capacity-spacex-announces-74-billion-of-ai-campuses-in-texas-and-arizon AI Factor News en 2026-11-13T00:00:00.000Z Physical capacity: SpaceX announces $74 billion of AI campuses in Texas and Arizona — announced dollars, two December 9 votes, zero shipped megawatts https://aifactornews.com/stories/goldman-ai-spending-passes-900-billion-annualized-by-year-end-and-1-4-trillion-b AI Factor News en 2026-11-13T00:00:00.000Z Goldman: AI spending passes $900 billion annualized by year-end and $1.4 trillion by the end of 2027 — nearly 4 percent of the economy https://aifactornews.com/stories/ai-of-things-teslas-registered-texas-robotaxi-fleet-passes-waymos-for-the-first AI Factor News en 2026-11-13T00:00:00.000Z AI of Things: Tesla's registered Texas robotaxi fleet passes Waymo's for the first time — 1,302 vehicles to 1,297, 573 of them purpose-built Cybercabs https://aifactornews.com/stories/october-ppi-the-monthly-number-cools-the-yearly-number-does-not-0-3-percent-on-t AI Factor News en 2026-11-13T00:00:00.000Z October PPI: the monthly number cools, the yearly number does not — 0.3 percent on the month, 6.5 percent on the year, a four-year high https://aifactornews.com/stories/the-selloff-gets-a-second-day-nasdaq-100-down-2-2-percent-semiconductors-down-6 AI Factor News en 2026-11-13T00:00:00.000Z The selloff gets a second day: Nasdaq-100 down 2.2 percent, semiconductors down 6 percent, neoclouds down double digits https://aifactornews.com/stories/goolsbee-names-the-buildout-itself-the-chicago-fed-president-tells-cnbc-inflatio AI Factor News en 2026-11-13T00:00:00.000Z Goolsbee names the buildout itself: the Chicago Fed president tells CNBC inflation has spread beyond energy — and AI data-center demand is part of it https://aifactornews.com/stories/the-500-billion-hole-nvidias-wall-street-financing-platform-has-closed-no-deals AI Factor News en 2026-11-13T00:00:00.000Z The $500 billion hole: Nvidia's Wall Street financing platform has closed no deals, partners want a bigger backstop than 25 percent — and its champion just resigned https://aifactornews.com/stories/google-puts-gemini-4-in-everyones-search-box-hydrogen-lands-free-flat-1-50-7-50 AI Factor News en 2026-11-13T00:00:00.000Z Google puts Gemini 4 in everyone's Search box: Hydrogen lands free, flat $1.50/$7.50 across the full million-token context — and outscores the flagship Argon https://aifactornews.com/stories/physical-capacity-nscales-amended-ipo-filing-is-a-conversion-report-307-5-millio AI Factor News en 2026-11-13T00:00:00.000Z Physical capacity: Nscale's amended IPO filing is a conversion report — $307.5 million of revenue, a $1.69 billion quarterly loss, and only a sliver of a $105 billion backlog actually live https://aifactornews.com/stories/anthropic-ships-the-vertical-stack-on-ipo-eve-claude-joins-your-meet-call-claude AI Factor News en 2026-11-13T00:00:00.000Z Anthropic ships the vertical stack on IPO eve: Claude joins your Meet call, Claude for Manufacturing adds 17 skills, and Managed Agents can now live behind your firewall https://aifactornews.com/stories/openai-turns-its-cyber-model-into-two-products-daybreak-agents-that-prove-a-bug AI Factor News en 2026-11-13T00:00:00.000Z OpenAI turns its cyber model into two products: Daybreak agents that prove a bug is real, then draft the patch — with a human still signing the merge https://aifactornews.com/stories/ai-of-things-google-and-samsungs-gemini-glasses-are-orderable-395-at-warby-parke AI Factor News en 2026-11-13T00:00:00.000Z AI of Things: Google and Samsung's Gemini glasses are orderable — $395 at Warby Parker, shipping December 10, $54 under Meta's newest Ray-Bans https://aifactornews.com/stories/the-roi-gap-in-one-survey-79-percent-of-enterprises-run-agents-in-production-15 AI Factor News en 2026-11-13T00:00:00.000Z The ROI gap in one survey: 79 percent of enterprises run agents in production, 15 percent can tie the spend to profit — and half of funded projects missed their expected value