https://aiagentupdate.com/post/samsung-sk-hynix-q3-earnings-bar-2026-10-25AI Agent Updateen2026-10-25T12:00:00+00:00Samsung and SK hynix face a KRW 185 trillion earnings bar as memory prices surgehttps://aiagentupdate.com/post/cnbc-poll-datacenter-opposition-2026-10-25AI Agent Updateen2026-10-25T12:00:00+00:0063% of voters oppose an AI data center near home — local siting, not AI, is the bottleneckhttps://aiagentupdate.com/post/intel-tsmc-scale-gap-2026-10-25AI Agent Updateen2026-10-25T12:00:00+00:00Intel says it is only a few percent behind TSMC on tech — but catching its scale will be slowhttps://aiagentupdate.com/post/hyperscaler-earnings-preview-oct28-2026-10-25AI Agent Updateen2026-10-25T12:00:00+00:00The hyperscalers report this week — and the AI spending bill comes duehttps://aiagentupdate.com/post/unitree-h2x-flip-stumble-2026-10-25AI Agent Updateen2026-10-25T12:00:00+00:00Unitree's H2-X tried a side flip on stage — and lost a leghttps://aiagentupdate.com/post/perm-drone-attack-2026-10-25AI Agent Updateen2026-10-25T12:00:00+00:00Drone attack on Russia's Perm region injures five, damages industrial facilityhttps://aiagentupdate.com/post/uk-ai-biosecurity-lab-2026-10-25AI Agent Updateen2026-10-25T12:00:00+00:00UK launches the world's first AI biosecurity lab, backed by OpenAI and Anthropichttps://aiagentupdate.com/post/cisa-kev-collabora-arista-2026-10-25AI Agent Updateen2026-10-25T12:00:00+00:00CISA flags two actively exploited flaws — Collabora and Arista — with an October 26 patch deadlinehttps://aiagentupdate.com/post/brent-oil-116-gulf-fears-2026-10-25AI Agent Updateen2026-10-25T12:00:00+00:00Brent crude jumps to $116.72 on Gulf fears — a six-month high traders hope is only fearhttps://aiagentupdate.com/post/anthropic-sandbox-runtime-2026-10-25AI Agent Updateen2026-10-25T12:00:00+00:00Anthropic open-sources sandbox-runtime: Claude Code's sandbox, without the containerhttps://aiagentupdate.com/post/php2shell-mass-exploitation-2026-10-24AI Agent Updateen2026-10-24T12:00:00+00:00PHP2Shell is still being hammered millions of times a day — and the patch lag is the story nowhttps://aiagentupdate.com/post/samsung-hbm-lead-sk-hynix-2026-10-24AI Agent Updateen2026-10-24T12:00:00+00:00Samsung just took the HBM crown from SK hynix — in Bernstein's estimates, at leasthttps://aiagentupdate.com/post/datacenter-spending-1t-bofa-2026-10-24AI Agent Updateen2026-10-24T12:00:00+00:00Bank of America: data-center spending hits $1 trillion this year — and doubles by 2028https://aiagentupdate.com/post/lam-record-quarter-supply-cap-2026-10-24AI Agent Updateen2026-10-24T12:00:00+00:00Lam Research posted a record quarter — then fell 11.8% because it can't build machines fast enoughhttps://aiagentupdate.com/post/wall-street-lower-earnings-test-2026-10-24AI Agent Updateen2026-10-24T12:00:00+00:00Wall Street closed lower to end a rocky week — now three earnings reports decide the AI-spending debatehttps://aiagentupdate.com/post/unitree-gpt6-demo-limit-up-2026-10-24AI Agent Updateen2026-10-24T12:00:00+00:00Unitree jumped 20% to its daily limit after a GPT-6 robot copied a drawinghttps://aiagentupdate.com/post/starlink-back-400kmh-ukraine-2026-10-24AI Agent Updateen2026-10-24T12:00:00+00:00Starlink is back above 400 km/h in Ukraine — and the drone war's connection is restoredhttps://aiagentupdate.com/post/kimi-k31-pro-hacking-curb-2026-10-24AI Agent Updateen2026-10-24T12:00:00+00:00Kimi K3.1 Pro is open, cheap and fourth on the leaderboard — and deliberately worse at hackinghttps://aiagentupdate.com/post/australia-datacenter-power-gap-2026-10-24AI Agent Updateen2026-10-24T12:00:00+00:00Australia's $70B AI data-center pipeline has power secured for just 23% of ithttps://aiagentupdate.com/post/sweden-blocks-chatgpt-claude-2026-10-24AI Agent Updateen2026-10-24T12:00:00+00:00Sweden's government blocks ChatGPT and Claude on work computers — Copilot stayshttps://aiagentupdate.com/post/ai-funding-rout-chips-2026-10-23AI Agent Updateen2026-10-23T12:00:00+00:00The AI funding scare just took the chip index to its worst day in four monthshttps://aiagentupdate.com/post/openai-30b-raise-cut-2026-10-23AI Agent Updateen2026-10-23T12:00:00+00:00OpenAI's $30B raise just took a $150B haircut — and it's still the biggest private valuation in historyhttps://aiagentupdate.com/post/sk-hynix-solidigm-ipo-scrapped-2026-10-23AI Agent Updateen2026-10-23T12:00:00+00:00SK hynix killed its $15B Solidigm IPO — and Seoul cheeredhttps://aiagentupdate.com/post/wdc-earnings-beat-drop-2026-10-23AI Agent Updateen2026-10-23T12:00:00+00:00Western Digital beat on everything — and the stock fell anywayhttps://aiagentupdate.com/post/neocloud-debt-fears-2026-10-23AI Agent Updateen2026-10-23T12:00:00+00:00Neoclouds are getting repriced like credit, not techhttps://aiagentupdate.com/post/tesla-nvidia-semco-fcbga-2026-10-23AI Agent Updateen2026-10-23T12:00:00+00:00Tesla and Nvidia just became Samsung's landlords — $2.8B for chip substrateshttps://aiagentupdate.com/post/google-voltus-1gw-vpp-2026-10-23AI Agent Updateen2026-10-23T12:00:00+00:00Google just built a 1-gigawatt power plant out of thermostatshttps://aiagentupdate.com/post/openai-google-cloud-models-2026-10-23AI Agent Updateen2026-10-23T12:00:00+00:00OpenAI's models are coming to Google Cloud — yes, that Googlehttps://aiagentupdate.com/post/railway-secrets-breach-2026-10-23AI Agent Updateen2026-10-23T12:00:00+00:00Railway got breached — and the attackers were hunting AI API keyshttps://aiagentupdate.com/post/treasury-coins-ai-investment-curbs-2026-10-23AI Agent Updateen2026-10-23T12:00:00+00:00The US wants to police where AI venture dollars go — not just chipshttps://aiagentupdate.com/post/supermicro-vera-rack-2026-10-23AI Agent Updateen2026-10-23T12:00:00+00:00Supermicro's new rack packs 256 Nvidia Vera CPUs for the agent erahttps://aiagentupdate.com/post/agentic-ai-foundation-10-projects-2026-10-23AI Agent Updateen2026-10-23T12:00:00+00:00The agent stack just got neutral governance — labs donated the crown jewelshttps://aiagentupdate.com/post/abb-irb-1700-robots-2026-10-23AI Agent Updateen2026-10-23T12:00:00+00:00ABB built robots specifically to assemble AI servershttps://aiagentupdate.com/post/amazon-prime-air-westborough-blocked-2026-10-23AI Agent Updateen2026-10-23T12:00:00+00:00Massachusetts just grounded Amazon's drone-delivery launchhttps://aiagentupdate.com/post/uber-chatgpt-work-30000-2026-10-23AI Agent Updateen2026-10-23T12:00:00+00:00Uber just gave 30,000 employees an AI agenthttps://aiagentupdate.com/post/memory-stocks-watch-2026-10-23AI Agent Updateen2026-10-23T12:00:00+00:00Memory stocks watch: Seoul loved the IPO kill; the US tape sold everything