6 stories
Azure grew 48% and Google Cloud 103% in the quarter. What each company reported on 28 October, and why free cash flow, not cloud growth, split the reaction.
noyb alleges Outlier, a platform for AI-training freelancers, tracks and profiles its workers unlawfully. Scale AI calls the claims unfounded. Here is what is alleged and what is not yet decided.
SK hynix's revenue passed 100 trillion won for the first time, with an operating margin near 80%. What it reported, what it says about HBM4 and supply, and what to treat with caution.
Anthropic publicly filed a Form S-1 on 26 October for a planned Nasdaq listing under the ticker ANT. What has been filed, what has not been decided, and how the company says it would be governed.
Beijing published a draft that would add AI models, agents and chip-design know-how to its export control catalogue. What the draft says, what is still unclear, and what to watch before it is final.
Microsoft says its third-generation Maia chip arrives in 2027 and will become its main system for running AI models. What it announced, what is only a claim, and why it matters to cloud customers.
