Anthropic plans to add about $10 billion in cloud-server leases with Microsoft and Google through 2033, beyond its previously disclosed spending plans. According to Sina Finance, a Tuesday regulatory filing raised Anthropic’s commitment to Microsoft Azure from $44.9 billion to $49.2 billion and its Google Cloud commitment from $114.5 billion to $121.6 billion, on top of a previously outlined cloud-services spending plan of about $650 billion. The filing also said Anthropic’s $34.9 billion server-space lease agreement with Lambda could be canceled because Lambda missed the agreed deadline to build data centers. Anthropic said it has the right to cancel but currently has no intention of doing so. Other previously signed contracts remain unchanged: $161.2 billion for equipment from Broadcom, $120.5 billion for computing capacity from SpaceX, and $110 billion for cloud resources from Amazon, along with smaller agreements with other cloud providers. Anthropic warned that it may sign more short-term compute contracts to meet business demand. These contracts cost substantially more than long-term agreements and could weigh on operating margins in the near term. The company reported a third-quarter operating loss of $567 million, compared with operating profit of $974 million in the previous quarter, attributing the reversal mainly to high-priced short-term compute purchases.

Indian stocks sank to an 18-month low as inflows into equity mutual funds slowed in October. Investors grew more cautious about riskier parts of the market, curbing exposure to funds that invest in smaller companies, according to Bloomberg.

According to Jin10, CoreWeave shares rose 16.5% in U.S. premarket trading after third-quarter revenue exceeded expectations.

According to Jin10, Italy’s adjusted industrial output rate was -0.1% year over year in September, compared with expectations of -0.9%; the previous reading was revised from 0.00% to 0.2%.

Adler Pelzer Holding GmbH is discussing alternative funding sources with investment funds as it seeks to finalize a refinancing deal, according to Bloomberg.

埃隆·马斯克承认，xAI即将推出的Grok 4.8性能不会超越Anthropic的Claude Opus 5.5，他称赞后者是“杰作”。他预计，Grok 5（可能在两三个月后发布）的性能将超越Anthropic的这款产品，而Grok 4.8则准备在本周晚些时候进行小范围推广。

近日，加密市场行情回落，BTC、ETH等主流资产均跌势为主。美国中期选举带来的监管政策不确定、美联储后续政策预期、科技股波动等因素都在影响加密行情。

2026年三季度，Robinhood Chain 拿下以太坊 L2 网络手续费的 80%，但其中 74% 来自一场为期 12 天的发币潮。

网信办把生成式AI、算法、深度合成、区块链四类备案并入同一系统，服务名称禁用「虚拟货币」「交易所」「ICO」，加密项目的常见架构正在被逐条对号入座。

一句话形容PEARL的终局：GO BIG OR GO HOME。

在美国财政部将墨西哥城交易所（MEXC）列为主要洗钱目标后，币安已停止与该交易所的所有交易。美国方面称，自2021年5月以来，MEXC至少处理了160亿美元的可疑交易，但调查人员ZachXBT认为这一数字被夸大了。

比特币面对的是一个下有成本托底、上有流动性压制的震荡空间。

一份新提交的起诉状披露了以太坊基金会今年多名核心贡献者离职的内情。

AI泡沫最危险的地方，不一定是技术本身没有价值，而是为了抢占未来市场，企业可能提前花掉太多真金白银。

你可以在一顿饭时间用 AI 生成一个借贷协议，但生成不了 100 亿美元存款。