
When Nvidia buys shares of Meta, which buys Nvidia's chips, that isn't confidence in the future. It's a loop. Tonight's results will test the question everyone avoids: who ends up paying.
Ori Gal, Columnist / 3 min read

According to The Wall Street Journal, the valuation is about $7 billion. According to Calcalist, the price is lower, about $5.5 billion, after Nvidia and Anthropic passed. The company, founded by 8200 veterans, was only founded in 2023.
Yael Barak, AI Correspondent / 3 min read

Investors will look for an answer to one question: is the enormous AI spending already producing revenue. Microsoft will show Azure revenue in dollars for the first time, and Google is expected to report about $128 billion in revenue.
Itai Rosen, Global Tech Correspondent / 3 min read

Nvidia will buy $3 billion of stock and AMD $1 billion, as part of a $25 billion offering that was about five times oversubscribed. Meta is also expanding its use of Vera Rubin chips.
Itai Rosen, Global Tech Correspondent / 3 min read

Cathedral reached the Claude maker's HR, sales and IT systems through third-party software, as part of a bug bounty program. According to Anthropic, user conversations, source code and model weights were not exposed.
Omer Levin, Cyber Correspondent / 3 min read

The new model understands what is on screen, acts across apps and is aimed at everyday work such as filling in forms and editing video. According to OpenAI, it halves the price of the previous generation.
Yael Barak, AI Correspondent / 3 min read

Boomi acquired Israel's Elementary Data for about $40 million to $45 million, and Rocket Software bought Geniez AI in a deal estimated at up to $100 million. A trend reshaping Israel's exit map.
Noa Sagi, Startups Correspondent / 3 min read

According to Bezeq CEO Nir David, private customers' use of chatbots, personal assistants and AI tools tripled in just three months. Data traffic used to double only every two and a half to three years.
Maya Dor, Products Correspondent / 3 min read

The company, formerly called Nagish, with about 32 employees, will train its models on Nvidia's supercomputers. The goal: real-time translation from sign language to text and speech.
Yael Barak, AI Correspondent / 3 min read

The AI company's compute commitment to Elon Musk's company has grown almost threefold from early estimates. Most of the contracts can be cancelled on 90 days' notice, a key detail for IPO investors.
Yael Barak, AI Correspondent / 3 min read

Freedman, who led fundamental research in the science group of Verily, Alphabet's life sciences company, will be responsible at the Nasdaq-listed Israeli quantum company for bridging AI and quantum technologies.
Techwire staff / 3 min read

The company presents a proof of a 35-year-old mathematical conjecture, a disproof of a central conjecture in computer science and a result in quantum field theory. None of the claims has been peer-reviewed yet, and outside experts are now checking them.
Yael Barak, AI Correspondent / 3 min read

Enthusiasm over Anthropic's IPO filing keeps pushing chip stocks higher, and Bank of America expects memory to stay tight in 2027 and 2028. This week: earnings from SK Hynix and SanDisk.
Itai Rosen, Global Tech Correspondent / 3 min read

Bank of America, Citi, Morgan Stanley and Blackstone will fund a special-purpose company that buys the chips and leases them to the maker of Claude. Broadcom is guaranteeing part of the risk, and Moody's is already sounding a warning.
Yael Barak, AI Correspondent / 3 min read

The developer of Claude opened its books ahead of one of the largest IPOs in tech history. Revenue jumped about 14x, and net loss reached $80.7 billion, mainly due to the revaluation of convertible bonds.
Yael Barak, AI Correspondent / 3 min read

The software giant is cutting costs amid enormous AI spending. The offer applies to employees in the US, Canada, the UK and India, who must decide by early December. In Israel, about 50 Copilot Studio employees were called to pre-dismissal hearings.
Itai Rosen, Global Tech Correspondent / 3 min read

PHP2Shell proved that AI models are already excellent vulnerability hunters. The real security problem of 2026 is not finding flaws, but patching faster than the attackers.
Ori Gal, Columnist / 4 min read

OpenAI expanded the GPT-6 family to all ChatGPT users and introduced Intelligent UI. What changed, who gets which model, and why healthy skepticism is in order.
Yael Barak, AI Correspondent / 3 min read