Nvidia CEO Jensen Huang Warns US on AI Dominance If China Excludes Nvidia
November 5, 2025, 3:48 AM EST. At Nvidia's GTC conference, CEO Jensen Huang warned the US cannot win the race for AI if China excludes Nvidia from its vast developer ecosystem. He said Beijing has effectively shut Nvidia out and urged policymakers to rethink restrictions that could drive half the world's AI talent to Chinese rivals. Huang noted Nvidia has deferred export licenses for its latest chips amid Beijing's stance, while calling China an important market. He warned US policy that isolates China's developers could harm American leadership and weaken Nvidia's role in global AI infrastructure. Despite setbacks in China, Nvidia reported strong bookings and announced new DOE supercomputers with Oracle, underscoring resilience.
Nintendo Lifts Switch 2 Sales Forecast After Profit Surges
November 5, 2025, 3:46 AM EST. Nintendo Co. raised its Switch 2 sales forecast to 19 million units by March next year, up from 15 million, signaling strong momentum ahead of the holiday season. The Kyoto-based company also lifted its fiscal-year operating income forecast by 16% to ¥370 billion (~$2.4 billion) after results that beat expectations, sending the stock higher for the biggest gain in six months.
Nintendo posts sharp profit rise and sales surge after Switch 2 launch
November 5, 2025, 3:44 AM EST.Nintendo reported an 85% jump in half-year net profit to 198.9 billion yen as sales more than doubled with the June launch of its Switch 2. The Kyoto-based company said first-half revenue rose to about 1.1 trillion yen, up from 523 billion yen a year earlier. It raised its full-year profit forecast to 350 billion yen and lifted its Switch 2 sales outlook to 19 million units, up from 15 million, after selling more than 10 million devices by the end of September. While video game software remained strong, content revenue slowed. Analysts expect a solid holiday quarter, with new titles in Pokémon and Kirby on the horizon.
Four Settings That Ruin Your Apple CarPlay Experience-and How to Fix Them
November 5, 2025, 3:40 AM EST. Apple CarPlay is a handy way to use your iPhone in the car, but four settings can ruin the experience. First, ensure your device and Siri are properly set up: update your iPhone (Settings > General > Software Update) and enable Siri (older iOS: Settings > Siri & Search; turn on Listen for Hey Siri; newer iOS: follow prompts). Second, confirm that Bluetooth and Wi-Fi aren't hindering a solid connection. Third, avoid overzealous Screen Time restrictions and disruptive Notifications that pull you away from driving. Finally, tailor your CarPlay dashboard so your most-used apps are where you want them. Tweak these four areas and you'll minimize interruptions and keep CarPlay running smoothly, whether wired or wireless.
Samsung's Galaxy S26 Push: Ambitious Sales Target Struggles With Rising Component Costs
November 5, 2025, 3:38 AM EST. Samsung faces a dilemma: chase an aggressive Galaxy S26 sales target while contending with rising component costs that push prices higher. The MX division reportedly aims for 130 trillion won in annual sales in 2026, with 240 million smartphone units and 27 million tablets, including 35 million S26 units (24 million in H1 2026 vs 22 million H1 2025) and 5 million Fold/Flip devices. The push for growth clashes with industry dynamics of component cost inflation and tighter margins. A Taiwan Electronic Times report says a price hike for the S26 is inevitable as APs, camera modules, and DRAM prices rise. The memory upcycle and supply bottlenecks threaten to erode margins, with Goldman Sachs flagging smartphone gross margins under pressure. Some rivals have already boosted prices, suggesting Samsung may need to balance volume with profitability.
Samsung Forecasts Galaxy S26 Series to Sell 36M Units, Driven by AI Push
November 5, 2025, 3:36 AM EST. Samsung projects its MX mobile division to reach about 240 million smartphones and over $90 billion in sales as the Galaxy S26 series readies for release. The lineup-S26, S26+, S26 Ultra, with potential Edge and FE variants- is forecast to sell about 36 million units. The company also aims for roughly 27 million Galaxy Tab tablets and around 5 million foldables (Fold 7 and Flip 7) in 2026. While AI features underpin the optimism, it's unclear if Galaxy AI alone fuels demand after the success of the Pixel 10-era AI wave. The S26 is expected to debut in San Francisco in late February with shelves in early March.
iPhone 16 Pro and Pro Max Deals Slashed on Amazon Renewed Premium
November 5, 2025, 3:32 AM EST. Updated Nov. 4 with new deals on the iPhone 16 lineup. With the iPhone 17 and iPhone Air pricey, last year's models offer clear savings. Apple no longer lists the iPhone 16 Pro and Pro Max; the iPhone 16 remains on Apple's site, but cheaper options exist through retailers. Amazon Renewed Premium offers refurbished, unlocked phones in good condition, with screens free of scratches and at least 90% battery life. The iPhone 16 Pro 256GB is $824.97 in white titanium, black titanium, or desert titanium; 128GB is unavailable. 512GB is $869. 1TB is $1,099.97. For the iPhone 16 Pro Max, 256GB starts around $921.60; 512GB $1,034.97; 1TB $1,299.97. Prices are down from recent weeks, representing meaningful savings off original prices. Deals exclude affiliate links and reflect current Renewed Premium stock.
NVIDIA's Jensen Huang to Meet UK Technology Secretary Liz Kendall to Discuss AI Infrastructure
November 5, 2025, 3:30 AM EST. NVIDIA CEO Jensen Huang is set to meet UK Technology Secretary Liz Kendall to discuss expanding AI infrastructure and broader technology collaboration. The talks form part of NVIDIA's global strategy to position itself as a central player in the UK's economic and AI advancement agenda. The meeting follows Huang's recent engagement with US President Donald Trump on strengthening AI partnerships and aligns with NVIDIA's push to deepen ties with global partners, including Samsung and Hyundai. By expanding AI ties and investment, NVIDIA aims to support the UK's innovation ecosystem and digital economy through strategic alliances in AI infrastructure and related technologies.
OpenAI's Sora Android launches in US, Canada, Japan, Korea, Taiwan, Thailand, and Vietnam
November 5, 2025, 3:28 AM EST. OpenAI's Sora, the AI video generator, is now on Android in the US, Canada, Japan, Korea, Taiwan, Thailand, and Vietnam, following its iOS debut last September and a rapid 1M download rush. The Android app preserves features like Cameos, letting users generate videos with their own likeness, and a TikTok-style feed for discovery. OpenAI aims to challenge Meta's new Vibes, TikTok, and Instagram in the fast-growing short-form video space. The rollout comes amid criticism of deepfake handling: Sora paused Dr. Martin Luther King Jr. content and tightened rights guardrails, shifting from an opt-out to an opt-in policy for copyrighted characters. A legal dispute with Cameo over the flagship Cameo name is ongoing. Future plans include more character cameos, pet/objects videos, basic editing, and personalized feeds.
IBM to cut a low single-digit share of global workforce in Q4, US headcount flat
November 5, 2025, 3:24 AM EST.IBM said it will lay off a small percentage of its global workforce in the fourth quarter, a low single-digit cut that could affect some U.S.-based roles. A 1% decrease would amount to about 2,700 jobs. IBM stressed that U.S. headcount should remain flat year over year. The move comes as tech firms seek productivity gains through automation and AI tools. IBM employed about 270,000 people at the end of 2024. The update follows recent cuts at peers and reflects CEO Arvind Krishna's ongoing transformation toward software, services, and AI-driven growth. Earlier in 2024 the company trimmed marketing and communications roles, and AI-enabled processes reduced some HR tasks.
Apple reportedly developing budget MacBook under $1,000 with iPhone chip for 2026 launch
November 5, 2025, 3:18 AM EST. Bloomberg's Mark Gurman reports Apple is developing a budget MacBook for casual users, students, and small businesses. The model is said to run on a less powerful iPhone processor and use a smaller LCD, with a price described as well under $1,000 and a launch planned for the first half of 2026. Apple would aim to take share from Chromebooks and low-cost Windows PCs by focusing on web browsing, documents and light media editing. The device is often compared to the M4 MacBook Air at $999, and rumors have tied it to an A18 Pro chip in some reports. If accurate, it signals a broader push to reach budget buyers while expanding Apple's lineup into the value segment.
iOS 26.2 Adds Enhanced Safety Alerts for Earthquakes and Imminent Threats
November 5, 2025, 3:16 AM EST. Apple's iOS 26.2 developer beta 1 introduces a new Enhanced Safety Alerts section under Settings > Notifications. In supported regions, users can toggle earthquake alerts and imminent threat alerts, plus a privacy option that shares your approximate location with Apple to improve timeliness and reliability. The Enhanced Safety Alerts adds to the existing Government Alerts, which already covers AMBER Alerts, Public Safety Alerts, Test Alerts, and the Emergency Alerts section with granular controls for location precision and sound. The beta also includes a new alert tone to distinguish these messages. This marks a move toward more granular, customizable safety notifications for iPhone users, though availability is limited to beta testers and regions that support the feature.
Penn State study finds everyday prompts can trigger AI bias in popular models
November 5, 2025, 3:14 AM EST. New research from Penn State's Center for Socially Responsible AI shows that bias in AI can be triggered by everyday users, not just technical experts. Led by Amulya Yadav, the team analyzed 75 prompts from participants in the Bias-a-Thon, comparing intuitive prompts to traditional technical queries and finding that casual prompts often provoke biased outputs in models such as ChatGPT and Gemini. The study argues that fairness depends on who uses AI and how prompts shape responses, highlighting biases rooted in training data, language use, and societal stereotypes. Researchers conducted Zoom interviews to refine a working definition of bias and discuss implications for safety and representation.
Amazon Sends Perplexity a Cease and Desist Over Its AI Agents Shopping for You
November 5, 2025, 3:12 AM EST. Amazon has filed a cease-and-desist against Perplexity, accusing its Comet browser and AI shopping agents of using shady tactics to bypass protections. Perplexity says Amazon is a bully bent on blocking shoppers from using its tech. The dispute highlights friction between e-commerce giants and AI tools that navigate product search and recommendations, raising questions about access, browser features, and how AI agents should interact with retailer ecosystems.
Microsoft launches MAI-Image-1: In-house AI image generator goes live in Copilot
November 5, 2025, 3:10 AM EST. Microsoft is rolling MAI-Image-1, its first fully in-house image generator, into Copilot and Bing Image Creator. The model, a major improvement over the previous system, requires no waitlists and works directly in Copilot. MAI-Image-1 targets photorealism, fixes tricky details like hands, and supports text prompts and image editing with refining tools similar to DALL-E. Early testers call it a huge improvement, praising lighting, realism, and fast iteration. By bringing image creation in-house, Microsoft reduces reliance on third-party models and can tailor Copilot more tightly. The move signals Copilot's evolution toward a complete creative platform, heightening competition with Meta, Google, Grok, and OpenAI, with MAI-Image-1 live in major markets.
DJI debuts Zenmuse L3: long-range Lidar sensor for enterprise drone surveying
November 5, 2025, 3:04 AM EST. DJI expands its enterprise lineup with the Zenmuse L3, a long-range Lidar sensor for high-accuracy aerial surveying. Built around a 1535 nm long-range LiDAR module with dual 100 MP RGB cameras and a high-precision positioning system, it offers a single payload for terrain models, imagery, and mapping products in one flight. Key specs include 950 m detection at 100 kHz with
Microsoft Debuts MAI-Image-1, Its First In-House AI Image Generator, on Bing and Copilot
November 5, 2025, 2:46 AM EST. Microsoft has launched MAI-Image-1, its first in-house AI image generator, now powering Bing Image Creator and Copilot Audio Expressions. The model emphasizes speed and photorealism, delivering lighting effects such as bounce light and reflections, plus realistic landscapes and artsy visuals. It isn't yet available in the European Union. Microsoft says MAI-Image-1 enables rapid idea-to-screen iteration and easy transfer to other tools for refinement. Beyond image generation, it supports Copilot's story mode to create visuals for AI-generated audio. MAI-Image-1 follows earlier in-house models like MAI-Voice-1 and MAI-1-preview; while Copilot uses GPT-5, Microsoft also offers Claude models as alternatives. The rollout underscores Microsoft's push to fuse visual, audio, and text capabilities across its AI ecosystem.
AI and Policy Power in the Fight Against Cardiovascular Disease
November 5, 2025, 2:32 AM EST. CNN speaks with Finn-Jarle Rode, CEO of the World Heart Federation, to explore how AI and policy can accelerate progress against the world's leading killer, cardiovascular disease. The interview examines how AI tools, data, and predictive analytics can improve risk screening, early detection, and personalized treatment, while sensible government investment and regulatory frameworks can scale evidence-based interventions globally. The discussion highlights partnerships between health systems, tech firms, and policymakers to mobilize resources, address equity, and accelerate research. By aligning technology with public health priorities, this coverage suggests a path toward reducing mortality and disability from cardiovascular disease and strengthening health resilience worldwide.
Leak shows Galaxy S26 Ultra design next to S25 Ultra and iPhone 17 Pro Max
November 5, 2025, 2:18 AM EST. Venerated leaker Ice Universe posts side-by-side images of screen protectors for the Galaxy S25 Ultra and Galaxy S26 Ultra, highlighting a curvier, taller design that moves away from the Note-like look. The S26 Ultra is said to be 163.4mm tall (vs 162.8mm) and about 77.9mm wide (vs 77.6mm), with a unchanged 6.9-inch display. The screen protector pics suggest more rounded corners than the S25 Ultra, though still not as rounded as the iPhone 17 Pro Max. A pill-shaped rear camera island and a thicker body due to the bump are noted, with 217 grams overall. Internally, rumors point to a faster chip and better sensors, but price pressure could push the starting tag above the current $1,299 for the S25 Ultra.
AI-generated misinformation about Australian headlights rules spreads on Google, NSW warns
November 5, 2025, 2:16 AM EST. New South Wales warns that AI-generated misinformation about road rules is spreading online, with Google highlighting a bogus claim that drivers must keep headlights on at all times or face a $250 fine. The NSW transport department says the error stems from state-by-state rules, not a nationwide regime. The true rule: headlights are required at night, with a fine of $140 and one demerit point for breaches; claims of stricter penalties or age-based curfews are false. Transport Secretary Josh Murray urges people to rely on official sources, like the NSW government site. Google has faced scrutiny over fact-checking, and Australia's Digi industry group notes tensions around regulating misinformation.
CATL 36.6%; BYD 17.9%: Global EV battery market share Jan-Sep 2025
November 5, 2025, 2:04 AM EST. CATL and BYD dominated the global EV battery market from January-September 2025, together installing 442.2 GWh and capturing 54.5% of the global total (811.7 GWh). CATL held a 36.6% share with 297.2 GWh, down slightly vs a year earlier. BYD ranked second with a 17.9% share and 145.0 GWh, up from last year but easing from August. LG Energy Solution remained third with 9.8% and 79.7 GWh. Other leaders included CALB, SK On, and Panasonic, all under 5%. The report from SNE Research highlights a growing supplier mix as the market expands 34.7% year-on-year.
When AI hype meets gravity: markets reassess the AI rally and SoftBank's wipeout
November 5, 2025, 1:44 AM EST. AI hype collides with reality as SoftBank wipes out about $32 billion in market cap and AI-linked names wobble. NVIDIA and other leaders pull back after weeks of exuberance, while Palantir slides despite strong results. The message: it's AI or nothing, but the market is flirting with a correction as investors question revenue versus the capital outlay needed for AI. Analysts flag PE consolidation in a crowded field. Democrats' U.S. election sweep adds political risk to risk assets. In Asia, markets rethink valuations as AI enthusiasm cools. The takeaway: separate hype from fundamentals and watch for real earnings signals rather than momentum fueling the rally.
Google and Epic Propose Settlement to End Years-Long Play Store Antitrust Battle
November 5, 2025, 1:34 AM EST. Google and Epic Games have filed a proposed settlement that could resolve the five-year dispute over the Play Store. The deal would give developers more flexibility to distribute apps and accept payments outside Play and would lower service fees, including a maximum of 9% or 20% depending on the transaction. If approved by US District Judge James Donato, the proposal would mark major changes to Android and Google Play, including global store installs and third-party payments. Tim Sweeney called it a comprehensive solution, while Sameer Samat highlighted expanded developer choice and competition. The case began after Fortnite was removed in 2020 for bypassing Google's payments, and a hearing is scheduled for Thursday.
YouTube Deploys AI to Upscale Older Videos for TV, Expanding Living Room Viewing
November 5, 2025, 1:32 AM EST. YouTube is deploying AI to automatically upscale older videos below 1080p to HD/4K for TV viewing, part of a shift to the living room as the platform's prime arena. The feature will roll out across web and mobile, with creators able to opt out and the original file preserved. The rollout includes a broader TV OS refresh: larger thumbnails, longer uploads, contextual search, and a move toward socialcommerce with QR codes and timed product placements. YouTube says this will refresh and monetize vast archives, strengthen creator revenue from TV screens, and emphasize a TV-native, creator-first experience. The initiative signals growing emphasis on the living room as premium viewing and a potential boost to channel loyalty and ad/commerce revenue.
Epic and Google settle, opening Android to third-party app stores globally
November 5, 2025, 1:30 AM EST. Epic Games and Google have agreed to settle their Epic v. Google dispute, potentially reshaping Android's fate globally. The deal would let alternative app stores join Google Play via a new Registered App Stores program, expanding developer choice and user access worldwide. Google would cut its standard fee to 20% (or 9% for certain transactions) and extend these terms through June 2032. If approved by the court, the settlement could replace separate US injunctions with global changes, creating a more open Android ecosystem and reducing payment lock-in. The agreement seeks to balance competition with safety, contrasting with stricter models and aiming to lower barriers for developers and users across the world.
Huawei patents AR/VR glasses with detachable ring strap for on-finger gesture control
November 5, 2025, 1:16 AM EST. Huawei appears to be exploring AR/VR glasses with a detachable strap that converts into a finger ring to control the interface. The patent describes gesture recognition, pointing, and navigation when the ring is worn. When docked in the headset, the ring recharges, potentially eliminating a separate controller. The concept aims to offer intuitive, on-device input, but as with any patent, there's no guarantee it will reach production. The filing underscores Huawei's ongoing push into wearable AR/VR hardware and shows how a ring-based input could blur the line between an accessory and the core device.
Five debt hotspots in the AI data centre boom
November 5, 2025, 1:14 AM EST. AI fever has pushed data-centre financing into high-risk corners of the credit market. The piece highlights five hotspots: 1) investment-gradeAI debt rockets, with about $75B issued in Sept-Oct from Meta, Oracle and others, and complex off-balance-sheet structures like Meta's $27B Blue Owl deal. 2) Oracle's stock rally contrasts with rising credit-risk signals, including higher CDS. 3) AI links appear in junk debt, exemplified by TeraWulf's $3.2B high-yield issue and CoreWeave's $2B. 4) Private credit is expanding its AI-data-centre footprints. 5) Banks and regulators warn over potential liquidity and risk pockets in this fast-changing sector.
Microsoft launches MAI-Image-1: New AI image generator lands on Bing
November 5, 2025, 1:12 AM EST. Microsoft has rolled out MAI-Image-1, its third in-house AI model for image generation on Bing. It's now generally available on Bing.com/create and the Bing mobile app, though EU users are still excluded with plans to expand soon. The model emphasizes speed and higher-quality outputs, aiming for photorealistic scenes, landscapes, and natural textures through careful data selection and rigorous evaluation. MAI-Image-1 competes with OpenAI's gpt-image-1 and Google's Gemini/Imagen, underscoring Microsoft's push to build a differentiated AI stack. While early assessments suggest it trails top labs such as OpenAI and Google DeepMind, Microsoft insists the deployment signals its serious commitment to delivering fast, capable image generation across its services.
Tech and chip stocks tumble across Asia as investors rethink the AI boom
November 5, 2025, 12:40 AM EST. Tech and chip stocks across Asia pull back as investors rethink the AI boom. Dealers point to rising skepticism about near-term profitability, margin pressure, and supply-chain risks for semiconductors and AI chips. The retreat widens from memory and processor names to broader tech peers, with traders rotating into defensives as policy shifts and inflation concerns weigh on valuations. While some analysts argue long-term demand remains intact, the near-term outlook signals more volatility as earnings season approaches and catalysts like AI adoption milestones and cloud demand come into play. Markets watch margins, guidance, and regulatory cues for direction.
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