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Technology News 31.10.2025

October 31, 2025
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Technology News 31.10.2025

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Mateusz Brzeziński

Technology News

  • Nvidia and Microsoft Strike Major Anthropic Deal, Sparking AI Bubble Debate
    November 19, 2025, 5:16 AM EST. Tech giants Nvidia and Microsoft announced a strategic investment in private AI startup Anthropic: Anthropic will buy about $30 billion of cloud computing capacity from Microsoft and commit up to 1 gigawatt of additional capacity, with the first gigawatt running on Nvidia's Grace Blackwell and Vera Rubin systems. In return, Nvidia and Microsoft will invest up to $10 billion and $5 billion in Anthropic, respectively. The deal deepens a web of ties among AI software makers, chipmakers and cloud operators, fueling concerns about an AI bubble on Wall Street. Shares of Nvidia and Microsoft slid after the news as investors questioned whether AI revenue will justify heavy data-center spending.
  • Apple releases iOS 26.2 public beta 2: AirDrop codes, Liquid Glass, and multitasking upgrades
    November 19, 2025, 5:14 AM EST. Apple releases iOS 26.2 public beta 2 with a raft of features. Highlights include AirDrop codes enabling contact-free sharing for 30 days, a refined Liquid Glass Level design in Measure, and iPadOS 26.2 multitasking updates that let you drag an app icon to enter Slide Over or Split View from the Dock. Leaked code hints at a default voice assistant option for the side button in Japan. The Games app gains sorting, filtering, and real-time score updates. Other changes include a Measure redesign, Edge Light on macOS 26 Tahoe, revised Sleep Score thresholds, and AI-powered enhancements to Apple Podcasts and Apple News. Detailed comments and read links accompany each item.
  • Illinois adds driver's licenses to Apple Wallet, expanding digital ID access
    November 19, 2025, 5:12 AM EST. Illinois residents with iPhones will soon be able to add their driver's license or state ID to Apple Wallet, allowing secure presentation at participating businesses, online platforms, and select TSA checkpoints-including O'Hare and Midway in Chicago, and Lambert in St. Louis. Illinois becomes the 13th state to offer digital IDs in Apple Wallet. The launch is described as a 'game changer' by Secretary of State Alexi Giannoulias, though a physical ID remains required. To add, open Apple Wallet, tap +, scan the physical card and submit a selfie for verification. A free Mobile ID Verifier app for businesses will also be available in the App Store to verify age for restricted purchases. The program will expand to Google Wallet and Samsung Wallet soon.
  • Amazon's Rufus AI Shopping Assistant Hits 149% User Growth with 50 Upgrades
    November 19, 2025, 5:10 AM EST. Amazon's AI shopping assistant Rufus is expanding with more than 50 upgrades to speed and usefulness, improving knowledge of shopping categories, product research, evaluation, search, and recommendations. The company says Rufus launched in beta last winter and rolled out nationwide in July 2024, and now sees triple-digit growth: more than 250 million customers used Rufus this year with monthly active users up 149% and interactions up 210% year over year. Customers who use Rufus while shopping are over 60% more likely to make a purchase on that trip. Analysts describe such bots as digital concierges, reshaping how merchants present data, while Amazon continues to invest in advertising and broader shopping experiences like Haul and Bazaar.
  • Dow plunges on AI-bubble fears as tech stocks slide and Fed-cut bets fade
    November 19, 2025, 5:00 AM EST. Stocks pulled back Tuesday as the Dow fell over 300 points amid fears that AI enthusiasm mirrors a bubble, while expectations for a December rate cut cooled. The S&P 500 and Nasdaq slid, with giants like Amazon, Microsoft and Meta among the big decliners as investors reassess lofty AI valuations. Nvidia trades caution ahead of its quarterly results, and the so-called Magnificent 7 have endured a tech rout into its third week. Traders priced in a roughly 50% chance of a December cut per CME FedWatch, even as Fed minutes and the next jobs report loom. Separately, Anthropic struck a deal for Azure capacity, with Microsoft and Nvidia making large investments, despite a stock pullback.