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Interconnects examines the scale of the open model inference market by tracking public token volume disclosures from startups like Baseten, Fireworks, and Together AI alongside OpenRouter API metrics. The available data indicates near-exponential growth in usage, including Fireworks serving over 40 trillion tokens daily for customized models alone, which the author compares against Google's reported platform token volumes.

Uber executives revealed during a third-quarter earnings call that third-party AI agents arranged only four rides on its platform last quarter. While AI agents placed slightly more Uber Eats orders—around 500 during the week of Halloween—the volume remains minuscule compared to the 320 million total rides and deliveries.

UK AI Minister Kanishka Narayan acknowledged that the government's frequently cited claim that AI would add £400 billion to the economy came from a 2023 report commissioned by Google. The government's own central projection estimates the economic boost by 2030 at £120 billion, less than a third of the industry-funded figure.

Alphabet's third-quarter earnings showed Google Search revenue growth slowing to 12 percent and paid click growth dropping to 8 percent, even as search queries rose at their fastest rate in five years. Following the report, Alphabet shares fell about 14 percent amid investor concern over the company's plans to spend roughly $200 billion on AI-focused infrastructure this year.

SemiAnalysis reports that SpaceX is rapidly constructing massive AI datacenter capacity across multiple locations, including expansions at Colossus 2 and new sites at Starbase and TeraFab in Texas, targeting roughly 13GW by 2027. To achieve record-breaking build times and bypass grid constraints, the company is utilizing modular equipment from Tesla, mobile gas turbines, and a nearly 6GWh battery energy storage system.

Facing multi-year delays for grid connections and new turbines, AI data center operators are turning to retired aircraft engines rebuilt to burn natural gas to generate electricity quickly. Companies including xAI, OpenAI, and Crusoe are deploying these converted jet engines to bring facilities online within two years, despite their lower efficiency and higher emissions.

U.S. tech giants including Google and Meta have seen their off-balance-sheet AI-related obligations grow by 90% in six months to approximately $3.2 trillion. These commitments for AI infrastructure now reach 80% of the companies' assets, raising concerns among investors over the scale of ongoing spending.

Palantir reported a 96% year-over-year revenue increase to $2.31 billion in the third quarter, with U.S. commercial revenue driven by its AI software surpassing U.S. government revenue for the first time. However, U.S. enterprise total contract value dropped from $2.13 billion in the previous quarter to $1.46 billion as corporate customers increasingly opt for shorter-term trials.

OpenAI announced that the volume of search queries run through ChatGPT has reached 20 percent of the volume run through Google. Consumer product lead Adam Fry clarified that OpenAI defines a search as any user query that triggers a web search, though he did not specify the source for Google's numbers.

Apple is updating its App Store policies to require an 18+ age rating for all online dating apps and AI companions that feature romantic or sexual content. Starting November 16, developers must include new content descriptors for these relationship features as well as for apps that share users' real-world locations.

A New York Times report states that Google plans to turn off its search service for schools that choose to reject AI features. The post links to the news article and a Google blog post regarding education products, though no additional details are provided in the text.

Apple posted record fiscal year revenue and earnings per share, driven by strong fourth-quarter sales for the iPhone and Mac. The company is capitalizing on the AI boom while avoiding the massive infrastructure spending of its competitors, though it warned that rising memory costs could squeeze holiday quarter profit margins.

Kenyan startup Fastagger has developed Auni, an AI business intelligence assistant designed to run offline on low-cost mobile phones and integrated into the M-Pesa mobile money platform. The tool uses an adapted OCR model and small neural networks to analyze mobile money statements, helping small businesses track sales patterns and identify loyal customers without requiring constant internet access.

Following President Trump's executive order directing federal agencies to rebrand artificial intelligence as "Super Intelligence" (SI), adoption across government agencies, news outlets, and tech companies has been uneven. While several federal websites and executives like Elon Musk and Marc Benioff have begun implementing the terminology, many government officials, media organizations, and major tech leaders continue to use "AI."

Anthropic filed an amended Form S-1 for its upcoming IPO, reporting $17 billion in third-quarter revenue and $33.24 billion in revenue for the first nine months of the year alongside a $104 billion net loss. The filing also revealed $895.4 billion in future purchase and lease commitments, nearly all of which are dedicated to compute and infrastructure.

Oracle filed plans with the SEC to issue $10 billion in common stock and $10 billion in senior notes to fund its artificial intelligence infrastructure buildout. Following the announcement, the company's shares fell 8.8% amid investor concerns over its $125.34 billion debt load and rising credit default swap spreads.

Apple is reportedly developing an AI-driven roaming household robot, code-named J595 and potentially branded as HomeView Ultra, targeted for release in 2027 or 2028 at a price of $1,000 or more. Supported by new CEO John Ternus, the device is designed to handle FaceTime calls and smart home tasks like turning on lights, though engineers are still working to expand its AI capabilities to justify the cost.

OpenAI announced a pilot "Grid Protectors Program" at an upcoming data center in Georgia, promising to free up to 1,000 megawatts of power for local communities during emergencies or extreme weather. The initiative comes amid growing local opposition across the US to the massive energy demands of new data center projects.

SpaceX suddenly lowered weekly usage limits for its agentic AI, Grok Bot, causing many users to see their quotas unexpectedly maxed out over the weekend. CEO Elon Musk confirmed the throttling was intentional because the cost of serving the product had become unsustainably high relative to its revenue.

Proton CEO Andy Yen canceled a planned company-wide re-interview process that would have evaluated whether employees were using AI enough to keep their jobs. The decision followed backlash from users and staff after reports revealed Yen was aggressively pushing AI coding practices despite internal security concerns.

A Bloomberg feature examines how unemployed tech workers and engineers are being excluded from San Francisco's ongoing artificial intelligence wealth boom. The report highlights this labor market divide as major AI labs like OpenAI and Anthropic approach potential initial public offerings.

Apollo Global Management's chief economist Torsten Slok published a note stating that AI has yet to benefit the bottom line of large corporations outside the tech industry. Analyzing the S&P 500 excluding the top seven tech companies, Slok found flat profit margins and revenue per worker, arguing that businesses struggle to turn cheap intelligence into financial gains because AI lacks human judgment.