All Flash
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OpenAI Says Iranian Operatives Used AI to Plant Fake Stories in US Media
Why it mattersOperatives used seven fabricated journalist personas to publish roughly 100 articles across about a dozen outlets and used ChatGPT to generate comments posing as readers; OpenAI has banned the accounts and says it cannot confirm any link to the Iranian government.
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TSMC Q3 Revenue Rises 50% to Record $46.7 Billion
Why it mattersThird-quarter revenue reached NT$1.49 trillion, up 50% year on year and a record, above the NT$1.46 trillion estimate from 19 analysts; September revenue alone reportedly rose 54.6% year on year.
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Illumina Launches SpliceAI2 Genomics AI Model, Lifting Disease-Variant Detection by 17%
Why it mattersOn rare-disease datasets SpliceAI2 detected 17% more disease-related variants than comparable models, and it was trained on more than 100 times the data of the 2019 original; code and weights are open for academic, non-commercial use.
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GlobalFoundries Wins Five-Year TSMC Deal to Build Silicon Interposers in New York
Why it mattersUnder the five-year deal, the Malta facility is expected to become the first US-based source of silicon interposers for advanced packaging, with volume production ramping in the first half of 2028; the deal was reported to be worth $2 billion.
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Broadcom Arranges $50B+ Financing for OpenAI Custom Chips; Oracle and SpaceX Also Seek Chip Debt
Why it mattersBroadcom is arranging more than $50 billion in financing for the custom chip it is developing with OpenAI; per the WSJ, cloud providers have already issued hundreds of billions in bonds, and buyers are turning to Wall Street for custom financing.
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Nvidia-Backed Firmus Said to Cut $5B Australian IPO Pricing as Investors Balk
Why it mattersFirmus planned to raise about $5 billion in what would be Australia's second-largest IPO in nearly 30 years; local media say the price could fall from A$11 to A$8.25 a share.
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Manus Parent Raises Over $500M, Operating Independently After Meta Deal Was Blocked
Why it mattersIt is Manus's first major raise since Meta's $2 billion-plus acquisition was unwound; per The Information, its annualized revenue is about $500 million, up from $100 million at the time of the deal.
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Stuut Raises $52.5M Series B to Automate Order-to-Cash
Why it mattersStuut has now raised $93 million in total, ten months after its Series A; its platform has 150+ customers and has processed over $3 billion, and the new money funds expansion into credit, lending and fund movement.
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Healthleap Raises $38M for AI That Flags At-Risk Hospital Patients
Why it mattersHealthleap went from three hospital partners a year ago to more than 50, with revenue up over 10x in the past year; it uses outcome-based pricing and plans to expand to 40+ major conditions and into outpatient and home care.
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Atlassian Launches AMP, Making AI Agents Visible Team Members
Why it mattersAMP gives AI agents an owner, a profile and a full audit trail inside Jira, Confluence and Loom; the Atlassian MCP Server has nearly 2 million monthly active users and 15M+ daily tool calls, up 15x in six months.
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