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Data center opponents emerge as big midterm winners in Texas and Georgia, Reuters reports
Democrats who backed data center moratoriums or pauses won the Texas and Georgia governor’s races, Reuters reported, and investors expect tougher rules for the AI buildout.
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OpenAI says it will acquire Pierre, the startup behind Code Storage and tools used in Codex
OpenAI said it will acquire Pierre Computer Company, whose Trees and Diffs libraries already power file browsing and code review in the Codex app.

Oracle canceled $7 billion chip lease with Tencent, FT reports
Oracle canceled a five-year lease giving Tencent access to about 100,000 advanced AI chips in Southeast Asia, the FT reported, according to Reuters.

AI shopping agents could threaten Amazon and Walmart ad businesses, Reuters analysis says
Reuters says AI shopping agents could erode Amazon and Walmart retail media revenue, as Amazon blocks Meta’s Muse and Walmart partners with it.

Apple says any developer can now build for Siri AI, with a customer launch in a few months
Apple said a Developer Preview in its 27.3 betas lets any developer integrate an app with Siri AI through App Intents, before shipping to customers

Canva says its reorganization will affect 1,271 staff via role changes, relocations and job cuts
Canva CEO Melanie Perkins said 1,271 people, or 22% of staff, will change roles, relocate or lose their jobs as the company merges teams and

OCC issues what Reuters calls its first-ever AI guidance for bank examiners
The OCC framework tells examiners not to treat AI as a separate risk category and to weigh consequences, autonomy and human oversight over model sophistication.

Tencent releases Hy4 with visual understanding and computer use, says weights will follow
Tencent said Hy4 adds visual understanding and computer use for the first time; it plans to release weights and system cards in the coming days.

Fal says Bessemer led its Series F; Bloomberg reports $16 billion valuation
Fal says Bessemer led its Series F with Nvidia as a strategic investor. Bloomberg reports $1.3 billion at a $16 billion valuation, up from $8

Google says K-12 student accounts will have AI and Search off until schools opt in
Google says Gemini and Search will be off for K-12 student accounts until schools opt in. The NYT reports schools that block AI entirely lose

Meta sells $15 billion of dollar bonds in five parts, SEC filing shows; Bloomberg reports up to $58 billion of orders
Meta sold $15 billion of U.S. dollar bonds in five series, an SEC filing shows, with coupons from 5.85% to 7.5%. Bloomberg reported orders of





