2026-10-29·周四

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1. Microsoft recorded $10 billion in revenue from OpenAI Microsoft reported $10 billion in revenue from OpenAI commercial arrangements, including revenue sharing, nearly 11% of its $92.3 billion quarterly revenue. TechCrunch AI 展开

   据TechCrunch AI报道The $10 billion figure covers the quarter ended September 30 and was disclosed in a regulatory filing on Wednesday. It includes revenue-sharing payments from the OpenAI commercial arrangements.

   Reveals how deeply Microsoft's earnings now depend on OpenAI.

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2. Microsoft just shared Azure’s actual revenue in dollars: $33.2 billion Microsoft disclosed Azure quarterly revenue of $33.2 billion in dollars for the first time, showing how close it is to AWS. TechCrunch AI 展开

   据TechCrunch AI报道The disclosure came Wednesday with Microsoft's quarterly earnings. Previously the company shared only Azure growth percentages or described revenue dollar milestones in vague terms.

   First hard cloud number reshapes AI infrastructure market comparisons.

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3. Google expands AI Search ads globally as core ad growth slows Google expanded AI Search ads to international markets during Alphabet's Q3, when revenue rose 25% year over year to $127.6 billion as core ad growth slowed. TechCrunch AI 展开

   据TechCrunch AI报道The international expansion was announced Wednesday during Alphabet's third-quarter earnings. The company is betting generative AI ads open new revenue as core search ad growth slows.

   Signals monetization shift affecting advertisers and publishers globally.

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4. Chrome’s AI-powered Autofill can now dig through your Gmail to fill out forms Chrome's upgraded Autofill pulls flight confirmations, tracking numbers, order details, and membership IDs from Gmail with user permission to fill forms. TechCrunch AI 2 家报道 展开

   据TechCrunch AI报道Announced Wednesday, the advanced Autofill suggests data from Gmail including flight confirmation numbers, membership IDs, tracking information, order numbers, addresses, and phone numbers, with user permission.

   Raises privacy questions for Gmail users and rival browsers.

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5. GitHub Octoverse 2026 GitHub Octoverse 2026: merged pull requests tripled to 220 million monthly, commits topped 7.38 billion monthly, and new repositories doubled to 30.3 million monthly. Simon Willison 展开

   据Simon Willison报道EVP Jay Parikh announced the figures at GitHub Universe. Commits more than tripled to 7.38 billion per month, with most of the increase in the second half of 2026; new repository rate doubled to 30.3 million per month.

   Quantifies how agentic coding is reshaping software development workflows.

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6. Will the real Anthropic please stand up Anthropic filed a 335-page IPO prospectus, roughly 100 pages of which cover risks, laying out its view of how AI will change the world. MIT Tech Review 展开

   据MIT Tech Review报道Cofounder and head of policy Jack Clark is cited for the company's public messaging. The prospectus follows weeks of speculation about the filing.

   First look at Anthropic's finances and risk disclosures for investors.

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7. Meta says it’ll probably delay its controversial new business terms again Meta may delay its new business terms past November 20th amid publisher backlash over AI training concerns, saying it won't change policy without full industry consultation. The Verge 展开

   据The Verge报道Meta said it does 'not plan to make policy changes without a full consultation with industry groups and leaders.' The terms were previously set to take effect November 20th.

   Affects publishers and content owners whose data trains AI.

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8. OpenAI and ServiceNow expand partnership across enterprise workflows OpenAI and ServiceNow expanded their partnership to bring OpenAI models and agents into ServiceNow and ServiceNow workflows into ChatGPT and Codex. OpenAI 展开

   Brings agentic AI deeper into enterprise IT service workflows.

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9. Microsoft is ending Copilot support on smart TVs Microsoft is ending Copilot support on smart TVs, nearly two years after LG and Samsung announced CES 2025 integration; an LG TV notification confirms the shutdown. The Verge 展开

   据The Verge报道A notification on LG TVs states Copilot functionality is going away on all TVs. LG and Samsung announced CES 2025 integration nearly two years ago.

   Shows retreat from consumer AI hardware partnerships, affecting TV owners.

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