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  1. Big Tech shareholder returns hit 15-year low as AI spending surges — Techmeme
  2. Oracle to raise $20 billion from investors to fund AI and cloud expansion — Reuters AI
  3. Cost of insuring against debt defaults at major hyperscalers hits highest level since 2021 — Techmeme
  4. Tom's Hardware Premium roundup: Vera CPUs on Oracle clusters, agentic CPU benchmark, LLM primer — Tom's Hardware
  5. Alphabet, Meta, Microsoft, Amazon, Oracle commit over $3 trillion to AI spending — Techmeme
  6. Musk says Grok Bot usage limits imposed as serving costs were 'unsustainably high' — Forbes AI
  7. Anthropic Reports Nearly $17 Billion Q3 Revenue, Twelve-Fold Jump Ahead of IPO — CNBC Technology
  8. OpenAI Launches Grid Protectors Program to Ease Grid Strain From Compute Campuses — OpenAI News

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