Abram Brown / The Information:
Source: Microsoft is in talks to design future custom chips with Broadcom, which would involve Microsoft switching its business from Marvell  —  Microsoft is in talks to design future custom chips with Broadcom, which would involve Microsoft switching its business from Marvell …

Jyoti Mann / Business Insider:
Leaked memos: Meta is delaying the release of its MR glasses codenamed “Phoenix” from H2 2026 to H1 2027 for “more breathing room to get the details right”  —  - Meta delays the release of its “Phoenix” mixed reality glasses to 2027, aiming to “get the details right.”

OpenRouter:
An analysis of 100T+ tokens from the past year shows reasoning models now represent over half of all usage, open-weight model use has grown steadily, and more  —  An Empirical 100 Trillion Token Study with OpenRouter  —  Malika Aubakirova*Alex Atallah†Chris Clark†Justin Summerville†Anjney Midha*

Jagmeet Singh / TechCrunch:
Seattle-based Yoodli, which sells AI-powered communication training software, raised a $40M Series B led by WestBridge Capital, valuing the startup at $300M+  —  Yoodli, an AI-powered communication training startup, has reached a valuation of more than $300 million — more than triple …

Kirsten Korosec / TechCrunch:
Waymo plans to issue a voluntary software recall over how its robotaxis operate around school buses following an NHTSA investigation opened in October  —  Waymo plans to voluntarily issue a software recall with federal safety regulators related to how its robotaxis operate around school buses …

Bloomberg:
A US judge rules Google must renegotiate annually any contract that makes its search engine or AI app the default on smartphones and other devices  —  Alphabet Inc.'s Google must renegotiate any contract to make its search engine or artificial intelligence app the default for smartphones …

Ted Johnson / Deadline:
A look at the uphill battle to win regulatory approval for Netflix's acquisition of WBD, and the roles of the US DOJ, EU regulators, and state attorneys general  —  In the hours since it was announced, Trump has not yet weighed in, and the White House has said little.

Chris Kerr / Game Developer:
WBD confirms that Warner Bros. Games will be acquired by Netflix along with its wider streaming and television business  —  A Warner Bros. spokesperson has confirmed the video game division will be acquired by Netflix alongside its wider streaming and television business.

Echo Wang / Reuters:
Meta acquires Limitless, which makes a pendant-style AI wearable that records and transcribes real-world conversations; Limitless has raised more than $33M  —  Meta (META.O) has acquired AI-wearables startup Limitless, maker of a pendant-style device that records and transcribes real-world conversations …

Katie Roof / The Information:
Sources: SpaceX has told investors and financial institution representatives that it is aiming for an IPO in the second half of 2026  —  Elon Musk's SpaceX has told investors and financial institution representatives that it is aiming for an initial public offering in the second half of next year …

Nicole Sperling / New York Times:
Netflix's WBD bid marks a striking strategy shift for a company long known for pivots, especially after years of avoiding full commitment to theatrical releases  —  The streaming giant has changed its strategy many times over the years.  But the decision to get deeply into theatrical releases may be the most startling yet.

Wall Street Journal:
Sources: SpaceX is planning a secondary share sale that would value the company at $800B, surpassing OpenAI to make it the most valuable US private company  —  Company's CFO told investors about the transaction in recent days, sources say  —  SpaceX is kicking off a secondary share sale …

Liv McMahon / BBC:
Vice President JD Vance, US Secretary of State Marco Rubio, and FCC Chairman Brendan Carr denounce the EU's €120M X fine  —  The EU has fined Elon Musk's social media platform X €120m (£105m) over its blue tick badges - prompting an angry reaction from the US.

Rose Henderson / Bloomberg:
Cloudflare says it has fixed an issue that caused a 25 minute outage on Friday, following a major, hours-long outage last month  —  Cloudflare Inc. said it has fixed a problem that led to the websites for several banks, Shopify, Zoom and LinkedIn to go down Friday.

Ashley Stewart / Business Insider:
Marc Benioff says it “would not shock” him if Salesforce changed its name to Agentforce; the company started using Agentforce for many of its offerings  —  - Salesforce CEO Marc Benioff is rebranding many products under the Agentforce name.  — Benioff says customers prefer …

TrendForce:
Sources: Dell alerts customers to 15% to 20% price hikes as soon as mid-December amid surging DRAM costs; Lenovo says current quotes will expire in January 2026  —  Soaring AI-server memory demand is driving DRAM prices sharply higher—and now PC and notebook makers are feeling the squeeze.

Bloomberg:
Polish lawmakers fail to override the president's veto on a crypto assets regulation bill; Poland is the last EU country not to adopt EU's crypto regulation  —  Polish lawmakers failed to overturn a veto on a bill regulating digital assets, dealing a blow to Prime Minister Donald Tusk's attempts …

Hugging Face:
Hugging Face details how it used its new tool, Skills, to fine tune an LLM using Claude, including for writing scripts, submitting jobs to cloud GPUs, and more  —  We gave Claude the ability to fine-tune language models using a new tool called Hugging Face Skills.

Kyle Jahner / Bloomberg Law:
The Ninth Circuit affirms a temporary order blocking OpenAI from using “io” as a trademark in some instances while an infringement lawsuit against it proceeds  —  The Ninth Circuit affirmed a temporary order blocking OpenAI Inc. from using “io” as a trademark in certain circumstances …

New York Times:
The New York Times sues Perplexity, claiming the AI startup violated its copyrights and kept using its content despite repeated demands over the past 18 months  —  Filed in federal court on Friday, the suit joins more than 40 other court disputes between copyright holders and A.I. companies.