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| News without the noise |
| Monday 26 October 2026 · The Daily Edition |
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From the editor Google and Meta open-source TorchTPU, Nvidia floats a per-GPU software fee for AI agents, and astronomers may have found the first exomoon, in an edition that covers AI infrastructure, security, and discovery. |
 AI · 3 min
At the PyTorch Conference North America 2026 in San Jose, Google and Meta announced the open-sourcing of TorchTPU, a native PyTorch backend for Google's Tensor Processing Units (TPUs). The backend is designed to replace PyTorch/XLA, a bridge technology that required intrusive code changes, with a simpler interface that allows models to be ported with a change from model.to('cuda') to model.to('tpu'). |
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AI · 3 min
Google has released ML Drift, an open-source, cross-platform GPU compute engine designed for on-device AI and machine learning inference. Licensed under Apache 2.0, the engine already powers applications including Chrome, YouTube Shorts, Google Photos and Meet on millions of devices. | | | Business · 2 min
Nvidia CEO Jensen Huang said at GTC Berlin on October 22 that the company is considering charging around $2,000 per GPU per year for the software needed to run AI agents on its infrastructure, a pricing model that could generate $50 billion over five years under one scenario outlined by analysts. Huang stressed that software licensing will become an increasingly major part of Nvidia’s business but has not confirmed when the fee would take effect or which products it would cover. |
| | Editor's picks World · Venezuelan opposition leader Machado's return from exile is a developing political story with implications for hemispheric democracy and energy markets. Space · Astronomers may have detected the first moon beyond our Solar System, a discovery that pushes the boundaries of exoplanetary science. Business · The US military's decision to share sensitive space tracking data with SpaceX raises monopoly and national security concerns in an increasingly privatized space sector. Security · A researcher reveals that Samsung's Tizen OS records audio and screenshots for ad targeting, a significant privacy vulnerability embedded in millions of smart TVs. |
Today's segment · The Numbers
Where the AI trade closed
The market briefs, and the names that moved most. |
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FANUY +9.2% · SYM -2.7% · BOTT +2.7%
Wall Street
Close, Fri, 23 Oct
US markets closed lower on Friday, with the Nasdaq Composite slipping 0.21% and the S&P 500 down 0.52%. The most consequential move for the AI economy was Nvidia easing 0.59% after reports that Apple overtook it as the world's most valuable company on the iPhone Duo launch day, while a separate report said illegal B300 chips were found inside China Telecom's network. Chips were otherwise mixed: AMD jumped 1.74% and TSMC added 1.49%, while Broadcom fell 0.48%.
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ASML +0.9% · SAP -0.4%
Europe
Close, Fri, 23 Oct
European equities ended Friday’s session mixed, with the Euro Stoxx 50 falling 0.44% and the DAX losing 0.86%, while the FTSE 100 slipped 0.51% and the IBEX 35 edged up 0.20%. The euro weakened 0.28% against the dollar. Among European tech names, ASML rose 0.89% and SAP declined 0.38%, reflecting a cautious tone in the AI supply chain as capital constraints and regulatory headwinds continue to shadow the sector.
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DRO -5.0% · BRN +4.5% · HMND -3.8%
ASX
Close, Fri, 23 Oct
The ASX 200 clung to a flat close on Friday, but local AI and robotics names largely felt the heat. NextDC slipped 2.43 per cent, deepening a rout that has now wiped 40 per cent from the stock amid reports of community opposition and rising costs shaking faith in the data centre buildout. DroneShield fell 4.97 per cent alongside a 2.15 per cent dip for WiseTech Global. BrainChip surged 4.55 per cent and TechnologyOne gained 1.61 per cent, standing out in the red.
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Zotpaper · Brisbane, Australia
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