AI leaves the lab. We follow what happens next.

Live Wire·Archive October 29, 2026 Daily Briefing
Listen to today's briefing 9:28
Signal: The buildout's bill landed — Amazon burned $42BN, Intel ran out of memory — while a $1,000 open model turned published patches into working exploits.
NYT: Trump Sat on Spy Warning to Protect Nvidia
US agencies told the president a year ago that Beijing was getting reports from someone with direct access to Jensen Huang; he chose not to act partly to avoid denting the stock, and Nvidia calls the diversion claims debunked.
CNBC: Nvidia says the diversion claims were investigated and debunked last year TechCrunch: the US investigated a spy plot aimed at Nvidia's CEO

Amazon Burned $42.4BN. Jassy Wants More for 2027.
Free cash flow is $42.4BN in the hole for the trailing year, $75.9BN of it spent on capex last quarter alone, and Andy Jassy told investors Amazon will spend 'meaningfully more' than $220BN in 2027.
CNBC: AWS grew 39%, its fastest in nearly five years Gizmodo: the cash burn closes a brutal week for AI
Carney Puts C$1.6BN of Public Money Into Cohere
The C$7BN round — the largest ever by a Canadian startup, led by Lidl owner Schwarz Group with Nvidia and Bell — values Cohere at C$35.7BN and buys Ottawa an unprecedented direct stake.
CBC: 'Cohere will stay Canadian,' Carney said in Montreal
$1,000 and an Open Model Broke Six Firefoxes
Z.ai's freely downloadable GLM 5.3 read published-but-unshipped Firefox security fixes and built one-click exploits for six releases at about $1,000 each, rediscovering an unpatched sandbox escape every time — and no provider, Z.ai included, refused the job.
Mozilla patched the sandbox escape in Firefox 159.0 on 27 October Unite.AI: the model picked the bugs and chained the stages itself
Ghost Note His Faith Forbids the Copilot Rollout