Impersonation, not a technical break-in, most likely cost a Capillary Technologies subsidiary more than 3 million euros, according to a forensic report by KPMG that the company summarized in an exchange filing on Saturday, October 31. Capillary said the evidence was most consistent with an external payment-diversion fraud involving impersonation of a senior executive and an external lawyer, social engineering, a lookalike email domain, and communications through WhatsApp and personal email accounts.

CrowdStrike says a China-linked espionage group it tracks as VAPOR PANDA used an agentic artificial intelligence framework to run intrusions against more than 200 organizations at the same time, in what it calls an escalation from AI-assisted single break-ins to running many in parallel under one human operator.

Asian chip supply chain companies said on Friday that demand linked to artificial intelligence remains strong, even as investors grow more uneasy about whether the massive sums being poured into AI infrastructure will deliver adequate returns. The comments, reported by Reuters from Tokyo and Taipei on October 30, amount to a coordinated defense of the AI buildout from the companies that supply its servers, memory and manufacturing equipment.

Amazon's cloud business is growing at its fastest pace in nearly five years, and the bill for building it has pushed the company's free cash flow deep into negative territory. In third-quarter results released on Thursday, October 29, for the quarter ended September 30, 2026, Amazon Web Services sales climbed 39 percent to 46.0 billion dollars, taking the cloud unit to a 184 billion dollar annualized revenue run rate.

Cognizant is putting the scale of a global IT services firm behind OpenAI. The company announced on Friday, October 30, the formation of its OpenAI Frontier Capability Group, bringing together more than 25,000 professionals aligned to delivering OpenAI products, including Codex and ChatGPT, for enterprise clients.

Intel delivered two very different stories in a single earnings report on Thursday. The chipmaker's third-quarter revenue rose 21 percent from a year earlier to 16.5 billion dollars, powered by the strongest growth in its data center business in 15 years, yet it forecast fourth-quarter revenue of just 15 billion to 16 billion dollars — below Wall Street expectations — as a deepening personal computer slump and tight supply weigh on the business it still depends on most.

South Korean AI chip startup FuriosaAI announced on Thursday that it has closed a 620 million dollar Series D round at a post-money valuation of about 2.9 billion dollars, one of the largest financings yet for an AI semiconductor company outside the United States. The round, worth 820 billion won, roughly quadruples the valuation of about 735 million dollars reported for its previous financing, and it lands as the company's second-generation inference accelerator moves from launch into volume production.

The U.S. Cybersecurity and Infrastructure Security Agency has confirmed that hackers have begun exploiting a critical flaw in Brotli, the compression library built into Node.js and a long list of other software. CISA added the vulnerability, tracked as CVE-2026-111497 and nicknamed Node2Shell, to its Known Exploited Vulnerabilities catalog this week and ordered federal civilian agencies to patch by November 10 under Binding Operational Directive 26-04.

STMicroelectronics raised its forecast for AI data centre revenue on Thursday after demand from data centres and satellite operators helped the Franco-Italian chipmaker beat market expectations for third-quarter earnings. The company now expects about 1.3 billion dollars in data centre revenue in 2026, up from a July forecast of more than 1 billion dollars, and it reiterated its 2027 goal of well above 2 billion dollars.

Two of the biggest checks in enterprise computing landed within minutes of each other on Wednesday, and investors read them very differently. Microsoft and Alphabet both reported results for the quarter ended September 30, 2026 after the closing bell on October 28, and both showed cloud businesses growing at a pace that would have seemed implausible a few years ago. Microsoft's shares rose about 4 percent in extended trading. Alphabet's fell roughly 8 percent. The difference was not growth. It was what the growth is costing.