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New York signs restrictions on AI chatbot features for minors
Governor Kathy Hochul signed a law requiring age verification and blocking specified chatbot features for minors, including pretending to be human, claiming romantic relationships and encouraging self-harm. The restrictions also cover users not confirmed as adults; Engadget reports the law takes effect in six months.
ThereforeCompanies face civil penalties of up to $25,000 per violation and possible orders to destroy unlawfully collected data or models trained on it.
Governor.ny.gov announcement · EngadgetCopy link to: New York signs restrictions on AI chatbot features for minors
Also
DOJ asks about Nvidia's Hugging Face deal, per Reuters
Reuters reports that officials are examining how the proposed $12.93 billion acquisition would affect AI competition, citing two people familiar with the matter.
ThereforeReuters says potential DOJ action could challenge Nvidia's investment and acquisition strategy.
ReutersCopy link to: DOJ asks about Nvidia's Hugging Face deal, per Reuters
Microsoft reports 48% Azure growth and delayed capacity deliveries
Quarterly capex reached $45.2 billion, below its $50 billion projection because third-party capacity arrived late; free cash flow reached $18.6 billion.
ThereforeCoreWeave and Nebius shares fell almost 5% after hours as investors weighed slower capacity delivery.
Microsoft earnings · Reuters · CNBC neocloud reactionCopy link to: Microsoft reports 48% Azure growth and delayed capacity deliveries
Alphabet reports negative $9.07 billion free cash flow
Quarterly capex reached $51.36 billion despite Google Cloud revenue more than doubling to $30.7 billion.
ThereforeAlphabet's long-term debt reached $125.1 billion as it continued funding its AI buildout.
CNBC earnings reportCopy link to: Alphabet reports negative $9.07 billion free cash flow
Google announces Gemini 4 Carbon with restricted access planned
Google plans access for selected cyber defenders beginning this week, citing vendor-tested gains in finding and patching vulnerabilities. Google plans broader access after gathering feedback and refining safeguards, with future API pricing of $2/$10 per million input/output tokens.
Google DeepMind announcementCopy link to: Google announces Gemini 4 Carbon with restricted access planned
Oracle caps planned additional capital raises at $20 billion
The company excludes debt refinancing from its limit through fiscal 2030 and forecasts positive free cash flow in the second half of fiscal 2028.
ThereforeOracle expects customer prepayments, customer hardware and vendor financing to reduce upfront cash needs.
PR Newswire — Oracle statement · ReutersCopy link to: Oracle caps planned additional capital raises at $20 billion
Research worth a look
Artificial Analysis puts 60% of its revised index on private or held-out tests
Its October 27 Intelligence Index v5 adds coding and scientific-workflow tests; six models share the leading positions across its nine evaluations.
Artificial Analysis methodology and resultsCopy link to: Artificial Analysis puts 60% of its revised index on private or held-out tests
Surge AI reports a 10.8% best pass rate on professional tax tasks
In its October 27 DAYJOB: Tax evaluation of 50 assignments, Claude Sonnet 5.5 leads when passing requires satisfying at least 95% of each task's criteria.
surgehq.ai evaluationCopy link to: Surge AI reports a 10.8% best pass rate on professional tax tasks