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AI Daily Brief — 29 October 2025

Wednesday landed three structural shifts. Big Tech triple earnings after the bell: Microsoft Q1 FY26 $77.7B revenue (+18% YoY), $38.0B operating income (+24%); Azure +40%; framed around “planet-scale cloud and AI factory”; stock slid as capex ramps toward ~$190B. Alphabet Q3 $102.3B (+16%, first $100B quarter in company history); Google Cloud accelerates to +34% ($15.2B), $155B backlog; Gemini App passes 650M MAU; Gemini APIs process 7B tokens/minute. Meta Q3 $51.2B (+26%); $19.4B quarterly capex, FY25 guidance $70-72B, 2026 “notably larger”; Advantage+ AI ad-tool ARR >$60B. Anthropic officially opened its Tokyo office — first APAC presence. CEO Dario Amodei met PM Sanae Takaichi + Digital Minister Matsumoto, addressed LDP Digitization Committee, signed MoC with Japan AI Safety Institute, joined Hiroshima AI Process Friends Group. Seoul confirmed as third APAC office (after Tokyo + Bengaluru) targeting early 2026. Extropic unveiled its first scalable Thermodynamic Sampling Unit (TSU) — probabilistic computer on standard semiconductor processes that samples from probability distributions natively; paired with Denoising Thermodynamic Model (DTM) algorithm, simulations claim ~10,000× energy efficiency over GPU; open-source Python library “thrml” for GPU-based TSU simulation. NVIDIA + Oracle + DOE Solstice (100K Blackwell) + Equinox (10K) + broader 7-supercomputer slate formally confirmed.

Top stories

  • Microsoft Q1 FY26. $77.7B revenue (+18%), $38.0B op income (+24%), $27.7B GAAP net. Azure +40%. “Planet-scale cloud and AI factory” framing. via Microsoft IR
  • Alphabet Q3 — first $100B quarter. $102.3B (+16%). Google Cloud +34% to $15.2B, $155B backlog. Gemini App 650M MAU; APIs 7B tokens/min. via Alphabet IR
  • Meta Q3 + $70-72B FY25 capex. $51.2B revenue (+26%); $19.37B Q capex ($48B+ YTD); FY25 $70-72B, 2026 “notably larger.” Advantage+ AI ARR >$60B. via Global Data Center Hub
  • Anthropic opens Tokyo office. First APAC. Amodei met PM Takaichi + Digital Min Matsumoto; LDP Digitization Committee address; MoC with Japan AI Safety Institute; Hiroshima AI Process Friends Group. Seoul = 3rd APAC, early 2026. via Anthropic
  • Extropic unveils Thermodynamic Sampling Unit. Probabilistic chip on standard semiconductor; DTM algorithm; ~10,000× energy efficiency claim vs GPU; open-source thrml Python library. via Extropic
  • NVIDIA + Oracle + DOE Solstice formally confirmed. 100K Blackwell GPUs at Argonne + Equinox 10K Blackwell (H1 2026) = 2,200 exaflops AI. New public-private partnership model. via NVIDIA
  • NVIDIA + DOE 7-supercomputer slate. Argonne anchor + Los Alamos. Scientific-discovery backbone for agentic AI workflows in open science. via AIwire
  • Adobe MAX Day 2 — full Firefly stack. Firefly Image Model 5 (4MP photoreal); Generate Soundtrack + Generate Speech; timeline-based AI video editor; Firefly Foundry for enterprise brand models. Partners: ElevenLabs, Google, Luma, OpenAI, Runway, Topaz Labs. via 4K Shooters
  • TC Disrupt Day 3 closes. Runway’s Alejandro Matamala Ortiz, Google Cloud CTO Will Grannis (“Building for the Agentic Cloud”), Hugging Face CSO Thomas Wolf (“Shaping the AI Stack”). Battlefield 200 winner reveal. via TechCrunch

Who shipped

Microsoft + Alphabet + Meta shipped earnings. Anthropic shipped Tokyo office. Extropic shipped TSU + thrml. NVIDIA + Oracle + DOE formalized Solstice slate. Adobe continued MAX. OpenAI, xAI, DeepSeek, Alibaba quiet on launches.

Open-source pulse

No new Chinese flagship Wednesday — MiniMax M2 from Tuesday continued community testing. NVIDIA Nemotron 3 family still drawing attention.

Money, infra & hardware

Big Tech triple earnings reset AI-capex baselines. Combined FY25 capex projections: Microsoft ~$190B + Meta $70-72B + Alphabet’s accelerating Cloud backlog. Extropic TSU’s 10,000× energy claim positions thermodynamic computing as a credible post-GPU contender if simulations hold on silicon.

Quiet corners

Anthropic Tokyo + Seoul triangle (with Bengaluru) signals deliberate APAC strategy — courting enterprise customers and engaging sovereign AI-safety regimes ahead of frontier-model launches.

By the numbers

  • $77.7B / $102.3B / $51.2B — MSFT / GOOGL / META Q3 revenue
  • +34% / $155B / 650M / 7B/min — Google Cloud growth / backlog / Gemini MAU / tokens-per-min
  • $70-72B / “notably larger” 2026 — Meta FY25 capex / 2026 trajectory
  • ~10,000× — Extropic TSU claimed energy efficiency vs GPU
  • 3 — Anthropic APAC offices (Tokyo + Bengaluru + Seoul early 2026)
  • Most-mentioned company: Microsoft
  • Quietest segment: Chinese open-source releases

Compiled by AI Feed’s editor from verified web sources for 29 October 2025.