News Cutting Room

Quick Cut 001｜Nuvacoreの25億ドル評価とハードウェア回帰｜Nuvacore’s $2.5 Billion Valuation and the Return to Hardware

What Happened Reuters reports that Sequoia Capital-backed semiconductor startup Nuvacore is seeking several hundred million dollars at a valuation of roughly \$2.5 b

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Trump Crash-Lands in Tokyo—and Japan’s AI Trade Hits the Pavement

［初出日未確認・表示日は移行日］ At 9:32 a.m., the broad market was resilient. The semiconductor complex was still trapped under the wreckage. Tokyo Morning Dispatch | November 5, 2026 | 9:33 a.m. J

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Quick Cut 006｜Tencent、45億ドル社債でAI軍拡——国家とテックが「長期資金」を奪い合う｜Tencent’s $4.5 Billion AI War Chest: When Big Tech Competes with Governments for Capital

［初出日未確認・表示日は移行日］ Tencent is preparing at least US\$4.5 billion of dollar and offshore-yuan bonds after first-half capital

News Cutting Room

Quick Cut 006｜Tencent、45億ドル社債でAI軍拡——国家とテックが「長期資金」を奪い合う｜Tencent’s $4.5 Billion AI War Chest: When Big Tech Competes with Governments for Capital

［初出日未確認・表示日は移行日］ The Core Signal Tencent is preparing a potential multi-currency bond sale just four months after raising US\$4.66 billion in June. Reuters reports that the new trans

News Cutting Room

Deep Cut 003｜AppleはAIを失ったのか——二人のスティーブ、Metaとの休戦、Macという「モデル港」｜Has Apple Lost AI? Two Steves, a Truce with Meta, and the Mac as a Model Port

［初出日未確認・表示日は移行日］ Apple and Meta are not merging Muse with Siri. They are making Meta’s 816B-parameter open-weight model ru

News Cutting Room

Deep Cut 003｜AppleはAIを失ったのか——二人のスティーブ、Metaとの休戦、Macという「モデル港」｜Has Apple Lost AI? Two Steves, a Truce with Meta, and the Mac as a Model Port

［初出日未確認・表示日は移行日］ Verdict This is neither a consumer-product marriage nor proof that Meta’s personal agent is about to become Siri. It is a developer-infrastructure partnership. Meta’