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News and notes on AI, chips, and IT.

Meta Finalizes Terms for $15 Billion Corporate Bond Issuance and Expands Financing for AI Infrastructure

Meta Platform has disclosed the terms for issuing $15 billion in U.S. dollar-denominated corporate bonds to raise funds for investments in AI data centers and computing infrastructure. The offering consists of five tranches with different maturities, with coupon rates of 5.85% and 6.25% per annum applied to the 2031 and 2033 maturities, respectively. This announcement is significant as it moves beyond the stage of merely reviewing financing to a transaction where the amount and interest rates have been concretely determined. It's meaningful. However, the conditions for issuing bonds have been confirmed.

Nov 4, 20266 min read

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Security & privacy Singapore Airlines SingaporeAirlines Amadeus Air reservation Personal data breaches Cybersecurity Appointment Details KrisFlyer Supply Chain Security Travel security Information protection

Exposure of 46,000 Singapore Airlines reservation records and security risks of external booking platforms

Singapore Airlines announced that approximately 46,000 reservation records were accessed without permission due to a security breach on the platform of booking technology provider Amadeus. While this was not an incident where the airline's own IT system was breached, the significance lies in the fact that information entrusted by passengers during the use of the service was exposed through an external system. The affected reservation records include passenger names, booking numbers, itineraries, and booking classes. Of these, approximately 620 cases are Email address and phone number, travel certificate information, commercial use

Nov 4, 20266 min read

Security & privacy Binance Hacking Cybersecurity Virtual Assets Supply Chain Attack Social Engineering Fake Recruitment Interview AI Security Access Capability hot wallet EIP7702 Security breaches

Binance Hacking Investigation Report, Fake Interviews and Intrusion Paths through Internal AI Tools

Binance has released an initial investigation report into the $6.34 billion virtual asset takeover accident. The new key point this time is that the attacker did not break through the wallet at once, but instead phased out the employee's devices and access rights over many months. According to the report, the tampering development tool downloads in June, the fake job interviews in September, and the internal AI tool exploits in October are all under one attack stream. This was followed by an attack that finally gained access to the wallet transaction signature system.

Nov 4, 20266 min read

Semiconductors & infrastructure Supermicro AI servers Data centers Semiconductor Infrastructure Liquid cooling DCBBS Server Market Earnings Release Gross margin ratio Operating Cash Flow AI infrastructure

Supermicro Reports Quarterly Revenue of $19.9 Billion and Challenges to AI Server Profitability

Supermicro announced its results for the first quarter of fiscal year 2027, that is, July to September 2026. Revenue was about $19.9 billion, almost quadrupling from about $5 billion in the same period last year. Net profit was about $1.594 billion. You can see in the sales that the demand for building servers and data centers for AI is strong. But the gross margin went down from 17.5% to 12.7% in the last quarter. with more server orders and with each order, and how much profit you leave

Nov 4, 20266 min read

Semiconductors & infrastructure AMD Data centers AI chips AI infrastructure Instinct EPYC Helios GPU Server CPU Semiconductor earnings ROCm NVIDIA

AMD Increases Data Center Revenue 97% and Expands AI Infrastructure Business

AMD recorded revenue of $13.377 billion in the third quarter of 2026. That's a 45% increase from the same period last year. GAAP operating profit was $2.832 billion and net profit was $2.428 billion. At the center of this performance is the data center business. Our quarterly revenue in this segment was about $8.5 billion, up 97% from the same period last year, which drove our overall growth. AI over the traditional image of the manufacturer of processors for PC As an infrastructure provider,

Nov 4, 20266 min read

AI models & services Harmonic Aristotle AI models Formal verification C programming Verilog Chip design Code verification Software security Mathematical proofs Development automation AI coding

Expansion of Harmonic Aristotle's C · Verilog Orthographic Verification Function

Public Time: October 28, 2026 01:33 KST The application area of Aristotle developed by AI company Harmonic focusing on mathematical proof has been expanded with software and semiconductor circuit verification. Newly supported targets are C language and Verilog. The company explained that the orthographic verification that mathematically verifies that the code satisfies certain conditions can also be used by the general development team. The key change is in the AI's ability to write code faster Nose without ending

Oct 30, 20267 min read

Security & privacy FEC US midterm elections Hacking attempts Electronic filing Political funding Cybersecurity Service outages Public disclosures US policy Security incidents Campaign funding

US FEC Electronic Notification System Outage and Hacking Attempt Response

Public Time: October 28, 2026 03:44 KST The Federal Election Commission's FEC electronic filing system was shut down in response to an external hacking attempt. A rep email confirmed by Reuters explained that an outside attacker attempted to break into the system and suspended public service. This led to a transparency issue in reporting political funds as it was nearing the U.S. midterm elections on November 3. The incident showed that the voting equipment had been hacked. It's not coverage. The FEC is the god of election funding.

Oct 30, 20267 min read