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TikTok branches out into restaurant recommendations

TikTok is taking on recommendation platforms Yelp and Google Maps with a new guide which allows users to research restaurants in their areas.

The Must Eat feature taps into more than 40 million posts, reviews and comments shared on TikTok to curate lists of food establishments and recommendations in one location.

Tips are presented across two categories: Everyday Eats which features casual favourites and the go-to spots people recommend, and Elevated Dining to highlight locations for celebrations or special occasions.

In addition, restaurants can be booked directly from the TikTok app through OpenTable. The feature is launching in New York City, Los Angeles and San Francisco.

Must Eat is available on TikTok Go, an in-app travel and local experiences booking feature built directly into the company’s main application. It is accessible through the search bar, the Local feed, points-of-interest pages and location anchors on videos tied to listed restaurants.

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US clears $11.5B Amazon-Globalstar deal

The US Federal Communications Commission (FCC) approved Amazon’s $11.5 billion acquisition of satellite service provider Globalstar, removing a key regulatory hurdle in the company’s push to expand its Leo business into direct-to-device (D2D) services.

Amazon is to acquire full control of Globalstar, its subsidiaries, satellite infrastructure and mobile satellite spectrum.

The FCC’s Space Bureau approved the purchase of around 25MHz of Globalstar’s mobile satellite spectrum by Amazon.

It also cleared Amazon to access Globalstar’s C-3 system, a 48-satellite constellation intended to expand network capacity which the FCC approved last week.

Amazon must continue to comply with existing agreements between Globalstar and US defence and policing agencies.

The regulator explained the transaction could improve coverage in underserved areas, strengthen emergency communications, and grow industrial and enterprise data services.

“By approving this deal, the FCC has empowered Amazon Leo to deliver fast, next-generation satellite broadband services, increase competition and help communities stay connected”, FCC chair Brendan Carr said.

The FCC’s approval brings an anticipated close of the deal in 2027 a step closer and strengthens Amazon’s position in a market led by SpaceX’s Starlink, which operates more than 11,000 satellites.

Amazon Leo aims to launch services by the end of the year, with its next-generation D2D system planned for 2028.

It is seeking permission to launch up to 5,105 additional satellites for D2D services.

Globalstar provides connectivity for emergency calling and location features on Apple devices.

The FCC is due to vote on proposals to auction additional wireless spectrum and open up more for D2D services tomorrow (29 October).

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Feature: How HPE fuels Mercedes-AMG F1 engineering

The Mercedes-AMG Petronas Formula 1 Team is using HPE high performance computing technology to test car designs faster, cutting pre-race simulation time from three days to one.

To date, the team’s two drivers have won 12 Grand Prix this season, including Kimi Antonelli topping the podium at the Circuit of The Americas (CoTA) in Austin, Texas on 25 October. It was the ninth win of the season for the 20-year-old Antonelli, with teammate George Russell taking the other three.

At an event held before the race in Austin, Ruth Buscombe, a UK motorsport engineer, strategist and television broadcaster, told analysts and journalists this year’s rule changes had been the biggest since 2014.

Among the new rules, the cars’ power units are now split evenly between internal combustion and electrical power, and they must run on 100% sustainable fuel. The chassis is lighter and smaller, and the cars no longer generate most of their downforce through the floor.

All 11 teams also operate under the same financial cost cap, designed to limit spending and create a level playing field.

Those changes led to uncertainty for each team at the start of the season. Toto Wolff, the Mercedes-AMG Petronas team’s principal and CEO, describes a complete rethink of how the cars are operated, while a moderator at the event noted there is no in-season testing to fall back on.

Mercedes-AMG Petronas, though, got off to a strong start. Wolff stated the team “got it right from the get-go”.

A man in an F1 jacket, wearing glasses and a black Mercedes-AMG Petronas team shirt featuring HPE branding, looks towards the right side of the frame while speaking. He is positioned indoors with out-of-focus tropical plants visible in the background.

Michael Taylor, the team’s IT director (pictured, left), said every aerodynamic idea the team develops starts with high-performance computing, which is where HPE’s work comes in.

HPE said in a March 2026 update its new computing environment cut pre-event simulation time from three days to one.

Wolff calls HPE “an integral part of our IT and technology story.” He is also clear data doesn’t make the decisions. He recalls an upgrade this season which was expected to cut three-and-a-half tenths of a second from a lap but left the car three-and-a-half tenths slower.

The sensors showed the aerodynamic load was as expected, and the engineers said everything was as they had thought. But the driver said the car was unpredictable and he had no confidence in it.

When data and driver disagree, Wolff’s default is to trust “the most expensive sensor,” the driver sitting in the car.

Taylor said the job on the IT side is to make sure data can be trusted in the first place, with reliability ahead of performance.

How it works
HPE provides the compute, networking, hybrid cloud and security infrastructure behind the team’s engineering and race operations.

On the simulation side, AMD-based HPE ProLiant servers and HPE GreenLake replaced the team’s previous high-performance computing infrastructure, and computational fluid dynamics (CFD) work that shapes the car’s aerodynamics runs on them.

A middle-aged man with short grey hair speaks into a microphone while gesturing. He wears a light blue shirt in front of a wall displaying HPE and Mercedes-AMG Petronas Formula 1 Team logos, alongside a screen showing text beginning with “Max”.

Max Walker, a chief technologist at HPE (pictured, left), has been part of the work with the F1 team from the start.

His remit covers HPE’s most strategic customers across the UK, Republic of Ireland, the Middle East and Africa.

“I kind of focus on the holy trinity of IT, so people, the process and the technology,” he said.

Walker describes the work as finding marginal gains and stated HPE’s contribution is “how we add our tenth-of-a-second to the performance of the team”.

Walker cited engineering as a common focus for HPE and Mercedes-AMG Petronas.

Testing, simulation
Walker said the new CFD platform replaced a legacy cluster running OpenFOAM, the open-source software the team uses for its simulations. HPE ships devices to the team, which benchmarks them in its own test harness before a full implementation is built.

“If that performance profile shows a benefit, a percentage increase, then we look to build a solution around it,” Walker said.

For Mercedes-AMG Petronas, the testing window is the gap between races.

“They could run more simulations in that time frame,” he said.

Walker explained “the CFD platform is like a digital twin of the car, or a component they want to test,” such as a front wing, brake duct or suspension part. It assesses changes in airflow and their potential impact on performance.

If the numbers look good, the part is made in carbon fibre, milled titanium or 3D-printed metal. It then goes through the wind tunnel and finite element stress testing before it reaches the track.

“That is a continuous loop of development throughout the whole season, 24-7. It never stops,” Walker said. “The car that starts at the start of the season isn’t the same car at the end of the season.”

Data
Walker said an F1 car typically carries around 200 sensors, which is roughly 18,000 channels of data. With the extra aerodynamic rakes teams run in practice to check airflow over the tires, that rises to about 400 sensors and 36,000 channels.

In the garage, “we have an umbilical cord, an Ethernet cable, essentially, that plugs into the car,” Walker said. It pulls between 2 and 5 gigabytes off the onboard computers over Aruba CX switches. Around 100 of the team’s race engineers at the circuit access the data wirelessly.

From there it travels over SD-WAN, compressed and optimised, to the team’s Brackley, UK, headquarters. It is also mirrored to the powertrain site at Brixworth, so engine and gearbox engineers see the same numbers in real time. The wide-area links come from a third-party provider, Walker said, because race circuits supply only part of the infrastructure.

Walker offers an example from Brazil, a few years ago. A warning from an engine sensor appeared on the steering wheel while Lewis Hamilton was driving for Mercedes-AMG Petronas. The pit wall saw it immediately, and the data went back to the factories. Walker recalled the sensor pointing to a serious fluid leak, the kind of fault which could have ended the race.

“In four corners, the data had got back, they spotted it in turn three,” he said. “By turn seven, they changed the engine mode, based on that data, to reduce the chance that the engine would destroy itself.”

History
When the partnership began, HPE’s assessment found a lot of ordinary PCs running at the circuit.

“Albeit that it worked, I think we had a much more eloquent and ruggedised platform, a more performance-dense platform,” Walker said.

The team moved to HPE Edgeline and added an Aruba Wi-Fi network, which meant greater available workload at the track and higher reliability.

“Consistency is key to unlocking performance,” he said, adding it let the team analyse data faster than its competitors.

At the factory, the aim was an infrastructure which largely runs itself. HPE built a software-defined data centre on Aruba CX networking and HPE Synergy compute, which Walker calls “the Swiss Army knife of platforms” because it can run bare metal, virtualisation or containers. An open-source automation layer on top lets the environment spin-up to meet engineers’ needs without manual work.

Self-driving networks, security
HPE is investing heavily in operational AI, Walker said, with agentic tools which watch network performance and recommend fixes, for instance flagging a saturated link and suggesting a quality-of-service change, with a person still in the loop.

“We don’t have to have humans’ eyes on glass anymore,” he said. “We have agentic bots that are doing the eyes on glass, but then prompting the human to do something about it.”

On security, Walker noted the team was once customers of Silver Peak, an SD-WAN specialist HPE acquired, and that the technology now sits within the vendor’s Aruba SASE portfolio.

HPE stated network access controls, encrypted connections and cloud-delivered security help protect distributed operations like the team’s.

How ideas get funded
HPE and Mercedes-AMG Petronas meet regularly in London for an innovation forum. They discuss upcoming HPE technology and the team’s requirements. Proposals need a business case showing a measurable benefit in operational efficiency, performance or sustainability, and must fit within the sport’s cost cap.

Walker compares the environment to a bank or a life sciences company, heavily regulated with finite money and people. If a new wing or brake duct can shave a tenth or a hundredth off a lap it will win investment over anything in IT, he said, unless IT can make its own case as it did with the CFD platform.

Those decisions are made quickly by Wolff and his management team, Walker said. “They’re very agile.”

The faster simulation platform came out of those discussions, Walker said. So did plans to use HPE Morpheus Enterprise, which he said will let engineers request infrastructure from a catalogue through automated workflows without adding to the team’s operational workload.

It also supports lower-cost virtualisation, “meaning that the team can do more for less,” Walker said.

Roadmap
Walker said Mercedes-AMG Petronas would probably be the first customer in the UK to receive a Gen 13 server, which the team will use to test performance, sustainability and workload density.

“We are seeing massive performance gains for Gen 13, and we see it’s got 50% more memory bandwidth,” he said. “And in a CFD workload, that’s a big deal.”

He noted the team has also worked with HPE on machine learning and reinforcement learning, with an emphasis on “consistency, reliability, and performance”. For some simulations, the aim is now to bring turnaround below a day.

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Bell Canada cashes in on towers with $1.8B stake sale

Bell Canada struck a deal to sell a minority stake in its newly formed tower business to investment group La Caisse for CAD2.5 billion ($1.8 billion), cash set to be used to cut debt and invest in growth areas.

The operator’s parent company BCE noted the investor would take a 49.9% stake in the TowerCo business with Bell retaining the remainder.

TowerCo is set to take ownership of more than 5,000 sites across Canada, making it the country’s largest dedicated tower company. It will lease capacity back to Bell, which retains full ownership and control of spectrum, active network equipment and owned land.

The transaction expected to close in Q1 2027 subject to regulatory approval.

BCE explained the sale would help strengthen its balance sheet and allow it to invest in growth areas, including AI-related solutions. Last year, the company set a target of reducing its net debt leverage ratio to 3.5 times by the end of 2027.

BCE and Bell Canada president and CEO Mirko Bibic said the transaction would “unlock the significant value embedded in our infrastructure assets” while allowing the company to continue operating its wireless network.

He added the company aims “to strengthen our balance sheet, invest in growth and deliver total returns to shareholders”.

La Caisse EVP Emmanuel Jaclot noted making telecoms tower infrastructure available to multiple service providers could help “more people access the connectivity they rely on every day”.

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Anthropic files for IPO, reveals revenue surge

Anthropic filed for an IPO which could rival SpaceX’s record-breaking listing, as the AI business revealed a rise in revenue and billions of dollars of infrastructure cost commitments.

The Claude large language model (LLM) developer’s S-1 filing with the US Securities and Exchange Commission yesterday (26 October) offered the first detailed public look at its finances. Anthropic submitted IPO paperwork confidentially in June, allowing the agency to review the figures before their wider release.

Anthropic applied to list Class A shares on the Nasdaq Global Select Market under the symbol ANT but did not disclose how many shares it would offer, a price range or valuation. Goldman Sachs and Morgan Stanley headed the list of underwriters.

The documents revealed revenue of $16.3 billion in the first half of 2026, up from $1.2 billion in H1 2025 and well above the $4.6 billion recorded for the whole of 2025.

Cost of revenue rose to $2.4 billion from just over $1 billion, with compute and infrastructure accounting for almost all of it. Anthropic cautioned operating margins will fluctuate as more capacity comes online.

The company booked a net loss of $80.7 billion in H1. Of the amount, $72.4 billion reflected non-cash charges from revaluing convertible notes and similar instruments as its valuation rose.

Amazon and Google supply key parts of Anthropic’s computing infrastructure.

It runs workloads on Amazon Web Services (AWS) Trainium chips, Google Tensor Processing Units, and GPUs from Nvidia and AMD. It also pays fees to sell Claude through AWS, Google Cloud and Microsoft Azure.

Amazon holds convertible notes which will convert into non-voting Class N shares at the IPO, subject to an ownership cap.

Anthropic’s infrastructure plans include spending at least $110 billion on Amazon cloud services until April 2036 and up to $120.5 billion with SpaceX through 2029.

It has committed a further $114.5 billion to Google until 2033 and $44.9 billion to Microsoft until May 2033 for computing infrastructure.

Risks
In the documents Anthropic warned some cloud suppliers are developing rival AI models and could restrict, reprice or cut off its access to computing capacity.

It also highlighted criminals have already used AI in cyberattacks and warned misuse in biology could cause greater harm.

The company also highlighted the potential for AI to concentrate power and destabilise geopolitics.

Anthropic increasingly uses its models to develop their successors and noted the new versions’ capabilities could advance faster than safety measures. It also cautioned AI systems could act independently in harmful ways if they fail to follow intended goals.

Rival OpenAI confidentially filed paperwork for a US IPO in June, but delayed the listing until early 2027.

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Meta seeks $95B to fund AI ambitions

Meta Platforms revealed a plan to secure up to $95 billion in equity to fund its AI-related expansion ​of data centres and cloud computing, backed by chipmakers Nvidia, AMD and Broadcom.

The social media company aims to raise $35 billion in concurrent underwritten public equity offerings and up to $60 billion as part of an at-the-market programme scheduled to begin in Q1 2027.

Meta Platforms stated the chipmakers expressed an interest in becoming cornerstone investors through the equity offering.

They can purchase a total of $5 billion shares of Class A common stock in the offering, though Meta Platforms emphasised their expressions “of interest are not binding agreements or commitments to purchase”.

Meta Platforms stated AI is “creating significant opportunities” and its investments to-date are “generating tangible returns through increased engagement, improved advertising performance and increased monetisation”.

Last week, the company reported net income rose from $2.7 billion in Q3 2025 to $9.9 billion in the recent period, with revenue up 26% to $64.6 billion.

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Verizon bags $2B AWS deal, hails efficiency drive

Verizon unveiled an agreement worth more than $2 billion with Amazon Web Services (AWS) to supply dark fibre infrastructure to meet AI workload demand, alongside Q3 figures showing a spike in post-paid customers.

The operator noted the AWS agreement “establishes a commercial framework to scale distributed compute and meet the real-time demands of agentic and generative AI workloads”.

It builds on an existing strategic partnership between the two and mirrors a dark fibre deal with Google announced earlier this year.

On the operator’s earnings call today (26 October), CEO Dan Schulman said “these two contracts are a clear signal that the largest builders of AI infrastructure in the world are choosing Verizon as a strategic connectivity partner”.

He added the company also has an “active pipeline of additional hyperscalers, neocloud providers and large enterprise clients who are in negotiations to have us supply them with either dark or lit fibre connectivity”.

Results
Verizon reported net additions of 406,000 post-paid phone customers, up 820% year-on-year, and 137,000 post-paid net account additions.

It noted the latter is its best performance for this metric in more than a decade.

Net income of $5.3 billion was up 5.2%, attributed to a “sharp focus” on operational efficiency. Total operating revenue was $34.3 billion, up 1.5%.

In its Mobility and Broadband segment, it noted service revenue growth of 2.9% was offset by a 9% drop in equipment sales, due primarily to “significantly lower upgrade volumes” as customers keep devices longer.

It also noted the impact of a “strategic decision to reduce spending on device subsidies”.

Schulman hailed the period overall as “another record-breaking quarter” adding “one year into our transformation, Verizon is fundamentally stronger, operationally, financially and competitively”.

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SpaceX eyes 80,000 US cell sites for Starlink Mobile

SpaceX is reportedly in talks with tower companies to secure access to at least 80,000 US sites, as it presses ahead with plans to build a nationwide mobile network to rival incumbents AT&T, Verizon and T-Mobile US.

According to Bloomberg, major US tower operator Crown Castle is among the companies discussing leases with SpaceX, with potential deals worth billions of dollars.

On an earnings call earlier this week, Crown Castle CEO Chris Hillabrant said the company was holding talks across the satellite telecommunications sector but declined to discuss specific customers, noting: “You can assume that we’re talking to all parties.”

The tower agreements would form a key part of SpaceX’s plan to combine satellite connectivity with ground-based infrastructure to establish a nationwide mobile network.

It is targeting early 2028 for a launch for its own direct-to-device (D2D) service, following the deployment of its second generation Starlink Mobile constellation expected next year.

Earlier this month, the company agreed to acquire up to 14MHz of paired spectrum in the 800MHz band from Grain Management, in a move chief Elon Musk said was “the last critical piece of the spectrum puzzle needed for SpaceX to provide complete phone coverage in America”.

It also secured Federal Communications Commission (FCC) approval to launch 15,000 next-generation satellites for D2D services.

SpaceX president Gwynne Shotwell said on the company’s Q3 earnings call the spectrum deal and satellite approval “pave the way for Starlink Mobile to become a major mobile carrier in the US”.

Rivals
SpaceX’s approach has drawn scepticism from some parties over whether it can match the coverage and performance of established networks.

AT&T CEO John Stankey argued earlier this week building a network capable of matching incumbent performance would take time. “I think it takes a lot of years and a huge level of investment to get to the kind of performance levels that customers have become accustomed to in scaled networks,” he said.

Stankey also highlighted AT&T’s extensive low-band spectrum holdings and existing infrastructure, arguing the operator already serves customers across established coverage areas.

Meanwhile, T-Mobile CEO Srini Gopalan told the Financial Times in August that the threat from satellite providers had been exaggerated, questioning what consumer problems a new service would solve.

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US pumps $400M into semiconductor R&D

The US Commerce Department awarded $389 million in R&D funding to four companies working on semiconductor development, under the government’s CHIPS and Science Act.

In a statement, commerce secretary Howard Lutnick explained the funding “will accelerate American semiconductor innovation to enhance our domestic energy and power resources”.

As a condition of the close to $400 million outlay, the US government will receive minority, non-controlling and non-equity stakes in the four companies.

Washington-based Helion, which develops high-voltage power semiconductors and advanced energy power modules, will receive the biggest investment at $175 million.

Commonwealth Fusion Systems is in line for an $85 million investment, which it will use to develop semiconductor technologies for robotic maintenance.

Meanwhile, Vertical Semiconductors will get $73 million for its work across AI data centre racks and Sibelco North America will receive $56 million.

Bill Frauenhofer, executive director of Semiconductor Investment and Innovation at the Commerce Department added: “Accelerating domestic R&D across these technologies will strengthen America’s ability to convert and deliver power for the grid, advanced data centres, defence systems, and emerging fusion energy.”

Reuters reported the Commerce Department has awarded a total of 19 R&D grants to semiconductor companies, as part of the $10 billion fund under the CHIPS and Science Act approved by the government in 2022.

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Bell tolls on Canadian cybersecurity worries

Bell Canada flagged cybersecurity credentials as increasingly important in consumers’ choice of businesses after research found almost 40% would shun a company if its protections were doubtful.

A survey of 1,523 adults conducted by the telecoms player’s Cyber division found nearly 60% would stop using a business if personal data was exposed and just shy of 80% reported being the target of an attack in the past 12 months.

Bell Cyber conducted its survey across seven days, beginning on 29 July. The research revealed growing public concern over the role AI is playing in cyberattacks, with 76% believing the technology is contributing to an increase in the sophistication of swindles.

Canadians believe companies are struggling to keep pace with the cyber scams AI is contributing to.

Confidence in companies’ ability to fend off attacks is low: 31% believe businesses can protect personal information from incidents involving AI.

Bell’s research highlighted worries over workplace cybersecurity training, with many staff saying they have taken the initiative by seeking information themselves.

Localisation is one confidence-boosting method the company suggests businesses adopt, with the research indicating trust is greater when information is stored on domestic servers and security overseen by Canadian companies.

The former may be a welcome statistic given Bell is investing heavily in domestic data centre capacity.

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Zuckerberg claims Muse agent has hit 10M users

Meta Platforms plans to expand its Muse personal agent and charge businesses for transactions it handles, CEO Mark Zuckerberg (pictured) stated on the company’s Q3 earnings call.

He said more than 10 million people in the US and Canada have set up Muse in a month and a half, and about 25% use it on any given day

Zuckerberg stated Muse had a “clear product-market fit” and that Meta will focus on attracting more users, increasing revenue and optimising compute costs.

“We expect to grow Muse to serve billions of people,” he said, calling the goal as “both our mission and our strategy”.

The Muse line began in April with Muse Spark, the first model from Meta’s Superintelligence Labs. This month Meta followed with Muse Wonder and Muse Wonder Full.

Shopping is Muse’s most common use, with more than a quarter of users shopping through the agent.

Zuckerberg said Muse “should be free” for most people, with Meta taking a fee on transactions it facilitates for businesses. Subscriptions would cover access to the most advanced models or extra tokens, and business owners could also subscribe directly.

“We have been discussing our vision for personal superintelligence for more than a year now,” he said. “We want every person [to] have an extremely capable personal agent that understands your goals and can help you achieve them,” he said.

Meta Q3 metrics
Meta’s quarterly revenue rose 26% year over year to $64.6 billion.

Costs climbed 68% to $51.6 billion, including a $9.89 billion charge from an August agreement with 52 attorneys general over teen mental health claims.

Operating income fell 37% to $13 billion and the operating margin halved to 20%. Net income rose to $9.9 billion from $2.7 billion a year earlier, when a one-time $15.9 billion tax charge reduced profit.

Capital spending totalled $34.9 billion, with Meta forecasting $135 billion to $145 billion for 2026.

Its apps reach 3.64 billion people a day, up 3% from a year ago but just below the 3.65 billion analysts expected, according to StreetAccount. Zuckerberg said Threads has overtaken X in monthly users.

Reality Labs, which makes the Quest headsets and the Ray-Ban and Oakley AI glasses, lost $4.1 billion on $443 million of revenue, compared to a $4.4 billion loss a year ago.

Meta CFO Susan Li said the company expects Reality Labs to lose $18 billion to $19 billion in 2026, down slightly from $19.2 billion in 2025.

Also yesterday, Reuters reported a New Mexico judge ordered Meta to pay the state $25 billion after a jury found it misled consumers in a case tied to the Cambridge Analytica scandal. The tech giant said it will appeal.

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