The Omniscient Bulletin · November 4, 2026
Google defends how it offers AI to schools as AMD's data center sales nearly double
Google on Tuesday defended how it offers AI to schools, after politicians accused it of tying schools' access to Search to its AI tools. AMD's data center sales nearly doubled, and an adviser to the EU's top court said chatbots that reuse news can infringe publishers' rights. Reuters reported years of internal warnings about OpenAI's security, Apple opened Siri AI to every app in developer betas, US officials held up SK hynix's expansion in China, and OpenAI said ChatGPT's search volume has reached about a fifth of Google's.
Policy
Google said Gemini and Search stay off for schools until they switch them on, after politicians attacked a reported policy that schools rejecting AI would lose Search
Google faced a political backlash on Tuesday after The New York Times reported that schools rejecting its AI tools entirely would lose access to Search. New York Mayor Zohran Mamdani accused Google of using monopoly power to push AI into public schools, and Sen. Bernie Sanders called the policy extortion. Google replied that Gemini, Gemini Notebook and Search are off by default for schools, which can switch any of them back on. Its vice president for education told the Times that Search and AI are deeply integrated.
Compute
AMD's third-quarter revenue rose 45% to $13.4 billion as data center sales nearly doubled, and it forecast about $17 billion for the fourth quarter
AMD said on Tuesday that third-quarter revenue grew 45% to a record $13.4 billion, with data center revenue reaching a record $8.5 billion, up 97% from a year earlier. It expects about $17 billion in the fourth quarter, plus or minus 3%, which would be growth of roughly 66%. AMD said Anthropic, Meta, Microsoft, OpenAI and Oracle's cloud are running workloads on its first Helios rack systems. Its results also carried a $1.1 billion charge for remeasuring warrants it issued to certain customers.
Policy
An adviser to the EU's top court said AI chatbots that retrieve and reuse news articles can infringe press publishers' rights, in a case over Google's Gemini
In the EU Court of Justice's first generative AI case, Advocate General Maciej Szpunar advised Tuesday that a chatbot retrieving and reusing news in real time can infringe publishers' rights. A Hungarian publisher sued Google over Gemini. Liability depends on whether the bot got past a paywall or scraping block, and whether its answer so recognizably reproduces an article's form of expression that readers needn't visit the original. Providers answer for it if it's inherent to their business model. He called the training questions inadmissible. The opinion doesn't bind the court.
Industry
OpenAI employees warned leaders for years that the company's security was too lax to keep outsiders, including foreign governments, from its technology, Reuters reports
Some OpenAI staff warned leaders and the board for years, starting before ChatGPT launched, that security was lax enough for outsiders, including foreign governments, to reach its technology, Reuters reported, citing five people. They said anyone with code access could see details of many projects because most code sat in one repository, and internal tools weren't regularly reviewed. One source said a quarter of production engineers moved to security work in August. OpenAI says it is among the world's most targeted organizations and now reviews internal tools regularly.
Agents
Apple opened its new Siri AI to all app developers in its 27.3 betas, so the assistant can carry out any app's actions on request
Apple released a developer preview on Tuesday, in test versions of iOS, iPadOS, macOS and visionOS 27.3, that lets any app plug into Siri AI through its App Intents framework. Users can ask in their own words, and Siri AI will run an app's custom actions, such as checking a delivery or placing an order. Developers can also write skills that chain several actions into one request. App Store submissions open in the spring, and Siri AI is not yet available in the EU on iPhone, iPad or Apple Watch.
Compute
US officials are holding up export licenses SK hynix needs to expand its plant in China, complicating its plans for memory-chip plants in New York, Reuters reports
The Commerce Department hasn't approved licenses for US chipmaking tools SK hynix wants for its Dalian, China plant, complicating its New York plans, Reuters reported. SK hynix argues more output there would help fund its US expansion; two sources said its Solidigm unit plans about $45 billion for two NAND plants in Marcy, New York, though Solidigm says it's still weighing sites worldwide. One source said Commerce Under Secretary Jeffrey Kessler restated his opposition to sending more US tools to China last week; no license has been formally denied.
Industry
OpenAI says ChatGPT has 1.2 billion weekly users and handles about a fifth as many search-style queries as Google
ChatGPT's weekly active users rose to 1.2 billion from 1 billion in two months, its consumer product lead Adam Fry said at an OpenAI dinner on Monday, in remarks Big Technology published Tuesday. He said ChatGPT now handles roughly a fifth as many search-style queries as Google. Users make 1.5 billion images a week with it, and its voice features have 250 million combined weekly users. Fry also said OpenAI plans to merge ChatGPT's Chat and Work modes.