Google, Microsoft, OpenAI, Anthropic Back Shared AI Training Opt-Out

Key Takeaways

• Google, Microsoft, OpenAI, and Anthropic support a shared __usage_ai-training robots.txt token for AI training opt-outs
• Microsoft will replace NoArchive and NoCache tags starting February 1, 2027
• Meta supports the initiative but has not confirmed participation
• Palantir raised its full-year 2026 revenue forecast to about $8.15 billion
• Palantir's U.S. commercial revenue grew 149% year-over-year to $764 million
• AMD forecast Q3 revenue near $13 billion, implying roughly 41% annual growth
• AMD's data center business grew 107% year-over-year to $6.7 billion
• AMD is preparing to ship its Helios AI platform with MI450 GPUs
• Microsoft's MAI-DxO AI system diagnosed 83% of complex medical cases versus 36% for generalist physicians
• JPMorgan Chase will block external AI agents for retail customers while Accenture finds 71% of customers would welcome in-bank AI assistants

Google Microsoft OpenAI to honor shared AI training opt-out line

Google, Microsoft, and OpenAI plan to support a shared robots.txt line for AI training opt-outs. The line comes from an Internet Draft by Anthropic's Kevin Kelley. It uses a policy token called __usage_ai-training. Google plans to support it in 2027. Microsoft will start on February 1, 2027. OpenAI aims to implement it in the coming months.

Google Microsoft OpenAI back single robots.txt AI training opt-out

Major AI firms including Google, Microsoft, OpenAI, and Anthropic support one robots.txt opt-out line for AI training. The token __usage_ai-training lets publishers block AI training with one rule. Anthropic has already started building support. Microsoft will replace its NoArchive and NoCache tags starting February 1, 2027. Meta voiced support but did not confirm participation.

Palantir Q3 earnings preview amid AI growth surge

Palantir Technologies is preparing for Q3 earnings after strong second quarter results. The company raised its full-year 2026 revenue forecast to about $8.15 billion. Q3 revenue is expected between $2.160 billion and $2.164 billion. U.S. commercial revenue grew 149% year-over-year to $764 million. Operating expenses are expected to rise due to hiring and new product investments.

AMD earnings preview as AI sales offset PC market concerns

AMD is set to report Q3 earnings on November 3 after a 10.88% stock drop. The company forecast revenue of about $13 billion, implying roughly 41% annual growth. Its data center business grew 107% year-over-year to $6.7 billion. Instinct accelerator sales more than doubled last quarter. AMD is also preparing to ship its new Helios AI platform with MI450 GPUs.

Microsoft AI system outperforms doctors in simulated diagnosis test

Microsoft's MAI-DxO AI system correctly diagnosed 83% of complex medical cases. Generalist physicians achieved only 36% accuracy with reference materials. The system uses multiple AI agents that ask follow-up questions and challenge each other's conclusions. Researchers tested it on 304 cases from The New England Journal of Medicine. The study's authors work for Microsoft, so independent testing is still needed.

Right Law Group Founder Addresses AI Security Risks at MaxLawCon 2026

Alexis Austin Litle, founder of Right Law Group, spoke at MaxLawCon 2026 about how law firms can evaluate AI tools safely. She introduced a framework to help attorneys assess vendor security and protect confidential client data. Her AI Vendor Evaluation Scorecard includes 12 questions for reviewing legal technology products. Litle founded Right Law Group in 2018 after working as a Colorado prosecutor.

South Washington County Schools Adopt Responsible AI Policy

South Washington County Schools adopted Policy 625 on AI use in August and explained it at an October board meeting. The policy allows AI as a supplemental tool but requires human oversight at every step. It addresses student privacy, academic integrity, and vendor contract approval. AI use expectations differ by grade level, from restricted use in grades K to 3 to broader access in grades 9 to 12.

Samsung and SK Hynix Stocks Fall Amid AI Spending Concerns

Samsung Electronics and SK hynix stocks dropped despite record quarterly earnings because investors worry about Big Tech AI spending. Alphabet lost about $500 billion in market value in one day, and Intel fell 28.6 percent. Samsung Electronics and SK hynix reported combined operating profits of about 190 trillion won from semiconductors. Both companies have sold out their HBM production capacity for upcoming years through long-term agreements.

JPMorgan and Amazon Fight AI Bots but Strategy May Backfire

JPMorgan Chase CEO Jamie Dimon said the bank will block external AI agents from operating for retail customers. Amazon, Schwab, and Kohl's have taken similar steps against AI bots like Meta Muse. However, Accenture research shows 71 percent of customers would welcome an AI assistant embedded in their bank's mobile app. Accenture's Michael Abbott said banks that find safe ways to participate in AI may fare better than those that resist.

United Systems Launches AI Tools for Business Phone Calls

United Systems Inc., a Quincy-based technology services company, now offers AI tools that transcribe phone calls and analyze caller sentiment in real time. The tools help employees stay engaged during calls and search transcripts later for key details. Managers can use sentiment reports to spot patterns in customer complaints. Company president Mike Melton said the technology boosts productivity and improves customer service.

monday.com launches AI call platform Harmony

monday.com launched Harmony, an AI powered sales and call center platform. It uses compact LLMs, real time voice, and CRM integration for mid market and enterprise clients. The platform uses in house AI models and acquired OneAI voice technology. It targets customers in the US, UK, Australia, and Singapore. Analysts expect 15.3% yearly revenue growth through 2029.

Ibiden reports record profits amid AI boom

Ibiden posted record first half fiscal 2026 results on October 30, 2026, driven by strong demand for AI semiconductor packaging. The company raised its full year forecast to JPY 565 billion in sales and JPY 89 billion in net profit. It also announced a 1:2 stock split on October 1, 2026. Ibiden plans heavy capital spending of over JPY 400 billion in fiscal 2028. Management kept conservative pricing assumptions, causing investor caution.

Sources

• Google, Microsoft & OpenAI Plan To Honor Shared AI Training Opt-Out
• Google, Microsoft, OpenAI Plan To Honor Shared robots.txt AI Training Opt-Out
• Palantir (PLTR) Q3 Earnings Preview: Can AI Growth Match Last Quarter’s 93% Surge?
• AMD Earnings Preview: Can Surging AI Sales Calm PC Fears After 11% Stock Drop?
• Microsoft AI beats doctors in simulated diagnosis test
• Right Law Group Founder Alexis Austin Litle Speaks on AI Security and Vendor Risks at MaxLawCon 2026
• District outlines policy for responsible AI use
• Samsung, SK hynix shares fall as Big Tech AI spending fears grow
• For JPMorgan, Amazon, fighting AI bots like Meta Muse may not be a winning long-term strategy
• United Systems adds AI call tools for businesses
• Did AI Call Platform Launch Just Shift monday.com's (MNDY) Investment Narrative?
• Ibiden H1 FY2026 slides: record profits amid AI boom, cautious outlook