AM 1575 News — Francia24 Media roundup: Nvidia mobilizes over €500 bn in AI; Del Vecchio evaluates takeover bid for Il Fatto, founders say no | October 27, 2026

Welcome to the media roundup of Francia24 and Radio Centrale Milano: radio, artificial intelligence, publishing and large media groups and finance: two news items for each topic.

Radio

KilRock Radio 1287 kHz off the air due to antenna fault

According to what was posted on KilRock Radio’s Facebook page, this morning, due to strong winds in Zuiddorpe, the antenna detached from its mast, leaving the 1287 kHz transmitter inactive. Repair work is required and the medium‑wave broadcasting will remain suspended for the next few days. The station invites listeners to follow it online via the website www.kilrock.nl and the various streaming services. According to Peter Reuderink, “We will keep you updated as soon as we have further news on the repair work and the resumption of our transmissions on 1287 kHz.” (23 October 2026).

Source: mediumwave.info

Leonardo Del Vecchio considers a takeover bid on Il Fatto, founders say no

Leonardo Maria Del Vecchio is evaluating a possible public takeover offer (OPA) for the publishing company Il Fatto (SEIF), publisher of Il Fatto Quotidiano. The proposed price is €0.286 per share, amounting to a total value of €7.15 million. The founding shareholders – Antonio Padellaro, Cinzia Monteverdi, Francesco Aliberti, Peter Gomez, Marco Travaglio, Marco Lillo and Luca d’Aprile – have stated that they do not wish to sell their stakes.

Del Vecchio, who holds stakes in Il Giornale, Editoriale Nazionale and Leone Film Group, told RTL 102.5: “I don’t have a radio yet,” hinting at possible interests in audio‑video. SEIF includes Loft Produzioni, which in the first half of 2026 recorded audiovisual revenues of €2.003 million, +9.1 %. LMDV estimates SEIF’s financial need at no more than four million over the next 24 months.

Source: Newslinet

Artificial Intelligence

Wave of AI‑fuelled disinformation on social media before the US November mid‑term elections

Social media are flooded with an unprecedented wave of AI‑driven disinformation ahead of the November mid‑term elections, experts warn, fearing that many posts “escape scrutiny”. According to Frances Haugen, former Facebook data engineer, “we can now run an information operation with a quality that would have been impossible in 2016 at really low costs”. Layoffs of moderation teams, a consequence of a conservative backlash, have reduced the capacity to intervene.

One example is the false claim that Democratic Texas Senate candidate James Talarico had been hospitalized in Ohio for mental health issues. Talarico’s campaign refuted the claim by showing security‑camera footage of him at his home in Texas, and the candidate clarified that he had never been in Ohio. The Digital Democracy Institute of the Americas (DDIA) traced the spread of the falsehood and its transformation into a Spanish version, which portrayed it as a suicide attempt. Ken Paxton, Talarico’s Republican opponent, later launched an advertisement based on AI‑generated footage depicting Talarico, which Talarico himself called “useless to civic debate”.

Source: The Guardian

Nvidia announces preliminary agreements to mobilize over $500 billion in AI compute

In August 2026 Nvidia announced preliminary agreements with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to create platforms capable of mobilizing over $500 billion of third‑party capital. CME Group and Intercontinental Exchange are preparing futures on GPU rental prices; the first date set by CME, October 5, was postponed by the CFTC to November 9 2026. The Boston Consulting Group, in its July 23 2026 analysis, estimates the AI compute market at $360 billion in 2025, with growth to roughly $2.3 trillion by 2030. TSMC recorded quarterly revenues of $46.72 billion in Q3 2026, up 41.2 % year‑on‑year; Dell reported $16.4 billion in AI server revenues in Q2 2027.

Source: AI4Business

Publishing and large media groups

Musk launches AI version of the Odyssey, criticized by The Guardian

Elon Musk posted on X the first episode of an AI‑generated film about the Odyssey using Grok Imagine and the London startup Wonder Studios. The seven‑minute video shows Odysseus undecided whether to join the Greek forces in the conquest of Troy, starts from Ithaca and, after ten years of conflict, ends with a wooden horse figurine.

The project was completed in less than two weeks by a three‑person team, including U.S. director Dev Walker, and cost tens of thousands of dollars, compared with the $250 million spent on Christopher Nolan’s film, which grossed $1.8 billion. According to Peter Bradshaw for The Guardian, the episode received one star, describing it as “nonsensical, like the movement of shapes on a laptop screensaver”. Xavier Collins, co‑founder of Wonder Studios, said: “We will review all the feedback and the next episode will be radically better.”

Source: The Guardian

Reed Hastings: ‘creative destruction’ is the main risk of AI

Reed Hastings, co‑founder and former CEO of Netflix and board member of Anthropic since 2023, said in an interview on the “On with Kara Swisher” podcast that artificial intelligence poses a threat to many businesses but not to the entire human species. He warned that the most significant risk is “creative destruction”, i.e., competitiveness that can displace traditional sectors, citing a possible AI‑based challenger to Oracle as an example.

Anthropic filed a 400‑page prospectus with the SEC on Monday; revenue for the first half of 2026 rose to $16.3 billion, 14 times that of the same period in 2025, but the company reports a net loss of $80.7 billion due to an extraordinary charge. The expected valuation for the Nasdaq IPO (ANT) is between $1.5 and $2 trillion.

Source: Deadline

Finance

Microsoft has only about 2 GW of AI capacity, out of more than 12 GW total

According to Ed Zitron, Microsoft claims to have brought gigawatts of capacity into operation, but Bloomberg reported that the company has about 12 GW of total capacity, of which only about 2 GW are dedicated to AI‑specific chips. Zitron also notes that Microsoft owns roughly 2.2 million chips, valued at about $50 billion, primarily NVIDIA H100, H200, GB200 and GB300, corresponding to approximately 1.993 GW of capacity.

Satya Nadella, in the FY 2026 earnings presentation, said the company added almost a gigawatt of capacity each quarter, while CFO Amy Hood responded to a UBS analyst reiterating the commitment to increase global capacity. According to Ed Zitron, these statements are misleading.

Source: Ed Zitron, Where’s Your Ed At

Goldman, JPMorgan and Morgan Stanley dominate the AI stock boom

By September 30 the five largest investment banks had generated about $67 billion in equity‑related revenues; the three leading groups – Goldman Sachs, JPMorgan and Morgan Stanley – accounted for $52 billion, nearly 80 % of the total, thanks to the surge in demand for leverage on AI hardware and chips. At Goldman Sachs equity‑financing activities grew 96 % in Q3, reaching $3.37 billion. According to JPMorgan CFO Jeremy Barnum, capital demand is “insatiable”. JPMorgan’s global equities head Rachid Alaoui said that for clients the value is not just the price of a single deal, but “coverage and continuity”. Finally, Morgan Stanley CEO Ted Pick said equities remain an attractive asset class.

Source: CNBC

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Closing.

Online, on BlueSky and Mastodon, on all smart speakers and on the medium wave band, this is the media roundup of Francia24 and Radio Centrale Milano.

And now for our French-speaking listeners, a brief recap of today’s news in French.

Ce matin, la KilRock Radio a dû interrompre sa diffusion sur les ondes moyennes à 1287 kHz après que de forts vents à Zuiddorpe ont arraché son antenne, le réparateur Peter Reuderink promettant des mises à jour dès que les travaux seront engagés. Dans le même secteur, Leonardo Maria Del Vecchio envisage une offre publique d’achat sur le groupe éditorial Il Fatto, proposant 0,286 euro par action pour une valeur totale de 7,15 milliards d’euros, mais les sept fondateurs ont refusé de céder leurs parts ; le groupe, qui compte Loft Produzioni avec un chiffre d’affaires de 2,003 millions d’euros en 2026 (+ 9,1 %), aurait besoin de moins de quatre millions d’euros sur les deux prochaines années. Sur le front de l’intelligence artificielle, les réseaux sociaux sont inondés de désinformation générée par l’IA à l’approche des élections de mi‑mandat américaines, un faux récit annonçant l’hospitalisation du sénateur texan James Talarico en Ohio ayant été réfuté par des vidéos de surveillance, tandis que le rival républicain Ken Paxton a diffusé une publicité alimentée par une image IA du même candidat. Nvidia, quant à elle, a annoncé des accords préliminaires avec Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs et KKR pour mobiliser plus de 500 milliards de dollars dans le compute IA, les bourses CME et ICE préparant des contrats à terme sur la location de GPU, avec une première date repoussée au 9 novembre 2026. Elon Musk a lancé sur X le premier épisode d’une Odyssée IA réalisée en deux semaines par Wonder Studios et Grok Imagine, coûtant quelques dizaines de milliers de dollars contre les 250 millions dépensés par Christopher Nolan, mais le Guardian l’a jugée « sans sens » et n’a attribué qu’une étoile. Reed Hastings, co‑fondateur de Netflix et administrateur d’Anthropic, a rappelé que le principal danger de l’IA est la « destruction créative », alors que la société prévoit une IPO évaluée entre 1,5 et 2 trillions de dollars après un premier semestre 2026 de 16,3 milliards de revenus et une perte nette de 80,7 milliards. Microsoft ne dispose aujourd’hui que d’environ 2 GW de capacité IA sur plus de 12 GW au total, soit 2,2 millions de puces NVIDIA d’une valeur de 50 milliards de dollars et 1,993 GW de puissance, malgré les affirmations de Satya Nadella sur une croissance trimestrielle d’un gigawatt. Enfin, les trois grands groupes bancaires – Goldman Sachs, JPMorgan et Morgan Stanley – ont capté près de 80 % des 67 milliards de dollars de revenus générés par les opérations boursières liées à l’IA d’ici fin septembre, Goldman affichant une hausse de 96 % à 3,37 milliards de dollars au troisième trimestre, tandis que les dirigeants de JPMorgan et Morgan Stanley soulignent une demande « insatiable » et la persistance de l’attractivité des actions.


Sign-off.

Online, on X and Mastodon, on all smart speakers and on medium wave, this is FranciaOggi with Centrale Milano 1575 kilohertz.

Source: AudioVisione – AM 1575 News