Saturday, October 11, 2025

An index of Chinese chip stocks is outperforming global peers, surging 50% since the end of June, amid raising investor caution about soaring valuations (Jeanny Yu/Bloomberg)

Jeanny Yu / Bloomberg:
An index of Chinese chip stocks is outperforming global peers, surging 50% since the end of June, amid raising investor caution about soaring valuations  —  China's chip stocks have staged a world-beating rally in the past few months on the nation's self-sufficiency push …



Thoughts on The Curve conference, where prominent figures debated about AI progress, and why automating research engineers is plausible within years (Nathan Lambert/Interconnects)

Nathan Lambert / Interconnects:
Thoughts on The Curve conference, where prominent figures debated about AI progress, and why automating research engineers is plausible within years  —  The conference and the trajectory.  —  ARTICLE VOICEOVER … Audio playback is not supported on your browser.  Please upgrade.



Google adds a Chrome feature that automatically disables browser notifications from websites users haven't interacted with recently, on Android and desktop (Sarah Perez/TechCrunch)

Sarah Perez / TechCrunch:
Google adds a Chrome feature that automatically disables browser notifications from websites users haven't interacted with recently, on Android and desktop  —  Google's Chrome web browser is about to become much less noisy.  —  On Friday, the technology giant announced a new feature …



Monday, October 6, 2025

OpenAI and AMD announce a deal as part of which OpenAI could take a 10% stake in AMD and deploy up to 6GW of Instinct GPUs over multiple years; AMD jumps 20%+ (MacKenzie Sigalos/CNBC)

MacKenzie Sigalos / CNBC:
OpenAI and AMD announce a deal as part of which OpenAI could take a 10% stake in AMD and deploy up to 6GW of Instinct GPUs over multiple years; AMD jumps 20%+  —  - OpenAI and AMD have reached a deal that could see Sam Altman's company take a 10% stake in the chipmaker



Source: xAI is set to spend $18B+ to acquire ~300K more Nvidia chips for its Colossus 2 project in Memphis; Elon Musk said in July it would have 550K chips (Alexander Saeedy/Wall Street Journal)

Alexander Saeedy / Wall Street Journal:
Source: xAI is set to spend $18B+ to acquire ~300K more Nvidia chips for its Colossus 2 project in Memphis; Elon Musk said in July it would have 550K chips  —  xAI aims to win tech arms race with ‘Colossus’ data centers, thrown up at lightning speed; city divided over massive power and water demands



Asahi restarted production at six Japanese breweries on October 2 after a cyberattack forced it to halt production and shipments for days, and is investigating (Bloomberg)

Bloomberg:
Asahi restarted production at six Japanese breweries on October 2 after a cyberattack forced it to halt production and shipments for days, and is investigating  —  Asahi Group Holdings Ltd. restarted six of its breweries in Japan on Oct. 2 after a cyberattack forced the beer maker to halt production and shipments for several days.



Sunday, October 5, 2025

Another look at Apple's executive succession, as it increases the spotlight on hardware chief John Ternus; sources: Apple weighed hiring a senior Meta AI exec (Mark Gurman/Bloomberg)

Mark Gurman / Bloomberg:
Another look at Apple's executive succession, as it increases the spotlight on hardware chief John Ternus; sources: Apple weighed hiring a senior Meta AI exec  —  Apple is intensifying the spotlight on hardware chief John Ternus as executive succession looms.



How video games are shaping a generation of boys, as a survey says US males aged 15 to 24 now spend ~10 hrs/week on average on games, over 2x the time from 2010 (New York Times)

New York Times:
How video games are shaping a generation of boys, as a survey says US males aged 15 to 24 now spend ~10 hrs/week on average on games, over 2x the time from 2010  —  They've become an important way to spend time with peers.  But they've also become more addictive.



The AI boom is driving memory and storage shortages that may last a decade; OpenAI's Stargate has deals for 900K DRAM wafers per month, or ~40% of global output (Luke James/Tom's Hardware)

Luke James / Tom's Hardware:
The AI boom is driving memory and storage shortages that may last a decade; OpenAI's Stargate has deals for 900K DRAM wafers per month, or ~40% of global output  —  Once-cheap SSDs, DRAM, and HDD prices are climbing fast as AI demand and constrained supply converge to create the tightest market in years.



OpenAI unveils policy proposals for a world with superintelligence: higher capital gains taxes, a public AI investment fund, strengthened safety nets, and more (Amrith Ramkumar/Wall Street Journal)

Amrith Ramkumar / Wall Street Journal : OpenAI unveils policy proposals for a world with superintelligence: higher capital gains taxes, a...