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.



PE firm Everstone combines India's Wingify, which helps A/B test sites, and France's AB Tasty, which improves e-commerce UX; Everstone bought Wingify for $200M (Jagmeet Singh/TechCrunch)

Jagmeet Singh / TechCrunch : PE firm Everstone combines India's Wingify, which helps A/B test sites, and France's AB Tasty, which...