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March 20, 2025, 9:25 AM
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memeorandum
WeSmirchTop News
| Bloomberg: |
SoftBank acquires Ampere Computing for $6.5B in cash, with Oracle and Carlyle selling their stakes as part of the deal, which is expected to close in H2 2025 — SoftBank is buying Ampere in an all-cash transaction that values the Santa Clara, California-based firm at $6.5 billion, according to a statement reviewed by Bloomberg News.
More: Ampere, Wall Street Journal, SoftBank Group Corp., Tom's Hardware, SoftBank Group Corp., MarketWatch, Silicon Republic, Agence France-Presse, Reuters, CNBC, Yahoo Finance, Constellation Research, Semafor, TechCrunch, The Information, The Register, Financial Times, ServeTheHome, Oregonian, Verdict, Portland Business Journal, SiliconANGLE, Business Insider, Phoronix, DatacenterDynamics, DNyuz, Benzinga, San Francisco Business Times, and DigiTimes
Bluesky: @jamesaltonsanders.com. X: @iancutress, @donal888, @danielnewmanuv, @jaminball, @jonmasters, @dylanonchips, @amperecomputing, @iancutress, and @benbajarin
Forums: Hacker News and r/hardware
| Reuters: |
Jensen Huang says Nvidia has not been approached about purchasing a stake in Intel, following a report about a consortium with TSMC to operate Intel's factories — Nvidia (NVDA.O) CEO Jensen Huang said on Wednesday that his company had not been approached about purchasing a stake in Intel (INTC.O).| Financial Times: |
Jensen Huang says Nvidia will spend “several hundred billion” on US-made chips and electronics over four years as it shifts supply chains amid US tariff threats — Jensen Huang's pledge follows onshoring plans by other tech companies as Trump trade policies ripple through industry
More: Capital Brief, Tech Monitor, BNN Bloomberg, The Guardian, Yahoo Finance, ZeroHedge News, Verdict, Cryptopolitan, Axios, RTÉ, WinBuzzer, TipRanks Financial, Business Insider, DigiTimes, and Bloomberg
Forums: r/intelstock and r/Economics
| Sue Marek / Ookla: |
Analysis: AT&T and Verizon Speedtest users saw higher median download speeds on the iPhone 16e and its C1 than the iPhone 16; T-Mobile users saw the opposite — The 16e is the first iPhone to feature the Apple-designed C1 modem. — Key Takeaways: — AT&T and Verizon Speedtest® …
More: 9to5Mac, Cult of Mac, Business Today, Macworld, SellCell.com Blog, TechRadar, O'Grady's PowerPage, Digital Trends, PhoneArena, AppleInsider, MacRumors, Engadget, PCMag, iClarified, iPhone in Canada Blog, MacDailyNews, and Gizchina.com
X: @suemarek and @jimmyjames_tech
Forums: r/hardware, r/apple, and r/iphone
| Sarah Perez / TechCrunch: |
Newsletter service Ghost launches support for ActivityPub integration in beta for Ghost(Pro) subscribers, letting them share their posts across the fediverse — Newsletter platform Ghost, an open source competitor to Substack, is now connected to the fediverse, also known as the open social web.
More: Building ActivityPub, The Verge, The Fediverse Report, and Werd I/O
Bluesky: @laurenshof.online and @molly.wiki
| Kyle Wiggers / TechCrunch: |
OpenAI launches o1-pro, which uses more compute than o1 for “consistently better responses”, to select developers for $150/1M input and $600/1M output tokens — OpenAI has launched a more powerful version of its o1 “reasoning” AI model, o1-pro, in its developer API.
More: OpenAI Platform, WinBuzzer, Digital Trends, The Indian Express, Neowin, SiliconANGLE, Simon Willison's Weblog, and Tech in Asia
Bluesky: @edzitron.com, @ajlburke, and @moskov.goodventures.org
X: @openaidevs, @yuchenj_uw, and @bindureddy
Forums: Hacker News and Slashdot
| Echo Wang / Reuters: |
Sources: CoreWeave plans to sell shares for $47 to $55 when marketing its IPO this week, aiming to raise $2.3B to $2.7B, possibly even before the IPO prices — CoreWeave, the artificial intelligence startup backed by Nvidia (NVDA.O), is planning to ask investors to pay $47 to $55 for each …
More: The Information, Ed Zitron's Where's Your Ed At, Bloomberg, The Information, Bloomberg, Financial Times, Wall Street Pit, Motley Fool, Seeking Alpha, and CoinDesk
Bluesky: @edzitron.com, @edzitron.com, @edzitron.com, @edzitron.com, and @edzitron.com. X: @coryweinberg. Forums: r/NBIS_Stock
| Natasha Lomas / TechCrunch: |
Google says more changes to Search in the EU would “reduce traffic to European businesses” and changes to the Play Store may expose users to “malware and fraud” — Google Search and its Play Store app marketplace are suspected of breaching the European Union's Digital Markets Act …
More: European Commission, The Keyword, Silicon Republic, Search Engine Watch, PhoneArena, Ars Technica, TechIssuesToday.com, Nairametrics, Silicon UK, Android Police, The Verge, BERNAMA, Quartz, iPhone in Canada Blog, Android Central, The Information, Search Engine Journal, Global Competition Review, Tech in Asia, Thurrott, Bloomberg, Financial Times, and heise online
| Emma Roth / The Verge: |
Meta plans to roll out Meta AI with text-only features in the EU this week on WhatsApp, Facebook, Instagram, and Messenger, after pausing its debut in June 2024 — A more limited version of Meta AI will head to WhatsApp, Facebook, Instagram, and Messenger this week.| Lauren Thomas / Wall Street Journal: |
Crypto exchange Kraken acquires US retail futures trading platform NinjaTrader for $1.5B, pending “purchase price adjustments”; NinjaTrader has 1.8M+ customers — NinjaTrader, a futures trading platform, would expand Kraken's offerings — The cryptocurrency exchange Kraken agreed … | Connie Loizos / TechCrunch: |
Michael Seibel says he is leaving YC after 12+ years and moving to a “Partner Emeritus” role, after stepping back from his “leadership responsibilities” in 2024 — Michael Seibel announced late Wednesday on X that after more than 12 years at Y Combinator, he is transitioning to a “partner emeritus” role.| Dan Milmo / The Guardian: |
The UK NCSC urges large entities, including energy and transport providers, to introduce “post-quantum cryptography” by 2035 to protect against quantum hackers — Organisations including energy and transport firms told to guard systems against powerful new computers
More: National Cyber Security Centre, The Register, CSO, UKTN, ITPro, Infosecurity, The Quantum Insider, DeviceSecurity.io, Financial Times, and Security Boulevard. Bluesky: @martinsfp
| New York Times: |
A profile of longtime Elon Musk loyalist Steve Davis, who effectively runs DOGE after SpaceX, Boring Company, and X stints, based on interviews with 22 sources — Elon Musk declared last month that the federal government was engaged in “utterly insane” activity, claiming without evidence … | Anto Antony / Bloomberg: |
Bakkt names ex-SoftBank rainmaker Akshay Naheta as co-CEO to help turn around the struggling US crypto trading and custody platform; BKKT is down 62%+ in 2025 — Naheta will also be part of the company's board and will work with Andy Main, the firm's current CEO, according to a statement … | Allison Johnson / The Verge: |
Verizon says its satellite text messaging service is now available to owners of Google Pixel 9 and Samsung Galaxy S25 series smartphones at no extra charge — Texting via satellite comes to customers with recent Pixel and Galaxy phones starting today.
More: Verizon, Android Authority, Sam Lover, SammyGuru, SamMobile, Phandroid, Android Central, Engadget, PhoneArena, Android Police, How-To Geek, 9to5Google, and Droid Life
X: @richontech and @verizonnews
Forums: r/technews and r/Android
| Kyle Wiggers / TechCrunch: |
Google and UCB researchers detail “inference-time search”, which some call a fourth AI scaling law, though experts are skeptical of its usefulness in many cases — Have researchers discovered a new AI “scaling law”? That's what some buzz on social media suggests — but experts are skeptical.| David Heaney / UploadVR: |
South Korean media: LG will end its XR product commercialization efforts as it believes the market isn't growing as quickly as expected, but will continue R&D — LG has ceased its XR product commercialization efforts, it confirmed, though will still continue long-term R&D.
More: Road to VR, Spyglass, and TrendForce News
| Rebekah Valentine / IGN: |
A group of cross-discipline video game workers in the US and Canada announce a direct-join union called the United Videogame Workers, organizing with the CWA — The group unveiled itself at the Game Developers Conference this week. — Today, a group of cross-discipline video game workers …
More: Communications Workers …, Engadget, Game Developer, UVW-CWA, Game Developer, Insider Gaming, Inverse, Aftermath, GameSpot, PocketGamer.biz, Windows Central, PC Gamer, Bloomberg, Video Games Chronicle, Digital Trends, Game Rant, Dexerto, TechRaptor, Kotaku, The Wrap, XboxEra, Variety, and Rock, Paper, Shotgun
Forums: r/SocialistGaming, r/Superstonk, r/UpliftingNews, r/gaming, and r/union
| Ben Thompson / Stratechery: |
Q&A with Sam Altman on the path to OpenAI, its origin story, building a consumer tech company, ads, competition, hallucinations, regulation, and the AI outlook — This Stratechery interview is technically another installment of the Stratechery Founder series; OpenAI is a startup …
| Financial Times: |
Sources detail how Jeff Bezos made peace with Trump, with many citing Amazon's loss of the $10B JEDI contract during Trump's first term as a watershed moment — In the past year, the Amazon founder has executed a sharp public reversal in his relationship with the president that has surprised even longtime associates| Bloomberg: |
Huawei unveils the 6.3" Pura X, which folds to a square clamshell with a 3.5" display, its first flagship running HarmonyOS 5, launching in China for ~$1,036 — The 6.3-inch Pura X folds in half to a square clamshell with a 3.5-inch display on the exterior and was introduced … | Jess Weatherbed / The Verge: |
Discord plans to roll out third-party ads on its mobile apps, starting with a mobile pilot for Video Quests, which let users earning rewards, in June 2025 — Video Quests will start rolling out to mobile users in June. … Discord is bringing third-party ads to its mobile platform.| Mark Bergen / Bloomberg: |
How Nvidia, SK Hynix, TSMC, and ASML, with a combined $4T+ market cap, dominate the AI supply chain, each having an 80% to 100% market share in their fields — Since ChatGPT arrived, Nvidia and its key manufacturing partners have dominated the market for AI chips. Will it last?
More: The Motley Fool
| Benedict Evans: |
Apple's stumble with Vision Pro, followed by falling flat on its face with AI, suggests the company may be slipping into a Vista-like drift of poor execution — It matters that Apple's new Siri will be late, and it matters more that Apple didn't realise. Is it more than that?
More: AppleInsider, Beyond Search, The Mac Observer, and 9to5Mac
| Michael R. Bloomberg / Bloomberg: |
US schools spending billions on laptops, an idea supported by technologists and computer makers, has led to students' worsening social skills and test scores — Technology should supplement, not substitute, traditional teaching methods. — Over the past two decades …
More: WLTX-TV, EdSurge, and Hartford Courant
X: @rajgoyle, @williamdoylenyc, @nealkwatra, and @opinion
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