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August 11, 2025, 9:05 AM
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| Financial Times: |
Sources: Nvidia and AMD agreed to pay the US government 15% of H20 and MI308 chip revenue from China sales, as a condition of export licenses granted last week — Chipmakers agree to unusual arrangement to secure export licences from Trump administration — Nvidia and AMD have agreed …
More: New York Times, BBC, Reuters, CNBC, HotHardware, Transformer, CNBC, Engadget, Telegraph, Fierce Electronics, Reuters, Moneycontrol, PCMag, Wall Street Journal, National Review, Fast Company, Wall Street Journal, Spyglass, UPI, Hong Kong Free Press HKFP, Benzinga, Wall Street Pit, Fortune, Silicon Republic, Yahoo Finance, City A.M., Forbes, Semafor, The Economic Times, RTHK, The Information, Daily Sabah, Investment Monitor, The Register, Finance Magnates, Daily Mail, MarketWatch, Axios, ZeroHedge News, Investor's Business Daily, NewsMax.com, PC Gamer, The Guardian, Capital Brief, and Gizmodo
Bluesky: @robertscotthorton, @fbajak, @kevinmulhall, @past-tense, @tdcheetah, @thebluenami.is.democrat, @davidheniguk, @markriedl, @caseynewton, @amanbatheja, and @davelee.me
X: @petereharrell, @miles_brundage, @dimi, @dkaushik96, @mattzeitlin, @nxthompson, @reichlinmelnick, @stephenwertheim, @dampedspring, @adamscochran, @constans, @mhdempsey, @jeffreywestling, @stocksavvyshay, @joepostingg, @patrickmoorhead, @neoavatara, @scottlincicome, @nominalthoughts, @kobeissiletter, @miles_brundage, @policytensor, @noahpinion, @modeledbehavior, @dominicjpino, @michaelsobolik, @jukanlosreve, @dastdn, @jakeauch, @varunkrovi, and @rwang07
LinkedIn: Christopher Padilla and Liza Tobin
Forums: r/technology, r/neoliberal, r/politics, r/hardware, r/intelstock, r/China, r/Conservative, r/AMD_Stock, r/StockMarket, and r/Economics
| Bloomberg: |
Trade experts: Nvidia's and AMD's deals to export AI chips to China and pay the US 15% of revenue is “unprecedented” and a sign of “a new and dangerous world” — The revenue-for-exports deal between the US government and two of the world's biggest chipmakers opens …
More: Wall Street Journal, Washington Post, The Guardian, Business Today, Mercury News, Reuters, Bloomberg Law, The Decoder, Implicator.ai, New York Times, Sky News, TechWire Asia, TechRadar, Financial Times, Fortune, Fox Business, Yahoo Finance, MarketWatch, Proactive, The Hans India, Al Jazeera, thesun.my, Tech in Asia, Ukrainian National News, BSS, New Electronics, Watcher Guru, Benzinga, The Japan Times, Electronics Weekly, TechPowerUp, and The Business Times
| Lauren Thomas / Wall Street Journal: |
Sources: Intel CEO Lip-Bu Tan is set to meet Trump on Monday to propose ways the US and Intel could work together, show his commitment to the US, and more — Lip-Bu Tan is set to meet with the president, who last week called for Tan's removal — Intel CEO Lip-Bu Tan is set to visit …
More: Fortune, Financial Times, Semafor, Reuters, ZeroHedge News, Wall Street Pit, Silicon Republic, PC Gamer, Fox Business, The Information, WinBuzzer, Business Today, Benzinga, SiliconANGLE, BERNAMA, Washington Times, and NewsMax.com
Bluesky: @carnage4life and @fpga.org
X: @patrickmoorhead and @patrickmoorhead
Forums: r/AMD_Stock, r/hardware, r/StockMarket, r/intelstock, and r/intelstock
| Luc Olinga / Gizmodo: |
Sam Altman says OpenAI will bring back GPT-4o to ChatGPT and raising reasoning model rate limits for free and Plus users, as usage of reasoning models increases — The move is a stunning reversal, proving that even the most powerful AI company can't ignore a mutiny from its loyal user base.
More: Financial Express, GreenBot, BleepingComputer, Digit, Livemint, Benzinga, Business Standard, BMI, Analytics India Magazine, The Hans India, Digital Trends, The Indian Express, Moneycontrol, and Windows Central
Bluesky: @asadotzler.com. X: @sama, @sama, @ace101x, @randomsprint, @stefanbuilds, @ctrlaltdwayne, @datachaz, @sama, @devagrawal09, @evanmendenhall_, @altryne, @backerd_ceo5, @the_real_bersek, @kimmonismus, @alexgertzusa, @meowforl, @sama, @ai_for_success, @sama, and @cgoodman308
| Gary Marcus / Marcus on AI: |
GPT-5's release was underwhelming, offering incremental improvements and failing to meet expectations, showing that pure scaling simply isn't the path to AGI — A new release botched ... and new research paper that spells trouble — GenerativeAI had a truly bad week.
More: CNBC, The Decoder, Silicon Republic, The Stack, The Observer, Luiza's Newsletter, Implicator.ai, Mathieu Acher, Realtime Techpocalypse …, VentureBeat, and Bloomberg
Bluesky: @thelincoln. Mastodon: @leighelse@mastodon.nz. X: @emollick, @xriskology, @swarley75042565, @garymarcus, @garymarcus, @quanquangu, @daniel_271828, @garymarcus, @aidan_mclau, @mrewanmorrison, @garymarcus, @garymarcus, @the_ai_skeptic, @scaling01, @benwansell, @yuchenj_uw, @garymarcus, @luizajarovsky, @jeremyphoward, @garymarcus, @colin_fraser, @burny_tech, @anoop_331, @egidemurisa, @mgonto, @scaling01, @wasgo, @explodemeow102, @garymarcus, and @scaling01
LinkedIn: Hugi Aegisberg, Gary Marcus, and Chris Richardson
Forums: Hacker News, Hacker News, r/artificial, and r/agi
| David Sacks / @davidsacks: |
More: Fortune, Marginal Revolution, Axios, and Business Insider
| Sam Tobin / Reuters: |
A UK judge dismisses Wikimedia's Online Safety Act challenge over requiring Wikipedia to verify users and contributors' IDs, but says it can file new challenges — The operator of Wikipedia on Monday lost a legal challenge to parts of Britain's Online Safety Act, which sets tough new requirements … | Reuters: |
Rumble says it plans to acquire German AI cloud group Northern Data in an all-stock deal; estimates show the deal could be valued at $1.17B — U.S.-listed video platform Rumble (RUM.O) is considering a potential offer of about $1.17 billion (1 billion euro) for German AI cloud group Northern Data AG …
More: Rumble, The Block, Cointelegraph, Coinpedia Fintech News, Verdict, crypto.news, Tech in Asia, TheMinerMag, and Investing.com. Bluesky: @diffusedwavelength
| Matt Burgess / Wired: |
UK researchers estimate 80 game cheat-selling websites generate $12.8M to $73.2M annually from 30K to 174K monthly buyers across North America and Europe alone — Gaming cheats are the bane of the video game industry—and a hot commodity. A recent study found that cheat creators are making … | Robert Frank / CNBC: |
CB Insights: the number of AI unicorns reached 498 with a combined value of $2.7T, 100 founded since 2023, and over 1,300 AI startups valued above $100M — Artificial intelligence startups have minted dozens of new billionaires this year, adding to an AI boom that's quickly becoming the largest wealth creation spree in recent history.| Peter Rudegeair / Wall Street Journal: |
AI-focused hedge funds have raised billions; source: ex-OpenAI researcher Leopold Aschenbrenner's Situational Awareness manages $1.5B+ as a “brain trust on AI” — A 23-year-old former OpenAI researcher quickly amassed more than $1.5 billion for ‘brain trust on AI’
Forums: r/mlscaling and r/StockMarket
| Alex Knapp / Forbes: |
Tahoe Therapeutics, which is building AI models of living cells, raised $30M led by Amplify Partners at a $120M valuation, taking its total funding to $42M — The Palo Alto, California-based company, now valued at $120 million, has developed a scalable way to quickly generate crucial biological data needed …
More: FinSMEs
| Bloomberg: |
Sea's Shopee is nearing a $100B market cap after its stock surged 300%+ since early 2024, driven by its in-house, community-based logistics network SPX Express — Shopee now dominates the Southeast Asian e-commerce market thanks to a cavalry of retirees, homemakers and students delivering parcels
More: Tech in Asia
| Saritha Rai / Bloomberg: |
Malaysian startup Zetrix unveils NurAI, a chatbot for Muslims built using similar techniques to DeepSeek's V3, and plans AI avatars of Islamic scholars — A Malaysian company has designed an AI large language model for Muslims based on open-source AI knowhow from China's DeepSeek … | Financial Times: |
A long-running cyberattack campaign between Israel and Iran has continued since the June ceasefire, with Israel landing the most telling blows — A long-running campaign of cyber attacks has continued since a ceasefire ended the 12-day conflict — In the days after Israel launched …
More: Foreign Affairs
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