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August 11, 2025, 10:20 AM
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Mediagazer
memeorandum
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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, Tom's Hardware, TechCrunch, The Hill, HotHardware, Transformer, CNBC, Reuters, Engadget, Moneycontrol, Telegraph, Fierce Electronics, Wall Street Journal, PCMag, The Boston Globe, Associated Press, Washington Examiner, Investing.com, National Review, Fast Company, Spyglass, Hong Kong Free Press HKFP, UPI, Wall Street Pit, Fortune, Yahoo Finance, City A.M., Fortune, Forbes, The Economic Times, RTHK, Daily Sabah, Investment Monitor, The Register, Benzinga, Finance Magnates, Daily Mail, Silicon Republic, Semafor, The Information, MarketWatch, PC Gamer, Axios, ZeroHedge News, Investor's Business Daily, The Guardian, NewsMax.com, Capital Brief, and Gizmodo
Bluesky: @fbajak, @robertscotthorton, @thebluenami.is.democrat, @davidheniguk, @tdcheetah, @kevinmulhall, @past-tense, @markriedl, @caseynewton, @amanbatheja, and @davelee.me
X: @shakeelhashim, @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/Destiny, 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, Gizmodo, Washington Post, The Guardian, Mercury News, Business Today, Implicator.ai, Reuters, Bloomberg Law, Yahoo Finance, Newser, The Decoder, NDTV Profit, Analytics India Magazine, New York Times, Just The News, Sky News, Al Jazeera, thesun.my, Tech in Asia, Ukrainian National News, Australian Financial Review, Proactive, TechWire Asia, BSS, MarketWatch, Watcher Guru, The Hans India, Benzinga, Fox Business, 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, Tom's Hardware, The Register, Financial Times, Semafor, Moneycontrol, Reuters, Washington Times, TechRadar, ZeroHedge News, Wall Street Pit, Silicon Republic, Fox Business, WinBuzzer, Business Today, Benzinga, BERNAMA, The Information, SiliconANGLE, PC Gamer, and NewsMax.com
Bluesky: @carnage4life and @fpga.org
X: @patrickmoorhead and @patrickmoorhead
Forums: r/hardware, r/AMD_Stock, 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: Windows Central, The Register, The Economic Times, Financial Express, GreenBot, Livemint, Benzinga, Digit, Business Standard, BMI, Analytics India Magazine, The Hans India, BleepingComputer, Digital Trends, The Indian Express, and Moneycontrol
Bluesky: @asadotzler.com. X: @sama, @sama, @ace101x, @randomsprint, @stefanbuilds, @ctrlaltdwayne, @datachaz, @devagrawal09, @evanmendenhall_, @altryne, @backerd_ceo5, @the_real_bersek, @kimmonismus, @alexgertzusa, @meowforl, @sama, @ai_for_success, @sama, @cgoodman308, and @sama
| David Sacks / @davidsacks: |
More: Fortune, Marginal Revolution, Axios, and Business Insider
| Gary Marcus / Marcus on AI: |
More: CNBC, The Decoder, Silicon Republic, The Stack, The Observer, Luiza's Newsletter, Implicator.ai, Mathieu Acher, and Realtime Techpocalypse …
Bluesky: @thelincoln. Mastodon: @leighelse@mastodon.nz. X: @emollick, @swarley75042565, @garymarcus, @garymarcus, @daniel_271828, @garymarcus, @garymarcus, @garymarcus, @mrewanmorrison, @aidan_mclau, @luizajarovsky, @yuchenj_uw, @quanquangu, @scaling01, @xriskology, @the_ai_skeptic, @garymarcus, @benwansell, @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
| 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: there are now 498 AI unicorns, with a combined value of $2.7T, including 100 founded since 2023, and over 1,300 AI startups are valued above $100M — Artificial intelligence startups have minted dozens of new billionaires this year, adding to an AI boom that's quickly becoming … | 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 …
More: Forbes, Wikimedia Foundation, Reclaim The Net, Telegraph, The Guardian, The Independent, UKTN, and Politico
| Financial Times: |
The EU Commission approves Prosus' €4.1B takeover of Just Eat Takeaway in a bid to create a “European tech champion” to rival DoorDash, which acquired Deliveroo — The European Commission has approved the €4.1bn takeover of Just Eat Takeaway by Prosus …
More: Reuters, Wall Street Journal, and Bloomberg
| James Davey / Reuters: |
UK retailer M&S resumes click and collect services 15 weeks after disclosing a cyberattack, set to cost it ~£300M; M&S resumed online delivery orders on June 10 — British retailer Marks & Spencer (MKS.L) has resumed taking click and collect orders for clothing …
More: BBC, ITPro, Bloomberg, The Grocer, The Independent, and BelfastTelegraph.co.uk
| 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, a 32% discount — U.S.-listed video platform Rumble (RUM.O) is considering a potential offer of about $1.17 billion (1 billion euro) …
More: Rumble, Inc., The Block, Yahoo Finance, The Crypto Times, Coinspeaker, Cointelegraph, Verdict, crypto.news, Coinpedia Fintech News, Tech in Asia, TheMinerMag, and Investing.com. Bluesky: @diffusedwavelength
| 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
| Jennifer Pattison Tuohy / The Verge: |
The CSA releases Matter 1.4.2 to improve reliability, stability, and cross-platform coordination, like Wi-Fi-only commissioning to lose its Bluetooth dependency — A 1.4.2 spec release brings a bunch of under-the-hood improvements alongside better coordination between ecosystem platforms, including Apple, Amazon, and Google.
More: 9to5Mac, CSA-IOT, and Matter Alpha
| Saritha Rai / Bloomberg: |
Malaysian startup Zetrix unveils NurAI, a chatbot for Muslims that it 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 … | 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
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