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September 19, 2025, 8:55 PM
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memeorandum
WeSmirchTop News
| The Information: |
Sources: OpenAI is recruiting from Apple's hardware, design, manufacturing, and supply chain teams, as it targets late 2026 or early 2027 for its first devices — As OpenAI's plans to make devices infused with its artificial intelligence get closer to reality, the company is increasingly plucking talent …
More: SiliconANGLE, Reuters, The Verge, MacRumors, PYMNTS.com, Tom's Hardware, Windows Report, iPhone in Canada, Philip Elmer‑DeWitt, Forbes Middle East, Tom's Guide, Digital Trends, AppleInsider, Quartz, iThinkDifferent, Apple Must, Yahoo Finance, Implicator.ai, MacTech.com, MacDailyNews, and Sherwood News
X: @amir, @andrewcurran_, and @aatilley
Bluesky: @quinnypig.com and @marypcbuk
Forums: r/artificial, r/OpenAI, and MacRumors Forums
| Isabelle Bousquette / Wall Street Journal: |
Microsoft says it will bring a $3.3B data center in Wisconsin online in early 2026 and calls it “the world's most powerful AI datacenter” — The $3.3 billion project in Wisconsin is expected to come online in early 2026, said Microsoft Vice Chair and President Brad Smith.
More: Microsoft, Microsoft, InsideHPC, CNBC, Reuters, TechRadar, Windows Report, Verdict, and SupplyChainBrain
X: @satyanadella, @nvidiadc, @pmddomingos, and @patrickmoorhead
| Emmett Lindner / New York Times: |
Trump appears to suggest Xi Jinping approved a deal to divest TikTok's US operations during a call, but neither side elaborated on what the approval entailed — The president wrote on Truth Social, “appreciate the TikTok approval,” after a call with China's top leader, Xi Jinping.
More: Washington Post, The Information, Associated Press, Reuters, TikTok, The American Bazaar, Straight Arrow News, The A.V. Club, Fox News, Axios, Townhall, Punchbowl News, ANI News, Foreign Policy, New Republic, CNBC, Gizmodo, The Verge, Asia Financial, Entrepreneur, Bloomberg, South China Morning Post, UPI, RTHK, Yahoo Finance, BBC, AppleInsider, NDTV Profit, Sky News, Los Angeles Times, New York Times, Washington Examiner, Forbes, Australian Financial Review, KEYE, Wall Street Journal, Forbes Middle East, Deseret News, Benzinga, The Hill, CBS News, NBC News, and Time
| Jess Weatherbed / The Verge: |
Meta CTO says the technical issues during live demos of its new smart glasses were due to a self-inflicted DDoS and a bug that put Zuckerberg's glasses to sleep — Meta ran into some spectacularly embarrassing technical issues during the live demos of its new smart glasses this week, and now we know why.
More: Engadget, TechCrunch, Quartz, Business Insider, CNET, Sherwood News, UploadVR, The A.V. Club, Business Insider, PCMag, iPhone in Canada, Android Police, New York Post, Analytics Insight, TechRadar, Defector, and PC Gamer
X: @nearcyan, @sporadicalia, @markgurman, @purplemikey, @basedbeffjezos, @jasteinerman, @theo, @omooretweets, @basedbeffjezos, @zoink, @shauseth, @dhh, @chshersh, @mcjamez, @krishnanrohit, @yuchenj_uw, @benz145, @gergelyorosz, @zenfuturist, and @tjparker
Bluesky: @danodano, @bentorkington, @chrisdeleon, @pwbrooks, @harmonygritz, @timtrautmann.com, @vanders, @chrisdeleon, and @karlstanley. Threads: @katienotopoulos
| Jez Corden / Windows Central: |
Microsoft plans to raise Xbox Series X price by $50 to $649.99 and Series S by $20 to $399.99 starting Oct. 3, citing “changes in the macroeconomic environment” — The cost of gaming in America just went up — here's why. — The tariff situation in the United States …
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Forums: r/xbox, r/LinusTechTips, r/gaming, r/hardware, and r/Games
| Reuters: |
President Trump signs a proclamation requiring companies to pay an annual $100,000 fee for H-1B visas, a move that could significantly impact the tech industry — - Visas are used principally by tech sector — Over 70% of beneficiaries of H-1B visas enter US from India
More: The White House, Le Monde, The Information, USA Today, Business Insider, CBS News, CNN, Bloomberg Law, Associated Press, Bloomberg, Axios, The Guardian, Implicator.ai, Le·gal In·sur·rec·tion, Washington Post, Hindustan Times, Wall Street Journal, Baller Alert, Times of India, @amuse, Financial Times, Al Jazeera, NBC News, Newsweek, San Francisco Chronicle, The Gateway Pundit, The Independent, The American Bazaar, The Daily Caller, MacDailyNews, Watcher Guru, and Washington Examiner
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Bluesky: @diedrichbader, @josephpolitano, @joshuaholland, and @jayapal.house.gov
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| The Information: |
Sources: Apple told at least two suppliers to boost their daily output of entry-level iPhone 17 by at least 30%, after strong pre-orders last weekend — Apple is rushing to boost production of its newly released entry-level model iPhone 17 after strong pre-orders last weekend.| Kif Leswing / CNBC: |
Sources: xAI has raised $10B at a post-money valuation of $200B, weeks after reportedly raising $10B in debt and equity at a ~$150B valuation — Elon Musk's xAI is raising $10 billion from investors in a round that values the artificial intelligence startup at $200 billion, sources told CNBC's David Faber.| Tim Bradshaw / Financial Times: |
Sources: Nvidia is in advanced discussions to invest $500M in UK self-driving car startup Wayve, as part of a £2B pledge for UK startups; Wayve is evaluating — AI chipmaker's chief tells London audience that UK's first trillion-dollar company will be an AI business
More: Wayve, Nvidia Newsroom, TechCrunch, The Information, SiliconANGLE, Blockchain.News, Proactive, PYMNTS.com, MarketWatch, Benzinga, TipRanks Financial, Yahoo Finance, Forbes Middle East, Livemint, The Independent, Automotive News, Tech Funding News, Silicon Republic, Finextra, Reuters, and Bloomberg
| Bloomberg: |
Sources: Oracle is in discussions with Meta to provide Meta computing power for training and deploying AI models, in a deal worth about $20B — Oracle Corp. is in discussions with Meta Platforms Inc. for a cloud computing deal worth about $20 billion, providing further evidence that the company …
More: SiliconANGLE, The Information, and Reuters
| Annie Palmer / CNBC: |
Pattern, which helps brands optimize their sales on online marketplaces, closes up 11.6% at $15.63 per share in its Nasdaq debut, after raising $300M in its IPO — Pattern Group, one of the leading resellers on Amazon, took the plunge into the public markets Friday and saw its stock rise slightly in its Nasdaq debut.
More: Bloomberg, Reuters, Deseret News, and Bloomberg
| Washington Post: |
Tests show OpenAI's Sora can closely mimic Netflix shows, movies, TikTok videos, and Twitch streams, suggesting it was trained on versions of such content — Tests by The Post suggest the training data for OpenAI's video generators Sora included versions of movies, TikTok clips and Netflix shows.| Alfred Ng / Politico: |
A US judge temporarily orders Meta not to respond to DHS subpoenas seeking Instagram users' info after their accounts posted an ICE agent's name — Activists have been posting the names and photos of officers involved in immigration enforcement operations online in efforts to publicly shame officers.
More: The Intercept and Daily News
| Sri Muppidi / The Information: |
Sources: OpenAI plans to spend ~$100B on backup servers rented from cloud providers through 2030, in addition to the $350B already projected for server rentals — When OpenAI in March released ChatGPT features that could turn photos into animated characters, a spike in usage forced the company to put temporary limits on the features.
More: DatacenterDynamics and Reuters
X: @miles_brundage, @amir, and @kylebrussell
Bluesky: @carnage4life, @carljanderson, @quinnypig.com, and @edzitron.com
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