Techmeme
September 22, 2025, 6:20 PM

Top News

OpenAI:
Nvidia plans to invest $100B in OpenAI progressively as part of a deal to deploy at least 10 GW of Nvidia systems for OpenAI's infrastructure  —  - Strategic partnership enables OpenAI to build and deploy at least 10 gigawatts of AI datacenters with NVIDIA systems representing millions of GPUs …
Kif Leswing / CNBC:
Jensen Huang says the 10 GW OpenAI project is equivalent to 4M-5M GPUs; the first phase is expected to come online in H2 2026 using Nvidia's Vera Rubin platform  —  Nvidia will invest $100 billion in OpenAI as the artificial intelligence lab sets out to build hundreds of billions of dollars …
Axios:
White House says TikTok's new US entity would lease a copy of ByteDance's algorithm, which Oracle would retrain; US users wouldn't need to re-download the app  —  TikTok's new U.S. entity would lease its algorithm from Chinese owner ByteDance under the terms of a proposed deal between the U.S. and China …
Bloomberg:
A White House official says the US will not hold a golden share or equity in TikTok US and the new board will not have a member selected by the US government  —  The US will not hold a golden share or equity position in a new entity that will control TikTok's American operations …
Brody Ford / Bloomberg:
Oracle promotes Clay Magouyrk and Mike Sicilia to co-CEOs, replacing Safra Catz; Magouyrk previously led Cloud Infrastructure, and Sicilia led Oracle Industries  —  Oracle Corp. on Monday promoted Clay Magouyrk and Mike Sicilia to become co-chief executive officers, signaling the company's focus …
Manish Singh / India Dispatch:
Sydney Bradley / Business Insider:
Meta rolls out an AI assistant for Facebook Dating in the US and Canada, to reduce “swipe fatigue” by letting users find matches via natural language prompts  —  - Meta is launching an AI assistant to help you date.  — Facebook Dating, the company's dating app experience, rolled out a new AI feature on Monday.
Shakeel Hashim / Transformer:
Over 200 prominent figures, including senior staffers at AI companies, call for international action to create “red lines” for AI development by the end of 2026  —  Experts are calling for international agreements as the United Nations meets, but they face an uphill battle turning words into action
Digiday:
The US v. Google ad tech trial, in which a judge ruled that the company illegally monopolized the digital ad market, begins its remedies phase  —  The ad tech trial many thought would go nowhere has done the unthinkable: it delivered.  Judge Leonie Brinkema ruled that Google illegally monopolized …
Andrew Liszewski / The Verge:
Google adds Gemini to Google TV, starting on TCL's new QM9K series TVs and expanding to Google TV Streamer 4K and other major TV brands later in 2025  —  TCL's QM9K series TVs will be the first to offer Gemini on Google TV, with more devices getting it later this year.
Hadlee Simons / Android Authority:
MediaTek unveils its 3nm Dimensity 9500 mobile SoC, featuring an 8-core CPU, 12-core GPU with hardware ray tracing, and its ninth-gen MediaTek NPU 990  —  Phones with the Dimensity 9500 could be video capture powerhouses.  —  •  —  •  —  •  —  TL;DR
Courtney Rozen / Reuters:
The GSA adds Meta's Llama to its list of approved AI tools for US agencies, after previously approving tools from Microsoft, Google, Anthropic, and OpenAI  —  U.S. government agencies will be able to use Meta Platforms' (META.O) artificial intelligence system Llama, a senior administration official said …
Ateev Bhandari / Reuters:
Bitcoin-treasury company Strive, co-founded by Vivek Ramaswamy, will acquire Semler Scientific, a medical device company that has a bitcoin treasury, for $1.34B  —  Strive (ASST.O) said on Monday it will acquire Semler Scientific (SMLR.O) in an all-stock deal valued at about $1.34 billion …
Steven Levy / Wired:
Tech leaders embracing Trump for short-term gain may ultimately imperil their companies and is counter to Silicon Valley's idealistic roots  —  Tech got what it wanted by electing Trump.  A year later, it looks more like a suicide pact.  —  For decades, Mark Lemley's life as an intellectual property lawyer was orderly enough.

Sponsor Posts

Command Line:
What will the next generation of developers do when AI writes the code?  —  Microsoft and Carnegie Mellon are betting that the junior devs we train today will be the senior engineers of tomorrow.
Will Reed:
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IDrive:
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Featured Podcasts

The Upstarts Podcast:
The $7B Startup Mapping Your Health In Just One Hour | Neko's Hjalmar Nilsonne
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
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Cheeky Pint:
The company building underwater drones for $50,000
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
BG2 Pod:
Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more
Open-source podcast on all things tech, markets, investing, and capitalism, hosted by Brad Gerstner.
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Big Technology Podcast:
The Bumpy Road To AGI — With Kevin Roose
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
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Channels with Peter Kafka:
How to Run a Political Campaign in the TikTok Era (And How Not To)
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
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Sources:
Robinhood's CEO on letting AI trade your money
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
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More News

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Bloomberg:

Earlier Picks

Ellen O'Regan / Politico:
Vitalik Buterin / Vitalik Buterin's website:
Elizabeth Chamberlain / iFixit News: