Techmeme
October 5, 2025, 11:10 AM

Top News

Luke James / Tom's Hardware:
The AI boom is driving memory and storage shortages that may last a decade; OpenAI's Stargate has deals for 900K DRAM wafers per month, or ~40% of global output  —  Once-cheap SSDs, DRAM, and HDD prices are climbing fast as AI demand and constrained supply converge to create the tightest market in years.
Pak Yiu / Nikkei Asia:
PitchBook: VC investment in Asia slowed to $48.9B in the first nine months of 2025, just over half of 2024's total, amid uncertainty due to US tariff policies  —  NEW YORK — Asian venture capital dealmaking has slowed down so far this year, as the region faces liquidity shortages …
Prima Wirayani / Bloomberg:
Indonesia restores TikTok's local operating license after the company provided government-requested user activity data for August 25-30, when protests happened  —  Indonesia revoked a suspension on TikTok's local operating license after the social media platform shared data requested by the government.
Carl Franzen / VentureBeat:
Huawei's Zurich Lab unveils SINQ, an open-source quantization method that it claims can reduce LLM memory use by 60-70% without significant quality loss  —  - Dual-Axis Scaling: Instead of using a single scale factor for quantizing a matrix, SINQ uses separate scaling vectors for rows and columns.
Lizette Chapman / Bloomberg:
PitchBook: VCs have invested $192.7B in AI startups so far this year, putting 2025 on track to be the first year when 50%+ of VC funding goes to the AI industry  —  Venture capitalists poured $192.7 billion into AI startups so far this year — setting new global records and putting 2025 …
Nic Carter / Murmurations II:
A look at challenges facing Tether and Circle's stablecoin duopoly, such as intermediaries like exchanges and DeFi protocols exploring their own stablecoins  —  Circle equity is worth $30.5b.  Tether's topco is reportedly raising capital at $500b.  Together, the two stablecoins boast $245b in supply …

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Earlier Picks

John Burn-Murdoch / Financial Times: