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October 6, 2025, 1:00 PM
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| MacKenzie Sigalos / CNBC: |
OpenAI and AMD announce a deal in which OpenAI could take up to a 10% stake in AMD and deploy up to 6GW of Instinct GPUs over multiple years; AMD jumps 25%+ — - OpenAI and AMD have reached a deal that could see Sam Altman's company take a 10% stake in the chipmaker
More: AMD, Reuters, Financial Times, More Than Moore, Financial Times, Fortune, PCWorld, PC Guide, Wall Street Journal, CoinDesk, GamesBeat, Livemint, Engadget, New York Post, Yahoo Finance, Guru3D, Blockchain.News, Bloomberg, BeInCrypto, Kotaku, Android Headlines, SupplyChainBrain, The Diff, PC Gamer, Constellation Research, Forbes, PCMag, VideoCardz.com, ServeTheHome, DatacenterDynamics, CTech, Forbes Middle East, Dow Jones Newswires, Neowin, Tom's Hardware, New York Times, New York Times, and SamMobile
X: @sama, @northmantrader, @vin_sachi, @patrickmoorhead, @sachinvats, @danielnewmanuv, @emostaque, @natolambert, @_fabknowledge_, @ophirgottlieb, @rihardjarc, @bobloukas, @_fabknowledge_, @jimcramer, @pitdesi, @benbajarin, @lisasu, @benbajarin, @gdb, @economyapp, @highyieldharry, @patrickmoorhead, @litcapital, @benbajarin, @amd, @capitalobserver, @ns123abc, @mattzeitlin, @amd, and @zephyr_z9
LinkedIn: Emil Protalinski and Vamsi Boppana
Bluesky: @ernie.tedium.co, @carnage4life, @sungkim, @newsguy, and @jangray
Forums: r/hardware, r/intelstock, r/AMD_Stock, r/technology, r/Finanzen, r/AMD_Stock, r/AMD_Stock, r/singularity, and r/artificial
| Rebecca Bellan / TechCrunch: |
As part of the OpenAI-AMD deal, OpenAI will receive the first GW worth of AMD's Instinct MI450 chips in H2 2026, when the new chip is scheduled for deployment — AMD has signed a multi-year chip supply deal with OpenAI that could generate tens of billions in revenue for the chipmaker …
More: Associated Press, Thurrott, The Economic Times, The Hill, Gizmodo, The Information, Windows Central, Investor's Business Daily, Fast Company, Digit, Taipei Times, City A.M., Mashable, The Decoder, Motley Fool, The Verge, Techstrong.ai, Finance Magnates, GSMArena.com, Implicator.ai, Business Insider, Wall Street Pit, Analytics India Magazine, and WinBuzzer
| Alexander Saeedy / Wall Street Journal: |
Source: xAI is set to spend $18B+ to acquire ~300K more Nvidia chips for its Colossus 2 project in Memphis; in July, Elon Musk said it would total 550K chips — xAI aims to win tech arms race with ‘Colossus’ data centers, thrown up at lightning speed; city divided over massive power and water demands
More: TESLARATI, Sherwood News, New York Magazine, Heatmap News, and WinBuzzer
| Robert Hart / The Verge: |
OpenAI executive Bill Peebles says Sora users can now stop AI-generated versions of themselves from appearing in certain contexts like videos involving politics — It won't help stop the avalanche of AI slop OpenAI has unleashed. … Sora now lets you rein in your AI doubles …
More: Stratechery, 9to5Mac, Futurism, CNET, and Business Insider
X: @billpeeb, @signulll, @billpeeb, @turtlesoupy, and @properprompter
Bluesky: @carnage4life, @carnage4life, @davelee.me, and @tprstly
| Duncan Riley / SiliconANGLE: |
Google DeepMind unveils CodeMender, an AI agent that detects, patches, and rewrites vulnerable code to prevent exploits by leveraging Gemini Deep Think models — Alphabet Inc.'s Google DeepMind lab today shared results for CodeMender, an artificial intelligence-powered agent that automatically detects …
More: The Keyword, Google DeepMind, Neowin, and AI News
| Ashley Capoot / CNBC: |
A live blog of OpenAI DevDay 2025, where the company is expected to announce a visual agent builder and other developer updates — CNBC's reporters are covering the OpenAI DevDay event live from San Francisco, with support from staff in Englewood Cliffs, New Jersey. — 30 MIN AGO
More: The Verge, ZDNET, Gizmodo, OpenAI on YouTube, KnowTechie, NDTV Profit, Livemint, and Digital Trends
| Bloomberg: |
The Paris prosecutor's office refers a probe into Apple's Siri recordings to the Office for Combating Cybercrime, after a human rights organization's complaint — Apple Inc. faces an investigation in France over the use of voice recordings made with its assistant Siri.
More: AppleInsider, Reuters, 9to5Mac, Politico, MacDailyNews, and MacTech.com
| Alex Weprin / The Hollywood Reporter: |
Instagram launches Rings, an awards program recognizing 25 top creators; the judging panel includes Spike Lee, designer Marc Jacobs, and Adam Mosseri — Spike Lee, Marc Jacobs and Instagram head Adam Mosseri will be among the judges of the Rings program, which will honor the platform's top creators … | Martha Muir / Financial Times: |
A look at cost and viability concerns over small nuclear reactors in the US, as the government, companies, and investors bet $9B+ on SMRs to power the AI boom — Small reactors could prove too costly to be viable despite $9bn investment in power for AI boom
More: MIT Technology Review, CNBC, The Indian Express, and Bloomberg
| Financial Times: |
Sources: private capital firms like Oaktree, EQT, and DWS are seeking to cash in on the US-driven AI boom, launching €17B of European data center sales in weeks — Oaktree Capital, Partners Group and EQT among those seeking to cash in on AI boom — Private capital firms are seeking … | Ellesheva Kissin / Financial Times: |
Deloitte says it will partially refund payment for an AU$439K Australian government report with multiple errors, after admitting it was partly produced by AI — Big Four firm will repay final instalment after incorrect references and citations found in document| Martin Arnold / Financial Times: |
The European Securities and Markets Authority plans to centralize the regulation of stock exchanges, crypto companies, and clearing houses at an EU level — Esma chair says move would help boost bloc's capital markets by removing supervision from 27 separate authorities
More: Cointelegraph, crypto.news, and Beyond Search
| Cory Doctorow / The Guardian: |
A book excerpt details the “enshittification” of Amazon, and how its “flywheel” technique now enriches the company at the expense of merchants — Sick of scrolling through junk results, AI-generated ads and links to lookalike products?
More: New York Times, Ace of Spades HQ, and Financial Times
X: @yoginho, @unisondave, @bernstein, @naomi_fowler, @cultrhack, @keirmilburn, @economicsinten, @frasermatthew, and @roycewilsonau
Bluesky: @davidhendy, @lotta-kaa, @bikebikeyyc, @coupdegraz7, @hetanshah, @michaelsderby, @wseltzer, @margaretmorgan, @amerliberal, @aurelmondon, @zeldman, @kevingallatin, @marklemley, @cyberlyra, @katiesaurusseven, and @htfb
Forums: Hacker News, r/technology, r/TrueReddit, r/BetterOffline, Beehaw, and Slashdot
| Isabella Simonetti / Wall Street Journal: |
A profile of EA CEO Andrew Wilson, who is expected to stay in the role, as Silver Lake's Egon Durban credits him for building EA's “crown jewel” sports business — He's a charming Aussie surfer who plays videogames and has a black belt in jiu-jitsu.
More: Motley Fool, PC Games Insider, and TheGamer
| Jason Schreier / Bloomberg: |
More: PC Gamer and Sherwood News
X: @bangbangclick, @grummz, @ppphyl, and @alegendarydrops
Bluesky: @jasonschreier, @iosam, @mikefulk, and @frydawolff
| MacKenzie Sigalos / CNBC: |
A look at OpenAI's search for the sites of its Stargate data centers in the US; OpenAI has received 800+ applications since January and has ~20 finalist sites — It wasn't how Keith Heyde envisioned celebrating the holidays. Rather than hanging out with his wife back home in Oregon … | New York Times: |
The DOJ and Google wrap up a two-week remedies hearing in the US v. Google ad tech trial; both sides will offer closing arguments in November — The Justice Department and Google wrapped up a two-week hearing that could have a major effect on online advertising.
More: The Verge and The Verge
X: @jason_kint, @jason_kint, @jason_kint, @jason_kint, and @jason_kint
Sponsor Posts
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| Jessica Golden / CNBC: |