Techmeme
October 6, 2025, 1:20 PM

Top News

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
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 …
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
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
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 …
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 …
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
Ashley Capoot / CNBC:
Deloitte announces a deal to roll out Anthropic's Claude to more than 470,000 of its employees globally, marking Anthropic's largest enterprise deployment ever  —  Deloitte on Monday announced a deal to bring Anthropic's artificial intelligence assistant Claude to more than 470,000 of its employees around the globe.
Molly Schuetz / Bloomberg:
Verizon names Dan Schulman as CEO, replacing Hans Vestberg effective immediately; Schulman is a former PayPal CEO, and Vestberg will help manage the transition  —  Verizon Communications Inc. named Dan Schulman chief executive officer, replacing Hans Vestberg effective immediately.
Isabella Simonetti / Wall Street Journal:
Jason Schreier / Bloomberg:

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Earlier Picks

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