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October 8, 2025, 6:45 AM
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memeorandum
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| Bloomberg: |
Nvidia and OpenAI's recent wave of circular deals and partnerships is escalating concerns that they are artificially propping up the $1T+ AI market — A wave of deals and partnerships are escalating concerns that the trillion-dollar AI boom is being propped up by interconnected business transactions.
More: SFGATE, Financial Times, Benzinga, AIN, Bloomberg, The Times, Yahoo Finance, and The Information
LinkedIn: Paola Meta, Victor Baron, Andrey Sidorenko, Jai Prakash Gautam, John Collins, Agnee Ghosh, and Senko Rašić
Bluesky: @pauljdavies, @justinhendrix, @aguasonic.com, @tomscocca, and @mausellmoli. Forums: r/AMD_Stock
| Bloomberg: |
Sources: xAI nears a deal to raise $20B in equity and debt, tied to the Nvidia GPUs that xAI plans to use in Colossus 2; Nvidia is investing as much as $2B — Elon Musk's artificial intelligence startup xAI is raising more financing than initially planned, tapping backers including Nvidia Corp …
More: WinBuzzer, Verdict, Watcher Guru, Analytics India Magazine, thesun.my, Business Standard, South China Morning Post, Livemint, MarketWatch, DigiTimes, Benzinga, and PitchBook
X: @andrewcurran_, @deredleritt3r, @tr0llytr0llface, @arroyonieto, @jaguaranalytics, @pip_net, @mattzeitlin, @stocksavvyshay, @edludlow, @shanumathew93, @edludlow, @andrewcurran_, @andrewcurran_, and @economyapp. Threads: @kroofnews
Forums: r/AMD_Stock, r/StockMarket, and r/hardware
| Caleb Mutua / Bloomberg: |
More: Tech in Asia and The Information
Bluesky: @spiffygiffy, @mommunism, @malaclypse, @devonp, @chriswarcraft, @shelleybwoke, @chadstanton.blacksky.app, @coachfinstock, @grhydian, @reggieisdead, @kashana.blacksky.app, @drewsof, @mollyfied, @stillwellgray.ca, @alyssaharad, @mrshiddedoopants, @djlavoie, @tommikakko, @andrewkulak.com, @mcopelov, @paulecohen, @vaguebiscuit, @prchovanec, @acabylonbee, @edzitron.com, @jessefelder, and @waldo42
| Tom Warren / The Verge: |
Microsoft delays Xbox Game Pass Ultimate price hikes for existing subscribers in Germany, Ireland, South Korea, India, and others, after announcing a 50% hike — Current subscribers in some European countries won't be affected by Microsoft's Game Pass price hikes just yet.
More: VideoCardz.com, GamesIndustry.biz, IGN, WinBuzzer, Eurogamer.net, Tech4Gamers, PC Gamer, KnowTechie, TheGamer, Stevivor, Neowin, Dexerto, Windows Central, GameSpot, Kotaku, XboxEra, Thurrott, and Forbes
| The Keyword: |
Google releases the Gemini 2.5 Computer Use model, built on Gemini 2.5 Pro's capabilities to power agents that can interact with UIs, in preview via the API — Available in preview via the API, our Computer Use model is a specialized model built on Gemini 2.5 Pro's capabilities to power agents that can interact with user interfaces.
More: Simon Willison's Weblog, VentureBeat, The Hindu, Google AI for Developers, Google Cloud, BGR, WinBuzzer, The Verge, Business Standard, Moneycontrol, The Indian Express, Android Headlines, Analytics India Magazine, SiliconANGLE, Neowin, Digit, TestingCatalog, Blockchain.News, and 9to5Google
X: @googledeepmind, @mikeboysen, @shresbm, @jezell, @chatgpt21, @simonw, @scaling01, @hanscnelson, @garythung, @gregkamradt, @kimmonismus, @ammaar, @slow_developer, @_philschmid, @francedot, @saboo_shubham_, @marie_haynes, @sundarpichai, @browserbasehq, @testingcatalog, @nicdunz, @officiallogank, @mishaalrahman, @pk_iv, @osanseviero, @googleaistudio, @kylejeong21, @rseroter, @shresbm, and @googleaidevs. LinkedIn: Tuan Nguyen, Ph.D
Forums: Hacker News and r/Bard
| Bloomberg: |
Russian-speaking ransomware gang Qilin says it was responsible for an attack on Japan's Asahi and stole ~27GB of data, including financial docs and contracts — A cohort of Russian-speaking hackers known as Qilin has claimed responsibility for a ransomware attack that hobbled Asahi Group …
More: Comparitech, Silicon UK, SecurityWeek, Kyodo News, Reuters, Cyber Daily, and Infosecurity
| Bloomberg: |
Sources: $TRUMP issuer Fight Fight Fight LLC is working to raise at least $200M to create a digital asset treasury company to accumulate the struggling token — The startup that issued Donald Trump's memecoin several days before his second presidential inauguration is working to raise … | Anthropic: |
Anthropic plans to open its first Indian office in Bengaluru in early 2026; Dario Amodei is visiting India to meet government officials and potential partners — Today we're announcing that we're expanding our global operations to India, with plans to open an office in Bengaluru in early 2026.
More: CNBC, Reuters, The Information, Times of India, Tech Xplore, Forbes Middle East, Livemint, The Indian Express, Digit, Hindustan Times, BMI, Business Standard, Fortune India, Business Today, Analytics India Magazine, Moneycontrol, and TechCrunch
LinkedIn: Drew Bent and Michael Sellitto
Threads: @gigabasee, @growwtogether__, and @chandrarsrikanth
| Washington Post: |
An analysis of 1,100 TikTok users' watch histories across six months in 2024 shows how effective TikTok is at getting even its heaviest users to watch more — More than 800 U.S. TikTok users shared their data with The Washington Post. We used it to find out why some people become power users, spending hours per day scrolling.
More: The Boston Globe and Washington Post
| Bloomberg: |
Michel Devoret, a Google Quantum AI chief scientist, John Martinis, who left Google in 2020, and John Clarke win the Nobel in Physics for quantum computing work — Two physicists integral to efforts by Alphabet Inc.'s Google to build working quantum computers have been awarded the Nobel Prize …
More: TheStreet, Ars Technica, Reuters, Digit, The Keyword, Techstrong IT, The Indian Express, Mercury News, Nobel Prize on YouTube, Nobel Prize on YouTube, Sabine Hossenfelder on YouTube, The Verge, Le Monde, New York Times, ProtoThema English, Shtetl-Optimized, Associated Press, Nobel Prize on YouTube, BusinessLIVE, and Decrypt
X: @nobelprize, @emollick, @nobelprize, @apsphysics, @mkratsios47, @sundarpichai, @wjzeng, @ascendedyield, @yuchenj_uw, @google, @tegmark, @nobelprize, @pedramroushan, @cagovernor, @energy, @googlequantumai, @docmilanfar, @nobelprize, @justxashton, @preskill, @ucberkeley, @antoniogm, @ezaharievaeu, @cambridge_uni, @justxashton, @arindamphysics, @cern, @google, @martinmbauer, @nobelprize, @yale, @demishassabis, @nobelprize, @tunguz, @basedbeffjezos, and @euscienceinnov
Bluesky: @durumcrustulum.com, @lschmeiser, and @whodat35
| Barbara Moens / Financial Times: |
Sources: Meta and Apple are close to settling two EU antitrust cases and agreeing a deal to change their business practices after a total €700M in DMA fines — US Big Tech groups in final stages of agreeing deal with Brussels to avoid series of escalating fines| Kurt Schlosser / GeekWire: |
Amazon announces Amazon Pharmacy kiosks to quickly dispense medications to patients after an appointment, initially rolling out in its One Medical offices in LA — Amazon is erasing the distance between the doctor's office and the pharmacy with the introduction of new Amazon Pharmacy kiosks …
More: CNBC, About Amazon, Reuters, and Endpoints News
| Edith Hancock / Wall Street Journal: |
The European Commission outlines its Apply AI Strategy and AI in Science Strategy, aiming to speed up AI adoption in key industries and AI-driven research — There is concern the EU is too dependent on foreign tech companies — The European Union outlined plans to promote European adoption …
More: Reuters and European Commission
| Anthropic: |
Anthropic releases Petri, an open-source tool using AI agents for safety testing, and says it observed multiple cases of models attempting to blow the whistle — Petri (Parallel Exploration Tool for Risky Interactions) is our new open-source tool that enables researchers to explore hypotheses about model behavior with ease.
More: Anthropic, ZDNET, and SiliconANGLE
X: @sprice354_, @anthropicai, @saprmarks, @anthropicai, @anthropicai, @sleepinyourhat, and @miles_brundage. Mastodon: @remixtures@tldr.nettime.org
| Nick Lichtenberg / Fortune: |
Harvard economist Jason Furman estimates that investments in data centers and information-processing software accounted for 92% of US GDP growth in H1 2025 — U.S. GDP growth in the first half of 2025 was almost entirely driven by investment in data centers and information processing technology …
More: WinBuzzer. X: @jasonfurman, @adrianweckler, and @jasonfurman. Mastodon: @nixCraft@mastodon.social
Forums: Hacker News, r/artificial, r/technology, r/wallstreetbets, and Slashdot
| Dasha Afanasieva / Bloomberg: |
US House lawmakers release a report criticizing ASML, Tokyo Electron, and other equipment makers for helping build China's chip industry; ASML fell more than 7% — ASML Holding NV shares fell after US lawmakers accused the Dutch chip equipment maker of boosting China's semiconductor industry …
More: Benzinga, Select Committee on the CCP, Silicon UK, Reuters, and The Register
X: @dnystedt, @committeeonccp, @jchengwsj, and @committeeonccp
| John Revill / Reuters: |
SoftBank Group agrees to acquire ABB's robotics business, which generated $2.3B in sales in 2024, for $5.4B, in a deal expected to close in mid-to-late 2026 — SoftBank Group (9984.T) said on Wednesday it has agreed to buy the robotics business of Swiss engineering group ABB (ABBN.S) in a $5.4 billion deal.
More: Bloomberg, Forbes, Capital Brief, MarketWatch, Reuters, Silicon Republic, Nikkei Asia, SoftBank Group Corp., Financial Times, Yahoo Finance, Neowin, TNGlobal, Wall Street Journal, Benzinga, Tech Xplore, The Japan Times, Morningstar, Inc., Robotics & Automation News, CNBC, and NDTV Profit
X: @daveg and @andreasklinger
| Financial Times: |
An overview of detailed AI usage reports from OpenAI and others, as Microsoft's AI for Good Lab estimates that 15% of the world's working population is using AI — New data shows the ways millions have integrated the technology into their everyday lives More than 18bn messages are sent to ChatGPT every week.
| Matthias Pfefferle / Open Channels FM: |
An interview with Evan Prodromou, “inventor of the Fediverse”, on ActivityPub's origins, Mastodon's privacy focus, expanding beyond microblogging, and more — In this episode of the Fediverse Flow series, host Matthias Pfefferle is joined by Evan Prodromou, often called the …
Mastodon: @pfefferle@mastodon.social
| Engineering at Meta: |
The Linux Foundation plans to launch the React Foundation, a new home for Meta's React and React Native; founding members include Amazon, Meta, and Microsoft — Meta open-sourced React over a decade ago to help developers build better user experiences. Since then, React has grown …
More: Silicon Republic, W3Techs, SD Times, OpenJS Foundation, The Linux Foundation, and React
| Financial Times: |
Sources: Elon Musk has appointed former Morgan Stanley banker Anthony Armstrong as CFO of xAI; Armstrong will also take over financial management for X — Anthony Armstrong will take over financial management for both the AI group and social media platform X
More: eWeek, Reuters, CFO Dive, The American Bazaar, and Bloomberg
X: @mroliverbarnes and @fredericlambert
| Financial Times: |
Sources: OpenAI and Anthropic consider using investor funds to settle potential claims from multibillion-dollar lawsuits, as insurers balk at covering AI risks — Companies struggle to assess scale of financial risks emerging from artificial intelligence — OpenAI and Anthropic …
More: Fortune, Reuters, and The Guardian
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