Techmeme
October 13, 2025, 5:40 PM

Top News

Wall Street Journal:
OpenAI and Broadcom agree to co-develop and deploy 10GW of custom AI chips to run OpenAI's models over four years; sources: the deal is worth multiple billions  —  The companies plan to deploy 10 gigawatts of custom AI chips over the next four years  —  OpenAI and Broadcom are working together …
MacKenzie Sigalos / CNBC:
Broadcom closes up 9.88% following the announcement of its custom chip deal with OpenAI; its stock is up over 50% in 2025 after more than doubling in 2024  —  Broadcom and OpenAI have made their partnership official.  —  The two companies said Monday that they're jointly building …
Rebecca Bellan / TechCrunch:
California Governor Gavin Newsom signs SB 243, which mandates safety protocols for AI chatbot companions, the first US state law to regulate such AI chatbots  —  California Governor Gavin Newsom signed a landmark bill on Monday that regulates AI companion chatbots, making it the first state …
Tyler Katzenberger / Politico:
California Governor Gavin Newsom signs AB 1043, which requires device makers and app stores to verify users' ages; Google, Meta, and OpenAI supported the bill  —  “We can continue to lead in AI and technology, but we must do it responsibly — protecting our children every step of the way," …
Hugh Son / CNBC:
JPMorgan Chase launches a decade-long plan to invest $10B in industries critical for national security, including “frontier” tech like AI and quantum computing  —  JPMorgan Chase on Monday said it is launching a decade-long plan to help finance and take direct stakes in companies it considers crucial to U.S. interests.
Jaures Yip / CNBC:
Allison Johnson / The Verge:
Google updates Search to group paid results into a collapsible section with a single, larger “Sponsored” label at the top and a hide button at the bottom  —  Ads in your search results might be a little less annoying now. … Ads in Google search results are getting a more prominent label …
Abner Li / 9to5Google:
Google updates NotebookLM's Video Overviews, adding six new Nano Banana-powered visual styles and a new “Brief” format for quick insights  —  After introducing in July, NotebookLM is giving Video Overviews a big upgrade with the help of Google's Nano Banana image editing and generation model (Gemini 2.5 Flash Image).
Bloomberg:
Wingtech's Shanghai-listed stock plunged 10%, its daily limit, after the Dutch government seized control of Nexperia, which Wingtech acquired in 2018 for $3.6B  —  The Dutch government seized control of Chinese-owned chipmaker Nexperia, using an emergency Cold-War era law …
Financial Times:
Ryan Christoffel / 9to5Mac:
Apple says iPhone Air will go on sale in China on October 22, after initially delaying the launch due to regulatory issues with the device's eSIM-only design  —  Apple's iPhone 17 lineup has, by all appearances, proven a hit with consumers so far.  But the iPhone Air so far has been missing from one of Apple's biggest markets: China.
Eric Slivka / MacRumors:
Apple says that its Apple TV+ streaming service has been renamed Apple TV, “with a vibrant new identity”  —  Buried in its announcement about “F1: The Movie” making its streaming debut on December 12, Apple has also announced that Apple TV+ is being rebranded as simply Apple TV.
Brandi Vincent / DefenseScoop:
Anduril plans to deliver ~100 units of its AI-powered EagleEye helmet and eyewear to the US Army by Q2 2026, replacing Microsoft's IVAS; Meta provided some tech  —  “This is an extremely powerful capability.  It's going to get cheaper and cheaper over time," Anduril founder Palmer Luckey told reporters.
Krystal Hu / Reuters:
Data integration startup Fivetran and data management startup dbt Labs announce a merger in an all-stock deal; Fivetran CEO will be CEO of the combined company  —  - Merger creates $600-million-revenue data infrastructure company  — Fivetran CEO Fraser to lead combined company
Larry Dignan / Constellation Research:
At Dreamforce 2025, Salesforce unveils Agentforce 360, a unified agentic AI stack to connect humans, AI agents, and more, and positions Slack as an “agentic OS”  —  Salesforce announced a series of product updates, a process intelligence acquisition and an Agentforce 360 architecture designed …
Paul Sandle / Reuters:
Ofcom fines 4chan £20K under the OSA for failing to provide info on the risk of illegal content; the UK's tech minister says the government “fully backed” Ofcom  —  Britain said on Monday it had issued U.S. internet forum site 4chan with a 20,000 pound ($26,644) …
Bloomberg:
CoinGecko: crypto's combined market cap rises 6%+ to hit $4T, recovering from a brutal weekend selloff as President Trump tries to calm US-China trade war fears  —  Most major cryptocurrencies rebounded from steep losses suffered over a brutal weekend selloff, as President Donald Trump sought …

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Earlier Picks

Calder McHugh / Politico:
Alex Traub / New York Times: