Techmeme
November 1, 2025, 12:35 PM

Top News

Reuters:
Nvidia says it will supply 260K+ of its most advanced AI chips to the South Korean government and major companies, including Samsung, Naver, and SK Group  —  U.S. semiconductor leader Nvidia (NVDA.O) on Friday said it will supply more than 260,000 of its most advanced AI chips …
David Jeans / Reuters:
Anduril conducts the first flight of its jet-powered unmanned drone, flying it “semi-autonomously”, as the US Air Force plans swarms of unmanned jet drones  —  Anduril's jet-powered drone flew for the first time on Friday, the company and the U.S. Air Force said …
Reuters:
MediaTek says it is on track to generate $1B in revenue from its data center AI accelerator ASIC chips in 2026, after reporting Q3 revenue up 7.8% YoY to $4.64B  —  Taiwan's top chip design company, MediaTek (2454.TW), expects to earn revenue of billions of dollars from its AI accelerator ASIC chips by 2027 …
Brian Steinberg / Variety:
ESPN plans to make its College Gameday telecast available on host Pat McAfee's X account, as Disney and YouTube TV continue to spar over a new carriage deal  —  Can Pat McAfee help Disney prevail over YouTube TV in TV's never-ending carriage wars?  —  Disney's ESPN said it would make one …
Financial Times:
China says it will allow some Nexperia semiconductor chip exports to resume to ease critical supply shortages impacting global auto production  —  Dispute over Netherlands-based chipmaker has threatened to disrupt global auto supply chains  —  China has said it will allow some Nexperia chips …
Carmen Arroyo / Bloomberg:
Tech companies, including Meta and xAI, are using SPVs to raise tens of billions for AI data centers, letting them keep the debt off their balance sheets  —  Just this month, Meta Platforms Inc. has secured about $60 billion in capital to build data centers, part of its spending to get ahead in the artificial intelligence race.
Bloomberg:
Brian Armstrong ended Coinbase's Q3 earnings call by saying certain words that Kalshi and Polymarket users had wagered would be mentioned during the call  —  When Coinbase Global Inc.'s quarterly earnings call wrapped up Thursday, its chief executive, Brian Armstrong, didn't finish with profit guidance or statements of confidence.

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Sarah Perez / TechCrunch: