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November 1, 2025, 4:40 AM
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Mediagazer
memeorandum
WeSmirchTop 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 …
More: Nvidia Newsroom, Bloomberg, KED Global, Sharecast, Taipei Times, The Korea Herald, 동아일 …, Korea Joongang Daily, TechCrunch, Engadget, The Korea Times, Wall Street Journal, Forbes Middle East, Analytics India Magazine, Hürriyet Daily News, BBC, CNBC-TV18, Asia Financial, COINOTAG NEWS, NWAonline, DigiTimes, Benzinga, Livemint, TipRanks Financial, The Straits Times, Yahoo Finance, Anadolu Ajansı …, and Reuters
| 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.
More: Fast Company, CryptoSlate, Decrypt, Cryptonews, Yahoo Finance, DL News, Coinpedia Fintech News, CoinDesk, Crypto Briefing, Cointelegraph, and CasinoBeats
X: @brian_armstrong, @jdorman81, @seanlippel, @probaaron, @0xtyrael, @beaniemaxi, @hasufl, @readdanwrite, @frosen43, @polymarket, @adamscochran, @astraffon, @mattmillsap, @0xfoobar, and @luke_metro. Bluesky: @carnage4life. Forums: Slashdot
| Christopher Mims / Wall Street Journal: |
Despite the hype around large AI models, many companies like Meta are using small models for routine tasks, finding them more practical and cost-effective — For many tasks in corporate America, it's not the biggest and smartest AI models, but the smaller, more simplistic ones that are winning the day| 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.
More: Bloomberg and Axios
X: @arroyonieto. Bluesky: @mattzollerseitz, @datadrivenmd.social, @meigloo, @ivanthek, @lmnisop, and @tumescentnumpty. Forums: r/artificial
| Sarah Perez / TechCrunch: |
Bluesky says it has hit 40M users and plans to launch “dislikes” in beta to tailor content rankings and reply rankings — Social network Bluesky, which on Friday announced a new milestone of 40 million users, will soon start testing “dislikes” as a way to improve personalization on its main Discover feed and others.
More: Bluesky, The Verge, TheDesk.net, and Engadget
Bluesky: @pfrazee.com, @bsky.app, @tyleraking.com, @jauntywk, @figgityfigs, @joshhutchinson, @prietschka, @clancyny, @garlicbuffalo.gobirds.biz, @shengokai.blacksky.app, @shengokai.blacksky.app, @danglinghemmie, @normcharlatan, @pfrazee.com, and @bsky.app
Forums: r/BlueskySocial and Slashdot
| Bloomberg: |
Sources: Coinbase is in late stage talks to buy stablecoin infra startup BVNK in a ~$2B deal; Coinbase expects to close the deal later this year or early 2026 — Leading US crypto exchange Coinbase Global Inc. is in late-stage talks to acquire stablecoin infrastructure startup BVNK …
More: Coinpedia Fintech News, Blockonomi, CoinGape, The Daily Hodl, CoinDesk, and Fast Company
| Yamini Kalia / Reuters: |
Vodafone agrees to acquire Skaylink, a German company specializing in managing cloud deployments on Microsoft Azure and AWS, for €175M from PE firm Waterland — Britain's Vodafone (VOD.L) on Thursday said it will acquire German cloud and digital transformation firm Skaylink for 175 million euros …
More: Vodafone.com, TelecomTV, and The Fast Mode
| Paula Doenecke / Bloomberg: |
Vista Equity Partners buys a majority stake in Nexthink, which uses AI to let businesses track employees' device and app performance, valuing Nexthink at $3B — Vista Equity Partners snapped up a majority stake in Nexthink SA, valuing the Swiss-American software company at $3 billion, the firm said in a statement.| Mayumi Negishi / Bloomberg: |
NEC to buy US-listed CSG, a SaaS provider of customer care and billing services for telcos and other companies, for ~$2.9B in a deal expected to close in 2026 — Japan's NEC Corp. is buying CSG Systems International Inc., a US supplier of customer care and billing services for telecom companies …
More: Reuters, CSG Systems, Inc., CSG Systems, Inc., and NEC
| Shashwat Chauhan / Reuters: |
Shares of Seagate and Western Digital have sharply outperformed the broader market in 2025, surging ~200% on AI-related infrastructure demand for hard drives — - Seagate, Western Digital up more than 200% in 2025 — S&P 1500 tech hardware index hits record high
More: Blocks and Files, Investor's Business Daily, Morningstar, and Reuters
| Bloomberg: |
In its Q3 earnings, Alphabet said the profit included “net gains on equity securities of $10.7B,” in part from a private company, which sources say is Anthropic — Alphabet Inc. and Amazon.com Inc. were rewarded by investors for reporting better-than-expected third-quarter profits.| Matt Rosoff / The Register: |
Microsoft's Q1 earnings, showing that it had a $3.1B net loss from its OpenAI stake, imply OpenAI lost $11.5B during the quarter based on Microsoft's 27% stake — Satya has also delivered Sam most of the cash he promised — Microsoft reported earnings for the quarter ended Sept. 30 …
More: Wall Street Journal, Directions on Microsoft, Thurrott, Windows Central, Analytics India Magazine, Ars Technica, Daring Fireball, and CoinDesk
X: @rustybrick and @mattrosoff
Bluesky: @jwmason, @akelacooper, @davekartunen, @jillybobww, and @edzitron.com. Threads: @carnage4life. Forums: r/OpenAI
| Meghan Bobrowsky / Wall Street Journal: |
In their latest earnings reports, Meta, Alphabet, Microsoft, and Amazon have announced plans to increase their AI spending in 2026 to a combined $400B — Meta, Alphabet, Microsoft and Amazon will increase spending in 2026; ‘Are we in a bubble?’ — Silicon Valley's biggest companies …
More: New York Times, Livemint, Reuters, Yahoo Finance, CNBC, Sherwood News, TVNewsCheck, DigiTimes, and Financial Times
Forums: r/artificial and r/technology
| Shashank Pathak / Entrackr: |
Mumbai-based Snapmint, a BNPL partner to brands that lets consumers pay in monthly instalments via India's UPI, raised a $125M Series B led by General Atlantic — Buy now pay later startup Snapmint has raised $125 million in its Series B funding led by General Atlantic …
More: VCCircle, Inc42 Media, DealStreetAsia, Moneycontrol, and The Economic Times
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