Techmeme
November 1, 2025, 7:05 AM

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 …
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.
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.
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.
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 …

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Earlier Picks

Meghan Bobrowsky / Wall Street Journal:
Emma Roth / The Verge:
Kritika Lamba / Reuters:
Todd Bishop / GeekWire:
Olga Kharif / Bloomberg: