Techmeme
November 3, 2025, 9:50 AM

Top News

Tim Bradshaw / Financial Times:
Microsoft says the US now lets it ship the latest Nvidia chips to the UAE, the first company to get a license; Trump made a deal with UAE President MBZ in May  —  Commerce department approval paves way for huge new investment in AI and cloud infrastructure in Middle East
MacKenzie Sigalos / CNBC:
As part of the AWS deal, OpenAI says it will immediately begin running workloads on AWS infrastructure, tapping hundreds of thousands of Nvidia GPUs in the US  —  OpenAI has signed a deal to buy $38 billion worth of capacity from Amazon Web Services, its first contract with the leader …
Berber Jin / Wall Street Journal:
OpenAI and AWS agree to a seven year deal in which OpenAI will pay $38B for AI compute, including training its models on Amazon's servers and using its CPUs  —  Companies' first computing partnership is part of Amazon's efforts to grow its cloud business  —  OpenAI has agreed …
Vince Dioquino / Decrypt:
When asked on 60 Minutes about his pardon of Binance's Changpeng Zhao, President Trump said “I don't know who he is” and “I heard it was a Biden witch hunt”  —  In a rare interview, Trump said he was told Changpeng Zhao was the victim of the Biden administration's “witch hunt” against crypto.
Alexandra Alper / Reuters:
Trump says Nvidia's Blackwell chips would not be available to “other people”; in August, Trump suggested he might allow sales of a scaled-down version to China  —  Nvidia's (NVDA.O) advanced Blackwell chip for artificial intelligence would not be available to “other people,” U.S. President Donald Trump said Sunday.
Rocket Drew / The Information:
Court docs: in a deposition, Ilya Sutskever discussed conflicts at OpenAI that he sent to board members before Sam Altman's firing, his OpenAI exit, and more  —  Anthropic initially expressed “excitement” about a possible merger with OpenAI two years ago, after OpenAI's board fired CEO Sam Altman …
Lauren Edmonds / Business Insider:
Jowi Morales / Tom's Hardware:
In an interview, Satya Nadella says Microsoft faces a power shortage, but not a compute one, which could leave “chips sitting in inventory that I can't plug in”  —  'I don't have warm shells to plug into'  —  When you purchase through links on our site, we may earn an affiliate commission.
Salvador Rodriguez / CNBC:
Microsoft AI CEO Mustafa Suleyman says only biological beings are capable of consciousness and “it would be absurd to pursue research” into AI consciousness  —  Microsoft AI chief Mustafa Suleyman says only biological beings are capable of consciousness, and that developers …
Steven Levy / Wired:
A profile of Mark Gubrud, who coined the term AGI in a 1997 research paper, which argued that breakthrough technologies will redefine international conflicts  —  Everyone is obsessed with artificial general intelligence—the stage when AI can match all feats of human cognition.
Dina Bass / Bloomberg:
Microsoft signs a five-year, ~$9.7B deal to buy AI cloud capacity from Sydney-based IREN, giving Microsoft access to Nvidia's GB300 in IREN's Texas facility  —  Microsoft Corp. has signed a roughly $9.7 billion deal to buy artificial intelligence computing capacity from IREN Ltd., becoming the Australian company's largest customer.

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Featured Podcasts

The Upstarts Podcast:
Mutiny's Jaleh Rezaei: Walking Away From Millions In Software To Grow Even Faster With Sales AI
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Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
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Angel Au-Yeung / Wall Street Journal:
Anthony Ha / TechCrunch: