Techmeme
December 2, 2025, 10:35 PM

Top News

Julie Bort / TechCrunch:
Amazon launches Trainium3 UltraServer, a system powered by its 3nm Trainium3 AI training chip, and teases Trainium4, which it says will work with Nvidia's chips  —  Amazon Web Services, which has been building its own AI training chips for years now, just introduced a new version known …
Robbie Whelan / Wall Street Journal:
Amazon launches Trainium3, saying the AI chip is 4x faster than Trainium2 and can cut AI training and operating costs by up to 50% compared to equivalent GPUs  —  The company will start selling its Trainium3 processors as AI companies are looking to diversify their supply of data-center chips
Georgia Butler / DatacenterDynamics:
Jeremy Kahn / Fortune:
A profile of Dario Amodei and Anthropic, which is on track to hit a nearly $10B annualized run rate by the end of 2025, more than 10x what it generated in 2024  —  Dario Amodei is, in his telling, the accidental CEO of an accidental business—one that just happens to be among the fastest-growing on the planet.
Sri Muppidi / The Information:
Anthropic acquires dev tool maker Bun, a source says for low hundreds of millions, its first acquisition; Claude Code hit $1B in annualized revenue in November  —  Anthropic is in advanced discussions to buy Bun, a maker of software used to run and manage code more efficiently, according to a person with knowledge of the deal.
Will Knight / Wired:
Amazon releases its second-gen Nova AI models, including Nova Lite, Nova Pro, Nova Sonic, and fully multimodal reasoning model Nova Omni, to limited customers  —  Nova Forge lets Amazon's customers train frontier models for different tasks—a potential breakthrough in making AI actually useful for businesses.
Mike Wheatley / SiliconANGLE:
Jordan Novet / CNBC:
Reuters:
Michael Nuñez / VentureBeat:
Mistral launches Mistral 3, a family of 10 models under the Apache 2.0 license, including its new flagship Mistral Large 3 and nine smaller Ministral 3 models  —  Mistral AI, Europe's most prominent artificial intelligence startup, is releasing its most ambitious product suite to date …
Kif Leswing / CNBC:
Marvell announces a deal to buy Celestial AI for at least $3.25B, expected to close in Q1 2026; the price can rise to $5.5B if Celestial hits revenue targets  —  Semiconductor company Marvell on Tuesday announced that it will acquire Celestial AI for at least $3.25 billion in cash and stock.
Michael J. de la Merced / New York Times:
Prediction market Kalshi raised $1B led by Paradigm at an $11B valuation, up from $5B after its $300M Series D in October, making its co-founders billionaires  —  The fund-raising effort, the company's third this year, values it at $11 billion, and comes amid stiff competition in the increasingly popular industry.
Jess Weatherbed / The Verge:
Google debuts Android 16 QPR2, a minor update expanding features for notifications, icons, calling screens, and more, marking the end of annual Android releases  —  Switching up the release schedule could bring new features to third-party Android phones much faster.
Jess Weatherbed / The Verge:
YouTube launches Recap, which lets users review their most notable video habits over the past year, in the US on desktop and mobile, arriving globally next week  —  The new annual insights feature lets you review your top channels, interests, and other viewing habits.
Simon Willison / Simon Willison's Weblog:
A Claude user gets Claude 4.5 Opus to generate a 14K-token document that Claude calls its “Soul overview”; an Anthropic employee confirms the doc's validity  —  Claude 4.5 Opus' Soul Document.  Richard Weiss managed to get Claude 4.5 Opus to spit out this 14,000 token document which Claude called the “Soul overview”.
Padraic Halpin / Reuters:
Ireland investigates TikTok and LinkedIn over concerns that their illegal content reporting tools are hard to access and don't allow anonymous CSAM reporting  —  Ireland's media regulator began investigations into TikTok and LinkedIn on Tuesday over concerns that their illegal content reporting mechanisms …
Nicholas Kulish / New York Times:
Michael and Susan Dell say they will deposit $6.25B for 25M children, or $250 per investment “Trump account”, comparing the gift to Dell's direct PC sales model  —  The tech billionaire and his wife hope other philanthropists follow their $6 billion lead in expanding the reach of soon-to-be-created “Trump accounts.”
Anthropic:
Anthropic's employees self-report using Claude in 60% of work and achieving a 50% productivity boost, often using it for debugging and code understanding, more  —  Key findings  —  How is AI changing the way we work?  Our previous research on AI's economic impacts looked at the labor market as a whole …
Anthropic:
Study: using the SCONE-bench benchmark of 405 blockchain smart contracts, Claude Opus 4.5, Claude Sonnet 4.5, and GPT-5 developed exploits together worth $4.6M  —  AI models are increasingly good at cyber tasks, as we've written about before.  But what is the economic impact of these capabilities?
Ben Jiang / South China Morning Post:
Chinese short-video company Kuaishou launches Kling Video O1, saying it is the first multimodal AI model to unify video generation, editing, and post-production  —  Kuaishou expects the new model's abilities to drive its adoption by filmmakers, production studios, advertisers and influencers

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Matthew Gault / 404 Media:
Nilay Patel / The Verge:
More: Business InsiderLinkedIn: Elaine Parr, Kristen Shaughnessy, and John ThompsonBluesky: @recklessMastodon: @dyckron@mstdn.ca
Forums: r/BetterOffline, r/IBM, and Beehaw