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December 2, 2025, 2:30 PM
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Julie Bort / TechCrunch:
Amazon launches the Trainium3 UltraServer, powered by the 3nm Trainium3 AI training chip, and teases Trainium4, which will be able to 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 as Trainium3 that comes with some impressive specs.
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
Will Knight / Wired:
Amazon launches second generation of its Nova AI models, including Nova Lite, Nova Pro, Nova Sonic, and Nova Omni, a fully multimodal reasoning model
Jordan Novet / CNBC:
AWS launches Nova Forge, a $100,000/year service allowing clients to customize Amazon's AI models at various stages of training and refine open-weight models
The Information:
Internal memo: OpenAI CEO Sam Altman declares a “code red” to shift more resources to improve ChatGPT amid rising competition, delaying other plans, like ads  —  OpenAI CEO Sam Altman on Monday told employees he was declaring a “code red” to marshal more resources to improve ChatGPT …
Ben Thompson / Stratechery:
Google, with its structural advantages, is a threat to both OpenAI and Nvidia; OpenAI has a meaningful moat with 800M+ ChatGPT users, but must monetize via ads  —  OpenAI and Nvidia are both under threat from Google; I like OpenAI's chances best, but they need an advertising model to beat Google as an Aggregator.
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”.
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.
Reuters:
Sources: Apple plans to not comply with India's mandate to preload a state-owned cyber safety app on all smartphones and will convey its concerns to New Delhi  —  Apple (AAPL.O) does not plan to comply with a mandate to preload its smartphones with a state-owned cyber safety app and will convey …
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 …
Juli Clover / MacRumors:
Apple says AI chief John Giannandrea is stepping down and will retire in spring 2026; ex-Microsoft CVP Amar Subramanya takes over, reporting to Craig Federighi  —  Apple AI chief John Giannandrea is stepping down from his position and retiring in spring 2026, Apple announced today.
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.”
Allison Johnson / The Verge:
Samsung unveils the Galaxy Z TriFold, with a 6.5" outer screen, a 10" inner screen, a Snapdragon 8 Elite for Galaxy SoC, and a 3.9mm body at its thinnest point  —  It's really called the TriFold and it's really coming to the US. … It'll launch first in Korea on December 12th, with a US launch planned for the first quarter of 2026.
Ryan Christoffel / 9to5Mac:
AWS and Google Cloud announce a jointly-built multicloud networking solution and an open interoperability spec; AWS plans a rollout with Azure “later in 2026”  —  Outages at major web hosts can have huge impacts across society, as we see often such as with the recent Cloudflare outage.
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?
Berber Jin / Wall Street Journal:
Ricursive, founded by ex-Google researchers to automate advanced chip design, raised $35M led by Sequoia at a $750M valuation and plans a product launch in 2026  —  Founded by ex-Google researchers, Ricursive raised $35 million with backing from Sequoia to automate chip design
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.
Sarah Perez / TechCrunch:
Apptopia: ChatGPT referrals to retailer mobile apps increased 28% YoY during the Black Friday weekend in 2025; Amazon's share of ChatGPT referrals grew to 54%  —  New data shows ChatGPT's growing influence as a referrer to e-commerce websites, but also how small its slice of this market is currently.
Angel Au-Yeung / Wall Street Journal:
A profile of Cursor CEO Michael Truell, a 25-year-old who started building the AI coding tool in 2023, as some question Cursor's reliance on third-party models  —  Cursor, which launched one of the fastest-growing AI tools of all time, is at the center of the boom-or-bust debate in Silicon Valley
Wall Street Journal:
Filings: after EA's buyout, Saudi Arabia's PIF would own 93.4% of EA, implying it needs to put up ~$29B, while Silver Lake and Affinity would own 5.5% and 1.1%  —  Filing suggests the country's Public Investment Fund needs to stump up about $29 billion  —  Saudi Arabia's government investment fund …

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This is a Techmeme archive page. It shows how the site appeared at 2:30 PM ET, December 2, 2025.

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From Mediagazer

Committee to Protect Journalists:
After the building fire, Hong Kong summoned AFP, FT, NYT, AP, Bloomberg, and WSJ journalists, telling them to avoid “trouble making”, and arrested a commentator

Mark Kleinman / Sky News:
Source: Piers Morgan's YouTube-based venture Uncensored is raising £22.5M from The Raine Group, Theo Kyriakou, and others at a £97M pre-money valuation

Alex Weprin / The Hollywood Reporter:
The Academy reports fiscal 2025 revenues of $269.2M, up from $263.1M in 2024, after cutting expenses from $220.1M to $208.1M; Oscars revenue grew to $150.5M

More News

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

Earlier Picks

Matthew Gault / 404 Media:
Polymarket's Ukraine war betting, based on ISW's map, generated $1M+ in volume for “Will Russia capture Myrnohrad?”; an “unauthorized” map edit resolved the bet
Wall Street Journal:
The Trump administration agrees to inject up to $150M into xLight, which makes lasers for EUV machines and has Pat Gelsinger on its board, for an equity stake
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