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December 31, 2025, 9:15 AM
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| Wall Street Journal: |
How Manus distanced itself from its Chinese roots to court US investors; a source says Meta's $2.5B deal includes a $500M retention pool for Manus' employees — The $2.5 billion deal could herald a new era for China-linked AI companies and U.S. investors — Workers at Butterfly Effect …
More: Semafor, Reuters, Washington Times, International Business Times, and Business Insider. X: @henrysgao
| M.G. Siegler / Spyglass: |
| Wall Street Journal: |
More: South China Morning Post, Business Today, Bloomberg, Associated Press, The Free Press, The Decoder, Business Insider, The Information, Enterprise AI Trends, Manus, The Business Times, CBC News, MediaPost, Fast Company, ZDNET, BBC, Techstrong.ai, PYMNTS.com, The Independent, AIN, New York Post, Gizmodo, Prachi Khaparde, Business Standard, Fierce Network, BSS, South China Morning Post, Caixin Global, The American Bazaar, Dow Jones Newswires, Ukrainian National News, EasternEye, Asia Financial, Barron's Online, COINOTAG, Taipei Times, eWeek, Investing.com, Proactive, Tom's Guide, Fortune, TechCrunch, Times Of AI, Forbes, ZeroHedge News, Yahoo Finance, Investor's Business Daily, Al Jazeera, Semafor, Unite.AI, WinBuzzer, Verdict, Computerworld, Nikkei Asia, Nairametrics, Ghacks, CNBC, Analytics India Magazine, Moneycontrol, Neowin, Bloomberg, Financial Times, TechNode, Mercury News, and Bloomberg Law
X: @0xdevshah, @red_xiao_, @hidecloud, @gergelyorosz, @jasonlk, @chrisrmcguire, @sherryyanjiang, @signulll, @omooretweets, @hidecloud, @gregisenberg, @peakji, @rihardjarc, @jenzhuscott, @signulll, @deedydas, @kimmonismus, @andrewcurran_, @jefftangx, @gergelyorosz, @ekuyda, @danprimack, @eric_seufert, @danprimack, @kylebrussell, @jchengwsj, and @mattturck
| Jeanny Yu / Bloomberg: |
Chinese AI firms are leading a wave of IPOs in Hong Kong, where at least 25 companies debuted in December 2025, the busiest month for deals since November 2019 — Chinese artificial intelligence firms are leading a wave of listings in Hong Kong, aiming to capitalize on a recent market momentum.| Themis Qi / South China Morning Post: |
More: The Rundown AI, SiliconANGLE, Cautious Optimism, Tech in Asia, Reuters, Pandaily, and Caixin Global
| Kurt Wagner / Bloomberg: |
Elon Musk says xAI bought a third building called “MACROHARDRR”, reportedly adjacent to Colossus 2, that will take the company's training compute to almost 2GW — Elon Musk's xAI is planning an expansion of its massive data center complex in Memphis, and has purchased a third building …
More: The Information, The Decoder, Benzinga, SiliconANGLE, and Memphis Business Journal
| Wall Street Journal: |
OpenAI financial data: its stock-based pay averaged ~$1.5M per employee in 2025, ~7x Google pre-IPO and ~34x the average pay of other pre-IPO peers, per Equilar — The company's stock-based compensation in 2025 reached an average of $1.5 million per employee
More: The Decoder, COINOTAG, Hindustan Times, and CTech
| Wency Chen / South China Morning Post: |
Sources: ByteDance plans to spend about $14B on Nvidia's AI chips in 2026, an increase of about 18% from 2025 — Chinese unicorn's computing needs have climbed across its portfolio of popular apps, cloud unit Volcano Engine and large language models — ByteDance plans to spend about 100 billion yuan …
More: Benzinga, AIN, ZeroHedge News, Reuters, and NewsMax.com
| Reuters: |
More: Benzinga, Modern Diplomacy, Sharecast, Yahoo Finance, COINOTAG, The Decoder, DigiTimes, Hürriyet Daily News, The Straits Times, The Standard, and Asia Times. Forums: r/NVDA_Stock
| Suzanne Smalley / The Record: |
The US Treasury has lifted sanctions on three executives tied to spyware maker Intellexa, reversing a designation imposed by the Biden administration in 2024 — The Treasury Department on Tuesday took three people closely affiliated with the holding company behind Predator spyware off of a sanctions list …
More: Reuters and The Hacker News
X: @jsrailton, @jsrailton, @jsrailton, and @jsrailton
Bluesky: @micchiato, @evacide, @natynettle, and @natynettle
| Zak Killian / Tom's Hardware: |
IDC expects shipments of PCs could shrink by up to 9% YoY in 2026 due to global memory shortages, as demand from AI data centers continues to outstrip supply — Memory shortages are expected to have a serious impact on the PC and smartphone market. … The International Data Corporation …
More: Insider Gaming, IDC, TrendForce, Thurrott, Moneycontrol, Engadget, TrendForce, 9to5Mac, MacTech.com, PetaPixel, and Implicator.ai
| SoftBank Group Corp.: |
SoftBank says it has completed a $22.5B investment in OpenAI, finalizing its up to $40B investment commitment announced in March and taking its stake to ~11% — SoftBank Group Corp. ("SBG" or the “Company") today announced that it has completed an additional investment of $22.5 billion …
More: Reuters, BMI, The Japan Times, The American Bazaar, Nikkei Asia, SiliconANGLE, eWeek, Yahoo Finance, TNGlobal, Benzinga, Forbes Middle East, Reuters, iPhone in Canada, Sherwood News, and CNBC
X: @the_ai_investor, @stocksavvyshay, @amitisinvesting, @londonrealtv, @kantineastt, @geoffreywoo, @unusual_whales, @altryne, and @andrewcurran_. Bluesky: @notthatadamlevine. Mastodon: @andrew@esq.social
Forums: r/humanfuture, r/OpenAI, r/BetterOffline, r/singularity, and r/technology
| Vlad Savov / Bloomberg: |
Review of Samsung's Galaxy Z TriFold: sturdy but poor camera performance and has some unique design flaws that make it even less polished than regular foldables — Review: The $2,500 Galaxy Z TriFold is pricier than other foldables and also less polished. — Nearly seven years in …
More: JerryRigEverything on YouTube, SammyGuru, The Information, Flossy Carter on YouTube, Forbes, ZDNET, Mashable, and Tom's Guide
X: @vladsavov, @vladsavov, @vladsavov, and @vladsavov
| Michael Acton / Financial Times: |
Trump Mobile delays plan to launch its gold-coloured smartphone, initially promised for August 2025, saying the recent US government shutdown delayed deliveries — Move marks latest setback for project that originally promised to sell a US-made device — Trump Mobile, the phone company launched … | Zhengdong Wang: |
A reflection on AI advances in the past decade and how scaling and time-horizon trends might point to far greater capabilities in the decade ahead — People love to predict the future. Back in June, Peter Thiel recounted a conversation he had with Elon Musk.
X: @zavaindar, @sparshagarwall, @justinbullock14, @theamberyang, @firstadopter, @curl_justin, @pracheeac, @samuelalbanie, @sebkrier, @basavasagar18, @zhengdongwang, and @sriramk. Bluesky: @brendannyhan. Forums: r/singularity
| Bob Tita / Wall Street Journal: |
How the AI data center boom boosted Caterpillar's power and energy unit; generator sales are up 28% YoY through Sept. 2025, after growing 22% to $7.8B in 2024 — Sales of generators are powering the manufacturing giant's fastest-growing segment and a race to help data centers skip the grid
More: PYMNTS.com
| Anna Heim / TechCrunch: |
Dealroom: 76 European deep tech and life sciences companies spun out from universities reached $1B valuations or $100M in revenue in 2025, or both — Universities and research labs have long been Europe's deep tech treasure trove. Now, academic spinouts have consolidated … | Reuters: |
Filing: China's top DRAM maker CXMT plans to raise $4.2B in a Shanghai IPO; CXMT held a 4% global share in Q2 2025 and targets HBM production by the end of 2026 — China's leading maker of DRAM chips, ChangXin Memory Technologies (CXMT) Corp, said on Tuesday it plans to raise 29.5 billion yuan …
More: DigiTimes, South China Morning Post, and Forbes Middle East
Sponsor Posts
Command Line:
Bringing local models and sandboxed tools to Windows and GitHub Copilot — GitHub Copilot will soon determine when a task is best handled by on-device AI and when it needs cloud-scale models.
Bringing local models and sandboxed tools to Windows and GitHub Copilot — GitHub Copilot will soon determine when a task is best handled by on-device AI and when it needs cloud-scale models.
Will Reed:
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
Zoho:
Zoho Books now supports CT600 & Final Accounts Filing as an add-on in the FREE plan — Managing end-of-year filing for limited companies in the UK is often expensive and multi-layered.
Zoho Books now supports CT600 & Final Accounts Filing as an add-on in the FREE plan — Managing end-of-year filing for limited companies in the UK is often expensive and multi-layered.
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
Sources:
Qualcomm's CEO on the coming AI phone supercycle
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
Subscribe to Sources.
The Upstarts Podcast:
Bringing Back Mammoths And Building Noah's Ark 2.0 | Colossal's Ben Lamm
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
Subscribe to The Upstarts Podcast.
Great Chat:
The launch industrial complex
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
Subscribe to Great Chat.
Big Technology Podcast:
Can AI Keep Growing Exponentially? Let's Ask SemiAnalysis — With Dylan Patel and Jordan Nanos
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Channels with Peter Kafka:
Larry Ellison's Media Ambitions & Kevin Roose on AI's Biggest Gamble
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
Training Data:
Google's AI Infrastructure Chief, Amin Vahdat, on the Physics & Economics of Frontier AI
Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
Subscribe to Training Data.
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