|
December 31, 2025, 3:25 PM
|
Mediagazer
memeorandum
WeSmirchTop News
| 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: COINOTAG, The Decoder, Bloomberg, Trak.in, South China Morning Post, Business Insider, Semafor, Reuters, BBC, AIN, New York Post, Gizmodo, Caixin Global, The American Bazaar, EasternEye, Asia Financial, Fortune, Wall Street Journal, International Business Times, Spyglass, and Computerworld
X: @chrisrmcguire, @kyleichan, @petereharrell, and @henrysgao
| Reuters: |
Sources: Nvidia has approached TSMC to ramp up H200 chip production; Chinese companies have placed orders for 2M+ H200 chips for 2026, while Nvidia holds 700K — Nvidia (NVDA.O) is scrambling to meet strong demand for its H200 artificial intelligence chips from Chinese technology companies …
More: The Register, Benzinga, Yahoo Finance, Yahoo Finance, iPhone in Canada, Sherwood News, Wccftech, CNBC, Proactive, Investor's Business Daily, Modern Diplomacy, COINOTAG, NDTV Profit, Sharecast, Hürriyet Daily News, and The Standard
X: @zephyr_z9, @stocksavvyshay, @teortaxestex, @firstadopter, @zephyr_z9, @zephyr_z9, @zephyr_z9, @dnystedt, @danielnewmanuv, @jukan05, @jukan05, and @zephyr_z9. Forums: r/NVDA_Stock
| CNBC: |
Unsealed documents detail a US operation that stopped the alleged smuggling of $160M worth of Nvidia H100 and H200 GPUs to China between Oct. 2024 and May 2025 — On Dec. 8, Federal prosecutors in Texas unsealed documents that revealed an investigation into a massive smuggling network that stretched across the U.S. and the world.| 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: Tom's Hardware, Benzinga, AIN, ZeroHedge News, Reuters, DigiTimes, and NewsMax.com
| Emily Nicolle / Bloomberg: |
Trump Media, owner of Truth Social, plans to distribute a new token to shareholders with partner Crypto.com, expected to operate on the Cronos blockchain — Trump Media and Technology Group Corp. plans to issue a new cryptocurrency, which will be distributed among its shareholders.| Himanshi Akhand / Reuters: |
Filing: Chinese AI chip startup Biren raises ~$717M in its Hong Kong IPO; institutional and retail tranches were oversubscribed ~26x and ~2,348x, respectively — Chinese AI chip startup Shanghai Biren Technology (6082.HK) has raised HK$5.58 billion ($716.85 million) in its Hong Kong initial public offering …
More: Caixin Global and Pandaily
| 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: New York Post, Yahoo Finance, COINOTAG, CTech, The Decoder, and Hindustan Times
LinkedIn: Nate Rattner. Bluesky: @carnage4life, @justinhendrix, and @prietschka. Forums: Hacker News
| Essi Lehto / Reuters: |
Finland seizes a ship suspected of damaging an undersea cable linking Helsinki and Estonia in the Gulf of Finland; Estonia says a second cable was also damaged — Finnish police on Wednesday seized a ship suspected of damaging an undersea telecoms cable running from Helsinki …
More: Tom's Hardware, The US Sun, InfoRiskToday.com, Reuters, Radio Free Europe/Radio …, The Maritime Executive, Bloomberg Law, The Indian Express, The Record, and Associated Press
X: @petteriorpo, @tsahkna, and @marinetraffic
Bluesky: @rvps2001 and @duncandixoncoffee
Forums: r/worldnews, r/neoliberal, and Slashdot
| Alice French / Bloomberg: |
Japanese NAND flash memory maker Kioxia is up 500%+ in 2025 so far, outperforming all other MSCI World Index members, after its Tokyo IPO debut in December 2024 — Artificial intelligence's insatiable appetite for data storage has delivered Japanese memory chipmaker Kioxia Holdings Corp …
More: Barchart.com, Fortune, and Taipei Times
| The Information: |
Sources: Uber is in talks to acquire the parking space reservation app SpotHero; the parking app was last valued at $290M — Uber has been in talks to acquire parking app SpotHero, a popular service that allows drivers to reserve parking spaces, according to people with knowledge of the discussions.| 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 …
More: CNET, Fortune, PCMag, Business Insider, MediaPost, The Guardian, Baller Alert, RTÉ, Proactive, Mashable, Android Headlines, CBS News, and Yahoo Finance
Bluesky: @caseynewton, @robertscotthorton, @stevemnomoremister, and @bizarreman. Mastodon: @annmlipton@esq.social. Forums: r/politics
| Kate Clark / Wall Street Journal: |
Sources: bids for GroqCloud, Groq's AI inference platform, are expected to exceed $1B after Nvidia's $20B non-exclusive licensing agreement with Groq — The chipmaker's AI-inference agreement with startup Groq indicates growing competition for top talent and technology
More: Sources, The Motley Fool, The Information, Business Insider, and MobileSyrup. LinkedIn: Kate Clark
| 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 … | Carmen Reinicke / Bloomberg: |
Data storage stocks led the S&P 500 in 2025, with SanDisk up 560%+ to become the top performer, followed by Western Digital in second and Seagate in fourth — The artificial intelligence trade is moving, and investors seeking cutting-edge ways to play it are snapping up technology …
More: Barchart.com and Proactive
Sponsor Posts
Airtable:
Deep analysis for deep questions — Introducing Superagent. A new research product from Airtable: Subagents deeply interrogate your topic and turn it into boardroom-ready reports, slides, docs, or websites.
Deep analysis for deep questions — Introducing Superagent. A new research product from Airtable: Subagents deeply interrogate your topic and turn it into boardroom-ready reports, slides, docs, or websites.
Clay:
Turn any GTM idea into reality — Clay helps GTM teams combine AI agents, enrichment, and intent data to move faster and turn insights into action.
Turn any GTM idea into reality — Clay helps GTM teams combine AI agents, enrichment, and intent data to move faster and turn insights into action.
Zoho:
Are your recruitment goals built for 2026? — In our previous blog on recruitment reports, we looked at how data and reports bring clarity to hiring. They show you where your hiring system slows down …
Are your recruitment goals built for 2026? — In our previous blog on recruitment reports, we looked at how data and reports bring clarity to hiring. They show you where your hiring system slows down …
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
Lenny's Podcast:
Sequoia CEO coach: Why it's never been easier to start a company, and never been harder to scale one | Brian Halligan (co-founder, HubSpot)
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
Big Technology Podcast:
Is Something Big Happening?, AI Safety Apocalypse, Anthropic Raises $30 Billion
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.
Hard Fork:
'Something Big Is Happening' + A.I. Rocks the Romance Novel Industry + One Good Thing
The future is already here. Each week, journalists Kevin Roose and Casey Newton explore and make sense of the latest in the rapidly changing world of tech.
Subscribe to Hard Fork.
Cheeky Pint:
Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
Tools and Weapons with Brad Smith:
His Excellency Khaldoon Al Mubarak: Investing in an AI-Driven World
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.
Subscribe to Tools and Weapons with Brad Smith.
The Nick, Dick and Paul Show:
The Billionaire Button w/ Tim Wu
Nick Bilton, Dick Costolo, and Paul Kedrosky pull back the curtain on AI, startups, and the future rushing toward us, all with healthy dose of irreverence.
Subscribe to The Nick, Dick and Paul Show.
About This Page
This is a Techmeme archive page. It shows how the site appeared at 3:25 PM ET, December 31, 2025.
The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.
From Mediagazer
Lachlan Cartwright / Breaker:Chris Quinn / Plain Dealer:
Ken Fisher / Ars Technica:
Upcoming Tech Events
More News
| SoftBank Group Corp.: |
More: naked capitalism, Taipei Times, BMI, Reuters, The Japan Times, The American Bazaar, Nikkei Asia, SiliconANGLE, Nikkei Asia, TNGlobal, eWeek, Yahoo Finance, Benzinga, Forbes Middle East, Reuters, iPhone in Canada, Sherwood News, and CNBC
X: @the_ai_investor, @stocksavvyshay, @londonrealtv, @kantineastt, @geoffreywoo, @unusual_whales, @amitisinvesting, @altryne, and @andrewcurran_. LinkedIn: Adam Goldberg. Bluesky: @notthatadamlevine. Mastodon: @andrew@esq.social
Forums: r/humanfuture, r/OpenAI, r/BetterOffline, r/singularity, and r/technology
| Suzanne Smalley / The Record: |
More: Bloomberg, Reuters, and The Hacker News
X: @jsrailton, @jsrailton, @jsrailton, and @jsrailton
Bluesky: @micchiato, @evacide, @natynettle, and @natynettle
Earlier Picks
| Kurt Wagner / Bloomberg: |
| Zhengdong Wang: |
X: @zavaindar, @sparshagarwall, @justinbullock14, @theamberyang, @firstadopter, @curl_justin, @pracheeac, @samuelalbanie, @sebkrier, @basavasagar18, @zhengdongwang, and @sriramk. Bluesky: @brendannyhan. Forums: r/singularity
| Vlad Savov / Bloomberg: |
More: JerryRigEverything on YouTube, The Information, Flossy Carter on YouTube, Forbes, ZDNET, Mashable, and Tom's Guide
X: @vladsavov, @vladsavov, @vladsavov, and @vladsavov
| Zak Killian / Tom's Hardware: |
More: Insider Gaming, IDC, TrendForce, Neowin, Screen Rant, Thurrott, Engadget, 9to5Mac, MacTech.com, TrendForce, and PetaPixel