Techmeme
May 24, 2025, 8:45 AM

Top News

Financial Times:
Sources: Oracle will spend ~$40B on ~400,000 Nvidia GB200 chips and lease them to OpenAI at its 1.2GW Texas data center, billed as the first US Stargate project  —  The 1.2 gigawatts infrastructure project will be one of the largest in the world  —  Roula Khalaf, Editor of the FT …
Bloomberg:
President Trump says that the tariffs he has threatened against Apple would also be aimed at “Samsung and anybody that makes that product”  —  “It would be more,” Trump said when asked at the White House whether his tariff threat would only apply to Apple.
Jesse Pound / CNBC:
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Financial Times:
Sources: Builder.ai collapsed after it revised its 2024 revenue estimate from $220M to ~$55M and restated its previously reported 2023 sales from $180M to ~$45M  —  Failed UK start-up revised down revenues to just a quarter of prior estimates  —  Microsoft-backed Builder.ai collapsed …
Kylie Robison / Wired:
A look at Anthropic's first developer conference, where CPO Mike Krieger said 70%+ of Anthropic's code pull requests are now written by their AI model Claude  —  Anthropic CEO Dario Amodei said everything human workers do now will eventually be done by AI systems.
Dan Gallagher / Wall Street Journal:
A look at the rise of “sovereign AI”, wherein countries invest directly in chip companies like Nvidia and AMD, making AI chips a highly politicized business  —  As Nvidia and others strike deals with sovereign nations, their business will become politicized as never before
Wall Street Journal:
Sources: Tim Cook called Texas Governor Greg Abbott last week urging a veto or changes to a bill that would require Apple to verify users' ages on its devices  —  Apple's CEO called Greg Abbott after law passed requiring app stores to verify user ages  —  Apple stepped up efforts in recent weeks …
Nilay Patel / The Verge:
Q&A with Uber CEO Dara Khosrowshahi on the trade-offs with Route Share, Uber's business structure, autonomous vehicles, working with fleet operators, and more  —  Today, I'm talking with Uber CEO Dara Khosrowshahi.  We recorded this conversation the day Uber announced a big set of product updates …

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