Techmeme
September 22, 2025, 10:50 PM

Top News

OpenAI:
Nvidia plans to invest $100B in OpenAI progressively as part of a deal to deploy at least 10 GW of Nvidia systems for OpenAI's infrastructure  —  - Strategic partnership enables OpenAI to build and deploy at least 10 gigawatts of AI datacenters with NVIDIA systems representing millions of GPUs …
Kif Leswing / CNBC:
Jensen Huang says the 10 GW OpenAI project is equivalent to 4M-5M GPUs; the first phase is expected to come online in H2 2026 using Nvidia's Vera Rubin platform  —  Nvidia will invest $100 billion in OpenAI as the artificial intelligence lab sets out to build hundreds of billions of dollars …
Axios:
White House says TikTok's new US entity would lease a copy of ByteDance's algorithm, which Oracle would retrain; US users wouldn't need to re-download the app  —  TikTok's new U.S. entity would lease its algorithm from Chinese owner ByteDance under the terms of a proposed deal between the U.S. and China …
Bloomberg:
Manish Singh / India Dispatch:
Reuters:
The EU's cybersecurity agency says a ransomware attack caused the recent disruptions that affected check-in systems at Heathrow and other European airports  —  - Collins Aerospace works to restore systems at key airports  — Berlin Marathon worsens delays; Brussels uses manual check-ins
Brody Ford / Bloomberg:
Oracle promotes Clay Magouyrk and Mike Sicilia to co-CEOs, replacing Safra Catz; Magouyrk previously led Cloud Infrastructure, and Sicilia led Oracle Industries  —  Oracle Corp. on Monday promoted Clay Magouyrk and Mike Sicilia to become co-chief executive officers, signaling the company's focus …
Shakeel Hashim / Transformer:
Over 200 prominent figures, including senior staffers at AI companies, call for international action to create “red lines” for AI development by the end of 2026  —  Experts are calling for international agreements as the United Nations meets, but they face an uphill battle turning words into action
Carl Franzen / Venturebeat:
Alibaba releases Qwen3-Omni, a family of open-source AI models that can process text, audio, image, and video inputs and generate both text and speech outputs  —  U.S. tech giants are facing a reckoning from the East. … To be clear: Qwen3-Omni can accept and analyze inputs of text …
The Information:
Sources: humanoid robotics startup 1X is seeking to raise up to $1B at a $10B+ valuation, more than 12x its previous valuation from a January financing  —  Humanoid robotics startup 1X has told investors and employees it is trying to raise as much as $1 billion, according to three people who spoke to CEO Bernt Øivind.
Andrew Liszewski / The Verge:
Google adds Gemini to Google TV, starting on TCL's new QM9K series TVs and expanding to Google TV Streamer 4K and other major TV brands later in 2025  —  TCL's QM9K series TVs will be the first to offer Gemini on Google TV, with more devices getting it later this year.
Sydney Bradley / Business Insider:
Meta rolls out an AI assistant for Facebook Dating in the US and Canada, to reduce “swipe fatigue” by letting users find matches via natural language prompts  —  - Meta is launching an AI assistant to help you date.  — Facebook Dating, the company's dating app experience, rolled out a new AI feature on Monday.
Hadlee Simons / Android Authority:
MediaTek unveils its 3nm Dimensity 9500 mobile SoC, featuring an 8-core CPU, 12-core GPU with hardware ray tracing, and its ninth-gen MediaTek NPU 990  —  Phones with the Dimensity 9500 could be video capture powerhouses.  —  •  —  •  —  •  —  TL;DR
Steven Levy / Wired:
Tech leaders embracing Trump for short-term gain may ultimately imperil their companies and is counter to Silicon Valley's idealistic roots  —  Tech got what it wanted by electing Trump.  A year later, it looks more like a suicide pact.  —  For decades, Mark Lemley's life as an intellectual property lawyer was orderly enough.
Ateev Bhandari / Reuters:
Bitcoin-treasury company Strive, co-founded by Vivek Ramaswamy, will acquire Semler Scientific, a medical device company that has a bitcoin treasury, for $1.34B  —  Strive (ASST.O) said on Monday it will acquire Semler Scientific (SMLR.O) in an all-stock deal valued at about $1.34 billion …

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.
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.
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.
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.

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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More News

Zac Bowden / Windows Central:
Jess Weatherbed / The Verge:

Earlier Picks

Bloomberg:
Digiday:
Courtney Rozen / Reuters:
Elizabeth Chamberlain / iFixit News: