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October 6, 2025, 12:35 PM
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| MacKenzie Sigalos / CNBC: |
OpenAI and AMD announce a deal in which OpenAI could take up to a 10% stake in AMD and deploy up to 6GW of Instinct GPUs over multiple years; AMD jumps 25%+ — - OpenAI and AMD have reached a deal that could see Sam Altman's company take a 10% stake in the chipmaker
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LinkedIn: Emil Protalinski and Vamsi Boppana
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Forums: r/hardware, r/intelstock, r/AMD_Stock, r/technology, r/Finanzen, r/AMD_Stock, r/AMD_Stock, r/singularity, and r/artificial
| Rebecca Bellan / TechCrunch: |
As part of the OpenAI-AMD deal, OpenAI will receive the first GW worth of AMD's Instinct MI450 chip in H2 2026, when the new chip is scheduled for deployment — AMD has signed a multi-year chip supply deal with OpenAI that could generate tens of billions in revenue for the chipmaker, helping accelerate its momentum in the AI industry.
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| Alexander Saeedy / Wall Street Journal: |
Source: xAI is set to spend $18B+ to acquire ~300K more Nvidia chips for its Colossus 2 project in Memphis; in July, Elon Musk said it would total 550K chips — xAI aims to win tech arms race with ‘Colossus’ data centers, thrown up at lightning speed; city divided over massive power and water demands
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| Robert Hart / The Verge: |
OpenAI executive Bill Peebles says Sora users can now stop AI-generated versions of themselves from appearing in certain contexts like videos involving politics — It won't help stop the avalanche of AI slop OpenAI has unleashed. … Sora now lets you rein in your AI doubles …
More: Stratechery, 9to5Mac, Futurism, CNET, and Business Insider
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Bluesky: @carnage4life, @tprstly, @davelee.me, and @carnage4life
| Alex Weprin / The Hollywood Reporter: |
Instagram launches Rings, an awards program recognizing 25 top creators; the judging panel includes Spike Lee, designer Marc Jacobs, and Adam Mosseri — Spike Lee, Marc Jacobs and Instagram head Adam Mosseri will be among the judges of the Rings program, which will honor the platform's top creators … | Duncan Riley / SiliconANGLE: |
Google DeepMind unveils CodeMender, an AI agent that autonomously detects, patches, and rewrites vulnerable code, leveraging Gemini Deep Think models — Alphabet Inc.'s Google DeepMind lab today shared results for CodeMender, an artificial intelligence-powered agent that automatically detects …
More: The Keyword, Neowin, AI News, and Google DeepMind
| Molly Schuetz / Bloomberg: |
Verizon names Dan Schulman as CEO, replacing Hans Vestberg effective immediately; Schulman is a former PayPal CEO, and Vestberg will help manage the transition — Verizon Communications Inc. named Dan Schulman chief executive officer, replacing Hans Vestberg effective immediately.| Bloomberg: |
The Paris prosecutor's office refers a probe into Apple's Siri recordings to the Office for Combating Cybercrime, after a human rights organization's complaint — Apple Inc. faces an investigation in France over the use of voice recordings made with its assistant Siri.
More: AppleInsider, Reuters, 9to5Mac, Politico, MacDailyNews, and MacTech.com
| Financial Times: |
Sources: private capital firms like Oaktree, EQT, and DWS are seeking to cash in on the US-driven AI boom, launching €17B of European data center sales in weeks — Oaktree Capital, Partners Group and EQT among those seeking to cash in on AI boom — Private capital firms are seeking … | Martha Muir / Financial Times: |
A look at cost and viability concerns over small nuclear reactors in the US, as the government, companies, and investors bet $9B+ on SMRs to power the AI boom — Small reactors could prove too costly to be viable despite $9bn investment in power for AI boom
More: MIT Technology Review, CNBC, The Indian Express, and Bloomberg
| Cory Doctorow / The Guardian: |
A book excerpt details the “enshittification” of Amazon, and how its “flywheel” technique now enriches the company at the expense of merchants — Sick of scrolling through junk results, AI-generated ads and links to lookalike products?
More: New York Times, Ace of Spades HQ, and Financial Times
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Forums: Hacker News, r/technology, r/TrueReddit, r/BetterOffline, Beehaw, and Slashdot
| Martin Arnold / Financial Times: |
The European Securities and Markets Authority plans to centralize the regulation of stock exchanges, crypto companies, and clearing houses at an EU level — Esma chair says move would help boost bloc's capital markets by removing supervision from 27 separate authorities
More: Cointelegraph, Beyond Search, and crypto.news
| MacKenzie Sigalos / CNBC: |
A look at OpenAI's search for the sites of its Stargate data centers in the US; OpenAI has received 800+ applications since January and has ~20 finalist sites — It wasn't how Keith Heyde envisioned celebrating the holidays. Rather than hanging out with his wife back home in Oregon … | New York Times: |
The DOJ and Google wrap up a two-week remedies hearing in the US v. Google ad tech trial; both sides will offer closing arguments in November — The Justice Department and Google wrapped up a two-week hearing that could have a major effect on online advertising.| Ashley Capoot / CNBC: |
Deloitte announces a deal to roll out Anthropic's Claude to more than 470,000 of its employees globally, marking Anthropic's largest enterprise deployment ever — Deloitte on Monday announced a deal to bring Anthropic's artificial intelligence assistant Claude to more than 470,000 of its employees around the globe.| Isabella Simonetti / Wall Street Journal: |
A profile of EA CEO Andrew Wilson, who is expected to stay in the role, as Silver Lake's Egon Durban credits him for building EA's “crown jewel” sports business — He's a charming Aussie surfer who plays videogames and has a black belt in jiu-jitsu.
More: Motley Fool, PC Games Insider, and TheGamer
| Jason Schreier / Bloomberg: |
More: PC Gamer and Sherwood News
X: @bangbangclick, @grummz, @ppphyl, and @alegendarydrops
Bluesky: @jasonschreier, @iosam, @mikefulk, and @frydawolff
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