← Back to news
T

Techmeme

Nvidia says it will supply 260K+ of its most advanced AI chips to the South Korean government and major companies, including Samsung, Naver, and SK Group (Reuters)

T

Despite the hype around large AI models, many companies like Meta are using small models for routine tasks, finding them more practical and cost-effective (Christopher Mims/Wall Street Journal)

T

Shares of Seagate and Western Digital have sharply outperformed the broader market in 2025, surging ~200% on AI-related infrastructure demand for hard drives (Shashwat Chauhan/Reuters)

T

Vista Equity Partners buys a majority stake in Nexthink, which uses AI to let businesses track employees' device and app performance, valuing Nexthink at $3B (Paula Doenecke/Bloomberg)

T

Vodafone agrees to acquire Skaylink, a German company specializing in managing cloud deployments on Microsoft Azure and AWS, for €175M from PE firm Waterland (Yamini Kalia/Reuters)

T

NEC to buy US-listed CSG, a SaaS provider of customer care and billing services for telcos and other companies, for ~$2.9B in a deal expected to close in 2026 (Mayumi Negishi/Bloomberg)

T

Mumbai-based Snapmint, a BNPL partner to brands that lets consumers pay in monthly instalments via India's UPI, raised a $125M Series B led by General Atlantic (Shashank Pathak/Entrackr)

T

Tech companies, including Meta and xAI, are using SPVs to raise tens of billions for AI data centers, letting them keep the debt off their balance sheets (Carmen Arroyo/Bloomberg)

T

New York-based Kaizen, which provides a commerce platform for government agencies to offer services like utility billing, raised a $21M Series A led by NEA (Chris Metinko/Axios)

T

Sources: Coinbase is in late stage talks to buy stablecoin infra startup BVNK in a ~$2B deal; Coinbase expects to close the deal later this year or early 2026 (Bloomberg)

T

In its Q3 earnings, Alphabet said the profit included "net gains on equity securities of $10.7B," in part from a private company, which sources say is Anthropic (Bloomberg)

T

Bluesky says it has hit 40M users and plans to launch "dislikes" in beta to tailor content rankings and reply rankings (Sarah Perez/TechCrunch)

T

Brian Armstrong ended Coinbase's Q3 earnings call by saying certain words that Kalshi and Polymarket users had wagered would be mentioned during the call (Bloomberg)

T

Microsoft's Q1 earnings, showing that it had a $3.1B net loss from its OpenAI stake, imply OpenAI lost $11.5B during the quarter based on Microsoft's 27% stake (Matt Rosoff/The Register)

T

Archy, which offers AI-powered dental practice management software, raised a $20M Series B led by TCV, bringing its total funding to $47M (Mary Ann Azevedo/Crunchbase News)

T

Lettuce Financial, which offers an accounting, payroll, benefits, and tax compliance service for one-person businesses, raised $28M led by Zeev (Elaine Pofeldt/Forbes)

T

Tether reports that it has generated profits of over $10B during the first three quarters of 2025 and it has issued an additional $17B in USDT during Q3 (RT Watson/The Block)

T

Human Interest, a 401(k) platform for SMBs that aims to cut down on administrative work, raised $100M+ at a $3B post-money valuation, up from $1.3B in 2024 (Dan Primack/Axios)

T

In their latest earnings reports, Meta, Alphabet, Microsoft, and Amazon have announced plans to increase their AI spending in 2026 to a combined $400B (Meghan Bobrowsky/Wall Street Journal)

T

Pony.ai becomes the first company to receive a citywide robotaxi permit for Shenzhen, allowing self-driving taxis to operate beyond pilot zones (Evelyn Cheng/CNBC)

T

Sources: ex-xAI researcher Eric Zelikman is raising $1B at a $5B valuation for Humans&, which aims to train AI that is better at collaborating with humans (Anna Tong/Forbes)

T

Perplexity launches a free AI-powered patent research tool in beta to let users search for patents using natural language queries (Emma Roth/The Verge)

T

Getty and Perplexity sign a multi-year licensing agreement to let the AI startup display Getty's images across its search and discovery tools (Kritika Lamba/Reuters)

T

Denmark says it will withdraw the EU "Chat Control" proposal, which would force tech companies to scan messages for CSAM, and instead support voluntary scanning (Claudie Moreau/Euractiv)

T

Google releases its first AI-generated ad, promoting Search's AI mode, but chooses not to include a label disclosing it was made with Veo 3 and other tools (Patrick Coffee/Wall Street Journal)

T

Nvidia CEO Jensen Huang says he still hopes to sell the company's Blackwell chips to China "someday", but points out the decision is up to President Trump (Reuters)

T

The US CBP signs a two-year deal with AI logistics company Altana, and will use its platform for real-time trade enforcement, forced labor detection, and more (Mackenzie Weinger/Axios)

T

Letter: Nexperia suspends supplies of wafers to its Chinese assembly plant, citing a failure to "comply with the agreed contractual payment terms" (Reuters)

T

YouTube is revamping its TV app to mimic paid streamers like Netflix, organizing videos by seasons and episodes, blurring the lines between pro and user content (Janko Roettgers/The Verge)

T

Samsung says it's partnering with Nvidia to build an "AI Megafactory" and deploy over 50K of Nvidia's most advanced GPUs to embed AI in its chipmaking process (Mike Wheatley/SiliconANGLE)

T

Ofcom chief Melanie Dawes warns social media companies to prove their algorithms protect under-18s from seeing harmful content, or face enforcement action (Dan Thomas/Financial Times)

T

Corporate travel and expense management software maker Navan's shares fell 20% to $20, valuing it at $5B, after raising $923.1M in its IPO at a $6.2B market cap (Subrat Patnaik/Bloomberg)

T

Filing: Gloo, a developer of AI tools for Christian churches with ex-Intel CEO Pat Gelsinger as its head of technology, seeks an $873.4M valuation in its US IPO (Pritam Biswas/Reuters)

T

Amazon CEO Andy Jassy says the 14,000-person layoffs were due to "culture" and "removing layers" from its internal structure, not really AI or financial factors (Taylor Soper/GeekWire)

T

SEC filing: Snowflake says an executive shared unauthorized financial guidance with an Instagram influencer; an Oct. 26 video interview features CRO Mike Gannon (Alice Tecotzky/Business Insider)

T

Cloudflare reports Q3 revenue up 31% YoY to $562M, vs. $544.6M est., and forecasts Q4 revenue of $589M, vs. $580M est.; NET jumps 8%+ (Reinhardt Krause/Investor's Business ...)

T

Twilio reports Q3 revenue up 15% YoY to $1.3B vs. $1.25B est., forecasts Q4 sales above est., agrees to buy identity platform Stytch; TWLO jumps 8%+ after hours (Chris Ciaccia/Seeking Alpha)

T

OpenAI starts to sell extra credits for Sora, which currently has a limit of 30 free gens per day; 10 video gens will retail for $4 through Apple's App Store (Anna Washenko/Engadget)

T

Amazon reports a $9.5B pre-tax gain from its investment in Anthropic, which was included in the company's non-operating income for Q3 (Todd Bishop/GeekWire)

T

Amazon reports Q3 AWS revenue up 20% YoY to $33B, vs. $32.42B est., and AWS operating income up 9.5% YoY to $11.4B (Annie Palmer/CNBC)

T

Filing: Meta plans to raise money through bond offerings worth up to $30B; the company has said its capex next year would be "notably larger" than in 2025 (Arsheeya Bajwa/Reuters)

T

Apple expects Q1 revenue to grow 10% to 12% YoY, with iPhone sales up by double digits, and reports Q4 China revenue down 4% YoY to $14.5B, vs. $16.24B est. (Stephen Nellis/Reuters)

T

Filings: business services giant Conduent, which was spun off from Xerox in 2017, confirms that a 2024 data breach has impacted over 10.5M people (Bill Toulas/BleepingComputer)

T

Coinbase reports Q3 revenue up 55% YoY to $1.9B, vs. $1.8B est., net income up 473% to $433M, and trading volume up 59% to $295B (Olga Kharif/Bloomberg)

T

SEC filing: Meta says it is no longer facing a CFPB investigation over advertising for financial services on its platforms (Evan Weinberger/Bloomberg Law)

T

Apple reports Q4 revenue from Services, which includes the App Store, Apple Pay, Apple TV, Apple Music, and iCloud, up 15% YoY to $28.75B, vs. $28.17B est. (Loree Seitz/The Wrap)

T

Roku beats expectations with Q3 net income of $24.8M, vs. a net loss of $35.8M a year ago, and revenue of $1.21B, up 14% YoY; total streaming hours rose 12% YoY (Todd Spangler/Variety)

T

Sources: Intel is in early-stage talks to acquire AI chip startup SambaNova, with a deal likely valuing SambaNova below its $5B valuation in 2021 (Bloomberg)

T

Amazon reports Q3 ad revenue up 24% YoY to $17.7B, vs. $17.3B est., and subscription services revenue up 11% YoY to $12.6B (Lucas Manfredi/The Wrap)

T

Apple reports Q4 revenue up 8% YoY to $102.47B, vs. $102.24B est., net income up 86% to $27.5B, and FY 2025 revenue up 6% to $416.16B (Kif Leswing/CNBC)

T