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Techmeme

Amazon launches AWS AI Factories, which lets customers deploy AWS infrastructure, including AWS Trainium chips and Nvidia GPUs, in their existing data centers (Georgia Butler/DatacenterDynamics)

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A profile of Dario Amodei and Anthropic, which is on track to hit a nearly $10B annualized run rate by the end of 2025, more than 10x what it generated in 2024 (Jeremy Kahn/Fortune)

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An interview with AWS CEO Matt Garman on his AI vision, how he plans to extend Amazon's cloud market lead, adding AI to AWS services, AI efficiencies, and more (Maxwell Zeff/Wired)

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Amazon debuts three frontier agents: Kiro autonomous agent, AWS Security Agent, and AWS DevOps Agent, each focused on a different aspect of software development (Mike Wheatley/SiliconANGLE)

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AWS announces new features for its AI agent platform Bedrock AgentCore, including new tools for managing AI agent boundaries and memory capabilities (Rebecca Szkutak/TechCrunch)

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AWS launches Nova Forge, a $100,000/year service allowing clients to customize Amazon's AI models at various stages of training and refine open-weight models (Jordan Novet/CNBC)

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Sources: OpenAI is developing a new LLM, codenamed Garlic, that outperforms Gemini 3 and Claude Opus 4.5 in coding and reasoning tasks, per internal evaluations (Stephanie Palazzolo/The Information)

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AWS launches DevOps Agent, an AI-enabled tool designed to help clients quickly identify root causes of outages and implement fixes, available in preview (Jordan Novet/CNBC)

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Amazon launches second generation of its Nova AI models, including Nova Lite, Nova Pro, Nova Sonic, and Nova Omni, a fully multimodal reasoning model (Will Knight/Wired)

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Amazon launches the Trainium3 UltraServer, powered by the 3nm Trainium3 AI training chip, and teases Trainium4, which will be able to work with Nvidia's chips (Julie Bort/TechCrunch)

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Amazon launches Trainium3, saying the AI chip is 4x faster than Trainium2 and can cut AI training and operating costs by up to 50% compared to equivalent GPUs (Robbie Whelan/Wall Street Journal)

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A look at Anthropic's societal impacts team, which broadly studies AI's impacts and finds and publishes "inconvenient truths", building on most AI safety teams (Hayden Field/The Verge)

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Barcelona-based Titan OS, which provides a smart TV operating system to TV makers like Philips and JVC, raised a €50M Series A led by Highland Europe (Ivan Mehta/TechCrunch)

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Axiado, which is making a chip designed to save space and power in AI servers, raised $100M led by Maverick Silicon (Stephen Nellis/Reuters)

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Mistral launches Mistral 3, a family of 10 models under the Apache 2.0 license, including its new flagship Mistral Large 3 and nine smaller Ministral 3 models (Michael Nuñez/VentureBeat)

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Adobe: US shoppers spent $14.25B online during Cyber Monday, up 7.1% YoY, compared with a 9.1% rise on Black Friday; five-day spending rose 7.7% YoY to $44.2B (Spencer Soper/Bloomberg)

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A Claude user gets Claude 4.5 Opus to generate a 14K-token document that Claude calls its "Soul overview"; an Anthropic employee confirms the doc's validity (Simon Willison/Simon Willison's Weblog)

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Vista Equity-backed infrastructure software company LogicMonitor acquires Catchpoint, which monitors user experiences across the internet, for $250M+ in cash (Liana Baker/Bloomberg)

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YouTube launches Recap, which lets users review their most notable video habits over the past year, in the US, ahead of a global rollout next week (Jess Weatherbed/The Verge)

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Michael and Susan Dell say they will deposit $6.25B for 25M children, or $250 per investment "Trump account", comparing the gift to Dell's direct PC sales model (Nicholas Kulish/New York Times)

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South Korean police arrest four over hacking 120K home security cameras, whose footage was used to make sexually exploitative material; one person made ~$12K (John Yoon/New York Times)

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Chinese short-video company Kuaishou launches Kling Video O1, saying it is the first multimodal AI model to unify video generation, editing, and post-production (Ben Jiang/South China Morning Post)

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Prediction market Kalshi raised $1B led by Paradigm at an $11B valuation, up from $5B after its $300M Series D in October, making its co-founders billionaires (Michael J. de la Merced/New York Times)

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Discord now lets users buy, wishlist, and gift in-game cosmetic items directly within its platform, starting with a store within Marvel Rivals' Discord server (Ash Parrish/The Verge)

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Paris-based AI voice startup Gradium, spun out of the nonprofit AI lab Kyutai, raised $70M led by FirstMark and Eurazeo, after launching in September (Bloomberg)

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Taiwanese prosecutors charge Tokyo Electron for failing to prevent staff from allegedly stealing TSMC trade secrets, indicting the company on several counts (Bloomberg)

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At a Tokyo forum, Masayoshi Son says he "was crying" over SoftBank selling its $5.83B Nvidia stake but "I just had more need for money to invest in OpenAI" (Dylan Butts/CNBC)

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Just Eat founder Jitse Groen plans to step down as CEO effective January 1, replaced by Prosus Europe head Roberto Gandolfo; Groen founded Takeaway.com in 2000 (Sarah Jacob/Bloomberg)

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Study: using the SCONE-bench benchmark of 405 blockchain smart contracts, Claude Opus 4.5, Claude Sonnet 4.5, and GPT-5 developed exploits together worth $4.6M (Anthropic)

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A profile of Cursor CEO Michael Truell, a 25-year-old who started building the AI coding tool in 2023, as some question Cursor's reliance on third-party models (Angel Au-Yeung/Wall Street Journal)

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Polymarket's Ukraine war betting, based on ISW's map, generated $1M+ in volume for "Will Russia capture Myrnohrad?"; an "unauthorized" map edit resolved the bet (Matthew Gault/404 Media)

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Americans express fear and negativity toward AI, often relying on bad arguments like water usage, a stark contrast with Asia and Europe's relative positivity (Noah Smith/Noahpinion)

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UK pension funds are cutting exposure to US equities over worries about growing concentration in a few tech stocks and a potential bubble in the AI sector (Financial Times)

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An interview with IBM CEO Arvind Krishna on why there's no AI bubble, his view that Watson's healthcare push was "inappropriate", IBM's quantum bet, and more (Nilay Patel/The Verge)

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CANI files a CA ballot measure to let an oversight board review and undo science and tech nonprofit conversions since January 2024, indirectly targeting OpenAI (Keach Hagey/Wall Street Journal)

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Sources: Apple doesn't plan to comply with India's mandate to preload a state-owned cyber safety app on iPhones and will raise its concerns with New Delhi (Reuters)

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South Korean trade data: South Korea's chip exports rose 38.5% YoY to a record $17.26B in November, driven by strong data center demand and higher memory prices (Reuters)

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Shopify says it fixed an issue in its login authentication flow, resolving a December 1 outage that left some merchants unable to log in or access POS systems (Neil J Kanatt/Reuters)

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Nvidia announces Alpamayo-R1, an AI model for autonomous driving research, and calls it the "first industry-scale open reasoning vision language action model" (Rebecca Szkutak/TechCrunch)

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Texas AG Ken Paxton says he is investigating Shein to determine whether it violated state laws on unethical labor practices and the sale of unsafe products (Jonathan Stempel/Reuters)

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Google, with its structural advantages, is a threat for both OpenAI and Nvidia; OpenAI has a real moat with 800M+ ChatGPT users, but needs an advertising model (Ben Thompson/Stratechery)

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Sources: Marvell is in advanced talks to buy chip startup Celestial AI in a cash-and-stock deal that could top $5B; Celestial was valued at $2.5B in March 2025 (The Information)

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Internal memo: OpenAI CEO Sam Altman declares a "code red" to shift more resources into improving ChatGPT amid rising competition, delaying other plans like ads (The Information)

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AWS and Google Cloud announce a jointly built multicloud networking solution and a new open interoperability spec; AWS plans a rollout with Azure later in 2026 (Ryan Christoffel/9to5Mac)

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The Trump administration agrees to inject up to $150M in xLight, which develops lasers for EUV machines and has Pat Gelsinger on its board, for an equity stake (Wall Street Journal)

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Samsung says the Galaxy Z TriFold will go on sale in South Korea on December 12 for ~$2,440, in China later in 2025, and in the US as early as Q1 2026 (Heekyong Yang/Reuters)

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Samsung unveils the Galaxy Z TriFold, with a 6.5" outer screen, a 10" inner screen, a Snapdragon 8 Elite for Galaxy SoC, and a 3.9mm body at its thinnest point (Allison Johnson/The Verge)

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Marques Brownlee plans to shut down his wallpaper app Panels on December 31; Appfigures: it had 900K downloads and $95K in user spending since its 2024 launch (Amanda Silberling/TechCrunch)

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Amazon launches Amazon Now, a new service that aims to deliver household essentials and groceries in ~30 minutes or less, available in Seattle and Philadelphia (Taylor Soper/GeekWire)

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Kalshi says users can now trade tokenized versions of their wagers on Solana, in a bid to court crypto holders; Polymarket already allows on-chain trading (Liz Napolitano/CNBC)

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