Sources: delays in the deal to send Nvidia's AI chips to the UAE, announced in May, are frustrating Jensen Huang and administration officials like David Sacks
White House said to be pressing nation to finalize U.S. investments before chip deliveries are authorized Aiko Gao Ishida / Tech in Asia : Trump's UAE chip deal delays frustrate Nvidia, US officials S...
Opendoor names Shopify COO Kaz Nejatian as its CEO, following Carrie Wheeler's ouster, and appoints co-founder Keith Rabois as its chairman; OPEN jumps 50%+
Stock Soars The Real Deal : Opendoor names Shopify exec as CEO Emily Jarvie / Proactive : Opendoor Technologies stock surges as it names Shopify's Kaz Nejatian as CEO Michael Grothaus / Fast Company :...
Walmart consolidates its AI agents into four “super agents”, for customers, staff, engineers, and sellers/suppliers, using Anthropic's Model Context Protocol
So Why Are You Still Treating It Like One? Aiko Gao Ishida / Tech in Asia : Walmart deploys AI agents to assist shoppers, boost ecommerce Laurie Sullivan / MediaPost : Google, Walmart Separately Set O...
Sources: repair demand in China for Nvidia's banned AI chips, including H100 and A100, surges as ~12 firms now repair chips that made their way into the country
companies resurrecting banned AI accelerators at a rate of up to ‘500 per month’ Chris Cooke / CMU : If China blocks TikTok deal app will “go dark” says US Commerce Secretary, but hints deal “coming s...
Peter Thiel-backed crypto exchange Bullish files for an IPO, plans to trade on the NYSE, and reports a net loss of ~$349M on digital asset sales of $80M in Q1
This is our initial public offering. We are offering a total of ordinary shares … Godfrey Benjamin / Coinspeaker : Bullish Exchange Files to Go Public in the United States Sebastian Villafuerte / Bit...
Xiaomi CEO Lei Jun says on Weibo that Xiaomi invested ~$1.9B to build its Xring O1 chip and plans to invest $6.9B+ in chip design over at least the next decade
Update Hilbert Hagedoorn / Guru3D : Xiaomi Xring O1 Single-Core and Multi-Core Geekbench 6 Results Reuters : Xiaomi to invest at least $6.9 billion in chip design, founder says Aiko Gao Ishida / Tech ...
OpenAI rolls out a ChatGPT memory feature that references past chats for answers, starting with ChatGPT Pro and Plus subscribers, but not in the UK and the EEA
and That Changes Everything Rimjhim Singh / Business Standard : OpenAI rolls out ChatGPT memory update, now for pro subscribers only OpenAI : Memory FAQ — Learn more about managing your memories in ...
Sources: Apple plans to send more iPhones to the US from India to offset the China tariffs, but the situation is too uncertain to upend supply chain investments
‘people are just rushing in worried’ Chance Miller / 9to5Mac : Apple is racing to fly planes of iPhones into the US ahead of Trump's tariffs Daily Mail : How Tim Cook's business empire could beat Dona...
Mark Zuckerberg says Meta will share news about a Llama 4 Reasoning model “in the next month”
David Sacks Jesus Rodriguez / TheSequence : The Sequence Radar #526: Llama 4 Scout and Maverick are Here! Aman Gupta / Livemint : ChatGPT vs Meta AI: Which AI chatbot is better after the Llama 4 launc...
Intel defeats a shareholder lawsuit accusing it of fraudulently concealing problems in its foundry unit, leading to job cuts and a $32B stock plunge
complaints stemmed from single-day $32B devaluation in 2024 AleksandarK / TechPowerUp : Intel Confirms Long-Term TSMC Partnership, About 30% of Wafers Outsourced to TSMC Rob Thubron / TechSpot : Judge...