Moore Threads completed a blockbuster IPO in China weeks before announcing its new generation of chips.
confirmed 1 article 2025-12-21
Moore Threads China
Chinese AI chipmaker Moore Threads announces a new generation of chips slated for mass production from 2026, just weeks after its blockbuster IPO in China
Bloomberg · 2025-12-21 · #8
Furman discusses similarities between the current AI boom and the dot-com era.
confirmed 1 article 2025-12-21
Jason Furman AI boom dot-com era
Q&A with Harvard economist Jason Furman, who consults for OpenAI, on the similarities between the AI boom and the dot-com era, AI's impact on jobs, and more
Bloomberg · 2025-12-21 · #9
Micron projects adjusted operating income for FY Q2 to rise over 5x to $11.3B.
confirmed 1 article 2025-12-21
Micron adjusted operating income $11.3B >5x YoY
An analysis estimates sales tax breaks on GPUs could total more than $3.3 billion.
confirmed 1 article 2025-12-21
Analysis GPUs
Sam Altman is associated with Merge Labs (referred to as 'Sam Altman's Merge Labs').
confirmed 1 article 2025-12-20
Sam Altman Merge Labs
Elon Musk's 2018 Tesla CEO pay package is restored by the Delaware Supreme Court; the package was approximately $56 billion in value when it vested.
confirmed 1 article 2025-12-20
Elon Musk 2018 Tesla CEO pay package
The Delaware Supreme Court rules that Elon Musk's 2018 Tesla CEO pay package, worth around $56B when it vested, must be restored, ending a years-long fight
CNBC · 2025-12-20 · #24
The AI gold rush is creating shortages in memory chips.
confirmed 1 article 2025-12-20
AI gold rush memory chips
Micron projects FY Q2 sales to grow over 2x YoY to $18.7B and adjusted operating income to rise over 5x to $11.3B, signaling higher memory chip prices in 2026
Wall Street Journal · 2025-12-20 · #8
Micron signals that memory chip prices will be higher in 2026.
confirmed 1 article 2025-12-20
Micron memory chips 2026
Micron projects FY Q2 sales to grow over 2x YoY to $18.7B and adjusted operating income to rise over 5x to $11.3B, signaling higher memory chip prices in 2026
Wall Street Journal · 2025-12-20 · #8
Micron projects FY Q2 sales to more than double year-over-year to $18.7B and adjusted operating income to increase over fivefold to $11.3B.
confirmed 1 article 2025-12-20
Micron FY Q2 sales: $18.7B adjusted operating income: $11.3B
Micron projects FY Q2 sales to grow over 2x YoY to $18.7B and adjusted operating income to rise over 5x to $11.3B, signaling higher memory chip prices in 2026
Wall Street Journal · 2025-12-20 · #8
An analysis estimates that sales tax breaks on GPUs tied to the project could total more than $3.3 billion.
confirmed 1 article 2025-12-20
Analysis GPU sales tax breaks
A look at Meta's 2GW Hyperion data center in Louisiana, with the first phase opening in 2028; an analysis shows sales tax breaks on GPUs could total $3.3B+
Sherwood News · 2025-12-20 · #5
Memory chip shortages could raise prices for a variety of gadgets.
confirmed 1 article 2025-12-20
memory chip shortages gadgets
Micron projects FY Q2 sales to grow over 2x YoY to $18.7B and adjusted operating income to rise over 5x to $11.3B, signaling higher memory chip prices in 2026
Wall Street Journal · 2025-12-20 · #8
Property values in the area are skyrocketing, associated with the development and investment.
confirmed 1 article 2025-12-20
Local property values Louisiana area
A look at Meta's 2GW Hyperion data center in Louisiana, with the first phase opening in 2028; an analysis shows sales tax breaks on GPUs could total $3.3B+
Sherwood News · 2025-12-20 · #5
Sources report Resolve AI raised a Series A at multiple valuation tiers, including a $1B valuation.
rumored 1 article 2025-12-20
Resolve AI Series A $1B valuation multiple valuation tiers
Sources: Resolve AI, which is developing an autonomous site reliability engineering tool, raised a Series A at multiple valuation tiers, including at $1B
TechCrunch · 2025-12-20 · #20
$10 billion of investment is being directed to the Hyperion data center project.
confirmed 1 article 2025-12-20
Meta Hyperion data center
A look at Meta's 2GW Hyperion data center in Louisiana, with the first phase opening in 2028; an analysis shows sales tax breaks on GPUs could total $3.3B+
Sherwood News · 2025-12-20 · #5
Mistral prices Mistral OCR 3 at $2 per 1,000 pages.
confirmed 1 article 2025-12-19
Mistral Mistral OCR 3 $2 per 1,000 pages
Mistral launches Mistral OCR 3, featuring improvements in processing forms, scanned documents, complex tables, and handwriting, priced at $2 per 1,000 pages
Mistral AI · 2025-12-19 · #31
Sources report OpenAI's new fundraising round could value the company at as much as $830B.
rumored 1 article 2025-12-19
OpenAI $830B
Sources: OpenAI's new fundraising round could value it at as much as $830B; it aims to raise up to $100B and complete the round by the end of Q1 at the earliest
Wall Street Journal · 2025-12-19 · #32
Neurable raised a $35M Series A round led by Spectrum Moonshot Fund, bringing the company's total raised to $65M.
confirmed 1 article 2025-12-19
Neurable Spectrum Moonshot Fund
Boston-based Neurable, which builds an OS for brain-computer interfaces, raised a $35M Series A led by Spectrum Moonshot Fund, bringing its total raised to $65M
Axios · 2025-12-19 · #15
OpenAI reportedly aims to raise up to $100B in the new funding round.
rumored 1 article 2025-12-19
OpenAI $100B
Sources: OpenAI's new fundraising round could value it at as much as $830B; it aims to raise up to $100B and complete the round by the end of Q1 at the earliest
Wall Street Journal · 2025-12-19 · #32
A source says the deal is Google Cloud's largest security services agreement, approaching $10 billion over several years.
rumored 1 article 2025-12-19
Google Cloud Palo Alto Networks approaching $10B several years
Google Cloud and Palo Alto Networks strike a deal that a source says is Google Cloud's largest security services deal “approaching $10B” over several years
Reuters · 2025-12-19 · #18
Oracle, Silver Lake, and MGX will collectively own 45% of TikTok's U.S. entity.
confirmed 1 article 2025-12-19
Oracle Silver Lake MGX TikTok U.S. entity
Internal memo: TikTok has signed a deal to sell its US unit; Oracle, Silver Lake, MGX will collectively own 45% of the US entity, and ByteDance will retain ~20%
Axios · 2025-12-19 · #1
ByteDance will retain approximately 20% ownership of the TikTok U.S. entity.
confirmed 1 article 2025-12-19
ByteDance TikTok U.S. entity
Internal memo: TikTok has signed a deal to sell its US unit; Oracle, Silver Lake, MGX will collectively own 45% of the US entity, and ByteDance will retain ~20%
Axios · 2025-12-19 · #1
Data shows the gap between Nvidia and Huawei is widening.
confirmed 1 article 2025-12-19
data Nvidia Huawei
US approving Nvidia H200 exports to China is based on the idea that Huawei is a viable competitor, but data shows the gap between Nvidia and Huawei is widening
Council on Foreign Relations · 2025-12-19 · #7
Sources report ByteDance is on track for roughly $50B profit in 2025 after generating about $40B net income in the first three quarters, surpassing its internal 2025 target.
rumored 1 article 2025-12-19
ByteDance
Sources: ByteDance is on track for ~$50B profit in 2025 after generating a ~$40B net income in the first three quarters, surpassing its internal target for 2025
Bloomberg · 2025-12-19 · #10
OpenAI reportedly aims to complete the fundraising round by the end of Q1 at the earliest.
rumored 1 article 2025-12-19
OpenAI end of Q1
Sources: OpenAI's new fundraising round could value it at as much as $830B; it aims to raise up to $100B and complete the round by the end of Q1 at the earliest
Wall Street Journal · 2025-12-19 · #32
Claude dropped prices to $0 for many items and gave away a PlayStation 5 as part of its decisions.
confirmed 1 article 2025-12-19
Claude inventory PlayStation 5
In an experiment, Claude ran a vending machine in the WSJ newsroom and lost $1,000+ after it dropped prices to zero, gave away a free PlayStation, and more
Wall Street Journal · 2025-12-19 · #36
The Claude-run vending-machine experiment lost money (reported as hundreds to over $1,000) and was described as financially unsuccessful/ bankrupt in its early run.
confirmed 1 article 2025-12-19
Project Vend
In an experiment, Claude ran a vending machine in the WSJ newsroom and lost $1,000+ after it dropped prices to zero, gave away a free PlayStation, and more
Wall Street Journal · 2025-12-19 · #36
Instacart's (CART) shares fell more than 8%, reflecting market reaction to the FTC settlement news and related reports.
confirmed 1 article 2025-12-19
Instacart
Instacart will pay $60M to settle FTC allegations that it used deceptive tactics in its subscription signup and “satisfaction guarantee” advertising
CNBC · 2025-12-19 · #37
Manus says it has been growing at over 20% month-over-month since the release of Manus 1.5.
confirmed 1 article 2025-12-18
Manus 20%+ MoM since Manus 1.5 release
Manus says it crossed $100M ARR eight months after launch and is growing at 20%+ MoM since Manus 1.5's release; its total revenue run rate is now over $125M
Bloomberg · 2025-12-18 · #28
Manus reports its total annual revenue run rate is now over $125M.
confirmed 1 article 2025-12-18
Manus $125M annual run rate
Manus says it crossed $100M ARR eight months after launch and is growing at 20%+ MoM since Manus 1.5's release; its total revenue run rate is now over $125M
Bloomberg · 2025-12-18 · #28
Endra, which develops AI tools that automate mechanical, electrical, and plumbing design for commercial buildings, raised a $20M seed round led by Notion Capital.
confirmed 1 article 2025-12-18
Endra Notion Capital
Endra, whose AI tools automate mechanical, electrical, and plumbing design for commercial buildings, raised a $20M seed led by Notion
Fortune · 2025-12-18 · #16