European chipmakers need TSMC's support to develop and expand their domestic semiconductor supply chain.
confirmed 1 article 2025-11-19
European chipmakers TSMC
As TSMC readies its €10B Germany plant for 2027, its Taiwanese suppliers say they're struggling with the EU's complex permitting, labor, and environmental rules
New York Times · 2025-11-19 · #32
Kroger is Ocado's US partner and a major client for its automated warehouse operations.
confirmed 1 article 2025-11-19
Ocado Kroger
UK online grocer Ocado's stock closed down 17.4% on November 18 after its US partner Kroger said it would close three automated warehouses in January 2026
Reuters · 2025-11-19 · #46
Kroger is pulling back on use of Ocado's automated warehouse technology, evidenced by announced site closures.
confirmed 1 article 2025-11-19
Kroger Ocado Ocado automated warehouse technology
UK online grocer Ocado's stock closed down 17.4% on November 18 after its US partner Kroger said it would close three automated warehouses in January 2026
Reuters · 2025-11-19 · #46
The planned data center will rely on Nvidia chips for its compute infrastructure.
confirmed 1 article 2025-11-19
xAI Nvidia chips
Elon Musk says xAI plans to develop a 500 megawatt data center in Saudi Arabia with state-backed AI startup Humain; the data center will rely on Nvidia chips
Bloomberg · 2025-11-19 · #25
Epic Games and Unity announce a strategic partnership to collaborate on bringing Unity-made content into Epic's ecosystem.
confirmed 1 article 2025-11-19
Epic Games Unity
Epic Games partners with Unity to bring games made with Unity Engine to Fortnite in 2026, part of Epic's longterm vision to make Fortnite into an open metaverse
The Verge · 2025-11-19 · #14
Bitcoin/crypto miners like IREN are positioned to assist developers by providing access to electricity or power infrastructure.
confirmed 1 article 2025-11-19
bitcoin miners IREN developers
Crypto miners like IREN are pivoting to AI data centers amid the AI boom; IREN's stock, down to ~$1 in 2022, is up 300% in 2025, giving it a $13B+ market cap
Wall Street Journal · 2025-11-19 · #30
Microsoft and Anthropic are expanding their partnership to make Anthropic models available via Microsoft Foundry for Azure customers.
confirmed 1 article 2025-11-19
Microsoft Anthropic
Anthropic's Claude Sonnet 4.5, Haiku 4.5, and Opus 4.1 are now available in public preview in Microsoft Foundry for Azure customers
Anthropic · 2025-11-19 · #19
Epic Games and Unity will bring games made with the Unity Engine to Fortnite in 2026.
confirmed 1 article 2025-11-19
Epic Games Unity Unity Engine games Fortnite
Epic Games partners with Unity to bring games made with Unity Engine to Fortnite in 2026, part of Epic's longterm vision to make Fortnite into an open metaverse
The Verge · 2025-11-19 · #14
xAI will develop the 500 MW Saudi Arabia data center in partnership with state-backed AI startup Humain.
confirmed 1 article 2025-11-19
xAI Humain 500 megawatt data center Saudi Arabia
Elon Musk says xAI plans to develop a 500 megawatt data center in Saudi Arabia with state-backed AI startup Humain; the data center will rely on Nvidia chips
Bloomberg · 2025-11-19 · #25
Intuit will deepen its use of OpenAI models as part of the agreement.
confirmed 1 article 2025-11-18
Intuit OpenAI models
OpenAI and Intuit sign a multiyear deal, set to generate $100M+ in OpenAI revenue, in which Intuit will deepen its use of OpenAI models and launch ChatGPT apps
Wall Street Journal · 2025-11-18 · #17
OpenAI and Intuit sign a multiyear partnership agreement.
confirmed 1 article 2025-11-18
OpenAI Intuit
OpenAI and Intuit sign a multiyear deal, set to generate $100M+ in OpenAI revenue, in which Intuit will deepen its use of OpenAI models and launch ChatGPT apps
Wall Street Journal · 2025-11-18 · #17
Arm and Nvidia announce that Arm-based Neoverse CPUs will be able to integrate with AI accelerators using Nvidia's NVLink Fusion, enabling Neoverse platforms to access Nvidia GPU connectivity for higher performance and bandwidth.
confirmed 1 article 2025-11-18
Arm Nvidia Arm Neoverse CPUs Nvidia NVLink Fusion AI accelerators (Nvidia GPUs)
Arm and Nvidia announce that Arm-based Neoverse CPUs will be able to integrate with AI accelerators using Nvidia's NVLink Fusion tech
CNBC · 2025-11-18 · #45
NVIDIA announced a partnership with startup Starcloud to work on developing space-based (lunar/orbital) data centers.
confirmed 1 article 2025-11-17
NVIDIA Starcloud
Elon Musk, Jeff Bezos, and Sundar Pichai have each discussed building lunar and orbital AI data centers to leverage constant solar power and bypass regulations
Wall Street Journal · 2025-11-17 · #27
DeepMind and BlackRock envisioned a project called 'DeepTick' to apply AI to financial trading; after years of work the effort disbanded and ultimately fizzled out.
failed 1 article 2025-11-16
DeepMind BlackRock DeepTick
Sources: Demis Hassabis pursued a Nobel as a DeepMind goal and favored high-minded work over short-term revenue or a stronger AI race position for Alphabet
Reuters · 2025-11-16 · #4
Sources say Hassabis declined an OpenAI offer for a joint venture to collaborate on AGI safety, preferring DeepMind to proceed independently.
rumored 1 article 2025-11-16
Demis Hassabis OpenAI
Sources: Demis Hassabis pursued a Nobel as a DeepMind goal and favored high-minded work over short-term revenue or a stronger AI race position for Alphabet
Reuters · 2025-11-16 · #4
China and the United States have complementary AI strategies: China emphasizes embodied AI and open-source models, while the U.S. is more AGI-centric.
confirmed 1 article 2025-11-16
China United States
The current AI strategies of China and the US are complementary, as unlike the US, China isn't “AGI-pilled” yet, focusing on embodied AI and open source models
Hyperdimensional · 2025-11-16 · #10
JPMorgan Chase secures deals with fintech middlemen such as Plaid covering over 95% of third-party data pulls and will receive payment from those firms for access to customer data.
confirmed 1 article 2025-11-15
JPMorgan Chase Plaid fintech middlemen
JPMorgan Chase secures deals with fintech middlemen, like Plaid, covering 95%+ of third-party data pulls, and will receive payment for access to customer data
CNBC · 2025-11-15 · #10
MLS Commissioner said the length and financials of the initial 2023 10-year, $2.5B deal with Apple were changed as part of moving MLS matches into the main Apple TV offering; details were not disclosed.
confirmed 1 article 2025-11-14
Major League Soccer Apple 2023 10-year $2.5B deal
Apple and Major League Soccer agree to make all MLS games available on Apple TV for no extra charge from 2026, ending the MLS Season Pass subscription
The Athletic · 2025-11-14 · #37
Baidu's ApolloGo partners with Lyft to deploy robotaxis in London in 2026.
confirmed 1 article 2025-11-14
Baidu ApolloGo Lyft London 2026
Waymo partners with Moove and Baidu's ApolloGo partners with Lyft to roll out robotaxis in 2026 in London, the first place Chinese and US robotaxis will compete
Wall Street Journal · 2025-11-14 · #17
Waymo partners with Moove to roll out robotaxi services in London in 2026.
confirmed 1 article 2025-11-14
Waymo Moove London 2026
Waymo partners with Moove and Baidu's ApolloGo partners with Lyft to roll out robotaxis in 2026 in London, the first place Chinese and US robotaxis will compete
Wall Street Journal · 2025-11-14 · #17
Maryland will partner with Percepta to speed up processing of housing permits.
confirmed 1 article 2025-11-14
Maryland Percepta housing permits
Maryland will deploy Claude across its agencies to help residents apply for food aid, Medicaid, and more, and partner with Percepta to speed up housing permits
Axios · 2025-11-14 · #31
Apple and Major League Soccer agree that beginning in 2026 all MLS matches will be available on Apple TV as part of the standard Apple TV subscription (no extra charge).
confirmed 1 article 2025-11-14
Apple Major League Soccer Apple TV MLS matches
Apple and Major League Soccer agree to make all MLS games available on Apple TV for no extra charge from 2026, ending the MLS Season Pass subscription
The Athletic · 2025-11-14 · #37
MLS season ticket holders will receive Apple TV (and its content) for free as part of the change.
confirmed 1 article 2025-11-14
Major League Soccer MLS season ticket holders Apple TV
Apple and Major League Soccer agree to make all MLS games available on Apple TV for no extra charge from 2026, ending the MLS Season Pass subscription
The Athletic · 2025-11-14 · #37
European carmaker officials are scrambling to find alternative chip sources in response to the shortages.
confirmed 1 article 2025-11-13
European carmaker officials alternative chip suppliers
European carmaker officials say they face “devastating” chip shortages after the Netherlands' Nexperia takeover and are scrambling to find alternative sources
Financial Times · 2025-11-13 · #43
Satya Nadella discussed Microsoft's partnership with OpenAI during the Q&A.
confirmed 1 article 2025-11-13
Satya Nadella OpenAI
Q&A with Satya Nadella on business models for AGI, Copilot, Microsoft AI, the hyperscale business, the OpenAI partnership, capex, sovereign AI efforts, and more
Dwarkesh Podcast · 2025-11-13 · #5
Researchers work alongside people with disabilities at the Cybathlon to test brain-computer interfaces.
confirmed 1 article 2025-11-13
researchers people with disabilities brain-computer interfaces
A look at Cybathlon, a competition by ETH Zurich in Switzerland, where researchers work alongside people with disabilities to test brain-computer interfaces
New York Times · 2025-11-13 · #47
Indian top officials, aligned with Narendra Modi's push for self-reliance, are backing Arattai as a domestic messaging platform.
confirmed 1 article 2025-11-13
Indian officials Narendra Modi Arattai
A look at Indian messaging app Arattai, which officials are backing as a domestic WhatsApp alternative; Arattai maker Zoho says it had 350K sign-ups in October
Financial Times · 2025-11-13 · #32
Partnership with CME Group will enable FanDuel to offer contracts structured as peer-to-peer trades through the new app.
confirmed 1 article 2025-11-13
FanDuel CME Group peer-to-peer contracts
FanDuel and CME Group plan to launch FanDuel Predicts, a prediction market app, in December, bypassing restrictions in US states where gambling is illegal
Financial Times · 2025-11-13 · #31
Microsoft has a strategic deal/partnership with OpenAI as a core part of its AI strategy.
confirmed 1 article 2025-11-13
Microsoft OpenAI
A deep dive into Microsoft's AI strategy: its OpenAI deal, data center investments, neocloud renting, GitHub Copilot, its MAI models, its Maia chip, and more
SemiAnalysis · 2025-11-13 · #8
Satya Nadella participated in a Q&A discussing business models for AGI, Copilot, Microsoft AI, the hyperscale business, the OpenAI partnership, capex, sovereign AI efforts, and related topics.
confirmed 1 article 2025-11-13
Satya Nadella business models for AGI Copilot Microsoft AI hyperscale business OpenAI partnership capex sovereign AI efforts
Q&A with Satya Nadella on business models for AGI, Copilot, Microsoft AI, the hyperscale business, the OpenAI partnership, capex, sovereign AI efforts, and more
Dwarkesh Podcast · 2025-11-13 · #5