TechMeme - Inxa.inSearch.cc

TechMeme

Impressions of China's AI ecosystem after visiting many leading AI labs there, and the similarities and differences in working on LLMs in China and the West (Nathan Lambert/Interconnects AI)

Impressions of China's AI ecosystem after visiting...

4 months ago 26 Add to circle

Sources: Apollo Global and Blackstone are among private credit lenders in talks with Broadcom over a ~$35B financing deal to fund the development of AI chips (Bloomberg)

Sources: Apollo Global and Blackstone are among pr...

4 months ago 26 Add to circle

Sources: Cerebras plans to raise its IPO price range from $115-$125 per share to $125-$135 after drawing orders for more than 20x the number of shares available (Bloomberg)

Sources: Cerebras plans to raise its IPO price ran...

4 months ago 17 Add to circle

A hack of Instructure's Canvas locked out students at schools and universities across the US in the middle of finals period; some US colleges postponed exams (Associated Press)

A hack of Instructure's Canvas locked out students...

4 months ago 19 Add to circle

Sources: Isomorphic Labs, an AI-powered drug discovery company spun out of Google DeepMind, is in advanced talks to raise $2B+ led by Thrive Capital (Bloomberg)

Sources: Isomorphic Labs, an AI-powered drug disco...

4 months ago 30 Add to circle

Akamai says it struck a seven-year cloud computing deal with a "leading frontier model provider"; sources: the deal was with Anthropic and is worth $1.8B (Rachel Metz/Bloomberg)

Akamai says it struck a seven-year cloud computing...

4 months ago 28 Add to circle

Interviews with Intel CEO Lip-Bu Tan and other execs about the challenges of a turnaround, along with efforts to instill a sense of urgency in the organization (Ian King/Bloomberg)

Interviews with Intel CEO Lip-Bu Tan and other exe...

4 months ago 32 Add to circle

Sources: Apple and Intel have reached a formal deal in recent months for Intel to manufacture some chips for Apple devices (Wall Street Journal)

Sources: Apple and Intel have reached a formal dea...

4 months ago 31 Add to circle

OnlyFans agrees to sell a ~16% stake to Architect Capital for $535M in a deal that values the company at about $3.15B (Olivia Solon/Bloomberg)

OnlyFans agrees to sell a ~16% stake to Architect ...

4 months ago 26 Add to circle

Investor letter: TCI, one of the world's biggest hedge funds, cut almost all of its $8B stake in Microsoft, citing AI-related risks to Office and Azure (Costas Mourselas/Financial Times)

Investor letter: TCI, one of the world's biggest h...

4 months ago 34 Add to circle

Whoop plans to offer on-demand video consultations with licensed clinicians for US users, and adds electronic health records and AI-powered health guidance (Brandon Gomez/CNBC)

Whoop plans to offer on-demand video consultations...

4 months ago 29 Add to circle

Sony reports a $765M impairment loss due to underperformance of Marathon developer Bungie during the financial year ending March 31, 2026 (Wesley Yin-Poole/IGN)

Sony reports a $765M impairment loss due to underp...

4 months ago 38 Add to circle

Sources: DeepSeek seeks to raise ~$7.3B in its first-ever funding round at a $50B+ valuation, with CEO Liang Wenfeng making a personal investment of ~$2.9B (The Information)

Sources: DeepSeek seeks to raise ~$7.3B in its fir...

4 months ago 38 Add to circle

European Central Bank President Christine Lagarde expressed skepticism over the need for euro-pegged stablecoins, saying they could hamper the ECB's work (Reuters)

European Central Bank President Christine Lagarde ...

4 months ago 29 Add to circle

Substack says paid subscriptions to creators in the UK, its second-largest market, hit 500K+; global paid subs hit 5M+, with 50+ creators earning $1M+ annually (Lily Ford/The Hollywood Reporter)

Substack says paid subscriptions to creators in th...

4 months ago 38 Add to circle

Filing: Lime files for an IPO, reporting 2025 revenue of $886.7M, up from $686.6M YoY, and a net loss of $59.3M, up from $33.9M; it was valued at $510M in 2020 (Jordan Fitzgerald/Bloomberg)

Filing: Lime files for an IPO, reporting 2025 reve...

4 months ago 31 Add to circle

Nintendo reports Q4 revenue of ~$2.60B, below ~$2.75B est., net profit of ~$416M, above ~$403.68M est., and forecasts a decline in FY 2027 Switch 2 unit sales (Arjun Kharpal/CNBC)

Nintendo reports Q4 revenue of ~$2.60B, below ~$2....

4 months ago 31 Add to circle

Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, an outlier in the software industry amid the AI boom (Mike Wheatley/SiliconANGLE)

Datadog closed up 31%+ after reporting Q1 revenue ...

4 months ago 27 Add to circle