Q&A with Kara Swisher on Sam Altman's determination to “do anything to make OpenAI win”, Elon Musk, the tech industry's Trump pivot, and more
After a year of dominating mega-deals and driving stock-market gains, the tech industry is poised for a pivotal 2026 that centers largely … X: @x_delcourt , @business , @business , and @aogarza Bluesk...
Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently
anybody who knows anything about AI chips knows groq's first gen chips aren't competitive but maybe their upcoming chips might have been able to threaten nvidia? @josephjacks_ : Overly simplistic take...
Sources: Disney's Sora deal is entirely in OpenAI stock warrants rather than a cash licensing fee; Disney has the option to buy more shares beyond its $1B stake
I'd give anything to go back to that. Instead, Disney's gonna throw itself on the fire. [embedded post] Dan Wade / @dwade : Deal makes far more sense now. If OpenAI succeeds, Disney reaps the rewar...
As OpenAI committed to spending ~$1.4T on data centers, it hasn't disclosed its auditor nor used an independent accountant to compile its financial statements
Just asking X: @michaeljburry , @silvermanjacob , @dariocpx , @jpatrades , @dariocpx , @michaeljburry , @samanthaladuc , @martinshkreli , and @aagresearch Bluesky: @smtuffy , @prietschka , @edzitron.c...
Satya Nadella says that Microsoft has access to “all” of OpenAI's custom AI chip work with Broadcom and plans to use it to help develop its own in-house chip
www.wheresyoured.at/oai_docs/ Ed Zitron / @edzitron.com : While I do not have the full extent of its revenues, it is obvious that OpenAI's costs are dramatically higher - by several billion dollars - ...
CoreWeave's stock closed down 16.31% after CEO Mike Intrator noted delays at a data center provider that Jim Cramer implied is Core Scientific; CORZ fell 10%+
Welcome to Runtime! Today: An update on our independent journalism mission … Bluesky: Tero Kuittinen / @teroterotero : You must invest in Nvidia because AI chips need to be replaced every 2 years. A...
Sam Altman says OpenAI doesn't want government guarantees for data centers and expects to fund investments with revenues hitting “hundreds of billions by 2030”
company continues to lobby for financial support from the industry Victor Tangermann / Futurism : Trump Admin Says It's Not Bailing Out the AI Industry Regardless of How Hard It Crashes Arsheeya Bajwa...
Snap announces a deal to incorporate Perplexity's search engine into Snapchat from 2026; Perplexity will pay Snap $400M through a combination of cash and equity
https://lnkd.in/... Bluesky: Ed Zitron / @edzitron.com : You gotta spend money to lose money [embedded post] Mark Riedl / @markriedl : I thought people were supposed to pay AI companies for their serv...
Alphabet reports Google Cloud Q3 revenue of $15.15B, vs. $14.74B est., and raises 2025 capex forecast to between $91B and $93B, after projecting $85B in July
The search company reported cloud revenue … Bluesky: Ed Zitron / @edzitron.com : No it doesn't! Google doesn't break out its AI revenue and never has. Making this assumption misleads retails investo...
OpenAI launches a “company knowledge” ChatGPT update to let Business, Enterprise, and Education users search for data in connected apps like Slack and GitHub
Product data is getting the attention it deserves. … Bluesky: Ed Zitron / @edzitron.com : bye bye glean [embedded post]