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<!--[if !gte mso 9]><!----><span class="mcnPreview Text" style="display:none; font-size:0px; line-height:0px; max-height:0px; max-width:0px; opacity:0; overflow:hidden; visibility:hidden; mso-hide:all;">OpenAI and AMD announce a deal in which OpenAI could take up to a 10% stake in AMD and deploy up to 6GW of Instinct GPUs over multiple years; AMD jump</span><!--<![endif]-->
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=fd7de9f3e6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Reimagine your photos with a prompt</a></span>
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<span style="color:#455;font-weight:bold;">Tomorrow's events: </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=9105473b60&e=06cea4a9e4" style="text-decoration: none;color: #004860;">SF Tech Week (day 2)</a>, </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=039de476d5&e=06cea4a9e4" style="text-decoration: none;color: #004860;">HYBRID: Atlassian Team '25 Europe</a>, </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=94d87f7f52&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Elevate Festival</a>, </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=4bdf1028fe&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Masters of Scale Summit</a>, </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=8146aafc6c&e=06cea4a9e4" style="text-decoration: none;color: #004860;">LWTSummit @TechFutures</a></span>
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top news
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<span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=48c9f07c7f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI and AMD announce a deal in which OpenAI could take up to a 10% stake in AMD and deploy up to 6GW of Instinct GPUs over multiple years; AMD jumps 23.71%</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">MacKenzie Sigalos / </span><span class="pub_name">CNBC</span>)</span>
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<span class="excerpt">- OpenAI and AMD have reached a deal that could see Sam Altman's company take a 10% stake in the chipmaker</span>
<span class="cite">(MacKenzie Sigalos / CNBC)</span>
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<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=59aceb844a&e=06cea4a9e4" style="text-decoration: none;color: black;">@sama:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=75be480e63&e=06cea4a9e4" style="text-decoration: none;color: black;">Excited to partner with AMD to use their chips to serve our users! This is all incremental to our work with NVIDIA (and we plan to increase our NVIDIA purchasing over time). The world needs much more compute</a>
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<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c133e63355&e=06cea4a9e4" style="text-decoration: none;color: black;">@patrickmoorhead:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=d538063879&e=06cea4a9e4" style="text-decoration: none;color: black;">What I like most about the $AMD- @OpenAI deal are the shared incentives. The more @OpenAI buys, the higher the AMD stock price and the higher value of the warrants. OpenAI gets value from the share appreciation as do investors. AMD, AMD shareholders, OpenAI and OpenAI investors all benefit. I can see the meetings where it's a “why don't we deploy more AMD again”?</a>
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<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=916231dcb0&e=06cea4a9e4" style="text-decoration: none;color: black;">@emostaque:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=fe11b42556&e=06cea4a9e4" style="text-decoration: none;color: black;">Some rough math 6 GW of AI chips is about 3m chips Chips are about $30k each => $90bn in chip purchases OpenAI gets $27.5b worth of warrants in AMD stock for those purchases subject to build out, milestones etc Think Sam will do even more interesting deals to the trillion!</a>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=b5463b53ce&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">As part of its deal with AMD, OpenAI will receive the first gigawatt's worth of AMD's Instinct MI450 chips in H2 2026, when the chip is scheduled for deployment</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Rebecca Bellan / </span><span class="pub_name">TechCrunch</span>)</span>
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<span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=6118fa468a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI announces apps that work inside ChatGPT, starting with Booking.com, Canva, Coursera, Figma, Expedia, Spotify, and Zillow for users outside of the EU</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">OpenAI</span>)</span>
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<span class="excerpt">A new generation of apps you can chat with and the tools for developers to build them.</span>
<span class="cite">(OpenAI)</span>
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<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=7083fce75a&e=06cea4a9e4" style="text-decoration: none;color: black;">@yi_ding:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=413927232e&e=06cea4a9e4" style="text-decoration: none;color: black;">Basic thesis today is that like Zuck, sama is looking to dethrone Apple. Hence the GPT app store (v3) and the billions for Jony (it's not for the accent, although I'm sure it helped). [image]</a>
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<div class="tweet" style="padding: 1px 0;">
<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=cfceed08fd&e=06cea4a9e4" style="text-decoration: none;color: black;">@zoink:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=0bff0da5fa&e=06cea4a9e4" style="text-decoration: none;color: black;">We just launched the new Figma app (focused on FigJam workflows) in ChatGPT at @OpenAI's DevDay! Going from chat to diagram is now easier than ever. I'm really excited about where we can take this. More in video below — including a tech tree to the year 2100 🧬🚀🦾🧠 [video]</a>
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<div class="tweet" style="padding: 1px 0;">
<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c294e744fa&e=06cea4a9e4" style="text-decoration: none;color: black;">@fidjissimo:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=9d34cb973b&e=06cea4a9e4" style="text-decoration: none;color: black;">Apps coming to ChatGPT is a big deal. There's something really magical about having a conversation with apps to guide the actions you want to take. We can't even imagine what devs will create with a capability like this. It will be fun to see.</a>
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</td></tr>
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<table class="clustered_items" style="border-collapse: collapse;">
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=73b8e1abc4&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI launches AgentKit, a toolkit for building and deploying AI agents, including Agent Builder, which Sam Altman described as like Canva for building agents</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Rebecca Bellan / </span><span class="pub_name">TechCrunch</span>)</span>
</li>
<li class="sub_item" style="margin:10px 0 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=78f7a84d6f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI unveils the Apps SDK, built on MPC, in preview to let developers build apps for ChatGPT, and says it will begin accepting app submissions later this year</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Carl Franzen / </span><span class="pub_name">VentureBeat</span>)</span>
</li>
<li class="sub_item" style="margin:10px 0 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=161baa67ed&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Apps in ChatGPT could be OpenAI's most ambitious platform play to date, drawing parallels with Facebook's 2007 efforts to become a platform via social graph</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Casey Newton / </span><span class="pub_name">Platformer</span>)</span>
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<span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=9e44033575&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: the SEC has been probing AppLovin over allegations that it violated platform partners' agreements to push more targeted ads to consumers; APP drops 14%</a></span>
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<span class="excerpt">The Securities and Exchange Commission has been probing the data-collection practices … </span>
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<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=0480d06711&e=06cea4a9e4" style="text-decoration: none;color: black;">@fuzzypandashort:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=55b1f97ceb&e=06cea4a9e4" style="text-decoration: none;color: black;">Bloomberg reporting that the SEC is investigating $APP data collection practices. We warned investors about these issues back in Feb [image]</a>
</div>
<div class="tweet" style="padding: 1px 0;">
<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=7d419a8add&e=06cea4a9e4" style="text-decoration: none;color: black;">@buccocapital:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=be9bb49f5a&e=06cea4a9e4" style="text-decoration: none;color: black;">The simple fact of the matter is there shouldn't be a company call Applovin that is worth $200B We are supposed to be a serious nation with serious capital markets</a>
</div>
</td></tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=42ff87061f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI executive Bill Peebles says Sora users can now stop AI-generated versions of themselves from appearing in certain contexts like videos involving politics</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Robert Hart / </span><span class="pub_name">The Verge</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=004a35d92e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Instagram launches Rings, an awards program recognizing 25 top creators; the judging panel includes Spike Lee, designer Marc Jacobs, and Adam Mosseri</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Alex Weprin / </span><span class="pub_name">The Hollywood Reporter</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=89b9ac6cc7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Source: xAI is set to spend $18B+ to acquire ~300K more Nvidia chips for its Colossus 2 project in Memphis; in July, Elon Musk said it would total 550K chips</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Alexander Saeedy / </span><span class="pub_name">Wall Street Journal</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=43efc05ccc&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Verizon names Dan Schulman as CEO, replacing Hans Vestberg effective immediately; Schulman is a former PayPal CEO, and Vestberg will help manage the transition</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kelcee Griffis / </span><span class="pub_name">Bloomberg</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=d6f1763127&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">SoftBank Group consolidates 13 robotics-related companies from its main group and seven from Vision Fund 2 into its new holding company SoftBank Robotics Group</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Nikkei Asia</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
OpenAI DevDay 2025
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=57fe0c4c05&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A live blog of the OpenAI DevDay 2025 keynote, where Sam Altman announced new developer tools</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">CNBC</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=6265e1e84c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI announces API updates, including GPT-5 Pro, Sora 2 in preview, and gpt-realtime-mini, a voice model that is 70% cheaper than gpt-realtime</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Rebecca Bellan / </span><span class="pub_name">TechCrunch</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=77e286a4d1&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI makes Codex generally available, and announces new features: Slack integration, a new Codex SDK, and new admin tools</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">OpenAI</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=256c46430b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sam Altman says ChatGPT has reached 800M weekly active users, 4M developers “have built with OpenAI”, and OpenAI processes over 6B tokens per minute on its API</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Rebecca Bellan / </span><span class="pub_name">TechCrunch</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
infosec
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=aaabff3bbb&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Oracle urges customers to patch an E-Business Suite vulnerability that's being exploited by cybercriminals; Mandiant said the Clop hacking group exploited it</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jonathan Greig / </span><span class="pub_name">The Record</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=9de219b6a0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A look at major UK businesses hit by cyberattacks in 2025; a government survey estimates 43% of businesses and 30% of charities were hit in the past 12 months</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">BBC</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=fe498ea93a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Asahi restarted production at six breweries in Japan on October 2, after a cyberattack forced it to halt production and shipments, and is still investigating</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=d8e7308fb6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google launches a dedicated AI bug bounty program that offers security researchers up to $30,000 for finding vulnerabilities in its AI products</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Elissa Welle / </span><span class="pub_name">The Verge</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
privacy
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ea2e76b947&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">US federal contracting records show that US ICE is planning to hire nearly 30 private analysts to monitor social media content for enforcement operation leads</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Dell Cameron / </span><span class="pub_name">Wired</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=396678561e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The Paris prosecutor's office refers a probe into Apple's Siri recordings to the Office for Combating Cybercrime, after a human rights organization's complaint</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
litigation
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=769d7be816&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">SCOTUS turns down Google's request to halt key parts of a judge's order requiring Google to make major changes to Play Store in an antitrust case filed by Epic</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Mike Scarcella / </span><span class="pub_name">Reuters</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=bde97c52b1&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The DOJ and Google wrap up a two-week remedies hearing in the US v. Google ad tech trial; both sides will offer closing arguments in November</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">New York Times</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
data centers
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=0bef8d19c8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A look at OpenAI's search for the sites of its Stargate data centers in the US; OpenAI has received 800+ applications since January and has ~20 finalist sites</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">MacKenzie Sigalos / </span><span class="pub_name">CNBC</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=38e9c048f3&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: private capital firms like Oaktree, EQT, and DWS are seeking to cash in on the US-driven AI boom by selling off European data centers worth about €17B</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Financial Times</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=24ec00b388&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A basket tracking the stocks of 10 European data center operators and infrastructure providers surged 23% in 2025, topping the Nasdaq 100, driven by the AI boom</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
artificial intelligence
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=9c765f3746&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google DeepMind unveils CodeMender, an AI agent that detects, patches, and rewrites vulnerable code to prevent exploits by leveraging Gemini Deep Think models</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Duncan Riley / </span><span class="pub_name">SiliconANGLE</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=795f97d401&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Deloitte says it will partially refund payment for an AU$439K Australian government report with multiple errors, after admitting it was partly produced by AI</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ellesheva Kissin / </span><span class="pub_name">Financial Times</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=d35a85c555&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Deloitte announces a deal to roll out Anthropic's Claude to more than 470,000 of its employees globally, marking Anthropic's largest enterprise deployment ever</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ashley Capoot / </span><span class="pub_name">CNBC</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
M&A
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=02abfa0dc4&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Veeam, which offers data backup and disaster recovery tools, is in advanced talks to acquire data privacy management software maker Securiti for ~$1.8B</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=d48cdfdd61&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Qualtrics agrees to acquire Press Ganey Forsta, which helps healthcare companies compile feedback from patients and doctors, for $6.75B including debt</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Financial Times</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=39f51a0454&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Coupa, a Thoma Bravo-owned supply chain tech company, acquires procurement tech startup Scoutbee, with the deal expected to close by the end of October</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Colin Campbell / </span><span class="pub_name">Axios</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
funding deals
</div>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=f91b6ef173&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Bee Maps, a decentralized mapping project powered by Hivemapper on the Solana blockchain, raised $32M to expand its network by distributing AI-enabled dashcams</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">CoinDesk</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=3c236c8d1e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Melbourne-based Heidi Health, which is developing AI agents to do doctors' admin work, raised a $65M Series B led by Point72, taking its total funding to $96.6M</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Dominic-Madori Davis / </span><span class="pub_name">TechCrunch</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=f77ef50ce7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Paris-based Filigran, which develops open-source threat intelligence tools, raised a $58M Series C led by Eurazeo and says 6,000+ organizations are its clients</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Daphné Leprince-Ringuet / </span><span class="pub_name">Sifted</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=0d1d310c57&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The European Securities and Markets Authority plans to centralize the regulation of stock exchanges, crypto companies, and clearing houses at an EU level</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Martin Arnold / </span><span class="pub_name">Financial Times</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=7164bdccdf&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A book excerpt details the “enshittification” of Amazon, and how its “flywheel” technique now enriches the company at the expense of merchants</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Cory Doctorow / </span><span class="pub_name">The Guardian</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=f5e3e8d8f1&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Monzo is considering a new US banking license application, hoping for approval amid Trump's deregulation push, after scrapping its past attempt in 2021</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Laith Al-Khalaf / </span><span class="pub_name">Financial Times</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=dcc1899605&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Cerebras CEO Andrew Feldman says the AI chipmaker pulled its IPO filing to share updated financials, admitting it was a mistake not to explain the move sooner</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jordan Novet / </span><span class="pub_name">CNBC</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=6a85805b32&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Tech companies in the UK, Canada, and elsewhere seek talent amid the US' H-1B visa clampdown; some say Trump's policies are unlikely to spur a tech boom abroad</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Financial Times</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ca657978a0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A look at cost and viability concerns over small nuclear reactors in the US, as the government, companies, and investors bet $9B+ on SMRs to power the AI boom</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Martha Muir / </span><span class="pub_name">Financial Times</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=0af1a95802&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A profile of EA CEO Andrew Wilson, who is expected to stay in the role, as Silver Lake's Egon Durban credits him for building EA's “crown jewel” sports business</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Isabella Simonetti / </span><span class="pub_name">Wall Street Journal</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=0b3cebfa18&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A profile of Riley Walz, whose tech-related pranks in San Francisco blend technical skill with social commentary, like a viral site that tracked parking police</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Heather Knight / </span><span class="pub_name">New York Times</span>)</span>
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