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www.bloomberg.com
The recent wave of circular deals and partnerships involving Nvidia and OpenAI is escalating concerns that they are artificially propping up the $1T AI market
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www.bloomberg.com
)
2025-10-8
AI
Nvidia
Sources: $TRUMP issuer, Fight Fight Fight LLC, is working to raise at least $200M to create a digital asset treasury company to accumulate the struggling token
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www.bloomberg.com
)
2025-10-8
Trump
Asset
Sources: xAI nears a deal to raise $20B in equity and debt, tied to the Nvidia GPUs that xAI plans to use in Colossus 2; Nvidia is investing as much as $2B
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www.bloomberg.com
)
2025-10-8
Nvidia
Equity
Michel Devoret, a Google Quantum AI chief scientist, John Martinis, who left Google in 2020, and John Clarke win the Nobel in Physics for quantum computing work
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www.bloomberg.com
)
2025-10-8
Google
AI
Quantum
Nobel
A look at the OpenAI-AMD partnership, which added ~$78B to AMD's market cap and shows OpenAI is good at deals; last week, OpenAI deals boosted SHOP and ETSY
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www.bloomberg.com
)
2025-10-8
AMD
JPMorgan Chase reports that $1.2T of debt is now tied to AI-related companies, making it the largest segment in the investment-grade market
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www.bloomberg.com
)
2025-10-8
AI
JPMorgan
Meanwhile, a Bermuda-regulated bitcoin life insurance provider, raised $82M from Apollo, Bain Capital, Haun Ventures, and others, after a $40M Series A in April
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www.bloomberg.com
)
2025-10-8
Bitcoin
Insurance
A look at the OpenAI-AMD partnership, which added ~$78B to AMD's market cap and shows OpenAI is good at deals; OpenAI deals also boosted Shopify and Etsy stocks
(
www.bloomberg.com
)
2025-10-7
AMD
Shopify
Jaguar Land Rover plans to resume some UK production after a cyberattack in August; an analyst says the hack wiped out £5M in daily profit and delayed 30K+ cars
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www.bloomberg.com
)
2025-10-7
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%
(
www.bloomberg.com
)
2025-10-7
OpenAI unveils a new ChatGPT feature that lets users connect to third-party apps like Spotify and Zillow directly within the chatbot
(
www.bloomberg.com
)
2025-10-7
chatbot
Spotify
Verizon names Dan Schulman as CEO, replacing Hans Vestberg effective immediately; Schulman was PayPal CEO, and Vestberg will help manage the transition
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www.bloomberg.com
)
2025-10-7
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
(
www.bloomberg.com
)
2025-10-6
Apple
Paris
Asahi restarted production at six Japanese breweries on October 2 after a cyberattack forced it to halt production and shipments for days, and is investigating
(
www.bloomberg.com
)
2025-10-6
Japan
A basket tracking stocks of 10 European data center operators and infrastructure providers surged 23% in 2025, topping the Nasdaq 100, driven by the AI boom
(
www.bloomberg.com
)
2025-10-6
Europe
AI
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
(
www.bloomberg.com
)
2025-10-6
A big portion of EA's cash flow will go toward servicing the $20B debt from the $55B sale, which even the most bullish analysts expect will lead to big layoffs
(
www.bloomberg.com
)
2025-10-6
Layoffs
Another look at Apple's executive succession, as it increases the spotlight on hardware chief John Ternus; sources: Apple weighed hiring a senior Meta AI exec
(
www.bloomberg.com
)
2025-10-6
AI
Apple
Indonesia restores TikTok's local operating license after the company provided government-requested user activity data for August 25-30, when protests happened
(
www.bloomberg.com
)
2025-10-5
Indonesia
PitchBook: VCs have invested $192.7B in AI startups so far this year, putting 2025 on track to be the first year when 50%+ of VC funding goes to the AI industry
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www.bloomberg.com
)
2025-10-5
Startup
AI
A look at the tussle between the US and China over subsea cables; US Big Tech now accounts for 70%+ of all used subsea-cable capacity, from <10% a decade ago
(
www.bloomberg.com
)
2025-10-5
China
Kioxia, whose stock has more than tripled since its public debut in Tokyo last December, expects NAND storage demand to grow by ~20% annually amid the AI boom
(
www.bloomberg.com
)
2025-10-4
AI
Tokyo
KKR invests in Infobric, a Stirling Square-backed Swedish company that offers software to the construction industry, sources say at a ~€600M valuation
(
www.bloomberg.com
)
2025-10-4
Sweden
Source: Xbox gave up more than $300M in Call of Duty sales on consoles and PCs last year after its decision to put some of its top titles on Game Pass
(
www.bloomberg.com
)
2025-10-4
Xbox
Coinbase applies for a national trust company charter, says it “has no intention of becoming a bank” and the charter will allow expansion in areas like payments
(
www.bloomberg.com
)
2025-10-4
Coinbase
Sources: BlackRock's GIP is in talks to buy Aligned, which operates 78 data centers across North and South America, in a deal that could value Aligned at ~$40B
(
www.bloomberg.com
)
2025-10-3
U.S.
South America
TechInsights: Huawei used components from TSMC, Samsung, and SK Hynix in some of its Ascend 910C chips; TSMC says the parts are from a reported incident in 2024
(
www.bloomberg.com
)
2025-10-3
Samsung
Indonesia suspends TikTok's local operating license, saying it failed to share complete livestream activity data during protests following a government request
(
www.bloomberg.com
)
2025-10-3
Indonesia
Uber acquihires Belgian data labeling startup Segments.ai to expand its lidar data labeling capabilities; its founders and staff will join Uber AI Solutions
(
www.bloomberg.com
)
2025-10-3
Uber
Startup
AI
Belgium
A Google exec says Alphabet has been working for the past two years to technologically decouple its life sciences unit Verily so that it can be sold or spun off
(
www.bloomberg.com
)
2025-10-3
Google
Alphabet
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