Amazon drops $10B on OpenAI (they're so back)
๐4 min read
๐ธ Amazon Writes OpenAI a $10 BILLION Check
Amazon's reportedly dropping $10 BILLION on OpenAI, valuing them at $500 billion (half a TRILLION dollars btw). The deal includes OpenAI using Amazon's Trainium chips - because nothing says "independence" like circular dependency deals.
OpenAI just proved they can play every tech giant like a fiddle. Microsoft in shambles rn. (source)
๐ Databricks Raises $4B, Worth More Than Most Countries
The data company nobody understands just raised $4 billion at $134B valuation - up 34% in THREE MONTHS. They're making $1B+ from AI products including something called "Agent Bricks" (I can't-)
Investors are throwing money at ANYTHING with "AI infrastructure" in the pitch deck. The bubble's bubbling, bestie. (source)
๐ Chinese AI Chip Stock Goes Up 700% (Not a Typo)
MetaX Integrated Circuits JUMPED 700% on its Shanghai debut. Founded by ex-AMD execs, it was 4,000x oversubscribed despite having... 1% market share??
China's building its own Nvidia at home and investors are going absolutely feral. This is either genius or the frothiest froth that ever frothed. (source)
โข๏ธ Tech Bros Discover Nuclear Power (For AI, Obviously)
Boston Consulting Group says U.S. data centers face an 80GW power shortfall by 2030. Solution? NUCLEAR REACTORS. TerraPower and Kairos Power are building SMRs because of course they are.
AI's energy demands are so insane, companies are literally considering space-based data centers. Green energy commitments? Never heard of her. (source)
๐ป Chip Equipment Sales Hit $135B Because AI Go Brrrrr
Global chipmaking equipment sales rising to $135 billion by 2027. China, Taiwan, and South Korea buying everything despite [gestures at geopolitics].
The entire planet is panic-buying chip equipment like it's toilet paper in 2020. ASML executives can't stop giggling. (source)
๐ Open-Source RISC-V Chips Enter the Chat
RISC-V (open-source chip architecture) is gaining traction as the "geopolitically neutral" alternative to Intel/ARM. China's ALL IN. Market could hit $260 billion by 2030.
The chip duopoly might actually get disrupted by... checks notes... open source?? Linux vibes but for silicon. (source)
๐ OpenAI Hires UK's Former Finance Minister (???)
George Osborne will lead OpenAI's "OpenAI for Countries" initiative, helping governments develop "national AI strategies" and expand the $500B Stargate project globally.
AI is now literal geopolitics. Countries treating ChatGPT infrastructure like nuclear arsenals. Normal stuff!! (source)
๐ฎ๐ณ Google and OpenAI Fight Over India's 730 Million Users
ChatGPT users in India surged 607% to 73 million after OpenAI made premium free. Google countered by giving $400 Gemini Pro subscriptions FREE for 18 months to 500M users.
Tech giants using India as a massive AI training ground, harvesting multilingual data while creating dependency through aggressive freebies. Colonialism 2.0 but make it โจdigitalโจ (source)
๐ฆ UK Banks Let AI Control Your Money (WCGW?)
NatWest, Lloyds, and Starling testing AI that can autonomously move your money between accounts. The Financial Conduct Authority: "This could accelerate bank runs" ๐ฌ
Britain's speedrunning the AI financial crisis. Multiple AI agents interacting simultaneously?? This definitely ends well. (source)
๐ค MIT and Google: "More AI Agents = Worse Performance"
Research found adding more AI agents made Minecraft tasks 70% WORSE. Financial analysis improved 81% with multiple agents, but reasoning tasks? Single agent wins.
The entire "agentic AI" hype train just got scientifically dunked on. Companies burning cash on complex systems when one good bot works better lmaoooo (source)
๐ฌ OpenAI's New Benchmark: Can AI Do PhD Research?
FrontierScience benchmark has 700+ PhD-level questions. GPT-5.2 scored 77% on structured problems but only 25% on creative research. Oof.
AI can speed up workflows but can't actually think creatively yet. Your PhD is safe (for now). (source)
๐จ OpenAI Launches GPT Image 1.5 After Sam's "Code Red"
New model is 4x faster with better editing after CEO Sam Altman literally sent a "code red" memo about losing to Google's viral Nano Banana Pro (yes that's real).
The image generation war is getting desperate. OpenAI scrambling to stay relevant while Google memes its way to victory. (source)
๐ถ๏ธ Meta's Smart Glasses Now Amplify Conversations
Ray-Ban Meta glasses will enhance voices in noisy environments and play Spotify music matching what you're looking at (dystopian but convenient??).
Smart glasses evolving from "creepy surveillance device" to actually useful accessibility tool. Character development!! (source)
๐ง Google's New AI Assistant Lives in Your Email
CC sends daily "Your Day Ahead" emails summarizing tasks and calendar events. You reply to it like a person. It's Gemini pretending to be your secretary.
Google betting that email is still the killer app for AI. Meeting you where you already waste 3 hours daily. (source)
๐ DoorDash Makes Zesty, an AI Restaurant Discovery App
Ask for "low-key dinner in Williamsburg that's actually good for introverts" and it aggregates DoorDash, Google Maps, and TikTok data. Because we needed MORE apps.
DoorDash branching beyond delivery into... being Google?? Everyone's trying to be everything now. The convergence is converging. (source)
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