November 03, 2025

OpenAI and Amazon ink $38B cloud computing deal  : OpenAI isn't done securing the AI infrastructure it needs to rapidly scale agentic workloads. The ChatGPT-maker on Monday said it has reached a deal with Amazon to buy $38 billion in cloud computing services over the next seven years.   Read More

Microsoft's $15.2B UAE investment turns Gulf State into test case for US AI diplomacy: For the first time, the U.S. has granted Microsoft a license to export Nvidia chips to the UAE – a move that positions the country as both a proving ground for U.S. export-control diplomacy and a regional anchor of American AI influence.   Read More

Kevin Rose's simple test for AI hardware -- would you want to punch someone in the face who's wearing it?: "As an investor, you kind of have to not only say, okay, cool tech, sure, but emotionally, how does it make me feel? And how does it make others feel around me?" Read More

SVB supports you on the journey to Series A and what comes next, with expert guidance, specialized products and a team that knows the innovation economy inside and out. Find out why fast-growing startups turn to SVB to build their business beyond Series A.

China is rolling back rare earth mineral restrictions, White House says: The White House released more details Saturday about a trade deal reached between U.S. President Donald Trump and Chinese President Xi Jinping. Read More

Meta has an AI product problem : Meta's AI spending is starting to make Wall Street nervous. Read More

Sam Altman says 'enough' to questions about OpenAI's revenue: OpenAI CEO Sam Altman recently said that the company is doing "well more" than $13 billion in annual revenue — and he sounded a little testy when pressed on how it will pay for its massive spending commitments. Read More

Google pulls Gemma from AI Studio after Senator Blackburn accuses model of defamation: Senator Martha Blackburn argued Gemma's fabrications are "not a harmless 'hallucination,'" but rather "an act of defamation produced and distributed by a Google-owned AI model." Read More

Alphabet is increasingly launching "moonshot" projects as independent companies -- here's why: Despite the emphasis on detachment from ideas, X employees do have significant skin in the game when projects spin out. Read More

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Sequoia's Roelof Botha warns founders about chasing sky-high valuations as the firm doubles down on its selective approach: At Disrupt, Botha had advice for founders who are swimming in terms sheets right now. Read More

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