Sources: Databricks is raising $5B and expects sales to grow 55% this year, putting its post-money valuation at $134B, as AI costs squeeze gross profit margins (Cory Weinberg/The Information) https://www.theinformation.com/articles/databricks-boosts-sales-forecast-driving-valuation-134-billion
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Sources: Databricks is raising $5B at a $134B valuation and projects sales to grow 55% in 2025 to $4.1B, at roughly breakeven, with ~$10M in free cash flow
By Cory Weinberg / The Information. View the full context on Techmeme.
An in-depth look at TPUv7 Ironwood, the latest generation of Google's TPU, and how it positions Google as a serious challenger to Nvidia's AI chip dominance (Dylan Patel/SemiAnalysis)
Google TPUv7: The 900lb Gorilla In the Room
Anthropic’s 1GW+ TPUs, New customers Meta/SSI/xAI/OAI, Full Stack Review of v7 Ironwood, CUDA Moat at risk, Next Generation TPUv8AX and TPUv8X ve...
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An in-depth look at TPUv7 Ironwood, and how the latest Google TPU generation positions Google as the most threatening challenger to Nvidia
By Dylan Patel / SemiAnalysis. View the full context on Techmeme.
South Korean authorities are investigating a data leak at e-commerce giant Coupang that exposed ~33.7M accounts; the country has a population of 51.7M (Sohee Kim/Bloomberg) https://www.bloomberg.com/news/articles/2025-11-30/coupang-faces-probe-over-widest-data-hack-seen-in-south-korea
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South Korea is investigating a data leak at Coupang, allegedly by a former Chinese employee, that exposed ~33.7M accounts, or 65% of the country
By Sohee Kim / Bloomberg. View the full context on Techmeme.
A look at how David Sacks' work on AI and crypto in Trump's WH benefits his investments, those of Silicon Valley friends, and the All-In podcast he co-hosts (New York Times)
Silicon Valley’s Man in the White House Is Benefiting Himself and His Friends
David Sacks, the Trump administration’s A.I. and crypto czar, has helped formulate policies that aid his Silicon Valley friends and many of his o...
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How David Sacks
From New York Times. View the full context on Techmeme.
Researchers unveil PropensityBench, a benchmark showing how stressors like shorter deadlines increase misbehavior in agentic AI models during task completion (Matthew Hutson/IEEE Spectrum) https://spectrum.ieee.org/ai-agents-safety
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Researchers unveil PropensityBench, a benchmark showing how stressors like shortened deadlines increase misbehavior in agentic AI models during task completion
By Matthew Hutson / IEEE Spectrum. View the full context on Techmeme.
OpenAI faces rising pressure from rivals three years after ChatGPT's debut; Similarweb says Gemini users chat longer per visit than ChatGPT and Claude users (Financial Times)
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OpenAI faces the greatest pressure from rivals since ChatGPT
From Financial Times. View the full context on Techmeme.
Alibaba Technical Report: Qwen3-VL beats GPT-5 and Gemini 2.5 Pro on visual tasks and has 100% accuracy on "needle-in-a-haystack" tests for 30-minute videos (Jonathan Kemper/The Decoder)
The Decoder
Qwen3-VL can scan two-hour videos and pinpoint nearly every detail
A few months after launching Qwen3-VL, Alibaba has released a detailed technical report on the open multimodal model. The data shows the system exc...
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Alibaba technical report: Qwen3-VL often beats GPT-5 and Gemini 2.5 Pro on visual tasks, with 100% accuracy on “needle-in-a-haystack” tests for 30-minute videos
By Jonathan Kemper / The Decoder. View the full context on Techmeme.
Taiwan raises its 2025 GDP growth forecast to 7.37%, up from 4.45% forecasted in August, the fastest in 15 years, as AI demand boosts its electronics exports (Kathrin Hille/Financial Times)
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Taiwan raises its 2025 GDP growth forecast to 7.37%, up from 4.45% forecasted in August, the fastest in 15 years, as AI demand boosts its electronics exports
By Kathrin Hille / Financial Times. View the full context on Techmeme.
India's Department of Telecommunications directs WhatsApp and other messaging apps to implement SIM binding to ensure each account remains tied to an active SIM (Kamya Pandey/MediaNama)
MEDIANAMA
Govt. Issues SIM Binding Directions To WhatsApp and Telegram
The DoT has sent directions to WhatsApp, Telegram and Signal to bind their services to active SIM Cards within 90 days.
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India
By Kamya Pandey / MediaNama. View the full context on Techmeme.
An interview with Google DeepMind Nobel laureate John Jumper on the creative "off-label" uses for AlphaFold, combining AlphaFold's power with LLMs, and more (Will Douglas Heaven/MIT Technology Review)
MIT Technology Review
What’s next for AlphaFold: A conversation with a Google DeepMind Nobel laureate
“I’ll be shocked if we don’t see more and more LLM impact on science,” says John Jumper.
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An interview with Google DeepMind Nobel laureate John Jumper on the creative “off-label” uses for AlphaFold, combining AlphaFold
By Will Douglas Heaven / MIT Technology Review. View the full context on Techmeme.