The Brutalist Report - techmeme

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Techmeme

Sources: Nvidia is in talks to provide a ~$250B backstop for OpenAI as part of a 10GW data center project that SoftBank is developing in Ohio (Wall Street Journal) [46d]
How AI companies are targeting the education market, including making free or cut-price tailored learning tools in partnership with schools and edtech startups (Jamie John/Financial Times) [46d]
India eases foreign investment rules for e-commerce companies, a win for Amazon, which lobbied to buy goods directly from Indian sellers and sell them overseas (Aditya Kalra/Reuters) [46d]
Once hailed as an AI visionary, Satya Nadella faces pressure as a compute crunch forces Microsoft to prioritize its own AI products over Azure cloud customers (Ashley Stewart/Business Insider) [47d]
Shein's IPO prospectus shows Q1 revenue of $9.05B, up 1% YoY, as it swings from $395M profit in Q1 2025 to $99M loss partly due to US' "de minimis" rule removal (Reuters) [47d]
Sources: Apple may have delayed AI glasses launch partly over privacy concerns that Meta's glasses created for the category, as it works to address the issues (Mark Gurman/Bloomberg) [47d]