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Techmeme - 2025-11-26T07:30:48-05:00

Sources: ByteDance bought more Nvidia chips than any other Chinese company in 2025, but Chinese regulators now block it from using the chips in new data centers (Qianer Liu/The Information) - 2025-11-26T07:30:01-05:00

Michael Saylor-led Strategy is down 50%+ in the past three months after crypto loses $1T+ in value, as the "digital asset treasury" craze at companies unravels (Financial Times) - 2025-11-26T07:05:02-05:00

In recent months, DDR4 and DDR5 RAM and SSD prices surged dramatically due to an ongoing AI chip shortage and panic buying; some RAM kits now cost 3x as much (Andrew Cunningham/Ars Technica) - 2025-11-26T06:45:01-05:00

A profile of Chen Tao, founder of Chinese AI circuit board company Victory Giant, which is up 530%+ in 2025 so far, giving Chen and his wife a $9.1B net worth (Bloomberg) - 2025-11-26T06:25:03-05:00

PitchBook: US AI and robotics VC deals are up over 4x since 2023 to $160B+ so far in 2025, while comparable China deals are just $10B+, up from $9.24B in 2023 (CNBC) - 2025-11-26T06:05:02-05:00

Didi reports Q3 revenue up 8.6% YoY to ~$8.28B and a ~$211M net income, up from ~$127M in Q3 2024; international revenue up 35% YoY to ~$558M with a ~$240M loss (Reuters) - 2025-11-26T05:45:02-05:00

Naver agrees to acquire Dunamu, which runs South Korea's biggest crypto exchange Upbit, in a $10.3B all-stock deal; Upbit has 80%+ market share in South Korea (Bloomberg) - 2025-11-26T05:06:29-05:00

Malaysia's Johor state, which has approved 51 data centre projects as of November, stops approvals for new low-tier data centers citing high water consumption (The Star) - 2025-11-26T04:55:53-05:00

Uber starts deploying fully driverless WeRide robotaxis in Abu Dhabi, after launching its robotaxi service with safety drivers in the UAE in December 2024 (Andrew J. Hawkins/The Verge) - 2025-11-26T04:40:52-05:00

Counterpoint: Apple is set to overtake Samsung as the world's largest smartphone maker for the first time since 2011, lifted by the success of iPhone 17 models (Vlad Savov/Bloomberg) - 2025-11-26T04:25:51-05:00

Japanese memory chipmaker Kioxia's stock falls 14%+ after a Bain Capital-backed entity sold $2.1B worth of shares at a discount, stoking AI valuation concerns (Bloomberg) - 2025-11-26T04:05:02-05:00

Q&A with Sportable co-founders Dugald Macdonald and Peter Husemeyer on their sensor-based sports tech that generates data for teams, leagues, and broadcasters (Samuel Agini/Financial Times) - 2025-11-26T03:50:01-05:00

Some food bloggers warn Google's AI Overviews and AI food pictures are burying their real, tested recipes, setting home cooks up for disaster this Thanksgiving (Bloomberg) - 2025-11-26T02:35:01-05:00

watchTowr: 80K+ sensitive credentials were found via publicly accessible "Recent Links" pages on online code formatting tools JSONFormatter and CodeBeautify (Bill Toulas/BleepingComputer) - 2025-11-26T01:35:02-05:00

Pony AI's Hong Kong-listed shares rose 6.7% after it said its Guangzhou operations had broken even per car, as it targets a 3,000+ global robotaxi fleet in 2026 (Linda Lew/Bloomberg) - 2025-11-26T01:15:01-05:00