True test of innovation: how fast it goes from industry-leading to industry standard. Proud of the @MicrosoftEdge team for taking – and building – breakthrough bets that became the new norms for browser. Just in the last 12 months
BIG TECH
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Larry Page warns AI race could bankrupt Google
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Larry Page says the AI race will likely drive Google bankrupt.
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Google Cloud Launches Voice AI Agents in Vertex Studio
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You can use this today in @googlecloud Vertex AI studio to test, build and deploy voice AI Agents in production.https://t.co/tBazrYda6p pic.twitter.com/7NYM9wjEc1
— Shubham Saboo (@Saboo_Shubham_) 23 septembre 2025You can use this today in @googlecloud Vertex AI studio to test, build and deploy voice AI Agents in production. https://
cloud.google.com/vertex-ai/gene
rative-ai/docs/models/gemini/2-5-flash#live-api-native-audio
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Oracle Stock Surges 36% on OpenAI Cloud and Nvidia GPU Deal
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Ils jouent un jeu dangereux : 1. Oracle annonce qu’OpenAI s’est engagé à dépenser 300 milliards de dollars pour du cloud → l’action Oracle bondit de 36 % (meilleure journée depuis 1992). 2. Oracle fonctionne sur des GPU Nvidia → doit acheter des milliards de puces à Nvidia.
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NVIDIA Showcases AI Solutions for Sustainable Energy at Climate Week
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NVIDIA is live at #ClimateWeekNYC From AI for energy to Earth-2 climate modeling to Inception startups, follow our blog all week for the latest events, announcements, and research driving the sustainable energy transition.
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Building AI Infrastructure at Gigawatt Scale Weekly
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"Our vision is simple: we want to create a factory that can produce a gigawatt of new AI infrastructure every week. The execution of this will be extremely difficult; it will take us years to get to this milestone and it will require innovation at every level of the stack, from
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Ellison’s $300B GPU cluster powers OpenAI’s AGI ambitions
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> be me
> Larry Ellison
> own a database empire, a sailboat, and a disdain for poor people > OpenAI wants to build AGI
> needs compute
> *a lot* of compute
> like “$300B GPU cluster in a volcano” levels of compute > "Hello. I own Oracle Cloud. Also, I’m rich."
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Apple EpiCache: Episodic KV Cache Management for Long Conversations
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Apple presents EpiCache Episodic KV Cache Management for Long Conversational Question Answering
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Nvidia’s Strategic AI Investment: Market Thesis and Capital Deployment
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there's also an argument to be made that these are good deals. what would nvidia do with all that free paper money (which would've been a discount), might as well deploy it into the most successful AI company in the market if the thesis is there's still massive upside, while
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Nvidia GPU costs and strategic investment in OpenAI
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10GW is about $340B of nvidia h100 at $30k/gpu (assuming 20% of power for non-gpus). if openai got a 30% volume discount, they'd pay nvidia $230b probably. so instead, maybe openai pays nvidia full price and nvidia invests the excess $100B into openai stock (just throwing