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SemiAnalysis: A deep dive into Microsoft’s AI strategy, including OpenAI, data center investments, neocloud renting, GitHub Copilot, MAI models, and the Maia chip — “The Big Pause”, AI Tokens Factory Economics Stack, OpenAI, Neocloud Renting, GitHub Copilot, MAI and Maia — Dylan Patel, Jeremie Eliahou Ontiveros, Myron Xie, and 6 others Source link
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Emily Mason / Bloomberg: Visa announces a pilot allowing businesses to send stablecoins payouts directly to users’ or workers’ crypto wallets — Visa Inc. is testing the ability for businesses to send stablecoins directly to consumers’ cryptocurrency wallets for global payouts, targeting growing demand … Source link
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Tegan Jones / SmartCompany: Menulog, acquired by Just Eat in 2015, plans to shut down in Australia on November 26, leaving Uber Eats and DoorDash as the country’s main food delivery apps — Menulog will shut down in Australia after 20 years, cutting 120 jobs as Just Eat Takeaway retreats from the local food delivery
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Kosaku Narioka / Wall Street Journal: Sony Q2: revenue up 4.6% YoY to ~$20.3B, net profit up 6.7% to ~$2.02B, says it sold 3.9M PS5 units, and raises annual operating profit forecast 7.5% to ~$9.3B — It expects U.S. tariffs to weigh on operating profit by ¥50 billion for the current fiscal year, versus ¥
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Sean O’Kane / TechCrunch: Rivian spins off Mind Robotics as a new stand-alone industrial AI and robotics company; Mind Robotics raised a $115M seed led by Eclipse — Rivian has created its second spinoff company this year: an industrial AI and robotics venture called Mind Robotics. Source link