Reading List

The most recent articles from a list of feeds I subscribe to.

Sources: Polymarket plans to return to the US with a focus on sports betting; initial trading is likely by the end of November, but won't be broadly available (Bloomberg)

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Nvidia unveils NVQLink, a high-speed interconnect that Jensen Huang says is the "Rosetta Stone connecting quantum and classical supercomputers" (Isabelle Bousquette/Wall Street Journal)

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Nvidia and HPE plan to build two new Vera Rubin-based supercomputers for Los Alamos National Laboratory, for national security and scientific research (Anton Shilov/Tom's Hardware)

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Skyworks buys rival Qorvo for ~$9.76B in a cash-and-stock deal, forming a $22B combined company that supplies radio-frequency chips to Apple and others (Reuters)

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Western Union plans to launch a dollar-backed stablecoin, USDPT, that is built on the Solana blockchain and issued by Anchorage Digital Bank, in H1 2026 (Vicky Ge Huang/Wall Street Journal)

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GitHub plans to launch Agent HQ, a hub to let developers access third-party AI coding agents, including Claude and OpenAI's Codex, in the coming months (David Gewirtz/ZDNET)

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Blackstone partners with Humain to invest about $3B in building and operating data centers and AI infrastructure across Saudi Arabia, set to open in 2026 (Bloomberg)

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A recording of Nvidia's GTC October 2025 Keynote with CEO Jensen Huang (NVIDIA on YouTube)

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Securitize, a blockchain company that tokenizes investments, files to go public via a SPAC started by Cantor Fitzgerald, valuing Securitize at $1.25B pre-money (Liz Napolitano/CNBC)

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Nvidia plans to invest $1B in Nokia for a 2.9% stake in the company, an apparent vindication of its pivot from mobile networking to AI; NOK jumps 20%+ (Jillian Deutsch/Bloomberg)

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Mem0, which aims to build a "memory passport" so users' AI memory can travel across their devices, apps, and agents, raised $24M, including a $20M Series A (Tage Kene-Okafor/TechCrunch)

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Truth Social launches Truth Predict, a prediction market platform in partnership with Crypto.com to let users trade on major current events like elections (Financial Times)

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Palo Alto Networks launches Cortex AgentiX, AI agents that can be deployed across various security vendor platforms to automate cybersecurity actions (Samantha Subin/CNBC)

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PayPal reports Q3 revenue up 7% YoY to $8.4B, total payment volume up 8% to $458.1B, above $450.3B est., and raises its FY 2025 EPS forecast; PYPL jumps 10%+ (Bloomberg)

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Apple crosses a $4T market cap in intra-day trading, making it only the third public company ever to reach the milestone; AAPL is up 56% since its April low (Subrat Patnaik/Bloomberg)

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A profile of Substrate, which uses particle acceleration to handle lithography, claiming to solve one of tech's toughest problems, and aims to compete with ASML (Bloomberg)

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Circle launches the test version of its Arc blockchain, with Goldman, BlackRock, Apollo, Anthropic, Intercontinental Exchange, and others set to trial it (Anna Irrera/Bloomberg)

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ConductorOne, which helps address identity cybersecurity risks for human and AI staff, raised a $79M Series B led by Greycroft, sources say at a $350M valuation (Alicia Park/Forbes)

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Microsoft gets access to OpenAI tech through 2032, including models post-AGI but excluding consumer hardware; OpenAI can now develop products with third parties (Bloomberg)

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Substrate, which aims to challenge TSMC, raised $100M+ from Founders Fund, General Catalyst, and others at a $1B+ valuation as it seeks to boost US chip making (Tim Bradshaw/Financial Times)

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