The CODEW
@tcodew
The CODEW focuses on the fast-moving world of Tech M&A. It also features high-value information on business software, SaaS, and other tech-related topics.
Inside OpenAI's deals with Nvidia, Oracle, and AMD, where sources say Sam Altman largely relied on his executive team, with little input from outside advisors ft.com/content/967b0d…
Sources: Apple is working on a vapor chamber for the next iPad Pro in 2027 and plans to start selling ads in its Maps app as early as next year bloomberg.com/news/newslette…
Australia sues Microsoft for allegedly misleading ~2.7M Microsoft 365 users into accepting a price hike for Copilot plans while hiding cheaper non-AI options reuters.com/world/asia-pac…
Coinbase agrees to acquire Echo, a blockchain platform to let crypto companies quickly raise capital, for ~$375M, marking Coinbase's eighth acquisition in 2025 wsj.com/finance/coinba…
ChatGPT Atlas features an agent mode to let ChatGPT automate web-based tasks on behalf of users, available for ChatGPT Plus and Pro users theverge.com/ai-artificial-…
OpenAI launches its ChatGPT Atlas web browser, available initially for macOS, and “coming soon” to Windows, iOS, and Android axios.com/2025/10/21/ope…
DeepSeek releases DeepSeek-OCR, a vision language model designed for efficient vision-text compression, enabling longer contexts with less compute the-decoder.com/deepseeks-ocr-…
Anthropic announces Claude Code on the web and in the Claude iOS app, available in beta as a research preview for Pro and Max users thenewstack.io/anthropics-cla…
AWS says services have “returned to normal operations” after an outage in its US-EAST-1 region, first reported at 3:11am ET, that took down major websites cnbc.com/2025/10/20/ama…
AMD's SVP of AI Vamsi Boppana says the company's AI software, designed with input from OpenAI, helped secure the multi-billion dollar deal with OpenAI forbes.com/sites/richardn…
SEMI: US chip fab investment to outpace China, Taiwan, and South Korea from 2027, driven by AI demand and US policies, rising from $21B in 2025 to $43B in 2028 asia.nikkei.com/business/tech/…
The Dutch government takes control of Chinese-owned Dutch chipmaker Nexperia under the Goods Availability Act to safeguard chip supply for European industries ft.com/content/605e54…
Google adds a Chrome feature that automatically disables browser notifications from websites users haven't interacted with recently, on Android and desktop techcrunch.com/2025/10/10/goo…
SEMI: US chip fab investment to outpace China, Taiwan, and South Korea from 2027, driven by AI demand and US policies, rising from $21B in 2025 to $43B in 2028 asia.nikkei.com/business/tech/…
An index of Chinese chip stocks is outperforming global peers, surging 50% since the end of June, amid rising investor caution about soaring valuations bloomberg.com/news/articles/…
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