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Technology News

  • AI funding: bubble risk or smarter equity model with Nvidia and hyperscalers
    October 12, 2025, 8:28 AM EDT. Two weeks after proposing an Is AI a Bubble? framework, the debate shifts to whether AI financing resembles a circular financing mechanism. Unlike the 2000s telecoms crash, today’s AI roundtrip leans on equity stakes and computing credits rather than traditional debt. Nvidia and other hyperscalers take equity or offer services in exchange for future equity, aligning with portfolio companies rather than acting as distant lenders. If startups fail, losses hit equity rather than bankruptcy courts. Cloud revenue flows in real time, reducing the debt overhang that doomed Nortel and Lucent. Stricter post-bust accounting standards and past scandals shape deals. Some financings are still cash-paying, but others echo classic vendor financing. The big question: is this true value creation or a new financing ouroboros?
  • iPhone 17 Camera Control: How Apple Should Fix the Wonky Button
    October 12, 2025, 8:27 AM EDT. Apple's Camera Control button on the iPhone 17 aims to speed shooting, but reviewers find the placement awkward and prone to accidental activation. The current position on the right edge makes landscape grips uncomfortable and forces unusual handling, with users proposing a relocation toward the bottom-right or a second button. While the concept is interesting, the ergonomics, accessibility, and reliability of the feature are in doubt. The piece urges Apple to refine the button's positioning, improve gesture logic, and optimize default settings to prevent accidental launches, while noting rumors of potential changes in the iPhone 18 lineup.
  • Benzinga Bulls And Bears: Applied Digital, NVIDIA, Senseonics — Markets Fall On Fresh Tariff Fears
    October 12, 2025, 8:26 AM EDT. Markets fell as President Trump threatened new tariffs on Chinese imports, halting earlier gains and sending tech and export-sensitive names lower. Investors reassessed rate expectations and geopolitical risk ahead of U.S.–China responses, earnings, and Fed commentary. In the Bulls section, Applied Digital posted a Q1 revenue beat of $64.22M (+84% YoY) with an adjusted loss of $0.03 per share and announced a 150 MW lease expansion with CoreWeave that lifts Polaris Forge 1 to 400 MW, signaling ~$11B in long-term lease revenue. For NVIDIA, a Cantor Fitzgerald target of $300 reflects leadership in AI infrastructure. In the Bears, Senseonics slid after Q3 results and a 1-for-20 reverse stock split, with Q3 revenue around $8.1M (up 91% YoY).
  • Google blocks Android hack that enabled VoLTE on imported Pixels after October 2025 update
    October 12, 2025, 8:25 AM EDT. Google’s October 2025 update breaks the Pixel IMS app, a tool used to enable VoLTE and VoWiFi on imported Pixel phones in unsupported regions. The app exploited a privilege in Android’s telephony framework to override carrier checks, a loophole Google has patched and which is now tracked as a high‑severity vulnerability, CVE-2025-48617. A new workaround surfaced to re-enable VoLTE in non native regions, but enabling VoWiFi still requires rooting the device or waiting for Google’s official carrier expansion. The exploit relied on the shell user (via ADB) and the Shizuku app to run as root, abusing testing hooks meant for developers. With the patch, Google has closed the loophole after more than two and a half years, leaving many regionally imported Pixels without official VoLTE/VoWiFi support unless carriers approve.
  • Enterprises Bet on AI: Zendesk, Anthropic–IBM Partnerships, and Deloitte Deal Signal Momentum
    October 12, 2025, 8:24 AM EDT. Enterprise AI is moving from hype to deals. This week saw Zendesk roll out AI agents claiming to resolve 80% of customer-service issues, while Anthropic and IBM announced a strategic partnership and Deloitte cut a deal with Anthropic. Google also unveiled an AI-for-business platform. Yet adoption isn’t seamless: Australia’s government pushed back on an AI-generated report, underscoring that outputs must be responsibly verified. On Equity, the hosts note enterprise contracts offer nearer-term revenue than consumer apps like Sora, even if consumer AI remains sexy. The takeaway: enterprise AI momentum exists now, but it requires responsible deployment and vigilance about accuracy and regulation to turn promise into profit.