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Technology News

  • Toyota targets 2028 for first solid-state battery-powered EV, backed by Japanese partnerships
    November 11, 2025, 6:28 PM EST. Toyota is pressing ahead with its solid-state battery program, aiming to launch the first solid-state battery-powered EV within two to three years, with a target of 2028 announced at the Tokyo Motor Show. The company has partnered with Sumitomo Metal Mining to mass-produce the new cells and suggests these batteries could offer higher power, longer range, and faster charging, potentially nearly tripling range and slashing charging time. Toyota's CTO says solid-state tech could fit on current platforms but may be best on a dedicated one, while executives emphasize lower emissions in production and longer battery life. Toyota showcased a prototype pack claimed to deliver ~745 miles (1,200 km) and sub-10-minute charging. Partners like Idemitsu Kosan aim to build large-scale lithium sulfide electrolyte plants to support production.
  • OpenAI signs $38B AWS cloud deal to diversify compute power beyond Microsoft
    November 11, 2025, 6:26 PM EST. OpenAI has signed a seven-year, $38 billion contract with Amazon Web Services (AWS) to access Nvidia-based AI training infrastructure, broadening its cloud compute footprint beyond Microsoft. The deal is part of OpenAI's shift from a nonprofit toward greater operational and financial freedom, supporting its growing demand for scalable, reliable compute. AWS joins partnerships with Oracle, Broadcom, AMD and Nvidia as OpenAI accelerates its AI model development while reducing reliance on any single vendor. Analysts note the move signals a crowded race for AI-grade infrastructure and raises questions about profitability and risk across tech giants.
  • OpenAI Signs $38B Cloud Deal With Amazon, Expanding AI Compute Capacity
    November 11, 2025, 6:24 PM EST. OpenAI has signed a multi-year, $38 billion deal with Amazon to procure AWS cloud infrastructure for training models and serving users. The arrangement deepens the AI ecosystem's reliance on major cloud providers and highlights OpenAI's push to diversify beyond any single partner. The deal centers on custom infrastructure and NVIDIA GPUs (GB200s and GB300s), with access to hundreds of thousands of GPUs and scalable CPUs to support training and inference. The agreement follows OpenAI's shift toward a for-profit structure within a nonprofit framework, and comes after high-profile partnerships with Microsoft. Industry observers say the pact signals a sustained race to expand AI infrastructure capacity, with projections of hundreds of billions in spending in the coming years. OpenAI aims to mitigate dependence on a single cloud by partnering broadly.
  • Nebius Group stock soars 475% on AI data-center backlog; is the rally justified or a bubble?
    November 11, 2025, 6:22 PM EST. Nebius Group (NBIS) has rocketed 475% in the past year on surging demand for AI data centers. The rally is underpinned by rapid revenue growth, but the stock trades at a sky-high P/S ratio of about 114-well above the tech sector average and peers like CoreWeave (around 19x). Some argue the valuation hints at a bubble, especially with cautious 12-month targets. Yet Nebius's sizeable backlog suggests durable demand for its dedicated AI infrastructure, chips from Nvidia/AMD/Intel, and a flexible consumption model for AI training and inference. If the backlog translates into sustained revenue growth, the stock could justify higher multiples; if growth slows, downside risk could intensify, despite the current momentum.
  • Premarket movers: Nvidia, Paramount Skydance, CoreWeave, XPeng, Beyond Meat and more
    November 11, 2025, 6:16 PM EST. Premarket movers included Nvidia slipping 1.8% after SoftBank disclosed it sold its stake for $5.83B. CoreWeave dropped nearly 8% as full-year guidance disappointed, guiding revenue to $5.05B-$5.15B vs. $5.29B expected. Paramount Skydance jumped about 5% after earnings, with cost cuts, layoffs and higher streaming prices eyed for next year. XPeng rose 4.8% amid enthusiasm over its humanoid tech and plans to launch robotaxis next year. Beyond Meat fell 6.7% on weaker Q4 guidance of $60-$65M vs. $70M consensus. Rigetti Computing slid 3.8% after Q3 revenue of $1.9M missed. BigBear.ai surged 16% on a revenue beat and reaffirmed full-year guidance. RealReal jumped 16.6% after guiding higher and beating Q3 revenue. Rocket Lab gained 8% as revenue beat and narrower loss.