In today’s briefing:
- AMD’s OpenAI Alliance—Is This The Biggest Threat NVIDIA Will Face?
- GitLab Acquisition Hints Resurface— Alphabet-Backed DevOps Firm Could Be Up For Sale!
- Info Edge Q2 Preview: Non-IT Gains Help Maintain Overall Growth Momentum
- Itron’s $325 Million Urbint Deal Could Reshape The Grid Forever—A Battle For Utility Supremacy!
- NVIDIA’s Web Of AI Deals Is Fueling The Boom—And A Potential Collapse?
- Qualcomm Just Bought Arduino—Here’s Why It Could Be A $1 Trillion Play!
- STMicroelectronics: An Insight Into Its Automotive Market & Product Strategy!
AMD’s OpenAI Alliance—Is This The Biggest Threat NVIDIA Will Face?
- In recent weeks, Advanced Micro Devices (AMD) has intensified its AI ambitions through a deepening strategic partnership with OpenAI, solidifying its presence in a highly competitive and capital-intensive space.
- AMD has begun supplying its MI300 and MI350 series accelerators to OpenAI, which has emerged as one of the largest and most influential customers of AMD’s Instinct GPU platform.
- The collaboration isn’t limited to hardware—OpenAI is actively assisting AMD in optimizing its ROCm software stack, significantly narrowing the gap with Nvidia’s CUDA.
GitLab Acquisition Hints Resurface— Alphabet-Backed DevOps Firm Could Be Up For Sale!
- GitLab has reentered the takeover rumor mill after a noticeable dip in its share price, reigniting chatter across trading floors and financial media alike.
- The latest speculation was stirred by a Betavile “uncooked” alert circulated on October 7, 2025, hinting that the DevSecOps platform may once again be attracting acquisition interest.
- This follows a July 2024 report that GitLab was exploring a potential sale after drawing interest from industry players including cloud monitoring giant Datadog (NASDAQ: DDOG).
Info Edge Q2 Preview: Non-IT Gains Help Maintain Overall Growth Momentum
- Info Edge delivered 12.1% year-on-year growth in Q2 FY26 billings to INR 729 crore, led by steady momentum in Non-IT hiring and healthy traction in 99acres and Jeevansathi.
- The mix shift toward Non-IT and consumer-facing platforms signals a stronger, more balanced growth profile, cushioning the business from the ongoing IT hiring slowdown.
- With diversified revenue streams, disciplined cost control, and early benefits from AI integration, Info Edge appears positioned for sustained growth and gradual margin expansion ahead.
Itron’s $325 Million Urbint Deal Could Reshape The Grid Forever—A Battle For Utility Supremacy!
- Itron has struck headlines once again, this time by signing a definitive agreement to acquire Urbint for approximately $325 million, to be funded from cash on hand.
- The closing is expected in Q4 2025.
- This move follows a strong Q2 2025 delivered by Itron—with revenue of $607 million, record margins, and free cash flow of $91 million—though the company modestly trimmed its full year revenue midpoint while raising its EPS outlook.
NVIDIA’s Web Of AI Deals Is Fueling The Boom—And A Potential Collapse?
- Two weeks ago, Nvidia announced a potential $100 billion investment in OpenAI to fund one of the largest data center buildouts in tech history, a move immediately questioned for its circular structure.
- Just days later, OpenAI inked a similarly structured deal with AMD, pledging tens of billions for chip purchases while simultaneously becoming one of AMD’s largest shareholders.
- These deals, while bold and futuristic, have sparked concern that the AI sector’s rapid trillion-dollar expansion is not entirely organic but propped up by a dense web of interlinked investments between a handful of players.
Qualcomm Just Bought Arduino—Here’s Why It Could Be A $1 Trillion Play!
- Qualcomm has made headlines once again with its latest strategic move: the acquisition of Arduino, the opensource hardware pioneer boasting a 33 million-strong developer base.
- While financial terms remain undisclosed, the implications of this deal are significant.
- The acquisition aligns with Qualcomm’s push into automation, robotics, and the broader AI-enabled device ecosystem.
STMicroelectronics: An Insight Into Its Automotive Market & Product Strategy!
- STMicroelectronics reported its financial results for the second quarter of 2025, showing mixed performance across its various segments.
- Revenues for the quarter were $2.77 billion, slightly above the midpoint of its outlook, with Personal Electronics and Industrial sectors showing stronger-than-anticipated performance.
- On the downside, Automotive revenues were slightly below expectations due to specific customer dynamics.
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