Tech News
LAST UPDATE: September 23, 2025
Intel Needs Chip Factory Win to Sustain $50 Billion Stock Rally
Intel’s recent $50 billion stock rally is at risk unless the company secures a significant win in its chip factory construction plans. The rally has been fueled by a partnership with Nvidia, but the company’s long-term success depends on its ability to effectively scale up its manufacturing capabilities. Investors are watching closely to see if the company can deliver on its promises.
Insight
This news highlights the volatility in the technology sector and the importance of tangible results for investor confidence. Intel’s stock rally is based on future potential, but this potential is contingent on a successful expansion of its manufacturing footprint. This also shows the immense capital required to compete in the semiconductor industry and the importance of government subsidies.
UK and US set up task force to explore co-operation on digital assets regulation
The UK and US have established a “Future Markets Taskforce” to explore cooperation on digital assets regulation and capital markets. The task force aims to improve cross-border financing and reduce burdens for companies operating in both countries. The collaboration follows discussions between the US Treasury Secretary and the UK Chancellor of the Exchequer.
Insight
This initiative demonstrates a shared desire between two major financial hubs to create a coordinated regulatory framework for the rapidly evolving digital asset space. It signals a move away from fragmented national regulations toward a more unified approach. The task force is a significant step in legitimizing and mainstreaming digital assets, as it provides a framework for future policies.
TikTok algorithm to be ‘retrained’ by Oracle in Trump deal
As part of a new deal to prevent a US ban, TikTok’s algorithm for American users will be ‘retrained’ by Oracle. The agreement would see a new US-based company, controlled by American investors, acquire a version of the algorithm. Oracle will serve as the security provider and ensure the system is inaccessible from China, while ByteDance will lose access to both user data and algorithmic control.
Insight
This unprecedented deal addresses national security concerns by attempting to sever the link between TikTok’s US operations and its Chinese parent company. Retraining the algorithm is a key aspect of this, as it aims to remove any potential for foreign influence on the content delivered to American users. The agreement sets a new precedent for how the US government may regulate foreign-owned technology platforms.
No Golden Share For Trump in TikTok Deal, White House Says
The White House has clarified that the US government will not take an equity stake or a “golden share” in the new TikTok entity. A golden share would have given the government veto power over key company decisions. This decision stands in contrast to President Trump’s previous efforts to secure a direct stake in companies like Intel and US Steel.
Insight
This news is significant because it provides a clear boundary on the government’s involvement in the TikTok deal. The decision not to take a golden share suggests that the administration is comfortable with a security agreement that doesn’t involve direct ownership or control. This may ease some concerns about government overreach into the private sector.
Nvidia to invest up to $100bn in OpenAI
Nvidia has announced it will invest up to $100 billion in OpenAI, the developer of ChatGPT, in exchange for a large stake in the company. The partnership will provide OpenAI with the capital and chips needed to build its next-generation AI infrastructure. This move solidifies the existing collaboration between the two companies.
Insight
This massive investment underscores the intense competition and massive capital requirements in the AI sector. It cements Nvidia’s position as the dominant supplier of AI hardware and gives it a strategic stake in one of the most important AI companies. The deal highlights the close ties between hardware developers and AI software firms and could raise antitrust concerns.
