- Bay Area Times
- Posts
- NVIDIA gets U.S. nod for some UAE sales in Trump AI diplomacy move
NVIDIA gets U.S. nod for some UAE sales in Trump AI diplomacy move
Bay Area Times
October 09, 2025
Brought to you by:
Top stories today:
- Cursor maker said to weigh investment offers at $30B valuation
- TSMC Q3 revenue +30% YoY to $32.5B, driven by AI chip demand
- N8n raises $180M at $2.5B valuation, backed by NVIDIA
- Samsung researcher unveils 7M, open-weight Tiny Recursion Model
- NVIDIA gets U.S. nod for some UAE sales in Trump AI diplomacy move
- First pig-to-human liver transplant performed by Chinese surgeons
0. Data and calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
All times are ET.
Listen to our AI-generated podcast summarizing today’s newsletter (beware of hallucinations):
1. Cursor maker, Anysphere, said to weigh investment offers at $30B valuation
Some investors have already purchased existing shares at around that level.
Cursor’s ARR jumped 10x to $500M between Nov.-Jun.
Anysphere reportedly turned down $18B-$22B offers this summer.
150+ is the headcount at Anysphere.
Fraudsters aren’t operating alone—they’re using AI, automation, and stolen credentials. Yet many fraud teams are still relying on siloed systems and rule-based tools that only catch a fraction of what’s happening. In Plaid’s new whitepaper with Javelin, you’ll get expert insights into:
Combining identity, device, behavior, and transaction data to detect threats in real time
Using shared intelligence to see the full picture of an attack
Reducing fraud and friction, without compromising either
Learn how top teams are shifting from fragmented defenses to connected, real-time strategies.
Download the report now.
*Sponsored.
3. TSMC Q3 revenue +30% YoY to $32.5B, driven by AI chip demand
+30% in TSMC’s shares this year.
TSMC is the go-to chipmaker for NVIDIA, AMD, and Broadcom.
Oct. 16: the company’s full Q3 results will be released.
4. N8n raises $180M at $2.5B valuation, backed by NVIDIA
