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SED News: AMD’s Big OpenAI Deal, Intel’s Struggles, and Apple’s AI Long Game

SED News is a monthly podcast from Software Engineering Daily where hosts Gregor Vand and Sean Falconer unpack the biggest stories shaping software engineering, Silicon Valley, and the broader tech industry.

In this episode, they cover the $1.7B acquisition of Security AI, LangChain’s massive valuation, and the surprise $300M funding” round for Periodic Labs. They also break down the massive AWS outage, Apple’s rare reversal on its glass UI design, and the emerging web of trillion-dollar AI infrastructure deals centered around OpenAI.

Gregor and Sean then dive deep into the world of…

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