Daily Edition · Page 1

THE DAILY INDEX

Technology, AI, software, security, crypto and business

Across today’s newsletters

Today’s Index

ORACLE, OPENAI SIGN MASSIVE $300 BILLION CLOUD COMPUTING DEAL

OpenAI will purchase $300 billion in computing power from Oracle over roughly five years. The deal, which far outstrips OpenAI's current revenue, is one of the largest cloud contracts ever signed. It will require 4.5 gigawatts of power capacity, the amount consumed by roughly four million homes. Oracle's share price recently surged, increasing its Chairman Larry Ellison's wealth by more than $100 billion. OpenAI and Oracle's contract will start in 2027.

OPENAI AND ORACLE REPORTEDLY INK HISTORIC CLOUD COMPUTING DEAL

OpenAI reportedly signed a $300 billion deal with Oracle for compute power over five years, starting in 2027, marking one of the largest cloud contracts ever. This move diversifies OpenAI's cloud providers beyond Microsoft Azure, aligning with its involvement in the $500 billion Stargate Project for domestic data centers. Oracle has been working with OpenAI since 2024, highlighting a strategic shift in cloud resources essential for OpenAI's growth.

MIGRATING TO REACT NATIVE'S NEW ARCHITECTURE (2025)

Shopify successfully migrated two of its largest apps (Shopify Mobile and Shopify Point of Sale) to React Native's New Architecture while maintaining weekly releases and serving millions of merchants. Its strategy focused on minimizing code changes, maintaining dual architecture compatibility during development, and making sure performance stayed the same throughout the migration process. The team ran into and fixed some issues like erroneous state batching, blank screens, shadow tree manipulation problems, and view flattening side effects.

FROM MOSTERERAT TO CLICKFIX: NEW MALWARE CAMPAIGNS HIGHLIGHT RISING AI AND PHISHING RISKS

Fortinet researchers have disclosed a sophisticated phishing campaign delivering MostereRAT, a banking malware-turned-RAT that uses the obscure Easy Programming Language (EPL), disables Windows security mechanisms, and deploys remote access tools like AnyDesk and TightVNC to maintain persistent access on compromised systems. A separate ClickFix campaign targets users searching for AnyDesk by serving fake Cloudflare verification pages that ultimately deliver MetaStealer through social engineering tactics involving Windows File Explorer and malicious LNK files disguised as PDFs. Security researchers also revealed a novel adaptation of ClickFix using CSS-based obfuscation to weaponize AI summarizers through "prompt overdose" attacks that overwhelm AI context windows to produce malicious step-by-step instructions, demonstrating how threat actors are exploiting user trust in AI-generated content.

JPMORGAN: S&P 500 REJECTION OF STRATEGY A SETBACK FOR CRYPTO TREASURIES

The S&P 500 committee's decision to reject Strategy's inclusion despite meeting criteria is a “blow to crypto treasuries,” signaling reluctance to add firms that function as bitcoin funds. The move limits Strategy's ability to channel bitcoin exposure into major benchmarks, raising the risk that other index providers could also reconsider. Analysts warned that fatigue is growing around treasury-focused firms, with capital potentially shifting instead toward exchanges and miners with operating businesses.

CONSTRUCTION ROBOT PRINTING FLOOR PLAN: THE FUTURE OF BUILDING DESIGN

Construction robots are revolutionizing the industry by printing floor plans directly onto concrete slabs, offering unparalleled precision and efficiency. Traditional methods of laying out floor plans are labor-intensive and error-prone. New robots use Building Information Modeling data to autonomously print accurate floor plans, eliminating the need for manual measurements and chalk lines. A video showing one of the robots in action is available in the article.

THE UNREASONABLE EFFECTIVENESS OF MODERN SORT ALGORITHMS

It's possible to beat the best sort implementations with domain-specific knowledge, careful benchmarking, and an understanding of CPU micro-architectures. However, assumptions will become invalid and mistakes may creep in silently. Good sort implementations can be surprisingly fast even without prior domain knowledge. Developers should think twice about replacing high-quality sort implementations with something home-grown.

TLDR IndexPage 1