Goldman Sachs analysts have identified a notable shift in how investors respond to corporate layoff announcements, finding that even job cuts attributed to automation and AI-driven restructuring are now causing stock prices to fall rather than rise. The investment bank linked recent layoff announcements to public companies' earnings reports and stock market data, concluding that stocks dropped by an average of 2% following such announcements, and companies citing restructurings faced even harsher punishment. The traditional Wall Street playbook held that layoffs tied to strategic restructuring would boost stock prices, while cuts driven by declining sales would hurt them. That distinction appears to have collapsed. Goldman's analysts suggest investors simply don't believe what companies are saying -- firms announcing layoffs have experienced higher capex, debt and interest expense growth alongside lower profit growth compared to industry peers this year. The real driver, analysts suspect, may be cost reduction to offset rising interest expenses and declining profitability rather than any forward-looking efficiency play. Goldman expects layoffs to keep rising, motivated in part by companies' stated desire to use AI to reduce labor costs.

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Nvidia has agreed to buy assets from Groq, a designer of high-performance artificial intelligence accelerator chips, for $20 billion in cash, according to Alex Davis, CEO of Disruptive, which led the startup's latest financing round in September. From a report: Davis, whose firm has invested more than half a billion dollars in Groq since the company was founded in 2016, said the deal came together quickly. Groq raised $750 million at a valuation of about $6.9 billion three months ago. Investors in the round included Blackrock and Neuberger Berman, as well as Samsung, Cisco, Altimeter and 1789 Capital, where Donald Trump Jr. is a partner. Groq said in a blog post on Wednesday that it's "entered into a non-exclusive licensing agreement with Nvidia for Groq's inference technology," without disclosing a price. With the deal, Groq founder and CEO Jonathan Ross along with Sunny Madra, the company's president, and other senior leaders "will join Nvidia to help advance and scale the licensed technology," the post said.

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Amazon finds itself caught between two competing impulses as AI shopping agents from OpenAI, Google, Perplexity and Microsoft mushroom across the e-commerce space -- block them to protect its dominant position, or partner with them to avoid being left behind. The company has largely played defense so far. Amazon recently updated its website code to block external AI agents from crawling it, and as of this week had blocked 47 bots including those from all major AI companies. In November, Amazon sued Perplexity over an agent in the startup's Comet browser that can make purchases on users' behalf, alleging the company concealed its agents to continue scraping Amazon's site. But Amazon's stance appears to be shifting, CNBC reports. CEO Andy Jassy said on an October earnings call that Amazon expects to partner with third-party agents and has engaged in conversations with some providers. The company is now hiring a corporate development leader to forge strategic partnerships in "agentic commerce." Amazon is also investing in its own tools. The company launched shopping chatbot Rufus last February and has been testing an agent called Buy For Me that can purchase products from other sites within Amazon's app.

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Il y a quelques jours, nos confrères de Gamesindustry.biz annonçaient que le chinois Tencent se séparait de Bulkhead (Battalion 1944) et que ce dernier était racheté par un consortium de trois fonds d’investissement. L’un d’eux est la société mère de Team17, qui édite notamment WARDOGS, le prochain jeu du studio britannique. On apprend également qu’un autre de ces fonds est géré par l’équipe dirigeante de Bulkhead. Cela fait beaucoup de rapprochements, qui devraient déboucher sur une forme de collaboration entre studios des différents groupes. Ce ne sera franchement pas du luxe pour le créateur de Battalion 1944, qui n’était clairement pas un pro de la communication, ni même des choix de design. Dans tous les cas, ils semblent confiants quant à une date de sortie en accès anticipé l’année prochaine pour WARDOGS, leur mélange de Battlefield et de construction de bases.

Point positif : tous les développeurs du studio restent à leur poste. Ce qui inquiète, en revanche, c’est cette petite phrase : « Super Media Group (ndlr, le fonds dirigé par les chefs de Bulkhead) explore également la possibilité de codévelopper les prochains opus de la franchise Hell Let Loose de Team17. » Mais laissez donc Hell Let Loose: Vietnam tranquille ! Vous avez déjà votre WARDOGS qui a l’air un peu naze, ne venez pas casser le jouet des autres !

Si vous souhaitez plus d’infos, notamment sur qui possède quoi et quelle société a des parts dans qui, n’hésitez pas à consulter l’article d’origine sur Gamesindustry.biz (en anglais). On suivra avec attention les implications du studio dans le développement d’Hell Let Loose: Vietnam, ou dans d’hypothétiques spin-off, comme Hell Let Loose: Black Cab ou Hell Let Loose: Fish & Chips Simulator. Pour WARDOGS, l’engouement est un peu moindre, mais sait-on jamais : ce sera peut-être le premier projet de Bulkhead à ne pas finir encastré dans le mur.