Today on TechFlow Daily, we unpack OpenAI’s staggering $300 billion cloud compute deal with Oracle, signaling a major shift in AI infrastructure and multi-cloud strategies. Microsoft surprises with a nearly $20 billion GPU contract to Nebius, revealing a new approach to AI capacity sourcing. Apple’s big September event underwhelms on AI, delaying key Siri upgrades as rivals accelerate innovation. Across the Atlantic, ASML’s $1.5 billion investment in French AI startup Mistral marks a bold step toward European AI independence. We also review a turbulent year for the U.S. semiconductor market, marked by government intervention and complex export controls. Finally, Klarna prepares for a cautious US IPO amidst a fintech landscape favoring disciplined growth over explosive expansion. Tune in as we decode these stories shaping the business and tech world today.