Tech · past 14 days
AI, semiconductors, and the technology industry as an investment and power story: compute supply, model capability, platform shifts, and the capital spending cycle behind all of it.
Tech
Meta's Multibillion-Dollar US Child Safety Settlement Sets a Template Other Governments Can Use
The company agreed to pay state attorneys general and to cap under-18 users at two hours a day, while claims in Kenya, the Netherlands and elsewhere remain unresolved.
Tech
Nvidia Reports $96.2 Billion in Quarterly Revenue and Guides Above $105 Billion, Excluding China Entirely
Shares rose 4.7 percent after hours and index futures turned higher, even as Chinese investors pulled 560 billion yuan out of domestic mutual funds during a semiconductor selloff.
Tech
Meta Agrees to Pay Up to $16.68 Billion to Settle State Claims Over Harm to Child Users
The company will impose daily usage limits and nighttime blocks for teenage accounts across the United States, and participating states receive about $12.7 billion of the total over ten years.
Tech
Artificial-Intelligence Ambitions Face Physical Constraints in Orbit and on the Ground
SpaceX proposes launching millions of satellites to host computing, while two researchers argue models should learn physics rather than language.
Tech
Chip Stocks Fall Before Nvidia's Results as JPMorgan Lends Against Private AI Shares
Micron dropped 5.8% on Monday, and the bank has shortened the horizon on loans backed by SpaceX stock while considering the same for Anthropic holdings.
Tech
Asian Technology Shares Fall as Alibaba Sells $10.2 Billion of Stock at a Discount
Samsung Electronics dropped 4.26 percent and the Hang Seng fell 2.1 percent, while the parent of Chinese memory maker YMTC prepares a Shanghai listing and Europe's technology investment gap with the United States widens.
Tech
Chinese Robot Makers Shift From Humanoid Demonstrations to Machines Built for Work
A humanoid ran 100 metres in 9.39 seconds at a Beijing competition, but manufacturers at the World Robot Conference put wheeled and task-specific designs at the centre of their pitch.
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Israel's Growth Data Shows a National Economy Leaning on a Single Chip Company
Unlike the Intel era, Nvidia's Israeli operations produce nothing on Israeli soil, so the country carries the exposure without the manufacturing base.
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Meta Faces Trial in California Over Claims It Designed Its Platforms to Be Addictive
An Israeli Supreme Court ruling the same week widens public access to court files in class actions against Google, expanding the disclosure risk platforms face.
Tech
Synchrony Puts Its Store Cards Inside ChatGPT as AI Agents Gain Spending Authority
The lender behind the Amazon, Walmart and Lowe's cards is also in talks with Anthropic and Google to embed financing in their assistants.
Tech
China's Zhipu Claims Parity With Western Models on Cyber Defence and Publishes Its Own Standard
GLM-5.3 scored 84.5 percent on a code-vulnerability test against 83.8 percent for its American benchmark, while state media pressed developers to drop English artificial-intelligence terms.
Tech
Washington Prepares to Tell 35 Countries to Choose Between American and Chinese Artificial Intelligence
A draft State Department letter warns signatories of the June AI Opportunity Statement that joining Beijing's competing framework would exclude them from the United States-led coalition, with Kazakhstan so far the only member of both.
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Guangdong Recruits Computer Science Students as China Competes for Its Own AI Talent
The province that hosts China's manufacturing base brought nearly 40 Tsinghua University students in this week, targeting the graduate pool that produced the founders of DeepSeek and Moonshot.
Tech
OpenAI Loses a Third Senior Executive in a Month as Sam Altman Pushes Toward a Listing
Chief Revenue Officer Denise Dresser confirmed her exit on Friday, following the departures of the chief operating officer and the company's second-ranking executive.
Tech
China Prepares to Lift the Exit Ban on the Founders of Manus After Blocking Meta's Purchase
Chief executive Xiao Hong plans to return to Singapore as the artificial intelligence company nears a resolution of its separation from Meta.
Tech
AI capital spending moves into foreign bond markets as model prices collapse
Bond sales by Amazon and Alphabet have pushed up borrowing costs in Canadian dollars, Swiss francs and sterling, at the same time as OpenAI and Anthropic cut prices in response to cheaper Chinese models.