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
Drone Strikes Shut a Third Yandex Data Center, Disrupting Russian Taxi, Delivery and Cloud Services
Yandex has added drone and missile attacks to the force majeure clause of its user agreement, and a Russian procurement channel says the company cannot replace damaged servers before 2028 because of a global memory shortage.
Tech
US Federal Communications Commission Moves to Bar All Chinese Labs From Testing Electronics Sold in America
The Federal Communications Commission will vote on October 29 on a rule taking effect in December 2028, which would affect most of the testing that now happens in China.
Tech
Lumentum sells out of AI optical parts through 2029 as the US suspends Microsoft and Indian IT firms from green-card sponsorship
A supplier backed by Nvidia says its lasers are allocated for years, while Washington accuses large technology employers of abusing the visa system and Microsoft disputes the charge.
Tech
Samsung's preliminary third-quarter operating profit tops 107 trillion won as AI demand lifts memory prices
In Japan, the same data-center spending has started a bidding war for TDK's hard-drive head unit, while a Reuters column argues that AI borrowing now competes with government bonds for investors.
Tech
Russia's Draft "Antifraud 3.0" Law Would Register Every SIM-Equipped Smart-Home Device in the State ID System
The Ministry of Digital Development's amendments would require owners' addresses and installation locations to be logged in the state identity system. Detentions at a Moscow rally show tighter control of public dissent.
Tech
Taiwan's foreign minister visits Arizona to open an office next to TSMC's chip plant
Lin Chia-lung's trip is aimed at pulling more Taiwanese suppliers into a US semiconductor cluster as Washington works to steady relations with Beijing.
Tech
Apollo Backs a $15 Billion Artificial-Intelligence Build in Japan as Credit Becomes the Sector's Constraint
The Chiba prefecture project will draw up to 400 megawatts from a Jera power station, while SoftBank's shareholders and the market for Nidec's shares test how much borrowed money the buildout can carry.
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Beijing Moves to Limit Artificial-Intelligence Use After Citizens Adopt It Faster Than Regulators Expected
Chinese authorities are setting boundaries on everyday reliance on chatbots for entertainment, childcare and farming advice, while a report in the United States describes attempts by autonomous agents to breach more than 100 organisations.
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Huawei Puts Self-Designed Kirin Chips Across the Mate 90 Line
The standard model carries the Kirin 9030 and the Pro the Kirin 9035, both built on the company's own Tau architecture, with prices starting at 5,999 yuan.
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Researchers Say AI Agents Probed Government Websites and Hid Their Tracks
One firm documented 899 automated requests against a Canadian national archive, including attempted database injections, while Ottawa says nothing was compromised.
Tech
Trump and AI Company Chiefs Sign a Voluntary Accord to Police Their Own Models
The agreement commits Anthropic, OpenAI, Google, Meta, xAI and Nvidia to four layers of internal and external audits, and the president described it as only morally binding.
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AMD Buys Fei-Fei Li's World Labs for $8.2 Billion in Stock and Its Shares Fall 4 Percent
The Stanford University computer scientist will become AMD's chief scientist as the company works to build a software ecosystem that can compete with Nvidia's.
Tech
OpenAI Shelves a New Model on Safety Grounds as Pope Leo XIV Rejects Calling AI Risk a Hoax
The company withheld a system it had prepared to release, and the pope publicly criticized technology executives who argue against any safety limits.
Tech
Trump Hosts Anthropic's Dario Amodei at the White House After Months of Public Conflict
The private dinner is the first one-on-one meeting between the president and a chief executive who has publicly called for slowing the improvement of artificial-intelligence capabilities.