Polylog
The Polylog Global Intelligence Brief

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.

China Showcases AI Hardware as Export Controls Bite

Tech

China Showcases AI Hardware as Export Controls Bite

Huawei prepares to unveil a new computing cluster and an AI-agent phone as Beijing presses ahead in the technology race.

2 sources
China Prepares AI Showcase as Huawei Readies New Computing Cluster

Tech

China Prepares AI Showcase as Huawei Readies New Computing Cluster

The World Artificial Intelligence Conference in Shanghai will feature domestic hardware launches, part of Beijing's drive for self-sufficiency in advanced technology.

3 sources
Corroborated
Beijing's Next Export Wave May Be AI-Powered Robots

Tech

Beijing's Next Export Wave May Be AI-Powered Robots

Chinese firms are moving to automate delivery and factory work at scale, a shift some analysts call "China shock 3.0" for its potential effect on global labor and manufacturing.

1 source
Europe's Top Court Makes Google's 4.1 Billion Euro Android Fine Final

Tech

Europe's Top Court Makes Google's 4.1 Billion Euro Android Fine Final

The Court of Justice rejected Google's last appeal, ending an eight-year fight and allowing damages claims from rivals.

2 sources
Alarum Technologies shares collapse after FBI seizes domains tied to its proxy unit

Tech

Alarum Technologies shares collapse after FBI seizes domains tied to its proxy unit

The Israeli data company's dual-listed stock fell more than 70 percent in Tel Aviv after US authorities targeted infrastructure linked to its NetNut subsidiary.

3 sources
Updated
Europe's Top Court Upholds Google Fine and Backs Prosecution Over RT Content

Tech

Europe's Top Court Upholds Google Fine and Backs Prosecution Over RT Content

Two rulings from the European Court of Justice underline how far the bloc will extend its authority over American technology firms and Russian state media.

2 sources
Plausible
UN Scientific Panel Warns of Large Benefits and Large Risks From AI

Tech

UN Scientific Panel Warns of Large Benefits and Large Risks From AI

Forty experts in the first report of an independent United Nations panel call for coordinated governance of a technology advancing faster than the rules meant to govern it.

1 source
British American Tobacco to Cut 20 Percent of Staff and Expand Its Use of AI

Tech

British American Tobacco to Cut 20 Percent of Staff and Expand Its Use of AI

The cigarette maker plans to eliminate about 9,000 jobs in a restructuring it says will save 600 million pounds by 2028.

1 source
BIS Warns AI Spending Boom Could End in a Prolonged Investment Bust

Tech

BIS Warns AI Spending Boom Could End in a Prolonged Investment Bust

The central banks' bank says weak returns on artificial-intelligence projects could trigger a sharp pullback in funding that threatens the wider economy.

2 sources
The AI Trade Faces a Reckoning as Bubble Fears Grow and Washington Tightens Its Grip

Tech

The AI Trade Faces a Reckoning as Bubble Fears Grow and Washington Tightens Its Grip

Renewed volatility in technology shares revived warnings of an artificial-intelligence bubble, even as the United States permitted a restricted release of Anthropic's most powerful model.

3 sources
Plausible
Russia Urges Users Off Apple After VK Apps Pulled From App Store

Tech

Russia Urges Users Off Apple After VK Apps Pulled From App Store

The Kremlin advised switching to Android and domestic systems after Apple removed applications from the state-linked social network VK.

3 sources
CorroboratedUpdated
Japan's Kioxia Plans US Listing to Tap AI Memory Demand

Tech

Japan's Kioxia Plans US Listing to Tap AI Memory Demand

The flash-memory maker aims to list in the United States next spring and split its shares at home, joining a series of technology offerings.

2 sources