Tech · past 30 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
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Japan's AI Data-Center Boom Runs Into Local Resistance Over Power and Health
Residents near new urban developments are objecting to the noise, water and electricity demands of the facilities driving the country's artificial-intelligence expansion.
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Japan Pushes Resource and AI Security as Regional Frictions Build
Tokyo's Group of Seven rare-earth proposal and a revised artificial-intelligence plan signal a stronger technology-security agenda.
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United States Cuts Off Allied Access to Anthropic's Top AI Models
The export restriction forced a global shutdown of the company's latest systems and pushed allies toward building their own.
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India's IT Sector Weighs Real AI Disruption Against Overdone Fear
A market strategist argued the selloff in Indian technology services has gone too far, while warning that the near-term pressure on the sector is real.
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Google Loses Gemini Co-Leader Noam Shazeer to OpenAI
The departure of a foundational AI researcher, less than two years after Google paid billions to bring him back, intensifies the competition for senior talent.
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SpaceX Passes Amazon to Become the Fifth Most Valuable Listed Company
Three days after a market debut that raised about 75 billion dollars, the rocket maker's market value briefly topped three trillion dollars.
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Europe Pushes for AI Sovereignty After a US Access Cutoff
France and Germany say recent restrictions on American models show Europe must build its own capacity, as the Group of Seven debates United States dominance of the industry.
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Nvidia Raises 25 Billion Dollars in Bonds, Its First Sale Since 2021
The chipmaker drew roughly 85 billion dollars in orders, a measure of investor appetite for exposure to artificial intelligence.
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Chinese Chip Stocks Climb After Beijing Court Blocks Infineon in Patent Case
A ruling barring the German company from selling gallium nitride products in mainland China lifted domestic semiconductor shares and reshaped a fast-growing sector.
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US States Subpoena OpenAI Over User Safety as the Company Approaches an IPO
A coalition of state legal officers is demanding information about ChatGPT's safeguards just as OpenAI moves toward a public listing.
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The Real AI Question Is Who Does the Work, Not Whether a Machine Can
By shifting tasks onto consumers, artificial intelligence may build a self-service economy rather than simply replacing jobs, the Financial Times argues.
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Washington Orders Anthropic to Cut Off Foreign Access to Its Top AI Models
An export-control directive forced the company to disable its Fable 5 and Mythos 5 systems for all foreign nationals, the first such order aimed at specific artificial-intelligence models.
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Anthropic and OpenAI Race to List as the Defining Contest in Artificial Intelligence
The two leading developers are competing to reach public markets first, viewing a listing as a way to set how investors value the industry.
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Artificial Intelligence Strains the Workforce in China and India
A Chinese state outlet calls for protecting worker rights as automation spreads, while Indian laborers are filmed training the robots meant to replace them.
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China Launches National Program to Push Humanoid Robots Into Factories
Beijing wants to move humanoid robots from marathons and stage shows onto production lines, as Hong Kong expands its own technology hub ambitions.
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Chipmakers Recover a $1 Trillion Selloff as SpaceX and OpenAI Advance Toward Record Listings
A turbulent week for artificial-intelligence shares ended in a recovery, just as two very large stock listings approached the market.
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Pentagon Adds Alibaba, Baidu and BYD to Chinese Military List
Washington expands its designation of firms it links to Beijing's defense industry, deepening the commercial split between the world's two largest economies.
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Pentagon Adds Alibaba, Baidu and BYD to Its Chinese Military List
The designation widens the US-China technology conflict and threatens the firms' access to American contracts and capital.
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Apple Unveils a Gemini-Powered Siri in Tim Cook's Final WWDC
The company rebuilds its voice assistant using Google's model and confirms a leadership change, acknowledging that it had fallen behind in the artificial intelligence race.
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Brussels Moves to Restrict Chinese Technology Imports, Citing Security
The European Union signals new limits on certain Chinese technology products as industrial competition with Beijing sharpens.
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Hong Kong to Open Its First Store Run by a Humanoid Robot
The city's finance chief unveiled an AI push that includes a robot-operated convenience store and a new high-level government committee.