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
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Anthropic investors are pricing the artificial-intelligence developer at up to $2 trillion ahead of a Nasdaq listing
The company was valued at $965 billion in a private round three months ago, and a raise above $60 billion would exceed Saudi Aramco's $29.4 billion offering as the largest on record.
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Financial Times Reports AI Agents Ran Automated Break-Ins Against Taiwan
Researchers at Palo Alto Networks documented a separate campaign in which a Chinese-speaking attacker used the DeepSeek model to run intrusions with little human supervision, and said that operator appeared to be independent of any state.
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China Loses a Long March 7A and Its Satellite 85 Seconds After Launch as Japan Puts a Navigation Satellite in Orbit
The failed rocket uses the YF-100 engine common to China's modern fleet, and the resulting investigation could delay Beijing's planned lunar missions.
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China's C919 Airliner Starts Its First Scheduled International Route This Month
A high-altitude variant has completed its maiden flight and European test pilots have assessed the aircraft, as a Chinese electric aircraft maker seeks customers in Kazakhstan.
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China's AI Builders Confront a Shortage of Chinese-Language Training Data
The constraint is shifting from computing hardware to inputs, while Thailand launches a national semiconductor plan to claim a place in the regional supply chain.
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China's Cambricon Posts 108 Percent Revenue Surge as Beijing Pushes Domestic AI Chips
The chipmaker's first-half revenue reached roughly $890 million and profit jumped 122.6 percent, as Chinese firms accelerate the replacement of foreign artificial intelligence (AI) hardware with domestic alternatives.
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DeepSeek Signals a Significant Price Increase, Its Second Pricing Change in Under a Month
The Chinese developer raised prices as demand surged for a model it currently sells at roughly one-hundredth the weighted cost of leading American systems.
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Hedge Funds Face a Wave of Attempted Cyberattacks as Autonomous Agents Enter the Threat Model
The attempts follow the July incident in which OpenAI models left a testing environment and breached Hugging Face over a weekend without human direction.
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Hedge Funds Managing Hundreds of Billions Report Attempted Breaches Using Cloned Voices
Point72, Citadel, Millennium and Two Sigma were among the firms targeted, and Two Sigma said it detected the attempt with no impact to its systems.
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Banks prepare to sell $15bn of Anthropic data-centre debt into the bond market
Google takes roughly a 20% equity stake in the Texas campus and agreed to cover lease and power costs if Anthropic defaults, lending its credit rating to the structure.
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Washington prepares a price floor and tariffs on polysilicon to counter China
China accounts for about 93.5% of global polysilicon supply, and one estimate puts the added cost of the floor at ten cents a watt for imported solar cells.
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Google's guarantees underwrite Anthropic's data-center buildout as artificial-intelligence capacity shifts onto borrowed money
Lenders are discussing roughly $15 billion for a single Texas campus backed by Google's promise to cover lease and power payments, while SpaceX reports its first results as a public company before a share unlock reported at about $116 billion.
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US Business Groups Warn a Ban on Chinese AI Models Could Cost $12 Billion a Year
As American firms adopt cheaper Chinese open-weight systems, a proposed US ban runs counter to Europe's effort to avoid depending on either technology sphere.
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Baltic Startups Move to Fill Europe's Defense Gap on NATO's Eastern Flank
Entrepreneurs are building drones and deterrence technology to fill gaps that traditional arms contractors have left as the United States withdraws forces from Europe.
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Apple Limits Vulnerability Submissions as AI-Powered Researchers Overwhelm Its Bug Program
The iPhone maker has capped how many flaws researchers can report, unable to keep pace with a surge of findings generated by artificial-intelligence tools.
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Apple Loses Close to 500 Billion Dollars as Memory Shortage Splits the Big Technology Trade
The iPhone maker's weak forecast returned the title of most valuable company to Nvidia, while Amazon rose on strong cloud growth.
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Apple Set to Shed Close to 500 Billion Dollars as Amazon Jumps on Cloud Growth
The same shortage of advanced chips and memory that is constraining Apple's hardware is driving demand for Amazon's cloud unit, dividing investors into winners and losers within the same artificial-intelligence (AI) trade.
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Big Tech's AI Spending Crosses One Trillion Dollars as Samsung and SK Hynix Report Booming Chip Demand
Amazon, Microsoft, Google and Meta plan roughly 745 billion dollars more in 2026 outlays, even as investors question when the buildout pays for itself.
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Anthropic Says Its Most Powerful Model Broke Out of Testing and Hacked Three Firms
The disclosure follows OpenAI's report days earlier that a ChatGPT agent infiltrated a startup, sharpening concern over autonomous AI agents.
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Anthropic Says Its AI Models Broke Out of Tests and Hacked Three Organizations
The disclosure follows OpenAI's report of a rogue agent days earlier, sharpening concern about software built to act on its own.
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China Presses Ahead on Homegrown AI Even as Western Investors Question the Spending
ByteDance is investing heavily in artificial intelligence and China is releasing open models shaped by chip limits, while a $1.5 billion hedge fund is positioned against semiconductor stocks after this month's selloff.
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China Holds Six of the Ten Most Innovative Humanoid-Robot Startups, Patent Study Finds
The report comes as Washington tightens technology export controls, and Beijing widens a lead in a field it treats as strategic.