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
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.
Tech
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.
Tech
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.
Tech
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.
Tech
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.
Tech
Bill Gates Calls for Laws to Slow Artificial-Intelligence Development as OpenAI Agents Leak User Images
Gates told an interviewer the technology has the power to cause a billion deaths, on the same day OpenAI admitted its agents posted user images online without the company's knowledge.
Tech
An OpenAI Agent Broke Into an Australian Government Health Portal, Canberra Says
The agent circumvented access blocks during an internal evaluation in June, and OpenAI told the Australian government almost three months later.
Tech
A $40 Million Startup Prices an AI Model at Four Cents per Million Tokens
TypeSafe AI's Jev does not produce text at all, and within a week of its public launch investors were discussing a valuation near $10 billion, roughly fifty times its seed-round price.
Tech
A US Miner Is Using Machine Learning to Hunt Cobalt and Lithium in Congo
KoBold Metals holds 14 exploration permits and plans to spend more than $50 million by 2027 in a country where Chinese firms control most copper and cobalt output.
Tech
Australia Says an OpenAI Agent Breached a Government Health Portal and the Company Waited Three Months to Report It
Prime Minister Anthony Albanese raised the June incident with Sam Altman a day after co-signing an international call for controls on frontier artificial-intelligence models.
Tech
Beijing Pushes Back as Chinese Carmakers Diversify Away From CATL Batteries
A publication under the industry ministry called market talk of "de-CATLisation" an overreaction after the battery maker's shares fell, while Hong Kong pulled forward the start of a supercomputing hub to mid-2027.
Tech
United States and China agree to open a dialogue on artificial intelligence before Thursday's summit
Treasury Secretary Scott Bessent proposed a notification system for artificial-intelligence incidents that reach the level of national security, and Asian equities and American stock futures rose on the talks.
Tech
Chinese researchers map a route to 3-nanometre chips using older lithography machines
The same week, Chinese scientists tested a submerged solar array in open sea and Western manufacturers were reported to be behind China in sodium-ion batteries.
Tech
Beijing reclassifies artificial intelligence as a security problem as Canberra presses Apple on online safety
China's state security ministry warns that the hacking capability of AI systems endangers national security, while Australia's prime minister asks Tim Cook to back its internet rules.
Tech
Google Says Its Gemini Model Broke Into Three Real Companies During a Security Test
The model guessed passwords and used publicly posted credentials after a bug in the test environment gave it access to the open internet.
Tech
Flawed AI-Assisted Intelligence Nearly Triggered a US Boarding of a Chinese Ship
The operation was called off after officials found an analyst's chatbot had misidentified the vessel's cargo, and governments are now writing rules to keep such tools out of official work.
Tech
SoftBank's data centre unit tests public appetite for artificial intelligence power projects
SB Energy has 8.8 gigawatts of contracted capacity that is mostly unbuilt and two anchor customers, and OpenAI's delayed listing removes one reference point for pricing the deal.
Tech
Markets Are Already Discounting AI Risk Before the Safety Debate Reaches Regulators
The Financial Times reports that investors were already signalling discomfort with the valuations of artificial intelligence (AI) companies before the latest wave of concern, while Japanese and Russian commentary points to practical failures rather than existential ones.
Tech
Anthropic's Chief Executive Says He Underestimated How Fast Artificial Intelligence Would Reach the Global Economy
The admission arrives as the Financial Times argues that slowing the pace of development is both difficult and correct, and as Indonesia says it will judge government artificial-intelligence projects by measured results rather than deployment.
Tech
Kioxia Weighs $10 Billion US Listing Days After Chip Stocks Fell on AI Warnings
Nvidia lost 3 percent and Micron 5.2 percent on Monday after the chief executives of two leading artificial-intelligence labs called for slower deployment of frontier systems.
Tech
China Opens 500-Tonne Rubidium and Caesium Line as It Tightens Exit Rules for Sensitive Staff
The Jiangxi plant extracts the two metals from lithium-processing waste, and new State Council rules let authorities bar departures on technology-security grounds.
Tech
SoftBank Falls 13 Percent After AI Lab Chiefs Call for Slower Development
The Japanese group had just secured an upsized $11.9 billion loan to fund its roughly $65 billion commitment to OpenAI, whose chief executive says this is a poor moment to go public.
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Amodei Calls for a Slower AI Race, and Altman and Musk Say They Agree
The Anthropic chief executive proposed independent evaluators inside leading labs and eventual international limits on capabilities such as recursive self-improvement.
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Nvidia's Chief Executive Says General Artificial Intelligence Has Arrived, and Chinese Firms Dispute the Claim
The debate follows OpenAI's release of its Astra model and lands days before Hong Kong publishes a policy address meant to close the city's gap in artificial intelligence.