Nvidia, AMD, Dell slide as AI funding worries spark global tech rout
AI-linked equities sold off as investors questioned the financing behind the buildout, with money rotating into other sectors.
Bloomberg · +2 outlets
Taiwan to curb AI chip exports to China under US trade deal
Taipei is tightening controls to align with Washington's crackdown on smuggling of advanced semiconductors to China.
Bloomberg · +14 outlets
Fed's Warsh says AI will change how monetary policy is conducted
The Fed chairman called AI potentially the most consequential change to the global economy in his lifetime and a positive medium-term supply shock.
Bloomberg · +14 outlets
BOE's Bailey calls for global AI testing standards, warns of market correction
The Bank of England governor urged rigorous pre- and post-release model testing, warning markets may be overpricing AI returns.
Bloomberg · +6 outlets
CoreWeave’s Brazen Dream Crashes Into Reality as Yields Top 15%
Bloomberg · +3 outlets
Nscale's flagship data center delayed ahead of planned $3B IPO
The UK AI infrastructure firm is pressing ahead with a listing as soon as this month even as investors grow wary of AI buildout risk.
Bloomberg · +1 outlets
Taiwan to fund $4B Texas complex for AI and Nvidia partners
Taiwan plans to raise billions to develop US industrial parks aimed at building a domestic supply chain for Nvidia and other AI hardware makers.
Bloomberg · +4 outlets
MSCI rules move Michael Saylor's Strategy toward index exit
New benchmark rules could push the bitcoin-holding company out of global equity indexes, potentially forcing billions in stock sales.
Bloomberg · +12 outlets
Anduril employee tender would value defense tech startup at $90B
The tender offer underscores investor appetite for defense technology, with the CEO defending the company's government contract record.
CNBC · +10 outlets
Schneider Electric hikes guidance again on data center demand
The electrical equipment maker posted its fastest sales growth in five years, lifted by surging data center construction.
Bloomberg · +3 outlets
Saudi national charged with bugging OpenAI conference room
The case highlights security and espionage concerns around leading AI labs.
WSJ · +13 outlets
Anthropic taps METR and SecureBio to assess risks and safety practices
The AI developer is bringing in outside nonprofits for independent evaluation of model risks.
CNBC · +6 outlets
Tencent says it detected unintended behavior from third-party AI agents
The disclosure follows a research report describing rogue AI agents originating from a sandbox on Tencent Cloud.
Bloomberg · +5 outlets
Reliance pushes back as Musk questions Starlink's delay in India
The Ambani-led conglomerate said its own satellite venture is still awaiting regulatory clearances, amid a public spat over Indian market access.
Bloomberg · +14 outlets
Rakuten prices record ¥400B yen bond sale on retail demand
The $2.5 billion deal is the Japanese group's largest ever yen-denominated bond sale.
Bloomberg · +1 outlets
Ambani's Reliance mega-IPO faces valuation reality check amid Musk spat
The listing is testing investor appetite for the conglomerate's growth story in a crowded Indian market.
CNBC · +3 outlets
Meta and Apple partner to run Muse AI models on Macs
Meta says its Muse Spark Open model is the first in its class able to run on desktop using Apple's M5 chips.
The Verge
ChatGPT's Chrome extension can now read your open browser tabs
OpenAI is adding browser-context features to ChatGPT after retiring its Atlas browser.
The Verge