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Nvidia builds a white list: more than half of its Asian customers are off it

Nvidia has more than halved the number of customers in Asia cleared to buy its artificial intelligence chips, according to the Financial Times, which cited three people with knowledge of the matter. The company has built a new white list of approved regional buyers and stepped up due diligence in Singapore, Malaysia, and Japan, the […]

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Twelve states are suing to stop the Paramount-Warner deal that Washington already waved through

A dozen states have sued to block Paramount Skydance’s takeover of Warner Bros. Discovery. The suit, led by California attorney general Rob Bonta, was filed in federal court in California’s Northern District, CNBC reports. The timing is pointed. The Justice Department approved the roughly $110bn deal last month without conditions or divestitures, after an eight-month review. […]

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Intel is putting 5 billion euros into Ireland, and Europe just got one of the few EUV fabs on the continent

Intel is committing 5 billion euros, around $5.7bn, to expand its campus at Leixlip in Ireland. The money is aimed at data-centre processors for AI and high-performance computing, Bloomberg reports. It is a serious share of the company’s budget. The sum represents roughly 30% of Intel’s $17bn capital expenditure planned for 2026, with most of it […]

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Nadella says you pay for AI twice, and Microsoft helped build the trap

Microsoft’s Satya Nadella says every firm using AI is paying for it twice, once in cash, and once in the secrets it hands over to make the thing useful. He calls it the Reverse Information Paradox. He also runs the company that helped build the trap. Satya Nadella has a warning for everyone buying AI. […]

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AI is ending older workers’ careers early, and it is coming for the well-paid ones first

The debate about AI and jobs has focused on graduates. New research suggests it should also be looking at people in their late fifties, CNBC reports. Workers aged 55 and over in AI-exposed occupations are now exiting work at higher rates than before ChatGPT launched. The finding comes from Geoffrey Sanzenbacher at Boston College’s Center for […]

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The web is now mostly bots. Cloudflare is rebuilding its defences around that

For the first time, bots generate more than half of all web traffic. Cloudflare Precursor, the company’s new tool, stops checking IDs at the door and starts watching how visitors behave once they are inside. The internet just passed a strange milestone. Bots now generate more web requests than people do. By Cloudflare’s count, automated […]

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Meta’s Hyperion data centre hit $50bn, and split a Louisiana town in two

Meta’s Hyperion data centre in rural Louisiana has ballooned from $10bn to more than $50bn in under two years. In a parish of 20,000 people, it has made some locals a fortune and priced others out of their homes. Meta just made its biggest AI bet bigger. On Monday the company said its Hyperion data […]

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200 economists just admitted they can’t see where AI is taking the economy

Two hundred economists, sixteen of them Nobel laureates, have signed a statement on AI and the economy. The punchline: the smartest people in the room are telling you they cannot see the road. Economists do not usually panic in public. This week, more than 200 of them did it together. On Monday a group of […]

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Decoupling from China would cost the West $23.6tn

Cutting the West’s reliance on China would carry a staggering price. A new study puts the cost of decoupling from China at $23.6tn over 25 years, and warns the bill would land hardest on the industries building Europe’s tech future. The West has spent three years talking about reducing its dependence on China. A new […]

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France thinks cheap power is its AI edge. Now it must decide who plugs in

France believes its cheap, low-carbon electricity is Europe’s overlooked advantage in AI. A debate has now opened over that power. Should it go to homegrown AI firms, or to the American giants building data centres on French soil? When the head of Europe’s biggest AI lab arrived at last month’s G7 working lunch on artificial […]

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