Articles from www.bloomberg.com

Articles from www.bloomberg.com

Letter: a top House Republican warns severe DRAM and HBM3E supply shortages may constrain H200 export licenses; Nvidia says it “can serve all approved” orders (www.bloomberg.com)
2026-1-16 Republican Nvidia

OpenAI says it issued a request for proposals to US-based hardware manufacturers as it seeks to push into consumer devices, robotics, and cloud data centers (www.bloomberg.com)
2026-1-16 Robot

Sam Altman's brain-computer interface startup Merge Labs raised $252M from OpenAI, Bain Capital, and others (www.bloomberg.com)
2026-1-16 Startup

BlackRock raises $12.5B as part of its Microsoft partnership to bankroll data centers and energy infrastructure, bringing it closer to its $30B goal from 2024 (www.bloomberg.com)
2026-1-16 Microsoft Energy

Spotify plans to raise its Premium subscription by $1 to $12.99/month for subscribers in the US, Estonia, and Latvia, in its first US hike since July 2024 (www.bloomberg.com)
2026-1-15 Spotify

ASML hits a $500B+ market cap for the first time, the third European company to reach the milestone, after TSMC reported strong earnings; ASML is up 24% YTD (www.bloomberg.com)
2026-1-15 Europe

Yield Sec: the top 10 pirate sports streaming sites in the UK, largely funded by ads from unlicensed gambling operators, had 1.6B views in H1 2025, up 33% YoY (www.bloomberg.com)
2026-1-15

South Korea dropped Naver's and NCSoft's teams from its competition to develop its first sovereign AI model, as LG's, SK Telecom's, and Upstage's teams advanced (www.bloomberg.com)
2026-1-15 Korea AI

Chinese chipmaker SpacemiT, whose RISC-V-based K1 chip is used in industrial systems, robotics, edge computing, and AI devices, raised an ~$86M Series B (www.bloomberg.com)
2026-1-15 China AI Robot

TSMC projects capital spending in 2026 at between $52B and $56B, up 25%+ from 2025, and forecasts ~30% YoY revenue growth in 2026, both above analyst estimates (www.bloomberg.com)
2026-1-15

Hong Kong-based WeLab, which operates two digital banks in Hong Kong and Indonesia, raised $220M in equity and debt from HSBC, Prudential Hong Kong, and others (www.bloomberg.com)
2026-1-15 Hong Kong HSBC Indonesia Equity

Alibaba links Qwen to its online shopping and travel services, including Taobao, Alipay, Fliggy, and Amap, aiming to build a one-stop AI app for its 100M users (www.bloomberg.com)
2026-1-15 Alibaba AI Alipay

CoinDesk Data: Binance's market share of spot crypto trading fell to 25% in December, its lowest since 2021, and it is also losing ground in derivatives trading (www.bloomberg.com)
2026-1-15

Trump signs an order to impose a 25% tariff on chips “transshipped through the United States to other foreign countries”, as part of the Nvidia H200 deal (www.bloomberg.com)
2026-1-15 Trump Nvidia

PJM trims summer 2027 peak demand forecast to ~160 GW from ~164 GW because some projects, including data centers, lack firm service or construction commitments (www.bloomberg.com)
2026-1-15

Taiwan issues an arrest warrant for OnePlus CEO Pete Lau for allegedly illegally hiring 70+ Taiwanese engineers, as it tries to stop China from raiding workers (www.bloomberg.com)
2026-1-15 China Taiwan

Pittsburgh-based Skild AI, which makes robotics foundation models, raised a $1.4B Series C at a $14B+ valuation, up from ~$4.5B in June 2025 (www.bloomberg.com)
2026-1-15 AI Robot

Saudi Arabia's PIF transfers ~$12B worth of gaming company shares, including Nintendo, to Savvy Games; PIF transferred 11M Take-Two shares in December 2025 (www.bloomberg.com)
2026-1-15 Arabia Nintendo Saudi Arabia

How Ireland, an early data center winner, has missed out on much of the AI boom due to creaking infrastructure and a strained electricity grid stopping projects (www.bloomberg.com)
2026-1-15 AI Ireland

Dutch court hearing: Nexperia claims Chinese owner Wingtech pushed for tech transfers out of Europe and threatened execs; Wingtech criticizes Nexperia execs (www.bloomberg.com)
2026-1-15 China Europe Netherlands

Pittsburgh-based Skild AI, which makes robotics foundation models, raised a $1.4B Series C at a $14B valuation, up from $4.5B after raising $300M in June 2025 (www.bloomberg.com)
2026-1-15 AI Robot

Airbnb hires Meta executive Ahmad Al-Dahle, who led generative AI and the Llama team after working at Apple, as its CTO, as it aims to integrate AI in its app (www.bloomberg.com)
2026-1-15 AI Airbnb Apple

Polymarket is hosting a growing number of contracts related to military conflicts, including China invading Taiwan; possible US strikes in Iran has $18M+ volume (www.bloomberg.com)
2026-1-15 China Taiwan Iran

Sources: Chinese chip designer Montage, a Shanghai-listed company valued at $22B, plans a Hong Kong IPO that could raise $900M+, backed by Alibaba and JPMorgan (www.bloomberg.com)
2026-1-14 China Hong Kong IPO Alibaba JPMorgan Shanghai

How Ireland, an early data center winner, missed out on much of the current AI boom, hampered by creaking infrastructure and a strained electricity grid (www.bloomberg.com)
2026-1-14 AI Ireland

China's market regulator says it is investigating Trip.com, the country's largest online travel agency, over alleged antitrust conduct, without offering details (www.bloomberg.com)
2026-1-14 China

Analysis: DeepSeek's hedge fund parent High-Flyer posted 56.6% average returns across its quant funds in 2025, boosting potential cash available for DeepSeek (www.bloomberg.com)
2026-1-14

Elon Musk says Tesla will stop selling FSD after February 14 and will offer it only as a monthly subscription; FSD is already available for $99 per month (www.bloomberg.com)
2026-1-14 Tesla Elon Musk

Saudi Arabia's PIF is transferring ~$12B worth of gaming company shares, including Nintendo, to Savvy Games; PIF transferred 11M Take-Two shares in December (www.bloomberg.com)
2026-1-14 Arabia Nintendo Saudi Arabia

Caterpillar hits a $300B market cap for the first time, driven by demand for its data center power generation equipment; CAT is up 12% in 2026 to a record ~$640 (www.bloomberg.com)
2026-1-14

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