Articles from www.ft.com

Articles from www.ft.com

Inside China's “stolen iPhone building”: electronics traders in Shenzhen describe how even remotely locked stolen iPhones can be stripped and sold at a profit (www.ft.com)
2025-5-21 China iPhone Shenzhen

Jensen Huang calls US AI chip export controls a “failure” that sped up China's efforts, cutting Nvidia's market share in China from 95% to 50% in four years (www.ft.com)
2025-5-21 China AI Nvidia

Sources and a document: the EU plans to levy a flat €2 fee on billions of small packages entering the bloc, mainly from China, in a fresh blow to Temu and Shein (www.ft.com)
2025-5-20 China

How India aims to become a regional data center hub, leveraging its low energy prices and AI-skilled workforce; the power grids' capacity is a major challenge (www.ft.com)
2025-5-15 India Energy AI

Sources: OpenAI is negotiating with Microsoft to enable a future IPO; Microsoft offers to cut its equity stake for continued access to OpenAI tech beyond 2030 (www.ft.com)
2025-5-11 Microsoft IPO Equity

The UK stopped asking Uber to pay VAT on the full cost of rides, instead collecting VAT only on its commission, after a setback in a similar dispute with Bolt (www.ft.com)
2025-5-11 Uber

Filings: Abu Dhabi-based AI group G42 set-up a US company to boost its presence in the country, as the UAE plans to invest tens of billions of dollars in the US (www.ft.com)
2025-5-4 AI

Inside Japan's Disco Corp, which has a radical HR system where no employee has a boss and manufactures ~75% of the machines used to cut and dice semiconductors (www.ft.com)
2025-5-4 Japan

The US DOJ's antitrust lawsuit seeking to break up Live Nation and Ticketmaster may set the tone for how the Trump administration approaches competition policy (www.ft.com)
2025-4-30 Trump

Spotify reports Q1 revenue up 15% YoY to €4.2B, subscribers up 12% YoY to 268M, above its 265M guidance, MAUs up 10% YoY to 678M, and a €509M operating income (www.ft.com)
2025-4-29 Spotify

A look at Interpol's innovation lab in Singapore for studying cybercrime, digital piracy, and more, and developing new techniques for bringing down criminals (www.ft.com)
2025-4-28 Singapore

Sources: Apple plans to move assembly of all US-sold iPhones, ~60M/year, to India by the end of 2026, as President Trump's trade war pushes a pivot from China (www.ft.com)
2025-4-26 Trump China India Apple

Trump's chip tariffs may lead to even more overseas manufacturing to offset costs, not creating self-sufficiency; the US should focus on China's chip subsidies (www.ft.com)
2025-4-23 Trump China Manufacturing

A look at India's efforts to catch up in the AI race, as the government reviews 67 bids from startups and research labs seeking funding for domestic AI models (www.ft.com)
2025-4-16 India Startup AI

Sources: OpenAI recently gave staff and third-party groups just days, vs. several months previously, to evaluate the risks and performance of its latest models (www.ft.com)
2025-4-16

The Trump administration excludes smartphones along with selected computers and laptops from reciprocal tariffs (www.ft.com)
2025-4-12 Trump

Current and former Google DeepMind scientists say a tougher vetting process and more bureaucracy at the Google AI arm have made it harder to publish AI research (www.ft.com)
2025-4-2 Google AI

Sources: a16z is in talks to join the Oracle-led frontrunner bid for TikTok's US arm, after being approached along with Blackstone Group and others (www.ft.com)
2025-4-2 Oracle

Sources: the EU will impose minimal fines on Apple and Meta next week, far below the DMA's 10% of global turnover cap, to avoid tensions with President Trump (www.ft.com)
2025-3-28 Trump Apple

AI startup Synthesia says it's creating a $1M stock pool to pay actors with equity for the use of their likeness, a first for the AI industry (www.ft.com)
2025-3-26 Startup AI Equity

Malaysia plans to tighten chip rules, says Washington demanded it track high-end Nvidia chips entering the country, suspecting many are ending up in China (www.ft.com)
2025-3-24 China Malaysia Nvidia

Annual meeting: Samsung co-CEO Han Jong-hee says the company will pursue “meaningful” M&A deals in 2025 and apologizes to investors for weak stock performance (www.ft.com)
2025-3-19 Samsung

Sources: US Commerce Secretary Howard Lutnick urged civil servants in charge of the $42B rural broadband program to increase the project's use of Starlink (www.ft.com)
2025-3-19

Anthropic Chief Product Officer Mike Krieger says the company is preparing enterprise features and discussing voice product launches with “a bunch of partners” (www.ft.com)
2025-3-18

Ofcom will enforce rules under the UK's Online Safety Act, designed to protect internet users from illegal content harmful activity online, starting March 17 (www.ft.com)
2025-3-17

Current and former Meta employees describe how Joel Kaplan has risen over the past decade to become Mark Zuckerberg's most trusted political fixer (www.ft.com)
2025-3-16 Zuckerberg

Deliveroo reports FY 2024 revenue up 2% YoY to £2.08B and a £2.9M net profit, up from a £31.8M loss in 2023, its first annual profit, and plans a £100M buyback (www.ft.com)
2025-3-13

A look at UK fintechs Revolut and Monzo's push to expand in the US, where they face steep challenges in a complex regulatory environment and strong competition (www.ft.com)
2025-3-12

PitchBook: the AI frenzy has led to the fastest investment pace since 2021, with $30B+ invested into startups so far this quarter and $50B more in the works (www.ft.com)
2025-3-10 Startup AI

Sources: Microsoft canceled some CoreWeave agreements over delivery issues and missed deadlines before its IPO; Microsoft made up 62% of CoreWeave's 2024 sales (www.ft.com)
2025-3-6 Microsoft IPO

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