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Insiders, including tech execs, say President Trump's trade war may hinder the US computing industry by raising costs for building chip fabs and AI data centers
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t.co
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15 days ago
Trump
AI
Nvidia CEO Jensen Huang arrived in China on April 16 and visited Beijing on April 17, a source says to meet officials to discuss Trump's new chip export rules
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t.co
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16 days ago
Trump
China
Nvidia
Sources: OpenAI and SoftBank are considering investing in the UK for Stargate as part of an international expansion, if the project proves successful in the US
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t.co
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16 days ago
Sensor Tower: Temu and Shein cut their ad spending on platforms including Meta and X an average of 31% and 19%, respectively, so far in April, compared to March
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t.co
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16 days ago
Sensor
Sources: Intel told its Chinese clients last week that sales of some AI chips would require a license; Nvidia was blindsided by Trump's curbs on its H20 chips
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t.co
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16 days ago
Trump
China
Intel
AI
Nvidia
Lyft acquires Hamburg-based taxi app FreeNow from BMW and Mercedes-Benz for €175M and says the combined operations will serve 50M+ riders annually
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t.co
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17 days ago
European carmakers are increasingly doing deals with Chinese rivals to prevent them from falling behind in core areas such as software and autonomous driving
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t.co
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17 days ago
China
Europe
FCC Chair Brendan Carr says “allied western democracies” need to focus on China and those “concerned about Starlink” should be more fearful of a Chinese version
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t.co
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18 days ago
China
An interview with Google VP of Search Elizabeth Reid on AI Overviews' launch a year ago, the future of AI search, its impact on the ad revenue model, and more
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t.co
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18 days ago
Google
Interview
AI
Sources: the European Commission is issuing burner phones and laptops to some US-bound staff to mitigate espionage risks, a move typically reserved for China
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t.co
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18 days ago
China
Europe
NATO acquires Palantir's Maven Smart System, which uses generative AI, ML, and LLMs to provide “commanders with a secure, common operational capability”
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t.co
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19 days ago
AI
Topgolf and Puttshack founders' Poolhouse raised a $34M seed to build a “tech-enabled” version of pool, including via video projections and tracking players
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t.co
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19 days ago
Dealroom: UK-based startups raised £16.2B in 2024, the lowest amount since 2020, as several consider moving their headquarters to the US in search of capital
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t.co
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19 days ago
Startup
US Commerce Secretary Howard Lutnick says consumer electronics exempt from tariffs may be included in semiconductor tariffs likely coming in “a month or two”
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t.co
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19 days ago
Trump excludes smartphones from reciprocal tariffs
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t.co
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20 days ago
Trump
Bain Capital agrees to buy Blackstone-backed HealthEdge, which offers SaaS for health insurers to modernize their systems, sources say for ~$2.6B including debt
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t.co
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21 days ago
SaaS
Sources: Ilya Sutskever's Safe Superintelligence raised $2B led by Greenoaks at a $32B valuation; SSI last raised $1B at a $5B valuation in September 2024
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t.co
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21 days ago
EC president von der Leyen: the EU may tax Big Tech ad revenue, targeting Meta and Google, if Trump trade talks fail and won't revisit its “untouchable” rules
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t.co
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22 days ago
Trump
Google
Tax
Sources: OpenAI recently gave staff and third-party groups just days, vs. several months previously, to evaluate risks and performance of its latest models
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t.co
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22 days ago
Autonomous driving startup Wayve will install its Level 2 advanced driver assistance software in Nissan's vehicles from 2027, its first global carmaker deal
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t.co
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23 days ago
Startup
Nissan
PE firm EQT sells a €3B stake in Swedish enterprise software company IFS to investors including the Abu Dhabi Investment Authority, valuing IFS at €15B
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t.co
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23 days ago
Sweden
How Unitree and other Chinese humanoid startups are competing with those in the US, fueled by cheaper components, rapid innovation, and state-led financing
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t.co
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24 days ago
China
Startup
Docs: Canadian telecom Bell is lobbying to block Starlink subsidies, as Canada-US tensions and Musk's Trump ties put his satellite business under more scrutiny
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t.co
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24 days ago
Trump
Canada
Analysts: the original Switch's huge success has given Nintendo a high mountain to climb, and the Switch 2 is a massive bet that fans want more of the same
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t.co
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25 days ago
Nintendo
Tether CEO Paolo Ardoino says the company is involved in discussions about US rules on stablecoins, and may offer a US-only coin depending on new US regulations
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t.co
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26 days ago
Meta antitrust case is the first major test of President Trump's FTC and its chair Andrew Ferguson, a Big Tech critic; Meta is exploring a possible settlement
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t.co
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29 days ago
Trump
Plaid raised $575M at a $6.1B valuation, below its peak $13B+ valuation in 2021, mostly to cover employees' tax bills for those converting RSUs to common stock
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t.co
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30 days ago
Tax
Q&A with Christopher Bishop on leading Microsoft's AI for Science lab, why scientific discovery will be AI's single most important application, and more
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t.co
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30 days ago
Microsoft
AI
Samsung has turned to Chinese customers like Baidu to prop up its ailing chip business; SemiAnalysis says Samsung is the “biggest supplier of HBM into China”
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t.co
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30 days ago
China
Samsung
Sources: a16z is in talks to join the Oracle-led frontrunner bid for TikTok US, after being approached along with Blackstone and other large asset managers
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t.co
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30 days ago
Oracle
Asset
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