Sources: OpenAI is negotiating more safeguards with the DOD intended to prevent domestic mass surveillance using its AI, as it prepares to implement the deal (Financial Times)
https://www.ft.com/content/f8592f27-a1be-4299-8c76-6e1947d5beb6
Sources: Nvidia has reallocated manufacturing capacity at TSMC away from making H200 chips intended for Chinese market to its latest Vera Rubin products (Zijing Wu/Financial Times)
https://www.ft.com/content/47f1cf56-209f-46fb-a437-f769b9ccb2cb
US tech stocks fall sharply in intraday trading: the Nasdaq drops 1.8% , S&P 500 1.5% , GOOG 3% , QCOM 7% , and AMZN 3% , amid a selloff in software stocks (Financial Times)
https://www.ft.com/content/0d6f19fe-9bf7-464a-8e4f-b3bdd62634e8
Sources: US Commerce Dept. has finished review of Nvidia's license to sell China H200s, but the State Dept. seeks tighter restrictions, delaying final approval (Financial Times)
https://www.ft.com/content/d963c6c9-3618-4d83-8efe-eccf74cd637f
Arm CEO Rene Haas says investor fears about AI hurting software companies are a "micro-hysteria" that exceeds the reality of how businesses use AI tools (Michael Acton/Financial Times)
https://www.ft.com/content/39aa0fd6-957e-48a5-bb91-d503ed441ff6
Tether CEO Paolo Ardoino says initial plans to raise $15B to $20B were a "misconception"; sources say Tether's advisers have floated raising as little as $5B (Jill R Shah/Financial Times)
https://www.ft.com/content/3f7f0306-4bc2-43e1-8370-ea251229e5b6…
An interview with Kai-Fu Lee on his startup 01.ai, which builds agentic AI tools for companies, why he thinks China will beat the US in consumer AI, and more (Eleanor Olcott/Financial Times)
https://www.ft.com/content/5d71bb69-25e0-4425-8ac8-635b7a8abb68
Sources: banks are marketing at least $56B in investment-grade data center construction loans tied to Oracle's leases, as they seek out new buyers for the loans (Michelle Chan/Financial Times)
https://www.ft.com/content/90aa74a5-b39d-4131-a138-367726cb18fb
The UK government commits an initial £40M to an AI research lab, modeled on its DARPA-inspired ARIA, seeking breakthroughs in science, healthcare, and transport (Madhumita Murgia/Financial Times)
https://www.ft.com/content/41f522fc-10f5-4e5e-b64a-eb515799c265
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EU officials and policymakers say the EC will intensify its enforcement of the DMA and DSA in 2026, a move expected to renew clashes with US Big Tech and Trump (Barbara Moens/Financial Times)
https://www.ft.com/content/ca6f3062-f286-4a13-b81d-6e2a35c91fdc