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Yesterday · Tue 10 Nov

Microsoft pushes Trump to halt Chinese data center component ban: Reuters By Investing.com

AI-generated summary Microsoft has been lobbying the Trump administration to abandon plans to bar imports of Chinese optical transceivers used in AI data centers. Reuters reported that Microsoft and other industry groups argue a ban could slow data center construction and damage the U.S. edge over China in artificial intelligence.

Also covered by The Japan Times AI Industry Today AI Affairs

Softbank Group logs unexpected, $7 bln Q2 loss as AI rout hits portfolio By Investing.com

AI-generated summary Softbank Group reported a second-quarter loss of 1.12 trillion yen due to global technology valuation declines driven by uncertainty over artificial intelligence and data center construction disruptions. The Japanese technology conglomerate also faced rising financing costs and a profit drop at its Arm holdings amid market concerns regarding slowing artificial intelligence demand.

Also covered by The Japan Times Financial Times news.bloomberglaw.com

Monday 9 November

Jensen Huang: Silicon Valley superstar engulfed by personal scandal

AI-generated summary Nvidia chief Jensen Huang faces a board probe after reports that he had a romantic relationship with a woman believed by US intelligence to be a Chinese spy. Nvidia stated that the board has confidence in Huang and his leadership team, while Huang released a statement apologizing for being unfaithful to his wife.

Also covered by Business Insider www.axios.com Stratechery by Ben Thompson ctech www.theatlantic.com www.cnn.com Yahoo Finance news.bloomberglaw.com www.nytimes.com Los Angeles Times The New Yorker The Japan Times

Sunday 8 November

Saturday 7 November

Environmental groups turn to AI despite concerns over data center emissions By Investing.com

AI-generated summary Conservation organizations are adopting artificial intelligence to monitor wildlife and process environmental research despite concerns regarding the technology's growing energy and water demands. Groups such as the Jane Goodall Institute and Save the Elephants report significant efficiency gains from using technology from Amazon Web Services and Nvidia, while Greenpeace remains skeptical.

Also covered by thehill.com WIRED Tech Xplore The Japan Times

Friday 6 November

Nvidia Faces Congressional Scrutiny Over AI Chip Sales, Export Controls

AI-generated summary Nvidia Corp. faces stricter scrutiny from a new Democratic majority in Congress regarding its artificial intelligence chip sales and export controls. Democrats plan to summon executives like Chief Executive Officer Jensen Huang to testify publicly and provide information for investigations into industry practices.

Also covered by news.bloomberglaw.com semafor.com TNW | Nvidia www.npr.org www.sdxcentral.com Investor's Business Daily Fox Business Nikkei Asia www.inc.com The Independent The San Francisco Standard The Japan Times
+9 moreAl Jazeera CNBC South China Morning Post datacenterdynamics.com thehill.com www.marketwatch.com Intelligencer Yahoo Finance Financial Times

Nvidia Boosts Chip Tracking in Southeast Asia to Fight Smuggling

AI-generated summary Nvidia Corp. is increasing the monitoring of artificial intelligence accelerators sold in Southeast Asia to combat semiconductor smuggling. The chipmaker now requires regional customers to use its fleet intelligence system to track hardware locations in order to become official Nvidia Cloud Partners.

Also covered by news.bloomberglaw.com www.axios.com Unite.AI CNBC Business Insider Investor's Business Daily the Guardian TechCrunch www.marketwatch.com Engadget thehill.com XDA www.nytimes.com The Japan Times
+24 moreGamesBeat Fortune The Verge Al Jazeera RuntimeWire CBS News Los Angeles Times www.inc.com Digital Trends garymarcus.substack.com Yahoo Finance Cyber Security News theregister www.theblock.co Investing.com ctech Tech Times Interesting Engineering Mashable Tech Xplore Decrypt www.tomsguide.com International Business Times WIRED Middle East

Thursday 5 November

Anthropic IPO Faces $500 Billion Valuation Hit After Tech Stocks Plunge

AI-generated summary Anthropic filed for its initial public offering on Oct. 26 without setting a price range or stating the size and valuation of its listing. Media reports indicate that a major tech stock selloff on Thursday could impact the timing and valuation of the planned offering.

Also covered by Yahoo Finance The Decoder Bloomberg AIStockWire Decrypt news.bloomberglaw.com Futurism Financial Times CNBC Unite.AI TechCrunch SiliconANGLE Latent Space The Japan Times
+5 moreFox Business Tech Policy Press garymarcus.substack.com thehill.com Tech Funding News

OpenAI employees warned about operational security lapses for years, sources say

AI-generated summary OpenAI employees and former staffers reportedly warned leadership about operational security lapses and lax controls for years before a recording device was found in an executive conference room in October. According to sources familiar with the matter, these workers felt management prioritized keeping pace with competitors like Google and Anthropic over security, potentially allowing outsiders to obtain sensitive technology information.

China blocks SoftBank’s $5.4 billion ABB robotics deal, FT says, in blow to Son’s AI push

AI-generated summary According to the Financial Times, Chinese regulators have reportedly told SoftBank Group they will not allow its $5.4 billion acquisition of ABB robotics division. This regulatory decision creates uncertainty for SoftBank Group and leaves the robotics unit on the books of ABB.

Also covered by Investing.com bloomberg.com ft.com Nikkei Asia theinformation.com The Robot Report The Japan Times
+1 moreAI Business

Wednesday 4 November

Next British envoy to Japan calls for stronger cooperation on AI

AI-generated summary British Ambassador-designate to Japan Corin Robertson available for stronger cooperation between the two countries in artificial intelligence and semiconductors during a news conference in Tokyo. Robertson vows to focus on working together to develop future industries and drive economic growth while preparing to promote international cooperation on the safe use of artificial intelligence.

After the midterms, a bigger clash over data centers could be coming

AI-generated summary Following the midterm results, Democrats secured full control of Congress and made data center limitations available for discussion. Goldman Sachs predicts that data center construction delays will occur in states like Georgia and Texas due to these Democratic gains.

Also covered by The Japan Times thehill.com Business Insider
+8 moredatacenterdynamics.com news.bloomberglaw.com The Stack forbes.com sdxcentral.com Al Jazeera theregister GeekWire

Stock futures drop as Wall Street confronts the ‘blue tsunami’ threat to the AI boom

AI-generated summary Stock futures available after sliding Tuesday night following Democratic victories in key races across the country as Wall Street confronted a blue tsunami threat to the artificial intelligence boom. JPMorgan Chase analysts cautioned that the election outcome could trigger a sell-off due to assumed higher regulation, potential new data center restrictions, and higher taxes.

Also covered by axios.com semafor.com Fortune investingLive Nikkei Asia CNBC thehill.com The Japan Times
+4 moreYahoo Finance unite.ai Yonhap News Agency ft.com