Sources: China is requiring chipmakers to use at least 50% domestically made equipment for adding new capacity, in a rule that is not publicly documented — China is requiring chipmakers to use at least 50% domestically made equipment for adding new capacity, three people familiar with the matter said …
Sources: Satya Nadella is focused on the increasing AI competition from Amazon and Google; Microsoft Deputy CTO Dee Templeton says Nadella is in “founder mode” — Software giant faces intense competition from Alphabet, Amazon and start-ups — Satya Nadella has overhauled …
Coupang says it is offering $1B+ in compensation to all 33.7M customers affected by South Korea's biggest-ever data breach, after an ex-staffer accessed data — Coupang is offering compensation worth more than $1 billion to all customers affected by South Korea's biggest-ever data breach.
PitchBook: the biggest US private startups raised $150B in 2025, surpassing the previous high of $92B in 2021, boosted by large funding rounds by AI startups — Mega funding rounds create ‘fortress balance sheets’ as investors advise top groups to brace for tougher markets
A Kapwing study of the 15,000 top YouTube channels finds 278 of them have only posted AI-generated “slop” videos, amassing 63B+ views and 221M+ subscribers — Low-quality AI-generated content is now saturating social media - and generating about $117m a year, data shows
Global hotel groups are intensifying efforts to get customers to book directly, as they seek to save on online platform commissions and prepare for AI agents — Companies including Marriott and Hilton push to improve perks and get more direct bookings — Major hotel groups are intensifying efforts …
Lou Gerstner, a former IBM CEO and chairman credited with turning the company around, died at 83; IBM's market value rose from $29B to ~$168B during his tenure — Louis Gerstner, who took over International Business Machines Corp. when it was on its deathbed and resuscitated it as a technology industry leader, died Saturday.
How executives at humanoid robot startups like Agility Robotics and Weave Robotics are managing safety risks and tempering expectations for the technology — Despite billions in investment, startups say their androids mostly aren't useful for industrial or domestic work yet
Tracxn: VC funding for Indian startups fell 17%+ YoY to $10.5B in 2025 across 1,518 deals, down ~39% YoY; AI startups raised $643M, up 4% YoY, across 100 deals — India's startup ecosystem raised nearly $11 billion in 2025, but investors wrote far fewer checks and grew more selective …
A look at Chinese food delivery giant Meituan's subsidy war with Alibaba and JD.com, leading Meituan to a big Q3 loss and internal debate over global expansion — Competition from Alibaba and JD.com for fast-growing instant retail market has hit the Beijing-based group
A study finds that foreign direct investment accounts for 98% of Vietnam's electronics exports, “signaling limited technology spillovers” to the local economy — HO CHI MINH CITY — Vietnam looks like a tech darling as investment from giants such as Apple, Samsung and others pours in.
The European Commission claims €80B of €120B in post-EU Chips Act investments remain on track, despite the stalled GlobalFoundries-STMicro project in France — President Emmanuel Macron, who wanted to be at the forefront of France's reindustrialization efforts, traveled to Isère …
Sources: Peter Thiel and Larry Page may leave CA over a proposed ballot measure, opposed by Newsom, that levies a one-time 5% tax on those with $1B+ in assets — It's uncertain whether the proposal will reach the statewide ballot in November, but some billionaires like Peter Thiel and Larry Page may be unwilling to take the risk.
Amazon, Microsoft, and Google pledged a combined $67.5B in Indian investments since October, 80% of those in December, as part of an AI spending frenzy in India — Amazon, Microsoft and Google have pledged a combined $67.5 billion in Indian investments since October. Eighty percent of those commitments came this month.
Chinese government data: shipments of foreign-branded mobile phones, primarily iPhones, rose 128.4% YoY in November 2025 to 6.93M units — Shipments of foreign-branded mobile phones, including Apple's (AAPL.O) iPhones, rose 128.4% in China in November from the same month last year …
New York Times : Sources: the US State Department ordered embassies to push back against foreign influence campaigns, as officials worry ...
