Articles from www.bloomberg.com

Articles from www.bloomberg.com

Filing: Meta reports $279B in future lease agreements in Q2 related to AI data centers that are not reflected on its balance sheet, up 53% from the prior period (www.bloomberg.com)
2026-7-30 AI

Disney CEO Josh D'Amaro is leading a technological overhaul of Disney+ to close the gap with Netflix and YouTube, including new features like vertical videos (www.bloomberg.com)
2026-7-30 YouTube Netflix

ExploitGym creator and Berkeley researcher Jingxuan He says other AI models have tried to cheat but OpenAI's “was at a much larger scale than we'd encountered” (www.bloomberg.com)
2026-7-30 AI

Innolight, China's leading maker of optical transceivers, closes 2% below its Hong Kong IPO price after raising ~$6.8B, the city's biggest listing since 2019 (www.bloomberg.com)
2026-7-30 China Hong Kong IPO

China's AI hubs, including CXMT's home Hefei, are driving the country's GDP growth, but even in these boomtowns, little of the windfall is reaching households (www.bloomberg.com)
2026-7-30 China AI GDP

Airlines are using AI to adjust seat prices more quickly, capturing more revenue while narrowing the pricing gaps that once let travelers find bargain fares (www.bloomberg.com)
2026-7-30 AI

Source: the European Commission plans to designate OpenAI's ChatGPT and Roblox as “very large online platforms” under the DSA as soon as August (www.bloomberg.com)
2026-7-29 Europe

DoorDash says the FAA granted it Part 135 air carrier certification to operate a drone delivery service and it plans to launch drone deliveries in the fall (www.bloomberg.com)
2026-7-29 Drone

The UK CMA launches an investigation into Microsoft over potential consumer law breaches involving Microsoft 365 subscription renewals that added Copilot (www.bloomberg.com)
2026-7-29 Microsoft

Sources: Moonshot AI hit a $35B valuation after closing a $3.5B round, exceeding its initial target of $1B to $2B, and plans a Hong Kong IPO as soon as 2026 (www.bloomberg.com)
2026-7-29 Hong Kong IPO AI

A look at Kioxia, the Japanese memory chipmaker that went from being cash-strapped in 2023 to an expected 30-fold jump in operating income in Q1 FY 2026 (www.bloomberg.com)
2026-7-29 Japan

NXP reports Q2 revenue up 19% YoY to $3.5B, vs. $3.46B est., as it struggled to impress investors with a generally upbeat Q3 forecast; NXPI down 5%+ after hours (www.bloomberg.com)
2026-7-28

Sources: OpenAI, Anthropic, and DeepMind staffers are sharing a letter asking the US government to “deliberately pace the frontier of automated AI development” (www.bloomberg.com)
2026-7-28 AI

Memo: Visa is cutting ~2,600 jobs, or ~7% of staff, primarily affecting tech and product teams; source: Visa plans to reinvest in stablecoin and other offerings (www.bloomberg.com)
2026-7-28

The US National Vulnerabilities Database has recorded 45,207 software security flaws so far in 2026, on pace to roughly double the tally of flaws found in 2025 (www.bloomberg.com)
2026-7-28 Database

UK startup Dwelly, which buys real estate businesses and adds AI to handle maintenance, contracts, and other tasks, raised $95M in equity and $75M in debt (www.bloomberg.com)
2026-7-28 Startup AI Equity

Sources: Apple is preparing to launch a smart home hub with a 7" square display and facial recognition tech, a new Apple TV, and refreshed HomePod mini in 2026 (www.bloomberg.com)
2026-7-28 Apple Facial Recognition

ESA satellite images show damage to two Amazon data centers in Bahrain, supporting Iran's claims last week that it struck the sites; Amazon declined to comment (www.bloomberg.com)
2026-7-28 Amazon Iran

Sources: Taiwan detained an Nvidia employee as part of a probe into the alleged smuggling of AI chips into China, after searching his home and office on July 24 (www.bloomberg.com)
2026-7-28 China Taiwan AI Nvidia

At market open, Korean chipmakers' stocks plunged, with Samsung Electronics dropping 9%+, SK Hynix down 11%+, and the Korea Composite Stock Price Index down 8%+ (www.bloomberg.com)
2026-7-28 Korea Samsung

Several digital-asset treasury firms have pivoted to AI amid a slump in crypto prices, but their poor stock performance suggests the strategy is not working (www.bloomberg.com)
2026-7-28 AI Asset

French carrier Orange and infrastructure investor Morrison agree to create a data center platform in France targeting 400 MW, backed by a €3B investment program (www.bloomberg.com)
2026-7-27 France

The US National Vulnerabilities Database recorded 45,207 software security flaws so far in 2026, on pace to roughly double the tally of flaws recorded in 2025 (www.bloomberg.com)
2026-7-27 Database

Sources: Nvidia has committed to invest $5B in Ilya Sutskever's SSI; the startup has previously raised about $3B in funding and was valued at $32B last year (www.bloomberg.com)
2026-7-27 Startup Nvidia

Moonshot AI releases model weights for Kimi K3 under the “Kimi K3 License” (www.bloomberg.com)
2026-7-27 AI

ASML shares fall 7%+ after a report that a Chinese state-backed company has begun manufacturing DUV machines; Applied Materials fell 6.5%+ and Lam Research 7%+ (www.bloomberg.com)
2026-7-27 China Manufacturing

Antares, which is developing reactors with 1 MW of capacity for US military bases, raised $370M in equity and $100M in debt co-led by Paradigm and Caffeinated (www.bloomberg.com)
2026-7-27 Equity

How TikTok, Reels, and Amazon storefronts enabled microinfluencers with less than 100K followers to earn middle-class salaries via brand and affiliate deals (www.bloomberg.com)
2026-7-27 Amazon

Chinese officials said they will take “all necessary measures” to protect Chinese AI models from US sanctions stemming from allegations of training on US models (www.bloomberg.com)
2026-7-27 China AI

Sources: Apple may have delayed AI glasses launch partly over privacy concerns that Meta's glasses created for the category, as it works to address the issues (www.bloomberg.com)
2026-7-27 AI Apple

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