Articles from www.ft.com

Articles from www.ft.com

Shares in Chinese companies critical to AI infrastructure surged in 2025, with CATL up 45% and Sungrow up 130%, as exports boost margins despite Trump's tariffs (www.ft.com)
2025-12-16 Trump China AI

Sources: the UK government wants Apple, Google, and others to block explicit images at the OS level by default to protect kids and have adults verify their ages (www.ft.com)
2025-12-15 Google Apple

DTCC: credit default swaps tied to a handful of US tech groups have climbed 90% since early September, as investors seek ways to protect against an AI debt bust (www.ft.com)
2025-12-15 AI

Delivery Hero Chair Kristin Skogen Lund backs CEO Niklas Östberg as the group explores asset sales amid shareholder pressure over its falling stock price (www.ft.com)
2025-12-15 Asset

Despite talk of an existential US-China AI race, the Chinese state and its major companies are spending more to dominate other domains, such as EVs and robotics (www.ft.com)
2025-12-14 China AI Robot

A University of Cambridge analysis reveals how cheap SMS text message verification to create online accounts fuels global influence and manipulation campaigns (www.ft.com)
2025-12-14

Sources: private capital giant Apollo Global has shorted loans and rapidly cut exposure to the enterprise software sector in 2025 amid concerns over AI threat (www.ft.com)
2025-12-14 AI

OpenAI hopes the Disney deal boosts Sora, which has high costs and limited traction; Sensor Tower: users average 13 minutes per day on Sora vs. 90 on TikTok (www.ft.com)
2025-12-13 Sensor

Cisco's stock touched a new record high of $80.25 on December 10, surpassing its previous split-adjusted high of $80.06 on March 27, 2000; CSCO is up 31.64% YTD (www.ft.com)
2025-12-13 Cisco

Shares of data center real estate company Fermi closed down 34% after a tenant terminated a $150M agreement to help fund an AI campus in West Texas (www.ft.com)
2025-12-13 AI Texas

Dutch payments group Mollie agrees to acquire London-based fintech GoCardless for €1.5B, set to close in 2026; GoCardless was last valued at $2.1B in early 2022 (www.ft.com)
2025-12-12 Fintech Netherlands London

Google DeepMind plans to open its “first automated science laboratory” in the UK in 2026, focused on using AI tools to develop new materials for chips and more (www.ft.com)
2025-12-11 Google AI

Sources: Beijing is set to limit access to Nvidia's H200 chips despite Trump allowing their export to China, as it pushes to achieve chip self-sufficiency (www.ft.com)
2025-12-10 Trump China Nvidia

Sources: China added AI chips from Chinese groups to its government-approved list of suppliers for the first time, before Trump's move to allow Nvidia exports (www.ft.com)
2025-12-10 Trump China AI Nvidia

Sources: Beijing is set to limit access to Nvidia's H200 chips despite President Trump allowing their export to China, in its push for chip self-sufficiency (www.ft.com)
2025-12-9 Trump China Nvidia

As Australia prepares to enact the world's first under-16 social media ban on December 10, a look at the implications, reaction from parents and teens, and more (www.ft.com)
2025-12-9 Australia Ban

The European Commission opens an investigation into Google to assess possible anticompetitive conduct by Google in “the use of online content for AI purposes” (www.ft.com)
2025-12-9 Europe Google AI

The future of AI development could resemble the rivalry between iOS and Android, with China's AI approach closer to Google's open and customizable Android OS (www.ft.com)
2025-12-9 Android IOS China Google AI

The EU says Meta agreed to make changes to its “pay or consent” model in the EU, including ad-lite Instagram and Facebook versions, but “the case is not closed” (www.ft.com)
2025-12-8 Facebook Instagram

Singapore-based banking and payments startup Airwallex raised $330M at an $8B valuation, after raising $300M at a $6.2B valuation in May, and plans a US HQ (www.ft.com)
2025-12-8 Startup Singapore

Impressions from a test ride in London in a car using Wayve's self-driving tech; Wayve has raised $1.3B since launch and is testing cars with Level 2+ autonomy (www.ft.com)
2025-12-8 London

An interview with Headspace CEO Tom Pickett on its AI chatbot Ebb, which he insists isn't for serious mental health issues, Ebb's upgrade to voice, and more (www.ft.com)
2025-12-8 Interview AI chatbot

Chinese smartphone makers are promoting apps to help users switch from iOS in a race for market share, as Apple struggles to roll out AI features in China (www.ft.com)
2025-12-7 IOS China AI Apple

Netflix agrees to buy WBD's studios and streaming business in an $82.7B cash and stock deal; the transaction is expected to close after Q3 2026 (www.ft.com)
2025-12-5 Netflix

Ofcom fines AVS Group, which runs 18 adult sites, £1M+ under the OSA, the largest penalty so far, and threatens action against a “major social media company” (www.ft.com)
2025-12-4

Sources: the European Commission plans a new antitrust probe into Meta over its rollout of AI features in WhatsApp; the probe will not fall under the DMA (www.ft.com)
2025-12-4 Europe AI WhatsApp

Donald Trump Jr. and Eric Trump's American Bitcoin closed down 38.8% on December 2, wiping out ~$1B in market value; TMTG is down nearly 70% in 2025 (www.ft.com)
2025-12-3 Trump U.S. Bitcoin

Copper demand is being boosted by AI data centers, which require 27-33 tonnes per MW, over 2x that of conventional data centers, according to miner Grupo México (www.ft.com)
2025-12-3 AI

Software testing startup Antithesis raised $105M led by trading firm Jane Street, as demand grows for software to vet code generated by AI coding tools (www.ft.com)
2025-12-3 Startup AI

Sources: Anthropic has tapped a law firm to begin work on its IPO, which could come as soon as 2026, and has held preliminary talks with big investment banks (www.ft.com)
2025-12-3 IPO

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