Articles from www.ft.com

Articles from www.ft.com

Current and former senior employees say AWS is undergoing a strategic shake-up amid fears it is losing ground to competitors in securing corporate AI contracts (www.ft.com)
2026-2-15 AI

Sources: OpenAI is charging $60 per 1,000 impressions for ads in ChatGPT, a high price similar to Netflix's rate when it introduced ads (www.ft.com)
2026-2-14 Netflix

Sources: TSMC plans to invest another $100B to build four more US fabs to ensure tariff-free chip sales; analysis: its Arizona site has land for four more fabs (www.ft.com)
2026-2-14

Google warns that the EU risks undermining its own competitiveness drive with the “tech sovereignty package” the bloc is set to present in the spring (www.ft.com)
2026-2-14 Google

Anthropic's latest funding round includes part of the $15B commitment from Microsoft and Nvidia in 2025; sources say the remainder was several times subscribed (www.ft.com)
2026-2-13 Microsoft Nvidia

US FTC chair asks Tim Cook to review Apple News' ToS and curation, citing allegations that it promotes “left-wing” outlets and suppresses conservative sources (www.ft.com)
2026-2-13 Apple Tim Cook

Mustafa Suleyman says Microsoft is pursuing “true self-sufficiency” in AI by building enterprise- and healthcare-focused models and reducing reliance on OpenAI (www.ft.com)
2026-2-12 Microsoft AI

US FTC chair urges Tim Cook to review Apple News' terms and curation after a study claimed the app promoted “leftist outlets” and suppressed conservative ones (www.ft.com)
2026-2-12 Apple Tim Cook

Russia removes WhatsApp, Facebook, and Instagram from a Roskomnadzor-run online directory, essentially blocking them in the country without workarounds (www.ft.com)
2026-2-12 Russia Facebook Instagram WhatsApp

BlockFills, a crypto liquidity provider and lender to ~2K institutional clients, halts deposits and withdrawals, citing “recent market and financial conditions” (www.ft.com)
2026-2-12

A profile of South Korea's SK Hynix, a once unloved memory chipmaker that now enjoys 58% operating margins and a $438B market cap amid the global HBM shortage (www.ft.com)
2026-2-11 Korea

xAI co-founder Jimmy Ba is leaving xAI, the sixth co-founder to depart; sources and social media posts: more than half a dozen researchers left in recent weeks (www.ft.com)
2026-2-11

Doc: the EU is proposing a ban on crypto transactions with Russia to prevent the circumvention of sanctions through platforms like A7 and stablecoins like A7A5 (www.ft.com)
2026-2-11 Russia Ban

Satellite executives, investors, and researchers say Elon Musk's aim to launch space data centers by around 2029 is highly ambitious, but the idea is plausible (www.ft.com)
2026-2-10 Elon Musk

Sources: the Trump administration plans to spare US hyperscalers from upcoming tariffs on chips; exemptions would be based on TSMC's US investment commitments (www.ft.com)
2026-2-10 Trump

Sources: Alphabet plans to sell a rare 100-year sterling bond, as it steps up borrowing to fund its capex growth; IBM sold a 100-year bond back in 1996 (www.ft.com)
2026-2-10 IBM Alphabet

A look at Tether's global expansion, after it recently hit ~300 staff; sources describe Tether's internal focus on corporate structure and “profit and loss” (www.ft.com)
2026-2-9

How Anthropic's bet on enterprise users is paying off; sources: Anthropic has guided investors that annualized revenue will exceed $30B by the end of 2026 (www.ft.com)
2026-2-9

Analysts say a design refresh for the iPhone 17 lineup has reinforced Apple's status-symbol appeal in China, with the “cosmic orange” Pro model going viral (www.ft.com)
2026-2-8 China iPhone Apple

DOJ-released emails: Jeffrey Epstein helped Ian Osborne, founder of London-based fund Hedosophia, after Osborne's outreach to help Epstein fix his image in 2011 (www.ft.com)
2026-2-8 London

An interview with Kalshi CEO Tarek Mansour about the “wisdom of the crowd”, political polarization, having Trump Jr. as an adviser, casino comparisons, and more (www.ft.com)
2026-2-8 Trump Interview

US tech stocks and bitcoin rally after three days of selling; Nasdaq Composite closed up 2.18%, Broadcom 7.22%, Strategy 26.11%, and bitcoin rebounded to ~$70K (www.ft.com)
2026-2-7 Bitcoin

Arm CEO Rene Haas says investor fears about AI hurting software companies are a “micro-hysteria” that exceeds the reality of how businesses are using AI tools (www.ft.com)
2026-2-6 AI

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 (www.ft.com)
2026-2-6

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 (www.ft.com)
2026-2-5 AI

Sources: the US Commerce Department finished reviewing Nvidia's H200 China license, but the State Department wants tougher restrictions, delaying final approval (www.ft.com)
2026-2-5 China Nvidia

Alphabet says it expects 2026 capex to be in the range of $175B to $185B, vs. ~$120B est., up from $91.4B in 2025; Q4 capex was $27.9B, up from $14B a year ago (www.ft.com)
2026-2-5 4Q Alphabet

US stocks drop on fears AI will hit software and analytics groups (www.ft.com)
2026-2-5 AI

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 (www.ft.com)
2026-2-4

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 (www.ft.com)
2026-2-4 China Interview Startup AI

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