Articles from www.ft.com

Articles from www.ft.com

Sources: ByteDance has made preliminary plans to spend ¥160B, or ~$23B, in AI capex in 2026, up from ¥150B in 2025, and has budgeted ~$12.07B for AI processors (www.ft.com)
2025-12-23 AI

A look at Tokyo-based neocloud provider Datasection, which sources say has a $1.2B+ contract giving Tencent access to a large share of its 15K Blackwell chips (www.ft.com)
2025-12-21 Tencent Tokyo

Filings: Tether-owned Northern Data sold its bitcoin mining unit, Peak Mining, for up to $200M to a group including companies controlled by Tether executives (www.ft.com)
2025-12-20 Bitcoin

Memo: TikTok CEO Shou Zi Chew says ByteDance's US entities will retain direct control over core US revenue drivers, including ecommerce, ads, and marketing (www.ft.com)
2025-12-20

Sources: China is retrofitting older models of ASML's DUV machines to produce advanced smartphone and AI chips, exposing cracks in US-led export controls (www.ft.com)
2025-12-20 China AI

Sources: UK officials believe China was behind the October cyber attack on the UK's Foreign Office, which aimed to access tens of thousands of sensitive files (www.ft.com)
2025-12-19 China

Sources: Yann LeCun is in early talks to raise €500M for his startup at a ~€3B valuation, and plans to name Alexandre LeBrun as CEO, ahead of a January launch (www.ft.com)
2025-12-18 Startup

Oilfield service companies are moving into the data center business by supplying power and cooling tech as demand from traditional drilling customers weakens (www.ft.com)
2025-12-18

In a letter, Rocket Internet minority shareholder Scherzer & Co accuses the company of marking down startup valuations to buy out backers at “bargain prices” (www.ft.com)
2025-12-18 Startup

Sources: Blue Owl Capital will not invest in Oracle's $10B, 1GW data center in Michigan after funding talks stalled due to concerns over debt terms and delays (www.ft.com)
2025-12-18 Oracle

Sources: top Monzo shareholders, including Accel and Iconiq, are pushing to oust the fintech's Chair Gary Hoffman after the surprise departure of CEO TS Anil (www.ft.com)
2025-12-17 Fintech

Dune and Keyrock: bets placed on prediction markets rose from <$100M per month in early 2024 to $13B per month in November, as Polymarket and Kalshi compete (www.ft.com)
2025-12-17

Berlin-based Trade Republic says early investors will sell €1.2B of shares to Sequoia and others at a €12.5B valuation, becoming Germany's most valuable startup (www.ft.com)
2025-12-17 Germany Startup

Sources detail Mark Zuckerberg's all-in bet to make Meta an AI leader, with some saying Alexandr Wang finds Zuckerberg's micromanagement of AI work suffocating (www.ft.com)
2025-12-17 AI Zuckerberg

Meta is partnering with Singapore-based K-ID to add its AgeKey age-verification tech to Meta apps, with plans to roll it out across multiple countries in 2026 (www.ft.com)
2025-12-17 Singapore

OpenAI hires former UK chancellor George Osborne to lead OpenAI for Countries, the global expansion arm of its $500B Stargate data center initiative (www.ft.com)
2025-12-17

Sources: Monzo CEO TS Anil, who announced his exit and handover to ex-Googler Diana Layfield in October, was pushed out by the board over an IPO timing clash (www.ft.com)
2025-12-16 IPO

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

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