Articles from www.reuters.com

Articles from www.reuters.com

Sources and documents: Google plans to build an AI data center on Australia's remote Christmas Island after signing a cloud deal with its DOD earlier in 2025 (www.reuters.com)
2025-11-6 Australia Google AI

Bumble reports Q3 revenue down 10% YoY to $246.2M, total paying users down 16% to 3.6M, and forecasts Q4 revenue below estimates; BMBL falls 15%+ after hours (www.reuters.com)
2025-11-6 4Q

Lyft reports Q3 revenue of $1.69B, up 10.7% YoY, vs. 11.5% est., adjusted EBITDA of $138.9M, vs. $140M est., and forecasts Q4 gross bookings above estimates (www.reuters.com)
2025-11-6 4Q

Sources: the Chinese government issues guidance requiring new data center projects that have received any state funds to only use domestically-made AI chips (www.reuters.com)
2025-11-5 China AI

Google and Epic Games reached an agreement to settle Epic's 2020 antitrust lawsuit, with proposed changes to Android and Google Play pending court approval (www.reuters.com)
2025-11-5 Android Google

Match reports Q3 revenue up 2% YoY to $914M, vs. $915M est., net income up 18% to $161M, paying users down 5% to 14.5M, and forecasts Q4 revenue below estimates (www.reuters.com)
2025-11-5 4Q

Beacon Software, which buys niche software businesses and uses AI to transform them, raised a $250M Series B led by GC, Lightspeed, and D1 at a $1B valuation (www.reuters.com)
2025-11-5 AI

Shopify reports Q3 revenue up 32% YoY to $2.84B, vs. $2.76B est., GMV up 32% YoY to $92B, and expects Q4 revenue up in the mid-to-high 20% range, vs. 23.4% est. (www.reuters.com)
2025-11-4 4Q Shopify

The UK's High Court rules against Getty in its lawsuit against Stability AI over its image generator; the judge calls the ruling “extremely limited in scope” (www.reuters.com)
2025-11-4 AI

The UK CMA says it will launch an in-depth investigation into Getty and Shutterstock's proposed merger after their proposed remedies failed to address concerns (www.reuters.com)
2025-11-3

At APEC, Xi Jinping proposed a World Artificial Intelligence Cooperation Organization for global AI regulation; state media says it could be based in Shanghai (www.reuters.com)
2025-11-3 AI Intelligence Shanghai APEC

Trump says Nvidia's Blackwell chips would not be available to “other people”; Trump suggested in August he might allow sales of a scaled-down version to China (www.reuters.com)
2025-11-3 Trump China Nvidia

Nexperia's China unit says it has “sufficient inventories” to sustain order fulfillment “through year-end and beyond”, after the parent suspended wafer supplies (www.reuters.com)
2025-11-2 China

Oxford Economics: the AI boom is lifting global trade, with ~60% of US data center capex spent on imported IT gear, mainly from Taiwan, South Korea, and Vietnam (www.reuters.com)
2025-11-2 Korea Taiwan AI Vietnam

How Google Cloud has become one of Alphabet's fastest-growing businesses under Thomas Kurian, driven by investments in AI, data centers, custom chips, and more (www.reuters.com)
2025-11-2 Google AI Alphabet

Anduril conducts the first flight of its jet-powered unmanned drone, flying it “semi-autonomously”, as the US Air Force plans swarms of unmanned jet drones (www.reuters.com)
2025-11-2 Drone

MediaTek says it is on track to generate $1B in revenue from its data center AI accelerator ASIC chips in 2026, after reporting Q3 revenue up 7.8% YoY to $4.64B (www.reuters.com)
2025-11-2 AI

Nvidia says it will supply 260K+ of its most advanced AI chips to the South Korean government and major companies, including Samsung, Naver, and SK Group (www.reuters.com)
2025-11-1 Korea Samsung AI Nvidia

Shares of Seagate and Western Digital have sharply outperformed the broader market in 2025, surging ~200% on AI-related infrastructure demand for hard drives (www.reuters.com)
2025-11-1 AI Western Digital

Vodafone agrees to acquire Skaylink, a German company specializing in managing cloud deployments on Microsoft Azure and AWS, for €175M from PE firm Waterland (www.reuters.com)
2025-11-1 Germany Microsoft

Getty and Perplexity sign a multi-year licensing agreement to let the AI startup display Getty's images across its search and discovery tools; GETY jumps 55%+ (www.reuters.com)
2025-11-1 Startup AI

Nvidia CEO Jensen Huang says he still hopes to sell the company's Blackwell chips to China “someday”, but points out the decision is up to President Trump (www.reuters.com)
2025-10-31 Trump China Nvidia

Letter: Nexperia suspends supplies of wafers to its Chinese assembly plant, citing a failure to “comply with the agreed contractual payment terms” (www.reuters.com)
2025-10-31 China

Filing: Gloo, a developer of AI tools for Christian churches with ex-Intel CEO Pat Gelsinger as its head of technology, seeks an $873.4M valuation in its US IPO (www.reuters.com)
2025-10-31 Intel IPO AI

Filing: Meta plans to raise money through bond offerings worth up to $30B; the company has said its capex next year would be “notably larger” than in 2025 (www.reuters.com)
2025-10-31

Apple expects Q1 revenue to grow 10% to 12% YoY, with iPhone sales up by double digits, and reports Q4 China revenue down 4% YoY to $14.5B, vs. $16.24B est. (www.reuters.com)
2025-10-31 China iPhone Apple 4Q

Swedish startup Legora, whose AI tools help legal teams research and more, raised a $150M Series C at a $1.8B valuation, up from $675M in May after raising $80M (www.reuters.com)
2025-10-30 Startup AI Sweden

Sources: OpenAI is preparing for an IPO that could value it at ~$1T and has looked at raising $60B+, filing as soon as H2 2026 and listing in 2027 (www.reuters.com)
2025-10-30 IPO

Microsoft reports Q1 Azure and other cloud services revenue up 40% YoY, vs. 38.4% est., and capital expenditures at $34.9B, vs. $30.34B est. (www.reuters.com)
2025-10-30 Microsoft

Meta recorded a one-time income tax charge of $15.93B related to Trump's Big Beautiful Bill and expects 2025 capex of $70B-$72B, up from a $66B-$72B forecast (www.reuters.com)
2025-10-30 Trump Tax

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