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Aoife Brennan

Musk continues arguing in court that OpenAI violated the purpose of his donation OpenAI, desperate to secure funding, effectively moved toward commercialization over several years OpenAI flatly rejects Musk’s claims as “sabotage aimed at supporting Grok’s growth”

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The Economy Ed…

Thin-file borrowers need fair data visibility Privacy should protect, not erase proof Better data rules can expand credit access A credit system can be digital and invisible.

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The Economy Ed…

China’s physical AI race is about reliable robot labor, not viral demos China has the scale and cost edge, as it did with EVs The hard test is quality, safety, and real factory use More than half of all industrial

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Tyler Hansbrough

NVIDIA moves to diversify supply chain with Taiwan’s Nanya LPDDR5X Samsung Electronics and SK Hynix accelerate LPDDR6 development, but commercialization remains pending Competition intensifies in cutting-edge products such as SOCAMM2, dubbed the “second HBM”

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Matthew Reuter

China’s NDRC Orders Withdrawal of Meta–Manus Deal Manus Remains Within China’s Regulatory Reach Despite ‘De-China’ Moves Global Trend of Intervention to Prevent Technology Outflows Gains Momentum Meta Platforms (hereafter Meta) has encountere

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Tyler Hansbrough

Samsung Electronics and SK Hynix are rapidly entering into long-term agreements (LTAs) with global big tech firms Supplier-favorable terms, including increased prepayments and minimum price guarantees, are being incorporated With major countries struggling in HBM competition, Korea’s advantage is expected to persist

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Siobhán Delaney

Expansion of China’s EV Footprint in Global Markets BYD, Chery Set Record High Overseas Sales Reshaping the Landscape on the Back of a Fully Integrated Supply Chain Chinese electric vehicles are rapidly reshaping the global automotive landscap

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Aoife Brennan

“Outperform Tesla”: China’s Xpeng Moves to Advance Autonomous Driving Accelerating Push Into Humanoids, Taking Tesla Head-On China’s EV Industry Turns From Bleeding Price Wars to Qualitative Growth Chinese EV startup Xpeng has thrown down the gaunt

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Anne-Marie Nicholson

The Advent of a “Cheap and Fast” AI War Era SpaceX and Anduril Expand Their Presence in Defense U.S. Defense Procurement Reshaped as the Traditional Big Three Lose Grip U.S.

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Tyler Hansbrough

Texas Power Demand Surges Amid Industrial Restructuring Crypto Miners and AI Data Centers Add Strain to the Grid Semiconductor Plants Emerging Across Texas Also Cited as Pressure Points Power demand in the U.S.

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Anne-Marie Nicholson

Anthropic as the Technical Benchmark, Surprise Upgrade Executed Agentic Coding Capabilities Enhanced to Regain Market Share OpenAI vs.

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Siobhán Delaney

Strategic Push to Address E-Waste Limited Industry Impact Due to 1,000-Cycle Exemption Clause Regulation Could Be Leveraged to Refine Business Models The European Union (EU) will mandate that smartphones and tablets adopt user

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Tyler Hansbrough

中 CATL, 초고속 충전 가능한 LFP 배터리 개발 기존 LFP 배터리 '구조적 한계' 정조준, 시장 판도 변화 전망 韓 배터리 3사 경쟁 압박 가중, 전고체 배터리가 판도 좌우할까 CATL’s third-generation Shenxing battery/Photo=CATL<

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Aoife Brennan

Technological setbacks hit CXMT as HBM3 mass production falters China expected to expand influence in legacy nodes above 28nm SK hynix and Samsung pivot away from legacy toward next-generation technologies China’s memory semi

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Aoife Brennan

"Cost Reduction Achievable" ASRock Unveils Redesigned DDR5 Standard 'HUDIMM' Pronounced Performance Degradation Positions It as a Compromise in an Overheated Memory Market AI Boom Reorients Market Toward Server-Centric Products Such as HBM and SOCAMM 2

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Siobhán Delaney

Urban Data Center Infrastructure Bottlenecks Rise of Maritime- and Rail-Based Alternative Siting Strategies Strategic Pivot Driven by Surging Construction Costs and Escalating Land Prices Japan has begun pursuing a data center deploy

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The Economy Ed…

Tech breakthroughs create winners and losers Tech inequality starts before mass adoption Policy must shape who benefits early In 2023, U. S. private sector investments in AI totaled $67.2 billion.

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Oliver Griffin

TSMC, poised to begin mass production of 1.6-nanometer chips, is also moving in earnest to develop a 1.4-nanometer process Rapidus, Intel and Samsung Electronics are likewise drawing up plans for mass production in the 1-nanometer range Elon Musk is pushing to build his own semiconductor plant and diversify supply chains

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Aoife Brennan

Meta to lay off 8,000 employees as it accelerates an AI-driven business overhaul A relay of job cuts sweeps across big tech as companies pursue management efficiency aligned with the AI era “AI-led restructuring is bullish for markets” as shares of companies cutting headcount surge

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Siobhán Delaney

Honda halts operations at its Huangpu plant in China Reflecting a sharp decline in internal combustion demand in the Chinese market A consequence of being outpaced by the electric vehicle paradigm Honda, Japan’s automotive giant, has embarked on sw

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