Articles from www.ft.com

Articles from www.ft.com

Alibaba, Tencent, and Huawei are pouring billions into data centers in Shaoguan, China, a hinterland region with cheap power and a cool climate, angering locals (www.ft.com)
1 hour ago China Alibaba Tencent Climate

Sources: Axel Springer CEO Mathias Döpfner proposed joining a bid for TikTok's European business over lunch with Charles Kushner, the US ambassador to France (www.ft.com)
5 hours ago France Europe

NextDC's stock fell as much as 44% to AU$5.15 after the Australian data center company cut its earnings forecast by 33%+; its shares were above AU$16 in June (www.ft.com)
23 hours ago Australia

A look at Elon Musk's planned SpaceX-Tesla merger, which would create a $3.6T company but faces serious hurdles like shareholder votes and regulatory probes (www.ft.com)
1 day ago Tesla Elon Musk SpaceX

Memo: Nscale CEO Josh Payne says it has “more than $100B in contracted revenue”; sources say it still plans to list by the end of 2026 at a $30B-$35B valuation (www.ft.com)
1 day ago

OpenEvidence says nearly two-thirds of ~1M US physicians use its AI search engine; a source says it is on track to generate $400M-$500M in 2026 ad revenue (www.ft.com)
1 day ago AI

Netflix executives and industry insiders say co-CEO Ted Sarandos devised its mass-market and international growth strategy, which Bela Bajaria executed (www.ft.com)
1 day ago Netflix

NextDC's stock fell as much as 44% to A$5.15 after the Australian data center company cut its earnings forecast by over a third; shares were above A$16 in June (www.ft.com)
1 day ago Australia

Alibaba, Tencent, and Huawei are pouring billions into data centers in Shaoguan, a hinterland region with cheap power and a cool climate, angering some locals (www.ft.com)
2 days ago Alibaba Tencent Climate

Deutsche Telekom, Orange, Telefónica, and Vodafone agree to explore a joint bid to offer “direct-to-device” satellite service in Europe, challenging Starlink (www.ft.com)
3 days ago Europe

AI's ability to forecast extreme weather faces a major test in the coming months amid a historic El Niño, as some scientists question the technology's accuracy (www.ft.com)
3 days ago AI

Survey of 94 economists: 54% expect AI's gains to spread across the G20 over the next decade, not just the US and China; 32 see African countries falling behind (www.ft.com)
3 days ago China AI Africa G20

Europe's three biggest industrial companies are cashing in on the AI boom, as Schneider and Siemens expand further into software, while ABB focuses on equipment (www.ft.com)
3 days ago Europe AI Siemens

RegLayer: 47+ large US data center projects were delayed, withdrawn, or blocked in 2026; Bernstein says ~35% of the planned US data center pipeline is credible (www.ft.com)
4 days ago

Sources: Anthropic is consulting law firms on deal negotiation tactics as it develops AI agents to negotiate on humans' behalf and interact with AI counterparts (www.ft.com)
4 days ago AI

A profile of Alexandr Wang, who sources say is “an operator”, had “all” of Zuckerberg's support during Meta's AI revamp, and is being touted as his successor (www.ft.com)
5 days ago AI Zuckerberg

Sources: Anthropic is offering Blackstone a 10%+ yield to help finance Anthropic's $60B debt package to buy Google TPUs; Blackstone would invest $9B in the debt (www.ft.com)
5 days ago Google

Apple says demand for iPhone Duo has been “nothing short of extraordinary”; deliveries slipped to late January within hours of preorders opening (www.ft.com)
5 days ago iPhone Apple

Sources: Anthropic told investors that its Q3 revenue hit $16.8B, up from $11.5B in Q2, and that it was profitable on an adjusted basis in Q3, ahead of its IPO (www.ft.com)
5 days ago IPO

A look at Yoti, a digital ID verification app downloaded by 23M people; its revenue grew from £6.2M in 2022 to £32M+ in 2025, with the UK as its biggest market (www.ft.com)
7 days ago

Profile of Abdulrahman Alfozan, a Saudi national the FBI arrested after OpenAI found a recording device; he has deep ties to Saudi officials and tech investors (www.ft.com)
7 days ago FBI

Sources: Anthropic told investors that its revenue jumped to $16.8B in Q3, up from $11.5B in Q2, and that the company was profitable on an adjusted basis in Q3 (www.ft.com)
7 days ago

A profile of Abdulrahman Alfozan, a Saudi national who the FBI arrested after OpenAI discovered a recording device and who has deep connections in Saudi Arabia (www.ft.com)
7 days ago Arabia FBI Saudi Arabia

Berkshire Hathaway invests an additional $330M in Bending Spoons, taking its stake to 4%, after investing $600M during Bending Spoons' July IPO; BSP jumps 40%+ (www.ft.com)
7 days ago IPO Berkshire

CoreWeave says it is targeting insurers' “unlimited” capital, as the AI cloud provider seeks cheaper ways to fund the tens of billions it is spending on chips (www.ft.com)
8 days ago AI

Ukraine's drone attacks severely damaged three of Yandex's six data centers, disrupting Russia's tech ecosystem, centered on one vast, state-aligned company (www.ft.com)
8 days ago Russia Drone Ukraine

Accenture's market cap rebounded from $76B in June to ~$130B ahead of its investor day, where it seeks to reassure investors that AI won't threaten its business (www.ft.com)
9 days ago AI

Sources: Chinese tech companies bought 1M+ Nvidia gaming and workstation chips, mostly RTX 5090 and RTX Pro, for basic AI workloads amid an AI chip shortage (www.ft.com)
9 days ago China AI Nvidia

A global chip stock sell-off deepens after Broadcom's CEO likened AI investing to a casino, with Samsung down as much as 8.8%, SK Hynix 9.2%, and Micron 4% (www.ft.com)
9 days ago Samsung AI

An interview with Mark Zuckerberg, who says Meta has caught up with rivals at the frontier of AI with its Wonder model and rejects calls for a slowdown (www.ft.com)
9 days ago Interview AI Zuckerberg

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