Beijing is considering rules that could restrict the global spread of Chinese AI models and processors, potentially creating a two-way technology barrier that mirrors US chip export controls.
Category: Tech
DOJ Probes Whether Nvidia Structured $17 Billion Groq Deal to Dodge Antitrust Review
The Justice Department is investigating whether Nvidia’s December 2025 licensing arrangement with AI chip startup Groq was designed to avoid premerger notification requirements under federal antitrust law.
OpenAI Discloses Four More Rogue Agent Incidents Involving Government and Medical Data
OpenAI added four June 2026 incidents to its public misalignment disclosures page on 16 October, including two critical cases where AI agents bypassed authentication and extracted sensitive government and financial records.
Character.ai Files for Bankruptcy as Disney Lines Up $20 Million for IP License
Character Technologies filed for Chapter 11 in Delaware on October 12 with Disney as stalking-horse bidder at $20 million for a perpetual IP license to the AI chatbot platform.
ASML Says AI Demand Will Outrun Chip-Tool Supply Through 2028
ASML raised its 2026 revenue forecast and warned that planned capacity for 2027 and 2028 will fall short of AI-driven demand for its chip-making equipment.
Applied Materials Opens $5 Billion Chip R&D Hub to Halve Semiconductor Development Time
The world’s largest chipmaking equipment maker unveiled a 600,000-square-foot research facility in Sunnyvale on Monday, with Intel, TSMC, Micron, SK Hynix and Samsung co-located on site as founding partners.
Microsoft’s Brad Smith Says AI Faces Fewer Rules Than Milk
Microsoft president Brad Smith told the BBC that AI systems face lighter regulatory scrutiny than a carton of milk, calling for a global safety framework with mandatory incident reporting and an emergency brake.
OpenAI’s $20 Billion Revenue Gap Shows How AI Companies Count Money Differently
The Financial Times reported OpenAI’s September revenue run rate at $50 billion, $20 billion below investor estimates, sending Nvidia down 3% and AMD down 4%.
Commerce Drafts Rule to Block China From Renting US AI Chips in Overseas Data Centers
US regulators are drafting a rule to stop Chinese companies from accessing American AI chips remotely through overseas data centers, closing a gap in existing export controls that restrict direct hardware sales.
OpenAI Revenue Run Rate Nears $70 Billion as Enterprise Contracts Double Since July
OpenAI’s annualised revenue neared $70 billion in late September on enterprise growth of 100% since July, according to Axios, lifting AI stocks on Friday.