Oracle's credit downgrade deepens the AI-capex debt question
Tech in Asia flags rising Oracle credit risk as AI spending balloons. The BBB- warning is turning into a re-pricing.
yesterday 11 8
Tech in Asia: Oracle capex $50B FY26 - credit risk tightens, Asian reading counts
An Asian rebound in S&P reading - important for the appetite of Japanese/Korean institutions on Oracle revolvers.
5 h ago 5 5
![China: CAC regulates "anthropomorphic" AI companion apps - interim measures, not outright ban [ENCADRE titre="What is an anthropomorphic AI?" contenu="An AI that mimics human characteristics, such as emotions, personality, and appearance."]](https://cdn.nimpress.com/media/images/78c8eea8130563de0e87c2de10ad117b.png)
China: CAC regulates "anthropomorphic" AI companion apps - interim measures, not outright ban [ENCADRE titre="What is an anthropomorphic AI?" contenu="An AI that mimics human characteristics, such as emotions, personality, and appearance."]
The regime targets apps that simulate a specific personality and maintain a consistent emotional relationship - new pillar of the social framework for consumer LLM in China.
5 h ago 8 8
India: the Supreme Court bar opposes mandatory AI disclosure
Lawyers for the Indian SC reject the MeitY draft's AI disclosure mandate - first pro/regulator split on the Indian AI Act.
5 h ago 8 9
MIT Tech Review: AI develops recruitment biases faster than humans
A study documents what HR managers feared without measuring it: algorithmic bias in recruitment is not inherited, it is produced.
5 h ago 3 3
Ben Thompson asks the strategic question: who is afraid of Chinese models?
The Stratechery essay formulates what Delangue outlined: the real race is no longer at the frontier, but in the ecosystem.
5 h ago 4 3
Beyond grep: the thesis of the rich-context AI coding harness
Ars Technica states what code agent practitioners were observing: context strategy has become the real lever - not the underlying model.
5 h ago 7 7
Taipei investigates former TSMC employees accused of selling chip secrets to China
The investigation shifts supply-chain tension from equipment to human capital - the most difficult constraint to protect.
5 h ago 7 8
AWS unveils Loom: Amazon pushes its card on the control plane of enterprise agents
An open-source framework to govern AI agents at scale - a late but clear signal that the control plane is becoming a product.
5 h ago 5 3
GitHub will require 2FA for all developers who commit by September 2, 2026.
End of a transition started in 2022 - the real passive remains the automation workflows still relying on non-2FA tokens.
5 h ago 10 8
DeepSeek V4 approaches: 1M tokens of context and double pricing
DeepSeek is preparing for the public release of its V4, with a 1M token window and a double pricing grid (peak/off-peak). The shadow extends beyond a simple update.
10 h ago 10 8
Netflix pays $587M for InterPositive: AI enters the creative stack
Netflix paid $587M to acquire the AI startup InterPositive. A clear signal about the place of AI in the next Hollywood cost cycle.
10 h ago 6 8