Michelle Chan / Financial Times:
Sources: banks are marketing at least $56B in investment-grade data center construction loans tied to Oracle's leases, as they seek out new buyers for the loans  —  Rare investment-grade rating helps attract insurers and private credit funds to construction debt

Nikkei Asia:
AMD reports $390M in revenue from MI308 AI chip sales in China in Q4; CEO Lisa Su says orders were “from very early in 2025” but shipped in Q4 after US approval  —  Company sees $100m more revenue from China as Beijing weighs rules on Nvidia, other foreign chips

Mary Ann Azevedo / Crunchbase News:
Global fintech VC funding rose 27% YoY in 2025 to $51.8B; Y Combinator was the most active investor in the space, participating in 151 deals, up 24.8% YoY  —  Global venture funding to fintech startups increased by 27% in 2025 to its highest level in several quarters, boosted by later-stage deals, Crunchbase data shows.

Nikkei Asia:
Sources: Tokyo-based chipmaker Renesas agrees to sell its clocks and timing device business to Nasdaq-listed chip design company SiTime for ~$3B  —  Chipmaker divesting non-core businesses after seeing a loss in 1st 9 months of 2025  —  Renesas' clocks and timing business was formerly part …

Financial Times:
Sources: US Commerce Dept. has finished review of Nvidia's license to sell China H200s, but the State Dept. seeks tighter restrictions, delaying final approval  —  The state department has pushed for close scrutiny before approving export licences  —  Michael Acton in San Francisco …