Reading List

The most recent articles from a list of feeds I subscribe to.

TikTok US says it has resolved technical issues caused by an Oracle data center outage; core features such as video view counts were impacted over the past week (Alex Weprin/The Hollywood Reporter)

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Apple, long dominant in the electronics supply chain, is starting to be outbid by AI companies for components like memory, as suppliers gain leverage over Apple (Wall Street Journal)

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Oracle says it plans to raise $45B to $50B in 2026 to build additional capacity for its cloud infrastructure through a combination of debt and equity sales (Vincent Lee/Bloomberg)

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SpaceX and Tesla are feeling the gravitational pull toward xAI, as Elon Musk looks to use his empire to fund xAI's ravenous appetite for cash and compute (Bloomberg)

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A survey of 100 companies in the Global 2000 on AI use: 78% of CIOs use OpenAI models in production, above Anthropic's 44%, but Anthropic's gains are impressive (a16z)

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Researchers detail how AI tools for generating deepfakes proliferated on Civitai before it banned them in 2025; many tools submitted before the ban remain live (James O'Donnell/MIT Technology Review)

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India proposes zero taxes for foreign cloud providers through 2047 on services sold outside the country as long as they run workloads from Indian data centers (Jagmeet Singh/TechCrunch)

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Indonesia lifts its ban on Grok after receiving a letter from X "outlining concrete steps" to prevent misuse; Indonesia was the first country to ban Grok (Jin Yu Young/New York Times)

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Sources: Apple execs question if it has the ingredients to win in AI-first era, new MacBook Pros are about to launch, Apple considers clamshell foldable iPhone (Mark Gurman/Bloomberg)

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India to exempt foreign companies from being taxed when providing equipment to their contract manufacturers in the country, a rule change Apple lobbied for (Reuters)

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Inside Physical Intelligence, a startup co-founded by Stripe veteran Lachy Groom that is building general-purpose robotics foundation models and has raised $1B+ (Connie Loizos/TechCrunch)

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A look at iOS 26's call-screening feature: some see it as an executive assistant that filters unwanted calls and some complain it makes people hard to reach (Andrew Zucker/Wall Street Journal)

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Chinese government funding is backing traditional Chinese medicine providers to adopt AI for drug discovery, clinical diagnostics, acupuncture robots, and more (Nicole Fan/Rest of World)

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A look at China's "genius class" system, which picks ~100K gifted teens annually for elite science-focused schooling; its alumni span ByteDance, PDD, and more (Zijing Wu/Financial Times)

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Anthropic positions itself as the AI sector's superego, but it's caught between the pressures to be safe, fast, and rigorous while being commercially successful (Matteo Wong/The Atlantic)

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Sources: Alibaba has delivered more than 100K units of the Zhenwu 810E, an ASIC for AI training and inference, surpassing those of its domestic rival Cambricon (Ann Cao/South China Morning Post)

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A researcher says an exposed Moltbook database could have let anyone take control of the site's AI agents and post anything; the database has since been secured (Matthew Gault/404 Media)

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OpenAI says it is asking select advertisers to commit $200K+ as it rolls out beta ads on ChatGPT; two sources say their companies were pitched lower amounts (Trishla Ostwal/Adweek)

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Amazon asks the FCC for a 2-year extension until July 30, 2028, to deploy half of the 3,232 satellites for its Leo internet system, citing a rocket shortage (Alan Boyle/GeekWire)

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Filing: Chinese AI chip designer Cambricon reports a $316M net profit in 2025, its first profitable year; rivals Moore Threads and MetaX narrowed their losses (Coco Feng/South China Morning Post)

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