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The week in AI and Technology
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Chip demand remained strong across TSMC and ASML, even as investors rotated within AI markets and banks tied revenue more closely to the semiconductor cycle. New financing tests for AI infrastructure companies showed that capital continued to follow the buildout.
China’s AI push broadened from domestic models and memory production to international standards and AI-centered smartphones. New model launches and proposed chip restrictions sharpened the technology split with the United States.
AI governance expanded from model restrictions and compliance deadlines to hiring rules and the possibility of a dedicated US regulator. Regulators also increased financial pressure on major technology companies through digital-rule enforcement.
Banks are piloting agents across core workflows, but reports of destructive model actions exposed the risks of giving systems autonomy. New credential-protection and passwordless-access tools then offered ways to let agents work inside accounts without exposing passwords.
Apple’s trade-secret allegations against OpenAI developed from claims about recruiting and confidential information into demands involving dozens of former employees. The dispute now threatens to complicate OpenAI’s hardware ambitions as well as talent movement.
Lawsuits over books used to train Gemini were joined by a breach exposing evidence of large-scale music scraping. Critics also argued that AI adoption could weaken human creative practice, widening the dispute beyond licensing costs.
New York paused large data-center construction to assess grid, water, land, and community effects, while Australia planned energy and water constraints for AI facilities. The moves made physical capacity a direct limit on AI expansion in multiple countries.
Tesla expanded its Robotaxi service to Miami within a restricted zone, while Zoox recalled vehicles after autonomous systems impeded emergency-response efforts. The contrast put expansion and operational safety on the same commercialization path.
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