Tim Wu / Financial Times:
Despite talk of an existential US-China AI race, the Chinese state and its major companies are spending more to dominate other domains, such as EVs and robotics  —  Over the past year, major US tech companies have spent more than $350bn on AI-related infrastructure, with projections of over $400bn for 2026.

Shirin Ghaffary / Bloomberg:
To build more powerful AI systems, some AI leaders are focusing on pursuing an approach called continual learning, which mimics how people learn over time  —  AI leaders are increasingly talking about the benefits of building models that can keep learning after they've been trained.  But first...

Clive Cookson / Financial Times:
A University of Cambridge analysis reveals how cheap SMS text message verification to create online accounts fuels global influence and manipulation campaigns  —  Analysis reveals how cheap text message verification fuels global influence and manipulation campaigns

Brooke Sutherland / Bloomberg:
The AI boom is delaying US municipal projects, as ~$4T in AI infra spending through 2030 shifts skilled construction workers to AI data centers  —  The data center construction boom is sucking up resources from other parts of the market.  State and local projects may face particular competition for labor.

Bloomberg:
How Oracle's massive Stargate deal with OpenAI has pushed Oracle to the center of the AI boom, turning its market cap into a barometer on AI sentiment  —  Silicon Valley is in the midst of another epic boom, and Larry Ellison has Oracle right at the center of it, for better or worse.