US tech giants

CNBC reports that Nvidia, Apple and Broadcom are locked in a 'fierce' battle to secure chip manufacturing space at Taiwan's TSMC. Demand for advanced chips from AI and consumer electronics has outstripped supply, and the three US tech giants are competing for priority on TSMC's production lines.

TikTok parent ByteDance is reportedly in talks with Taiwanese chip designer MediaTek to secure AI chips for its data centers. The move would help the Chinese tech giant expand its artificial intelligence computing capacity amid rising demand and tightening US export restrictions on advanced chips to China. MediaTek, which designs chips for clients including Nvidia, is seen as a viable alternative supplier.

US technology companies are warning European policymakers that reducing reliance on American tech firms could cost Europe's economy as much as €115 billion. The claim comes amid ongoing European debates about digital sovereignty and moves to build alternatives to US cloud, software and AI services. Critics are questioning the figure and the motives behind the warning, while supporters see it as evidence of how deeply US technology is embedded in European business.

A claim circulating online says US technology companies have warned Europe that a move away from American tech could cost the EU economy €115 billion. The figure is framed as a warning against European efforts at digital sovereignty and reducing dependence on US cloud, software and platform providers. Reactions online are sceptical, with many reading it as lobbying pressure amid ongoing EU-US tensions over tech regulation and digital infrastructure.

Market commentators are debating how to protect portfolios from a possible pullback in artificial intelligence stocks, which have driven much of the recent gains in US equities. With a handful of tech giants accounting for an outsized share of index performance, strategies under discussion include diversifying into value stocks, international markets, bonds and cash. The worry is that any stumble in AI spending or earnings could hit the broader market hard.

Italian architecture and design magazine Domus explores whether artificial intelligence could loosen the hold of big technology companies. The piece asks what would happen if AI actually freed users from dependence on tech giants, a question that touches on who controls AI models, computing power and data in the coming years.

The Dutch tax authorities have cancelled their planned migration to Microsoft 365 cloud services and are instead turning toward open source alternatives. The decision is being framed as another step in Europe's broader push for digital sovereignty, as European public bodies reconsider their dependence on US-based cloud providers and proprietary software in favour of solutions they can control and audit themselves.

Indian IT services giant Infosys said it does not expect a material impact from the United States' suspension of PERM labor certification, a key step in employment-based green cards widely used by Indian tech firms. The company's reassurance comes amid ongoing uncertainty for outsourcing firms relying on skilled-worker visas and green card pathways to staff US client projects.

The Trump administration has suspended Indian IT giants and other technology firms from the US Green Card programme, according to breaking news reports from India. The move affects major companies that sponsor large numbers of skilled foreign workers for permanent US residency, and is drawing significant attention in India's technology sector, which depends heavily on American visa pathways for its workforce and clients.

Apple is doubling down on artificial intelligence as the key to making the smart home appealing to mainstream consumers, Axios reports. The company hopes AI features can overcome the slow adoption that has kept smart home products a niche category, positioning itself against rivals like Amazon, Google and Samsung in the connected-home market.

Analysts warn Chinese large language model developers could trigger a major reset in global AI capital expenditure, with as much as $2.3 trillion in planned infrastructure spending at risk heading into 2026. The claim suggests that competition from cheaper Chinese models may undermine the business case for massive data centre and chip investments by US tech giants. Details of the analysis remain limited.

Alibaba chairman Joe Tsai said open-source AI is Europe's only realistic path to technological independence, speaking at a technology event in Italy. He warned European manufacturers against relying on closed American AI systems, arguing companies should retain control of the underlying technology rather than depend on US providers.

Amazon is reportedly in talks to acquire Israeli AI startup Decart in a deal valued at around US$7 billion. Decart, known for real-time generative AI models, would become one of Amazon's larger AI acquisitions as tech giants race to secure AI talent and technology. Details of the negotiations have not been confirmed by either company.

Attention is on the sole American manufacturer of undersea internet cables, a company whose systems carry traffic for tech giants including Google and Microsoft. Submarine cables carry the vast majority of global internet data, making the firm strategically important. Commenters are weighing the company's unusual market position and its significance for US technology infrastructure and supply chain security.

The Dutch tax authorities have cancelled their planned rollout of Microsoft 365 and are instead moving toward open source alternatives, according to ZDNet. The decision is described as another step in a broader European push for digital sovereignty, as governments and public bodies across the continent reconsider dependence on US-based cloud and workplace software providers.

Amazon is reportedly in negotiations to acquire Decart, an artificial intelligence startup founded by Israelis, in a deal valued at around $7 billion. Decart, which has developed real-time generative AI video technology, was created by founders with roots in Israel and has drawn significant investor interest. If completed, the acquisition would mark one of Amazon's larger AI purchases, underscoring the intensifying race among US tech giants to secure cutting-edge generative AI capabilities and talent.

Amazon is reportedly in negotiations to acquire Israeli AI startup Decart for around $7 billion. The deal would mark another major AI acquisition by the tech giant as competition for generative video and real-time AI technology intensifies among large US technology companies. Details of the talks have not been confirmed by either company, and it remains unclear whether an agreement will be reached.

Amazon is reportedly considering acquiring Decart, an artificial intelligence startup, in a deal worth about $7 billion. If completed, the purchase would mark another major investment by a US tech giant in AI technology, underscoring the ongoing race among large companies to secure promising AI capabilities and talent through acquisitions.

Alibaba co-founder Joe Tsai has told European audiences that open source is the continent's only realistic path to technological independence, arguing that relying on proprietary American technology leaves Europe dependent on US firms. The comments fuel ongoing debate in Europe about digital sovereignty and whether openly available AI models and software offer a viable alternative to US and Chinese tech giants.

Alibaba has unveiled AI-powered smart glasses priced at US$450, marking a further expansion of the Chinese tech giant into consumer hardware beyond e-commerce and cloud services. The move puts Alibaba in direct competition with other tech companies racing to popularise wearable AI devices, and analysts are watching whether the glasses can gain traction in a market still testing consumer appetite for smart eyewear.

South Korea's Supreme Court has ruled in favor of Google Korea in a tax dispute worth 154 billion won. The decision ends a long-running battle between the US tech giant and Korean tax authorities over the company's tax obligations. The ruling is being closely watched as it may influence how foreign tech firms' local operations are taxed in Korea.

Tencent has reportedly secured access to around 100,000 Nvidia chips that are banned from export to China by leasing computing capacity through Oracle in Southeast Asia, according to a Fortune report. The arrangement would let the Chinese tech giant use restricted US AI hardware without direct imports. The report is likely to intensify scrutiny of US export controls and cloud workarounds.

Tencent Holdings, the Chinese technology and gaming giant traded in the US under the ticker TCEHY, is seeing attention on its stock price, quote and recent news. Investors are checking the company's performance and latest developments as interest in Chinese tech shares continues. No specific price move or company announcement is cited.

Alibaba has unveiled smart glasses priced at US$450, marking a further step in the Chinese e-commerce group's expansion beyond its core online retail business into consumer hardware. The launch puts Alibaba in direct competition with other tech giants racing to develop AI-powered wearable devices for mainstream buyers.

Amazon is reportedly in talks to acquire Decart, an Israeli artificial intelligence startup. According to a report carried by Israeli media, the discussions would see the US tech giant take over the young AI company, though no deal value or timeline has been confirmed. The news highlights ongoing interest by major American technology firms in Israeli AI talent and technology.

South Korean retail investors sold a net 5.6 trillion won of domestic equities in the third quarter while directing roughly 7.6 billion dollars into US stocks. The outflows point to a continued preference for American markets, driven by the dollar's strength, the appeal of US tech giants, and frustration with sluggish returns in the home market. The scale of the shift is drawing attention to pressure on Korean market liquidity.

South Korea's Supreme Court has cancelled a 154 billion won corporate tax assessed on Google Korea. The ruling ends a long-running dispute over how the US tech giant's local operations were taxed. The decision is expected to draw attention from tax authorities and multinational companies watching how profits booked abroad are treated under Korean tax law.

Amazon is in talks to acquire Decart, an artificial intelligence startup valued at around US$7 billion, according to a Wall Street Journal report carried by The Business Times. The talks, if completed, would mark another major AI acquisition by a US tech giant. Details on the deal's status or timeline were not given in the report.