Analysis: nine top tech companies including Alphabet and Meta had ~$3T of AI-related off-balance-sheet commitments, far exceeding their $600B in reported capex (Wall Street Journal)

Analysis: nine top tech companies including Alphabet and Meta had ~$3T of AI-related off-balance-sheet commitments, far exceedin…

AI film startups are setting up studios in Hollywood, using US and Chinese AI models while touting lower production costs and a way around traditional financing (Robert Booth/The Guardian)

AI film startups are setting up studios in Hollywood, using US and Chinese AI models while touting lower production costs and a …

How US industrial companies like Caterpillar, Cummins, Eaton, and Ford are pivoting their businesses to feed a booming AI data-center market for power equipment (Bob Tita/Wall Street Journal)

How US industrial companies like Caterpillar, Cummins, Eaton, and Ford are pivoting their businesses to feed a booming AI data-c…

Patients, families, doctors, and nurses are increasingly turning to AI tools, such as Face2Gene, to help identify rare and hard-to-diagnose diseases (Alex Janin/Wall Street Journal)

Patients, families, doctors, and nurses are increasingly turning to AI tools, such as Face2Gene, to help identify rare and hard-…

How concerns about AI became an important midterms issue, with candidates adding AI and data center policies to their websites in ~40% of races across the US (Washington Post)

How concerns about AI became an important midterms issue, with candidates adding AI and data center policies to their websites i…

A profile of Sony CEO Hiroki Totoki, who aims to transform the company into a business focused on music, movies, video games, and the tech that underpins them (Jason Douglas/Wall Street Journal)

A profile of Sony CEO Hiroki Totoki, who aims to transform the company into a business focused on music, movies, video games, an…

Malaysia's 6% Q2 GDP growth was powered by 7.5% manufacturing growth, driven by chipmaking, and 6.6% construction growth, supported by data center development (Owen Walker/Financial Times)

Malaysia's 6% Q2 GDP growth was powered by 7.5% manufacturing growth, driven by chipmaking, and 6.6% construction growth, su…

Alibaba's open-weight models have accumulated 3B+ global downloads in the past six months; Hugging Face: Google had 418M downloads while Meta had 227M in 2026 (Saritha Rai/Bloomberg)

Alibaba's open-weight models have accumulated 3B+ global downloads in the past six months; Hugging Face: Google had 418M dow…

Shanghai's tech-focused Star 50 index is up 29% in 2026, and its P/E ratio is 150+, above Nasdaq 100's 35, fueled by Beijing's tech push and an investor frenzy (William Sandlund/Financial Times)

Shanghai's tech-focused Star 50 index is up 29% in 2026, and its P/E ratio is 150+, above Nasdaq 100's 35, fueled by Bei…

Secondhand book sales are booming. Is it because of AI?

Secondhand book sales are booming. Is it because of AI? https://bit.ly/4hBFqog Booksellers are reporting mysterious bulk orders.…

BCG: enterprise users spent a total of $300M on quantum computing in 2025, outranking the combined spending of research labs and governments for the first time (Isabelle Bousquette/Wall Street Journal)

BCG: enterprise users spent a total of $300M on quantum computing in 2025, outranking the combined spending of research labs and…