Google says it needs more time to upgrade Assistant to Gemini on most Android devices; Google previously planned to complete the transition by the end of 2025  —  The transition from Assistant to Gemini will continue into 2026.  —  Google wanted to remove Assistant from most Android phones …

Google advises some employees on visas, including H-1B visas, not to travel outside the US due to processing delays, following new social media screening rules  —  - Google and Apple are advising some employees with visas not to travel outside the US, per memos viewed by Business Insider.

A look at Tokyo-based neocloud provider Datasection, which sources say has a $1.2B+ contract giving Tencent access to a large share of its 15K Blackwell chips  —  Contracts with Chinese tech giant have rapidly turned Datasection into one of Asia's biggest ‘neoclouds’

S&P Global: data center deals hit $61B globally in 2025; debt issuance nearly doubled YoY to $182B, with Meta raising $62B debt since 2022, ~50% of that in 2025  —  Global data centers dealmaking surged to hit another record high this year, driven by a rush to build out the infrastructure required for energy-intensive AI workloads.

Inside NeurIPS 2025, and how it has transformed from a small academic conference into a massive industry event with 24,000+ attendees, yacht parties, and more  —  It used to be a small gathering just for nerdy researchers.  Now there are yacht parties—and everyone is feeling bubbly.

Chinese AI chipmaker Moore Threads announces a new generation of chips slated for mass production from 2026, just weeks after its blockbuster IPO in China  —  Moore Threads Technology Co. introduced a new generation of chips aimed at reducing artificial-intelligence developers' dependence …

METR: Claude Opus 4.5 has a 50% task completion time horizon of about 4 hours and 49 minutes, more than double that of Claude Opus 4 released earlier this year  —  We estimate that, on our tasks, Claude Opus 4.5 has a 50%-time horizon of around 4 hrs 49 mins (95% confidence interval of 1 hr 49 mins to 20 hrs 25 mins). While we're still working through evaluations for other recent models, this is our highest published time horizon to date. [image]

Surveillance tools exported by China, based on US tech and obtained by Chinese companies, to countries like Nepal are being used to stifle Tibetan refugees  —  The white dome of Boudhanath rises like a silent guardian over the chaotic sprawl of Nepal's capital, Kathmandu, crowned by a golden spire that pierces the sky.

A profile of Josh Woodward, the head of Google Labs who is credited with turning around the Gemini app, growing its MAUs from 350M in March to 650M by October  —  Josh Woodward may not be a household name in Silicon Valley.  But inside Google, everybody knows about him.

The RAISE Act requires AI companies with $500M+ in revenue to publish safety protocols and disclose safety incidents within 72 hours, with fines up to $3M  —  Days after President Trump moved to block states from regulating AI, New York's governor signs what the bill's sponsor calls the strongest AI safety law in the U.S.

Morgan Stanley: ad tiers account for 30% of Netflix subscribers and 50% of Disney+ subscribers; ad tiers accounted for all US net subscriber additions in 2025  —  As streaming prices climb, ad-free subscribers are becoming a rarity.  —  A mass digital migration is taking place …

A look at Meta's 2GW Hyperion data center in Louisiana, with the first phase opening in 2028; an analysis shows sales tax breaks on GPUs could total $3.3B+  —  $10 billion of investment.  Code names to disguise projects and companies.  Mixed opinions.  Skyrocketing property values.

Micron projects FY Q2 sales to grow over 2x YoY to $18.7B and adjusted operating income to rise over 5x to $11.3B, signaling higher memory chip prices in 2026  —  The AI gold rush is creating shortages for memory chips that could raise prices for all sorts of gadgets