📁 Market

Anthropic CEO Dario Amodei has strongly criticized Nvidia and the US administration regarding the sale of chips to China. The statements are surprising because Nvidia is a major partner and investor in Anthropic.

A 100% tariff threat puts Taiwan's memory makers on notice. This protectionist move could have significant repercussions on the local industry, altering the balance of the global market and prompting companies to revise their production and distribution strategies to mitigate the negative economic impact of such tariffs.

Mike Yang, executive vice president of Quanta Computer, foresees a paradigm shift in the artificial intelligence sector. According to Yang, this is just the beginning of a profound transformation, with significant implications for the future of technology and business. Quanta Computer is a Taiwanese company specializing in the production of notebooks and other electronic devices.

Taiwan's industrial park model, known for its efficiency and ability to foster innovation, is expanding internationally. This approach, which integrates advanced infrastructure and government support, aims to create ecosystems conducive to the growth of technology and manufacturing companies, attracting investments and talent from around the world.

Sony and TCL are reportedly considering a joint venture in the home entertainment sector. The potential agreement could lead to increased collaboration in the development and production of televisions and other home entertainment devices. Further details regarding the structure and objectives of the joint venture have not been disclosed.

Inventec has announced a doubling of its planned capital expenditure for 2026, bringing it to US$1 billion. The decision is driven by growing opportunities in the artificial intelligence (AI) server market. The company aims to strengthen its position in a rapidly expanding sector, riding the wave of increasing demand for high-performance computing solutions for AI applications.

At the World Economic Forum in Davos, Ursula von der Leyen outlined a potential shift in European economic policy. The phrase "Europe Inc.", while not a law, represents a strong political signal: the European Commission intends to accelerate a structural change in how the EU views business, competitiveness, and economic power. A new approach is expected to address global challenges.

The European Commission has launched 'EU Inc', a new pan-European company structure designed for startups. The initiative aims to simplify cross-border operations by offering a centralized and standardized EU-wide registration, harmonized investment documentation, and a stock option framework valid throughout Europe. The goal is to make the EU a more fertile ground for the birth and growth of new businesses.

Texas-based Noveon Magnetics has raised $215 million to expand its U.S. operations. The investment aims to improve American access to rare-earth magnets, essential for HDD production and crucial for reducing reliance on China. An estimated $630 million will be spent in 2025 on American reshoring efforts.

Humans&, a startup that believes AI should empower people, not replace them, has raised a $480 million seed round. The company's valuation is $4.48 billion. The company was founded by alums from Anthropic, xAI, and Google.

A PwC survey of over 4,500 business leaders reveals that more than half have seen neither increased revenue nor decreased costs following massive investments in AI. The findings raise questions about the actual economic return of these technologies.

OpenAI CFO Sarah Friar has outlined an optimistic vision for the company's future, despite current economic challenges. The article explores how OpenAI's success, and potentially the global economy, depends on finding a sustainable business model for artificial intelligence.

London-based Allocation Strategy, a company developing analytics tools to support asset allocation and investment decisions, has raised £1.6 million in a funding round led by Fuel Ventures. The new capital will be used to scale the business, expand research and development, and accelerate the rollout of new solutions for institutional investors.

Indian startup Emergent, specializing in "vibe-coding", has announced a $70 million funding round, reaching a valuation of $300 million. Investors include SoftBank and Khosla Ventures. The company aims to achieve an annual recurring revenue (ARR) of $100 million by April 2026, after already reaching $50 million.

The UK government has announced a package of measures to attract talent in the tech sector, offering visa fee reimbursement to key figures working at promising UK startups. The initiative aims to position Britain as a haven of stability and innovation in sectors such as AI, clean energy, and life sciences, attracting top experts and companies to invest in the country.

In 2025, corporate IT hardware upgrades were driven by the necessity to maintain support, rather than excitement for new AI-related features. IT departments refreshed systems to keep up with compatibility requirements, demonstrating that the urgency to comply with software specifications prevails over the adoption of emerging technologies.

Belgian business software company Odoo has reached a fresh milestone, exceeding €7 billion valuation. Growth investor General Atlantic has increased its stake in the firm, buying additional shares from Wallonie Entreprendre. This move isn’t a typical funding round but a secondary transaction of existing shares.

The Cyberspace Administration of China has inadvertently created a detailed guide to the country's burgeoning AI sector. A government registry tracks thousands of companies driving this technological revolution, offering a unique overview of the Chinese AI ecosystem and its key players.

The New York Stock Exchange (NYSE) is considering launching a 24/7 exchange for tokenized stocks and ETFs, leveraging blockchain technology to modernize trading. This initiative aims to enable continuous operation, potentially revolutionizing how securities are traded and opening new opportunities for global investors.

England's Department of Health and Social Care is recruiting a head of technology, digital and data with a maximum salary of up to £285,000 a year, exceeding the salary of the department's boss. The role is pivotal in driving technological innovation within the national healthcare sector.