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  • Chinese Chips Rose, Chinese Optics Fell, Same Headline

    Chinese optical-module makers tumbled Wednesday after Reuters reported the US is drafting a ban on imports of new Chinese data-center optical transceivers. Chinese optical-module makers tumbled Wednesday after Reuters reported the US is drafting a ban on imports of new Chinese data-center optical transceivers.

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  • Europe Starts Checking IDs at the AI Border

    The European Union began enforcing its AI Act on 2 August, requiring chatbots to disclose they’re AI and deepfakes to carry detectable machine-readable marks, per the European Commission. The European Union began enforcing its AI Act on 2 August, requiring chatbots to disclose they’re AI and deepfakes to carry detectable machine-readable marks, per the European…

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  • How Ride-Hailing Giant GoTo Group Might Become a Fintech Story

    GoTo Group posted its second consecutive quarterly net profit in Q2 2026, as fintech growth and cost discipline lifted Indonesia’s largest digital platform out of a year-ago loss. GoTo Group posted its second consecutive quarterly net profit in Q2 2026, as fintech growth and cost discipline lifted Indonesia’s largest digital platform out of a year-ago…

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  • China’s Memory Makers Set the Price Now

    China’s CXMT and YMTC are now charging more than Samsung and SK Hynix for memory chips, wielding new pricing power that’s drawing sharper U.S. scrutiny. China’s CXMT and YMTC are now charging more than Samsung and SK Hynix for memory chips, wielding new pricing power that’s drawing sharper U.S. scrutiny.

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  • You’re Wrong about Generative AI for Long-Form Content

    Why is generative AI so stupid for long-form content? Well, it’s not. McKinsey estimates generative AI will add $2.6 trillion in value to the world economy — and you’re missing out because you can’t use it properly.

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