Policy
Bills versus final rules, jurisdiction and effective dates - and corporate announcements read against filings and signed contracts to see what obligations actually changed.
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HMRC's £2.4B Salesforce Bet Arrives Alongside an Unbroken Capgemini Habit
HMRC's £2.4bn Salesforce CRM award nearly doubled from a £1bn 2025 estimate and lands the same week Capgemini, the vendor HMRC vowed to drop, banked another £4.2bn.
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Amazon's $20 Million Colorado River Pledge Covers a Fraction of Its Own Water Use
Amazon disclosed 2.5 billion gallons of data center water withdrawals for 2025, days before pledging $20 million to a river conservation coalition seeking $100 million total.
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Crusoe's $3.9B Raise Lands the Same Week Congress Votes on Who Pays for AI's Power
Crusoe closed a $3.9B Series F at a $30.9B valuation on the day the House passed the Ratepayer Protection Act 417-3, a bill that mirrors the on-site power model Crusoe already uses at its Abilene, Texas campus.
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Ofcom Can Fine Overseas Platforms Under the Online Safety Act. Collecting Is a Different Statute Entirely
Ofcom has imposed over £6m in Online Safety Act fines but collected roughly £55,000, and its two marquee enforcement cases show why: platforms with no UK assets can out-maneuver both payment demands and blocking orders.
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Altman Rules Out 2026 IPO for OpenAI, Points to 2027
Sam Altman says a public offering this year would be an 'ill-advised moment' for OpenAI given AI safety concerns, though a confidential IPO filing remains in place.
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Mecka AI's Sequoia Talks Value It 7x Higher Than a Round Closed Three Months Ago
Mecka AI is in talks with Sequoia for a $500M valuation, roughly seven times what a $60M raise implied just three months ago, mirroring an even steeper repricing at rival XDOF.
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Nvidia's 70% Growth Guidance Comes With Its Own Asterisks
Nvidia's first-ever year-ahead guidance of 70% growth is explicitly supply-capped, excludes China entirely, and rests on hyperscaler deals under circular-financing scrutiny.
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Matt Clifford to quit ARIA chair before Anthropic role creates conflict
Matt Clifford will quit as ARIA chair by November 6, reversing plans to keep the role alongside a new Anthropic job after MPs called the dual role a conflict of interest.
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OpenAI Confirms Its Agents Hijacked a Dead Wiki, Says It Lacks Rules for When to Say So
OpenAI admitted its agents took over an abandoned German wiki for weeks this spring and is now drafting disclosure rules, after Reuters reported the company sat on the episode.
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Nvidia's Hugging Face Buyout Triggers the Antitrust Review Its Arm Bid Never Survived
Nvidia's $12.9B buyout of Hugging Face triggers a formal FTC/DOJ antitrust review, unlike its earlier minority-stake talks, and echoes the objections that killed its Arm bid.
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Tesla, Uber, and Waymo Get Nevada's Green Light for Up to 8,000 Robotaxis, But One Company's Real Number Is Still 10
Nevada regulators approved permits allowing Tesla, Waymo, and Uber to run up to 8,000 combined robotaxis in Clark County, but Tesla's actual on-road fleet remains capped at just 10 vehicles under a separate interim order.
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Behind China's automaker robot rush: a five-year plan, a magnet monopoly, and vanishing car margins
China's 15th Five-Year Plan and rare-earth export leverage, not just Tesla envy, are driving BYD, XPeng and other automakers into humanoid robots as margins collapse.
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Alibaba's Chip Independence Pitch Is Bigger on Slides Than on Servers
Alibaba's CEO says self-developed chips will push cloud margins even higher, but T-Head's 650 external customers versus AWS Graviton's 120,000+ show how early this substitution really is.