The US wants Chinese optics out of its AI data centres. Amazon and Microsoft pay first.
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GOOGLE
Google named the new boss of Gemini 4. Both of Gemini’s co-leads quit the same day
Google said two people were leaving DeepMind. Their startup's website, live the same day, lists four founders.
GOVERNMENT AND POLICY
The US wants Chinese optics out of its AI data centres. Amazon and Microsoft pay first.
The US Federal Communications Commission is drafting a ban on imports of new Chinese optical transceivers. These are the small modules that convert data into light pulses inside AI data centres, and Chinese firms make most of the world's supply. On the evidence so far, the first companies to feel the cost are American.
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