Michael Acton

US considers tying Nvidia and AMD AI chip exports to foreign investment pledges as.ft.com/r/8b3f26a4-e2b…

SCOOP @nvidia AI chip sales to #China stalled by US security review (#USChinaScoop w @MActon93 & @zijing_wu) ft.com/content/d963c6…

Scoop: Texas Instruments is in advanced talks to buy chip designer Silicon Laboratories for about $7bn as a wave of consolidation sweeps across the semiconductor industry. With @MActon93

Apple just made one of its largest acquisitions ever - close to -$2bn for an Israeli stealth startup called Q.AI that has invented sci fi tech that can understand what you’re saying just by sensing face movements

#GreatJournalismJobs We are hiring a #GreaterChinaCorrespondent to cover #AsiaRegionalSecurity, #Taiwan, the #PLA & Chinese elite politics. Better job security than Zhang Youxia. This is genuinely a phenomenal job. Only downside is you have to work with me a lot - but I have tips that help. Interested in applying? Click here: bit.ly/4kamlIU

The FT's Person of the Year has been the driving force behind the massive AI boom which has the capacity to reshape the global economy. on.ft.com/4oP0APC

Thank you Mike and the @FT. I really enjoyed the result and appreciated greatly your careful research, enjoyable writing and the finished product -- Thank you! ft.com/content/0b3940…

@firstadopter Absolutely hadn’t noticed til you pointed it out!

Hey @MActon93 was the headline a riff on Intel Inside?

ICYMI over the weekend we reported the latest challenges facing Jony Ive and OpenAI’s secretive AI device: privacy, personality and computing power. Sam Altman and Ive talking at Dev Day this afternoon. W/@tim @MActon93 + @rwmcmorrow on.ft.com/4gVVRJC

Jensen Huang’s influence in DC keeps growing. Excellent scoop from @dimi and ⁦@MActon93⁩ US licenses Nvidia to export chips to China after CEO meets Trump via @FT on.ft.com/4lh42Rn

This was a fun one to do

Great report—with excellent visuals—from my @FT colleagues including ⁦@MActon93⁩ ⁦@JohnReedwrites⁩ and @kathrinhille ig.ft.com/us-iphone/

Scoop: Apple aims to source all US iPhones from India in pivot away from China ft.com/content/c2be45… via @ft with @MActon93 @KathrinHille @sjhmorris

This week @MActon93 from the @FT joined me on Behind the Money to discuss the paths $AAPL can take in this new era of tariffs. 🎧: podfollow.com/behind-the-mon…

Former Wall Street rainmaker leads purge of US chips subsidies agency via by ⁦@MActon93⁩ “Everyone is very cagey about what Grimes is up to,” they said. “This is not a psychologically healthy place to work.” on.ft.com/43qvZAP

Big tech is growing confident in their efforts to challenge EU regulations, believing new backing from the Donald Trump administration will allow them to fight what they see as hostile rules on AI and market dominance. With @MsHannahMurphy @MActon93 ft.com/content/3e75c3…

Apple’s quiet pivot to India: our deep dive into one of global industry's biggest "China + 1" manoeuvres is today's @FT Big Read ft.com/content/d46e0f… with @MActon93 via @ft

@daveg Hi David, thanks for the kind words re. the article. I just reported what Nvidia said in their press materials, see blog post here: Drop me an email at the address in my bio and we can chat about humanoid robots sometime? blogs.nvidia.com/blog/isaac-gr0…

@MActon93 Hi Michael, Really liked your piece on Nvidia and robots, but trying to understand whether there was a typo with the $38b market figure for humanoid robots that you say Nvidia provided. This doesn’t seem to make sense given that in the keynote Huang says humanoid robots will be biggest market, alongside AVs which he says will be a $4 trillion one. Analyst figures (which don’t take into account AI for robots) are often of this magnitude, but Huang has mentioned a billion possible robot sales so that would make it more like $38 trillion - wild, but more plausible.

Nvidia’s revenue nearly doubles as AI chip demand remains strong. This company is making $35bn of rev & $20bn of net profit per quarter on 75% margins @MActon93 ft.com/content/1465bb… via @FT

If a ruling does land in January, that’s actually pretty fast by typical standards of federal courts

#Apple #DoJ antitrust case: judge says (after four hour hearing) that he plans to issue decision on Apple’s dismissal motion by January.