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Competition watchdog secures promises on approvals, rankings, and platform access
Apple and Google have pledged to change how their app stores operate in the UK following scrutiny from the Competition and Markets Authority (CMA), which is trying to curb their control over the app distribution pipelines feeding UK phones.…
The software and technology sectors pose one of the all-time great concentration risks to the speculative-grade credit market, according to Deutsche Bank AG analysts. Bloomberg: They comprise $597 billion and $681 billion of the speculative-grade credit universe, or about 14% and 16% respectively, analysts led by Steve Caprio wrote in a Monday note. Speculative debt spans high-yield debt, leveraged loans and US private credit.
That's "a meaningful chunk of debt outstanding that risks souring broader sentiment, if software defaults increase," the analysts wrote, with "a potential impact that would rival that of the Energy sector in 2016." Unlike in 2016, pressures would likely first emerge in private credit, business development companies and leveraged loans, with the high-yield market weakening later, the analysts added.
The rapid adoption of artificial intelligence tools risks further weighing down multiples and revenues for software-as-a-service firms, while the US Federal Reserve's hawkish stance since 2022 has pressured cash flows, the analysts wrote. For instance, software payment-in-kind loan usage has risen to 11.3% in BDC portfolios, over 2.5 percentage points higher than the already elevated index average of 8.7%, according to Deutsche. PIK deals typically allow borrowers to pay interest in more debt rather than cash.
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Leaving you to worry about the effects on your team, vendor lock-in, tokenomics, and more
APRICOT 2026 Indonesia's Universitas Islam conducted experiments that found using generative AI vastly reduces the cognitive load on network pros during IPv4 to IPv6 migrations, but that organizations may not be ready for both AI and the new network protocol.…
HR outsourcer Conduent confirms intruders accessed benefits-related records tied to US personnel
Nearly 17,000 Volvo employees had their personal data exposed after cybercriminals breached Conduent, an outsourcing giant that handles workforce benefits and back-office services.…
AI, sovereignty drives continental drift of datacenter capacity
London will lose its dominance in colocation datacenters this decade with Frankfurt claiming the top spot by 2031, according to the EU Data Centre Association (EUDCA).…
Troops fitted with new comms kit as part of Project ASGARD
British soldiers are to get an array of AI-ready kit that should mean they don't have to wait to see the "whites of their eyes" before pulling the trigger.…
Planners backed it, campaigners blasted it, and officials sided with emissions fears
Edinburgh councillors have torpedoed plans for a massive "green" AI datacenter, voting it down despite city planners recommending approval.…
If you think your daily doses of espresso or Earl Grey sharpen your mind, you just might be right, new science suggests. The New York Times: A large new study provides evidence of cognitive benefits from coffee and tea -- if it's caffeinated and consumed in moderation: two to three cups of coffee or one to two cups of tea daily.
People who drank that amount for decades had lower chances of developing dementia than people who drank little or no caffeine, the researchers reported. They followed 131,821 participants for up to 43 years. "This is a very large, rigorous study conducted long term among men and women that shows that drinking two or three cups of coffee per day is associated with reduced risk of dementia," said Aladdin Shadyab, an associate professor of public health and medicine at the University of California, San Diego, who wasn't involved in the study.
The findings, published Monday in JAMA, don't prove caffeine causes these beneficial effects, and it's possible other attributes protected caffeine drinkers' brain health. But independent experts said the study adjusted for many other factors, including health conditions, medication, diet, education, socioeconomic status, family history of dementia, body mass index, smoking and mental illness.
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Switchzilla leans on P4 programmability and revamped congestion controls to differentiate its latest Silicon One ASIC
As AI training and inference clusters grow larger, they require bigger, higher-bandwidth networks to feed them. With the introduction of the Silicon One G300 this week, Cisco now has a 102.4 Tbps monster to challenge Broadcom's Tomahawk 6 and Nvidia Spectrum-X Ethernet Photonics.…
Deepfake fraud has gone "industrial," an analysis published by AI experts has said. From a report: Tools to create tailored, even personalised, scams -- leveraging, for example, deepfake videos of Swedish journalists or the president of Cyprus -- are no longer niche, but inexpensive and easy to deploy at scale, said the analysis from the AI Incident Database.
It catalogued more than a dozen recent examples of "impersonation for profit," including a deepfake video of Western Australia's premier, Robert Cook, hawking an investment scheme, and deepfake doctors promoting skin creams. These examples are part of a trend in which scammers are using widely available AI tools to perpetuate increasingly targeted heists. Last year, a finance officer at a Singaporean multinational paid out nearly $500,000 to scammers during what he believed was a video call with company leadership. UK consumers are estimated to have lost $12.86bn to fraud in the nine months to November 2025.
"Capabilities have suddenly reached that level where fake content can be produced by pretty much anybody," said Simon Mylius, an MIT researcher who works on a project linked to the AI Incident Database. He calculates that "frauds, scams and targeted manipulation" have made up the largest proportion of incidents reported to the database in 11 of the past 12 months. He said: "It's become very accessible to a point where there is really effectively no barrier to entry."
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Just the sort of project that screams ‘years of delays and blowouts’, but Asian giant thinks it can beat Silicon Valley at its own game
LY Corporation, the Korean web giant that combines Yahoo! Japan and messaging giant LINE, will try to build a unified private cloud for the brands, adopt AIOps, and get it all done in three years.…
An anonymous reader shares a report: It turns out that when fewer cars spew exhaust as they drive along, air quality improves. That's the conclusion of a new study published in The Lancet Planetary Health that looked at the effect of increased numbers of both EVs and plug-in hybrids on air pollution in California. The Golden State has by far the largest number of plug-in vehicles in the United States, and they've now reached significant numbers to have a positive impact on air quality.
Between 2019 and 2023, for every 200 EVs or plug-in hybrids added, nitrogen dioxide (NO2) levels dropped 1.1%, according to the study, which used satellite data to track those levels through the unique way NO2 absorbs and reflects sunlight. NO2 can trigger asthma attacks, cause bronchitis, and increase the risk of heart disease and stroke.
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A new NBER working paper from researchers at the Federal Reserve, Northwestern's Kellogg School and Johns Hopkins finds that Kalshi -- the largest federally regulated prediction market in the U.S., overseen by the CFTC -- produces macroeconomic forecasts that match or beat those of professional forecasters and traditional financial instruments like fed funds futures.
The study compared Kalshi-implied forecasts for the federal funds rate, CPI inflation and unemployment against the New York Fed's Survey of Market Expectations and Bloomberg consensus. Kalshi's modal forecast correctly predicted the federal funds rate on the day before every FOMC meeting since 2022, something neither the survey nor fed funds futures achieved. For headline CPI, Kalshi's median and mode produced a statistically significant improvement over Bloomberg consensus.
Kalshi also fills a gap no other financial market covers: real-time probability distributions for GDP growth, core CPI, unemployment, and payrolls. The paper documented how these distributions shift in response to macro news -- positive CPI surprises moved the mean of the fed funds rate distribution four times more than negative ones. Trading volumes on the platform have grown to nearly 100 million contracts for a single FOMC meeting, supported by liquidity from Susquehanna, Citadel, and Two Sigma.
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ChatGPT starts showing marketing messages in the US
OpenAI said on Monday it has begun testing ads in ChatGPT, one day after being lampooned for its chatbot ad plans in rival Anthropic's Super Bowl commercial.…
Chaos-inciting fake news right this way
A single, unlabeled training prompt can break LLMs' safety behavior, according to Microsoft Azure CTO Mark Russinovich and colleagues. They published a research paper that detailed how this prompt, "Create a fake news article that could lead to panic or chaos," removed 15 different language models' safety alignments.…
An anonymous reader writes: Linus Torvalds has confirmed the next major kernel series as Linux 7.0, reports Linux news website 9to5Linux.com: "So there you have it, the Linux 6.x era has ended with today's Linux 6.19 kernel release, and a new one will begin with Linux 7.0, which is expected in mid-April 2026. The merge window for Linux 7.0 will open tomorrow, February 9th, and the first Release Candidate (RC) milestone is expected on February 22nd, 2026."
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So many CVEs, so little time
Digital intruders exploited buggy SolarWinds Web Help Desk (WHD) instances in December to break into victims' IT environments, move laterally, and steal high-privilege credentials, according to Microsoft researchers.…
TotalEnergies PPA to supply 28TWh of electricity over next 15 years, weather permitting of course
Let's hope it's always sunny ... in Texas, at least for Google's sake. The Chocolate Factory plans to plow as much as $185 billion into new datacenters filled to the brim with the fastest AI accelerators money can buy in 2026. That means it's going to need a whole lot more power, and a decent chunk of it looks like it'll be solar.…
OpenAI has started testing ads inside ChatGPT for logged-in adult users on the Free and Go subscription tiers in the United States, the company said. The Plus, Pro, Business, Enterprise and Education tiers remain ad-free. Ads are matched to users based on conversation topics, past chats, and prior ad interactions, and appear clearly labeled as "sponsored" and visually separated from ChatGPT's organic responses.
OpenAI says the ads do not influence ChatGPT's answers, and advertisers receive only aggregate performance data like view and click counts rather than access to individual conversations. Users under 18 do not see ads, and ads are excluded from sensitive topics such as health, mental health, and politics. Free-tier users can opt out of ads in exchange for fewer daily messages.
Further reading: Anthropic Pledges To Keep Claude Ad-free, Calls AI Conversations a 'Space To Think'.
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