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AI & Enterprise

AI bubble fears sweep tech, boosting open-weight AI

Concerns about excessive investment in AI infrastructure weighed on tech markets, pushing down AI-related stocks, while Apple, seen as investing less in AI, reached a $5 trillion market value after Nvidia. Some observers warn today’s AI data-centre shortages could turn into long-term overcapacity that shocks equities, with investors shifting toward U.S. Treasuries. The report also cites slowing revenue growth at Anthropic and increased moves by U.S. firms into open-weight AI models.

AI & Enterprise

Google DeepMind says no evidence AI self-improvement is accelerating, diverging from industry warnings

Google DeepMind said it has not confirmed that AI is producing more advanced AI or that internal AI research is accelerating in a meaningful way. In a safety report on Gemini 4 Argon, it said no statistically significant change in progress has appeared since April 1, 2026, even though AI writes more than 75 percent of production code. It said automation remains limited and largely requires human direction, while some industry figures warn recursive self-improvement is already speeding up.

AI & Enterprise

Global security firms step up Korea push, expand infrastructure amid AI hacking

Global security companies are speeding up efforts to target South Korean firms seeking to address new threats linked to the spread of AI, including moves to build service infrastructure in Korea. Cisco is operating a Secure Access Korea point of presence, while Palo Alto Networks Korea is expanding cooperation with local firms, running training programmes and teaming up on frontier-AI threats. The report also lists other security industry moves and recent hacking and inspection figures in finance.