FirstFT: DeepSeek’s next AI model delayed by tech issues with Chinese chips
Also in today’s newsletter, US Treasury secretary says Japan ‘behind the curve’ on inflation, and Warren Buffett’s Berkshire resumes sales of Apple shares
Also in today’s newsletter, US Treasury secretary says Japan ‘behind the curve’ on inflation, and Warren Buffett’s Berkshire resumes sales of Apple shares

Difficulties of training the start-up’s latest system with Huawei’s semiconductors highlight dependence on Nvidia

Chief executive Andy Jassy warns of further tariff policy uncertainty and who will bear the cost of them

Also in today’s newsletter, US president deploys National Guard to Washington, and CATL suspends Chinese lithium mine

Chinese AI group has worked with Huawei to cut reliance on Nvidia chips

Also in today’s newsletter: Trump to kick off final round of Fed chair interviews, and BoJ governor says economy has weathered US…

Marvell Technology and Nvidia shares slip after earnings disappoint investors