Breaking Tech: Dec 13 (5 stories)
Saturday, 13 Dec 2025 Daily Technology GLOBAL
Here is your Daily summary for Technology across the world for Sat 13th December 2025
China is strategically rejecting the US's H200 AI chips in favor of its own semiconductor developments, signaling a significant shift in the global tech landscape. This move, highlighted by White House AI czar David Sacks, underscores China's growing self-sufficiency in critical technologies and challenges US export controls.
Meanwhile, Oracle's ambitious $300 billion investment in AI is raising concerns among investors, with some viewing it as a potential bubble indicator amid a booming Silicon Valley. This comes as AI stocks face a downturn, exacerbated by Oracle's data center delays and disappointing earnings from chipmaker Broadcom.
In Asia, tech dealmaking is expected to maintain its momentum into 2026, according to UBS, reflecting a robust investment climate in the region. However, the uncertainty surrounding AI regulations in the US, particularly following Trump's recent executive order, could create legal challenges for startups, complicating the landscape as they navigate potential federal and state law conflicts.
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China Is ‘Rejecting’ H200s, Outfoxing US Strategy, Sacks Says
Bloomberg Technology 12 Dec 2025, 8:30pmChina has figured out the US strategy for allowing it to buy Nvidia Corp.’s H200 and is rejecting the AI chip in favor of domestically developed semiconductors, White House AI czar David Sacks said, citing news reports.
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Oracle’s $300 Billion AI Bet Has Fast Become a Bubble Barometer
Bloomberg Technology 12 Dec 2025, 4:30pmSilicon Valley is in the midst of another epic boom, and Larry Ellison has Oracle right at the center of it, for better or worse.
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Asia’s Surge in Tech Dealmaking to Extend Into 2026, UBS Says
Bloomberg Technology 12 Dec 2025, 10:15amDealmaking activity in the Asia-Pacific technology sector is likely to continue its strong momentum into the first half of next year, according to UBS Group AG.
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AI Stocks Get Pummeled as Oracle Delay Adds to Broadcom Concerns
Bloomberg Technology 12 Dec 2025, 5:09pmThe shares of companies exposed to artificial intelligence infrastructure came in for a beating after a report about Oracle Corp. data center delays added fuel to a selloff already underway following disappointing earnings results from chipmaker Broadcom Inc.
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Trump’s AI executive order promises ‘one rulebook’ — startups may get legal limbo instead
TechCrunch 12 Dec 2025, 5:07pmTrump signed an AI executive order targeting state laws and promising one national rulebook. Critics warn it could trigger court battles and prolong uncertainty for startups while Congress debates federal rules.