Kuo: suppliers plan to ship less than 1M iPhone fold units in 3Q26, which may push the start of device pre-orders and sales to Q4, with weeks of delivery delays (Ming-Chi Kuo)
Tesla rolls out its Robotaxi service without a safety monitor in Miami, its fifth city, as it aims to expand to a dozen US states by the end of 2026 (Grace Kay/The Information)
ByteDance's Doubao and Alibaba's Qwen will disable humanlike and user-created agents before July 15, as China's anthropomorphic AI interaction rules take effect (Wency Chen/South China Morning Post)
Data centers offer US a chance to get ahead in the next key technologies and to build domestic supply chains based on demand rather than subsidies and tariffs (Josh Zoffer/Financial Times)
Source calls UK- and OpenAI-touted plans in 2025 for Stargate's ~£20B Cobalt site a PR stunt; OpenAI and Nscale failed to visit Cobalt or lodge planning forms (Aisha Down/The Guardian)
Indonesia's enforcement of social media restrictions for under-16s has been patchy, with tech companies ignoring the rules and youth still accessing platforms (Marcel Thee/Nikkei Asia)
How some high-income families use AI-powered private schools and tutors, such as Alpha School, to teach their children life skills and tailor their curriculum (Katherine Bindley/Wall Street Journal)
A look at the troubled rollout of the EU's automated biometric entry/exit border system, as airport operators warn of severe delays ahead of the summer holidays (Financial Times)
Midjourney wants Disney, Universal, and Warner Bros. to reveal in court how they use AI across their companies; studios sued Midjourney in 2025 for infringement (Gene Maddaus/Variety)
A look at the quant fund frenzy in China, as assets under management have more than doubled to ~$384B in less than a year amid rapid AI adoption (Bloomberg)
Meta could use its compute for its own models, ad scaling, SpaceX-like neocloud deals, and hosting 3rd-party models; it may be close to an Anthropic deal (Jeremie Eliahou Ontiveros/SemiAnalysis)
Meta getting into the cloud business has been inevitable for a long time, as it seeks to diversify beyond ad revenue and monetize its AI buildout (M.G. Siegler/Spyglass)
Sources: ElevenLabs held early talks with investors on a secondary share sale for staff that would value the startup at ~$22B; it was valued at $11B in February (Bloomberg)
UK-based StirlingX, which develops secure data intelligence systems for defense and critical infrastructure, raised a $20M Series A, following a $11M seed (Cate Lawrence/Tech.eu)
Tripo AI, which is developing 3D foundation models and world models for use in games, raised $150M, a month after it said it raised $200M (Dean Takahashi/GamesBeat)