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FTC Probes Microsoft Over Azure and AI Bundling as Antitrust Pressure Builds

FTC Probes Microsoft Over Azure and AI Bundling as Antitrust Pressure Builds

The Federal Trade Commission is gathering evidence on whether Microsoft's cloud and AI bundling practices break competition law, according to civil investigative demands reviewed by The Verge. It puts the company back in a hot seat it last occupied 25 years ago.

Business28 September 20268 min readSources 5
Tech antitrust in 2026: what the rulings actually change

Tech antitrust in 2026: what the rulings actually change

Antitrust pressure on the biggest technology companies is now coming from four directions at once: Washington, Brussels, London, Tokyo and Beijing. The clearest signal is the FTC's investigation into Microsoft, which The Verge reported on 1 June 2026 has moved into civil investigative demands, the subpoena-like requests at the centre of the case.

Business28 September 20266 min readSources 5
AI funding keeps breaking records while edtech's boom goes bust

AI funding keeps breaking records while edtech's boom goes bust

Lovable is now valued at $6.6 billion after a December round that more than triples its July valuation, according to CNBC, as global edtech investment collapses from a $16.7 billion peak to under $3 billion.

Business28 September 20263 min readSources 2
Mazda's China LiDAR SUV Lands a Day After the AI Antitrust Claim Against OpenAI, Anthropic

Mazda's China LiDAR SUV Lands a Day After the AI Antitrust Claim Against OpenAI, Anthropic

Mazda put a LiDAR sensor suite into its China-built CX-6e on 27 September, the same weekend a proposed class action against OpenAI, Anthropic, SpaceXAI and Google over an alleged agreement to slow AI development was still making the rounds. Neither story is a courtroom ruling, which is why this week's antitrust picture is messier than the headlines suggest.

Business28 September 20264 min readSources 6

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What an AI funding round actually means: Lovable's $6.6B and the edtech collapse

What an AI funding round actually means: Lovable's $6.6B and the edtech collapse

Lovable's latest funding round values the Swedish vibe coding startup at $6.6 billion, two sources told CNBC, more than trebling the $1.8 billion valuation it reached in July. Meanwhile global edtech venture funding fell below $3 billion in 2025, from a 2021 peak of $16.7 billion.

Business28 September 20267 min read
AI labs sued over development slowdown as Europe's tech sector pushes back on AI panic

AI labs sued over development slowdown as Europe's tech sector pushes back on AI panic

Four plaintiffs who subscribe to ChatGPT, Claude, Grok or Gemini filed a proposed class-action antitrust suit accusing the leading AI labs of agreeing to slow development, according to Tom's Hardware. The case lands as European tech leaders and cybersecurity researchers argue the panic driving it is misplaced.

Business28 September 20265 min read
Alibaba Cloud Puts $3M Behind Omarchy as AI Startup Funding Keeps Flowing

Alibaba Cloud Puts $3M Behind Omarchy as AI Startup Funding Keeps Flowing

Alibaba Cloud is joining the Omacom Foundation as a Founding Corporate Patron with a $3 million commitment, announced on 28 September, matching DigitalOcean's backing for the Omarchy Linux project. The pledge lands in a week that also brought smaller European AI rounds and a fresh batch of developer tools for coding agents.

Business28 September 20264 min read
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Lovable's $6.6B round and the two other AI funding stories of the week

Swedish vibe coding startup Lovable has been valued at $6.6 billion in a new funding round, according to two sources who spoke to CNBC, more than tripling the $1.8 billion valuation it reached in July.

Business28 September 20264 min read
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TSMC Calls AI Demand Endless, Micron Warns Memory Shortage Runs Past 2026

TSMC reported record fourth-quarter net income of NT$505.7 billion (about $16 billion), up 35 percent year over year, and said AI chip demand looks endless. Micron told investors it can meet only half to two-thirds of key-customer demand.

Business27 September 20266 min read
06

Google avoids ad tech breakup: the antitrust ruling, the numbers, the open questions

Judge Leonie M. Brinkema ordered Google to change how its advertising auctions run but declined to force a sale of its ad exchange, rejecting all three structural remedies the Department of Justice had requested in United States v. Google LLC, No. 1:23-cv-108.

Business27 September 20267 min read
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Lovable valued at $6.6B as AI coding cash concentrates in fewer startups

Lovable's latest funding round values the Swedish vibe coding startup at $6.6 billion, more than triple the $1.8 billion it reached in July, according to two sources who spoke to CNBC.

Business27 September 20264 min read
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TSMC calls AI demand endless as Micron warns it can meet only half of orders

TSMC reported record fourth-quarter net income of NT$505.7 billion (about $16 billion) on 16 January, up 35 percent year over year. A month earlier, memory maker Micron told investors it will be able to serve only half to two-thirds of what its key customers want.

Business27 September 20264 min read
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TSMC and Micron earnings show AI chip demand outpacing supply

TSMC reported record fourth-quarter net income of NT$505.7 billion (about $16 billion), up 35 percent year over year, while Micron said it can meet only half to two-thirds of demand from key customers.

Business27 September 20265 min read
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TSMC Sees 'Endless' AI Demand as Micron Warns DRAM Supply Falls Short

TSMC posted record fourth-quarter net income of NT$505.7 billion (about $16 billion) and told investors AI chip demand looks 'endless.' Memory maker Micron said it can satisfy only half to two-thirds of customer demand.

Business27 September 20265 min read