A look at AMD CEO Lisa Su's and Nvidia CEO Jensen Huang's contrasting China playbooks, with Su keeping a lower profile; China accounts for ~20% of AMD's revenue (Reuters)
A profile of Expedia CEO Ariane Gorin, who became CEO in 2024 and has overseen back-to-back years of revenue growth, with record gross bookings of $119B in 2025 (Brent Crane/Bloomberg)
Sources: Microsoft and Nvidia will unveil the first Windows PCs powered by Nvidia SoCs, including devices from Surface and Dell, at Computex and Build 2026 (Ina Fried/Axios)
Memory chip makers are leveraging their newfound power to secure long-term agreements, a move set to reshape the industry's business model and stabilize prices (Dan Gallagher/Wall Street Journal)
Filing shows Shanghai-based MiniMax has begun preparations for a Chinese IPO; the AI company listed in Hong Kong in January and says its ARR has reached $300M (Bloomberg)
Tencent bets on smaller AI models in the race with Chinese rivals, as EVP Dowson Tong says AI now contributes 20%+ of its revenue and 95%+ of new internal code (Cissy Zhou/Nikkei Asia)
Companies are using AI at their global capability centers in India to bring more creative work in-house, cutting turnaround times and reliance on ad agencies (Reuters)