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  1. Tech giants' AI capex to top $720 billion in 2026, straining cash flow — DigiTimes Asia
  2. Your Next Customer Is a Bot. Is Your Store Readable? — DEV Community — AI
  3. AI Bubble Burst in China: What It Means for 2027 — DEV Community — AI
  4. Amazon and JPMorgan block AI agents like Meta's Muse, but experts say friction-removing tech usually wins — CNBC Technology
  5. Cost of insuring against debt defaults at major hyperscalers hits highest level since 2021 — Techmeme
  6. Big Tech buybacks fall 83% as AI spending consumes cash — The Next Web
  7. Why Big Tech's $828 Billion Infrastructure Bill Will Hit Your API Invoice — DEV Community — AI
  8. Marvell to acquire Lumentum in $115 billion all-stock AI connectivity deal — DigiTimes Asia

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