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  1. Tech stocks tumble as AI spending concerns mount — BBC Technology
  2. Brazil courts data centers with tax breaks and cheap power as US opposition grows — Fortune AI
  3. Big Tech returns smallest share of cash to shareholders in 15 years amid AI spending — Reuters AI
  4. Google, OpenAI, Microsoft and Anthropic to honor shared robots.txt AI-training opt-out — Techmeme
  5. Windows 11 upgrades stall amid rising CPU and memory prices — Computerworld AI
  6. Does Microsoft's Prudent Approach to the AI Infrastructure Buildout Make the Stock a Buy? — The Globe and Mail
  7. Clarivate to bring CompuMark trademark data into Microsoft Copilot via IPOne — Unite.AI
  8. AI coding agent governance for small engineering teams: a one-page operating model — DEV Community — AI

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