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Waymo and Baidu prepare 2026 London robotaxi launches as US-China AV rivalry intensifies
By 2026, Waymo and Baidu plan to launch competing robotaxi services in London, setting up the first direct clash between US and Chinese driverless fleets in one city. Waymo has already begun testing modified Jaguar vehicles in London, while Baidu aims to deploy its RT6 cars after partnering with Uber and Lyft, as both companies navigate the UK’s new framework for commercial autonomous driving trials and mounting scrutiny over safety and data security.
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AI Faces $500bn Investment Test in 2026 as Growth Model, Profitability and Chinese Rivals Scrutinized
In January 2026, AI providers face scrutiny over whether projected $500bn in infrastructure and hardware spending can be justified by reliable performance and profits. After broad rollout of AI tools in 2024 and 2025, investors now question the limits of scaling, the business models of firms like OpenAI and Anthropic, and the rise of cheaper Chinese open models that have reached 17% of downloads.
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6,000 Workers and $850 Billion Stargate Plan Expose the Scale of OpenAI’s Data Center Expansion
In West Texas, around 6,000 workers reportedly arrive each day at an OpenAI construction site that forms part of the multibillion-dollar Stargate data center program, with individual sites estimated at about $50 billion and the total near $850 billion. Major tech firms including OpenAI, Meta, Google, Microsoft and Oracle are collectively driving capital spending toward roughly $443 billion this year and are taking on $121 billion in new debt, while analysts warn that power availability, rising leverage and growing use of credit-default swaps signal mounting investor unease.
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