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James Sullivan of JP Morgan compares how different countries are approaching AI developments, and how these different strategies are shaping infrastructure demand and buildout. He also notes encouraging signs from China’s anti-involution campaign that can prevent “hypercompetition”.
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Jan 19, 2026
App Store apps are exposing data from millions of users
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OpenAI CFO Sarah Friar said the company is focused on "practical adoption" in 2026, especially in health, science, and enterprise.