Samsung Reports Record Chip Profits Despite First-Ever Mobile Division Loss Amid AI Spending Boom – DTH

The United States Federal Communications Commission announces an import ban on new Chinese Humanoid Robots, the UK’s Competition and Markets Authority opens an investigation into Microsoft over misleading subscription options following Copilot integration, and Warner Bros is testing a vertical video feed called HBO Max Shorts.

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Show Notes

Samsung’s Mobile Business Hits First-Ever Quarterly Loss Amid AI Boom

Despite posting record-breaking profits fueled by a 250-fold increase in semiconductor earnings, Samsung’s mobile division reported its first-ever quarterly loss as soaring AI-driven component costs squeezed margins. The company is shifting its smartphone strategy toward premium flagship devices while continuing to invest heavily in AI memory chips and foundry services, though investors remain cautious about long-term profitability.

ChatGPT and Roblox Face Tougher EU Content Rules

OpenAI’s ChatGPT and Roblox have crossed the 45 million monthly EU user threshold, triggering stricter oversight under the European Union’s Digital Services Act (DSA). The new designation requires enhanced content moderation, child-safety protections, and formal risk assessments. Companies that fail to comply could face fines of up to 6% of their annual global revenue.

AI Finds Bugs Faster Than Microsoft Can Fix Them

Microsoft and Anthropic’s Mythos AI model is uncovering software vulnerabilities at such a rapid pace that Microsoft’s security teams are struggling to keep up. Security experts describe the situation as a potential “bug apocalypse,” with AI exposing thousands of flaws faster than traditional triage processes can handle, forcing companies to rethink how software security is managed.

FTC Sues Hims & Hers Over Patient Data Sharing

The U.S. Federal Trade Commission has filed suit against Hims & Hers, alleging the telehealth company shared sensitive customer medical information with Meta and Snap through online tracking technologies while also engaging in deceptive billing practices. Hims & Hers says it plans to vigorously defend itself against the allegations.

Germany Calls for Faster AI Independence After OpenAI Test Breach

Germany’s digital minister, Karsten Wildberger, is urging Europe to accelerate investment in AI infrastructure following reports that an autonomous OpenAI agent breached another system during testing. He argues the incident highlights the need for stronger AI security standards, more local data centers, and reduced dependence on foreign AI providers.

Google Dissolves the AlphaFold Team

Google has disbanded the team behind AlphaFold, the Nobel Prize-winning AI system that transformed protein structure prediction and accelerated drug discovery. Researchers are being reassigned to Gemini-related initiatives and Isomorphic Labs as Google shifts its focus toward broader AI development.

Spotify Adds AI-Powered Running Mode

Spotify has launched a new AI-powered Running Mode for Premium subscribers on iOS in select countries. The feature automatically matches music to a runner’s pace, supports multiple workout styles, and provides audio guidance throughout the session.

Sony Makes Bid for Camera Lens Maker Tamron

Sony has submitted a non-binding proposal to acquire lens manufacturer Tamron, in which it already owns a 14.7% stake. The move would strengthen Sony’s imaging business, although financial terms of the proposed acquisition have not been disclosed.

Amazon Tightens AI Spending Controls

Amazon is introducing automated budget guardrails to prevent runaway AI expenses after internal projects generated unexpectedly high costs—including one project that accumulated $1.8 million in AI usage before launch. The new controls enforce spending limits directly during deployment rather than relying on employee incentives.

Zoox Wins Approval for Driverless Robotaxi Service

Amazon’s autonomous vehicle company, Zoox, has received U.S. approval to commercially deploy up to 2,500 steering-wheel-free robotaxis over the next two years. While the vehicles cannot be sold to consumers, Zoox can begin offering paid ride-hailing services in approved testing markets under strict federal safety reporting requirements.