Japan’s SoftBank unveils $100bn US investment plans, fervour around Nvidia cools as investors look to AI’s next winners, and Europe launches its most ambitious space programme in a decade. Plus, in Syria, Kurdish groups fear they may be worse off under a rebel-led government.

Mentioned in this podcast:

Japan’s SoftBank pledges $100bn investment in US

After Nvidia’s boom, what’s next for AI-related stocks?

Europe signs €10.6bn Iris² satellite deal in bid to rival Elon Musk’s Starlink

Syria’s Kurds fear US betrayal under Donald Trump

Credit: AP

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The FT News Briefing is produced by Niamh Rowe, Fiona Symon, Sonja Hutson, Kasia Broussalian and Marc Filippino. Additional help from Marine Saint, Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Joseph Salcedo. Topher Forhecz is the FT’s executive producer. The FT’s global head of audio is Cheryl Brumley. The show’s theme song is by Metaphor Music.

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AI investors look beyond chips

FT News Briefing

AI investors look beyond chips