Competition regulation

US administration pushes back on proposal to restrict Nvidia sales to China

The White House is urging Congress to reject a bipartisan proposal that would restrict Nvidia from selling advanced AI chips to China and other countries subject to an embargo. The GAIN AI Act would require chipmakers to prioritise US buyers before exporting high-performance hardware.

Lawmakers are debating whether to attach the provision to the annual defence spending bill, a move that could accelerate approval. The White House intervention represents a significant win for Nvidia, which has lobbied to maintain export flexibility amid shifting trade policies.

China was previously a significant market for Nvidia, but the firm has pared back expectations due to rising geopolitical risks. Beijing has also increased scrutiny of US-made chips as it pushes for self-reliance in AI and semiconductor technology.

The policy discussions come shortly after Nvidia posted stronger-than-expected third-quarter earnings and issued an upbeat outlook. CEO Jensen Huang has pushed back against concerns of an AI-driven valuation bubble, arguing demand remains robust.

Nvidia’s shares rose 5 percent after hours following the earnings report, reflecting investor confidence as Washington continues to debate the future of AI chip export controls.

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AI in healthcare gains regulatory compass from UK experts

Professor Alastair Denniston has outlined the core principles for regulating AI in healthcare, describing AI as the ‘X-ray moment’ of our time.

Like previous innovations such as MRI scanners and antibiotics, AI has the potential to improve diagnosis, treatment and personalised care dramatically. Still, it also requires careful oversight to ensure patient safety.

The MHRA’s National Commission on the Regulation of AI in Healthcare is developing a framework based on three key principles. The framework must be safe, ensuring proportionate regulation that protects patients without stifling innovation.

It must be fast, reducing delays in bringing beneficial technologies to patients and supporting small innovators who cannot endure long regulatory timelines. Ultimately, it must be trusted, with transparent processes that foster confidence in AI technologies today and in the future.

Professor Denniston emphasises that AI is not a single technology but a rapidly evolving ecosystem. The regulatory system must keep pace with advances while allowing the NHS to harness AI safely and efficiently.

Just as with earlier medical breakthroughs, failure to innovate can carry risks equal to the dangers of new technologies themselves.

The National Commission will soon invite the public to contribute their views through a call for evidence.

Patients, healthcare professionals, and members of the public are encouraged to share what matters to them, helping to shape a framework that balances safety, speed, and trust while unlocking the full potential of AI in the NHS.

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Target expands OpenAI partnership with new ChatGPT shopping app

Target is expanding its partnership with OpenAI by launching a new shopping app directly inside ChatGPT. The app offers customers personalised recommendations, multi-item baskets and streamlined checkout across Drive Up, Order Pickup and shipping.

The retailer will continue using OpenAI’s models and ChatGPT Enterprise to enhance employee productivity and strengthen digital experiences across its business.

AI is central to Target’s operations, supporting supply-chain forecasts, store processes, and personalised digital tools. Over 18,000 employees utilise ChatGPT Enterprise to streamline routine tasks, enhance creativity, and receive faster support for guest requests and returns through internal AI assistants.

Customer-facing tools such as Shopping Assistant, Gift Finder, Guest Assist and JOY reinforce this strategy by offering curated suggestions and instant answers.

The new Target app inside ChatGPT extends this AI-driven approach to customers. Shoppers will be able to ask for ideas, browse curated suggestions, build baskets and check out through their Target accounts.

The beta version launches next week, and upcoming features include Target Circle linking and same-day delivery. Target views the partnership as part of a retail shift, embedding AI across products, operations and guest interactions to drive the next wave of innovation.

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EU introduces plan to strengthen consumer protection

The European Commission has unveiled the 2030 Consumer Agenda, a strategic plan to reinforce protection, trust, and competitiveness across the EU.

With 450 million consumers contributing over half of the Union’s GDP, the agenda aims to simplify administrative processes for businesses, rather than adding new burdens, while ensuring fair treatment for shoppers.

The agenda sets four priorities to adapt to rising living costs, evolving online markets, and the surge in e-commerce. Completing the Single Market will remove cross-border barriers, enhance travel and financial services, and evaluate the effectiveness of the Geo-Blocking Regulation.

A planned Digital Fairness Act will address harmful online practices, focusing on protecting children and strengthening consumer rights.

Sustainable consumption takes a central focus, with efforts to combat greenwashing, expand access to sustainable goods, and support circular initiatives such as second-hand markets and repairable products.

The Commission will also enhance enforcement to tackle unsafe or non-compliant products, particularly from third countries, ensuring that compliant businesses are shielded from unfair competition.

Implementation will be overseen through the Annual Consumer Summit and regular Ministerial Forums, which will provide political guidance and monitor progress.

The 2030 Consumer Agenda builds on prior achievements and EU consultations, aiming to modernise consumer protection instead of leaving gaps in a rapidly changing market.

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Sundar Pichai warns users not to trust AI tools easily

Google CEO Sundar Pichai advises people not to unquestioningly trust AI tools, warning that current models remain prone to errors. He told the BBC that users should rely on a broader information ecosystem rather than treat AI as a single source of truth.

Pichai said generative systems can produce inaccuracies and stressed that people must learn what the tools are good at. The remarks follow criticism of Google’s own AI Overviews feature, which attracted attention for erratic and misleading responses during its rollout.

Experts say the risk grows when users depend on chatbots for health, science, or news. BBC research found major AI assistants misrepresented news stories in nearly half of the tests this year, underscoring concerns about factual reliability and the limits of current models.

Google is launching Gemini 3.0, which it claims offers stronger multimodal understanding and reasoning. The company says its new AI Mode in search marks a shift in how users interact with online information, as it seeks to defend market share against ChatGPT and other rivals.

Pichai says Google is increasing its investment in AI security and releasing tools to detect AI-generated images. He maintains that no single company should control such powerful technology and argues that the industry remains far from a scenario in which one firm dominates AI development.

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Europe’s digital sovereignty advances through SAP’s new AI collaborations

SAP has announced new partnerships with Bleu, Capgemini, and Mistral AI to advance Europe’s digital sovereignty. The collaboration combines SAP’s expertise in enterprise software with France’s AI ecosystem to develop secure, scalable, and sovereign cloud solutions for governments and regulated sectors.

Bleu and Delos Cloud have established a Franco-German alliance focused on crisis resilience, creating joint capabilities for early detection, analysis, and remediation of cyber incidents. Their cooperation supports rapid response in extreme scenarios and reinforces control over critical infrastructure.

SAP and Capgemini are expanding their partnership to advance sovereign agentic AI and strengthen cybersecurity across Europe. Their new Sovereign Technology Partnership will deliver data management, cloud services, and automation tools for public and regulated sectors.

SAP and Mistral AI are also deepening their collaboration to create Europe’s first full sovereign AI stack. SAP will offer Mistral’s frontier models through its sovereign AI foundation on SAP BTP, while both companies co-develop industry-specific AI applications designed for engineering and R&D workloads.

These partnerships form part of SAP’s broader sovereign cloud strategy, backed by more than €20bn in investment. SAP states that its aim is to provide a secure, compliant, and locally controlled infrastructure that enables innovation while safeguarding European data, assets, and long-term technological independence.

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Meta wins antitrust case over monopoly claims

Meta has defeated a major antitrust challenge after a US federal judge ruled it does not currently hold monopoly power in social networking. The decision spares the company from being forced to separate Instagram and WhatsApp, which regulators had argued were acquired to suppress competition.

The judge found the Federal Trade Commission failed to prove Meta maintains present-day dominance, noting that the market has been reshaped by rivals such as TikTok. Meta argued it now faces intense competition across mobile platforms as user behaviour shifts rapidly.

FTC lawyers revisited internal emails linked to Meta’s past acquisitions, but the ruling emphasised that the case required proof of ongoing violations.

Analysts say the outcome contrasts sharply with recent decisions against Google in search and advertising, signalling mixed fortunes for large tech firms.

Industry observers note that Meta still faces substantial regulatory pressure, including upcoming US trials regarding children’s mental health and questions about its heavy investment in AI.

The company welcomed the ruling and stated that it intends to continue developing products within a competitive market framework.

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UAE unveils first regulated AED-backed stablecoin

The UAE has taken a major step in its digital finance strategy as the Central Bank of the UAE approved Zand to launch Zand AED, the nation’s first regulated, multi-chain AED-backed stablecoin. The new asset places the dirham on global blockchain rails under the oversight of a fully licensed bank.

Zand AED is fully backed by reserves in regulated accounts, with real-time transparency through independently audited smart contracts and attestations.

Being available on multiple public blockchains enables fast cross-border settlement and simpler integration for developers, enterprises, and financial institutions.

Zand leadership described the launch as a significant advancement for the UAE’s position in global financial innovation. They highlighted that Zand AED bridges traditional and decentralised finance, enabling payments, tokenisation, and digital asset applications.

Analysts expect the global stablecoin market to expand to trillions, and Zand AED positions the UAE as a leading hub for regulated digital finance. The stablecoin offers a secure, scalable foundation for institutions and FinTechs in a leading global financial ecosystem.

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EU examines Amazon and Microsoft influence in cloud services

European regulators have launched three market investigations into cloud computing amid growing concerns about sector concentration.

The European Commission will assess whether Amazon Web Services and Microsoft Azure should be designated as gatekeepers for their cloud services under the Digital Markets Act, despite not meeting the formal threshold criteria.

Officials argue that cloud infrastructure now underpins AI development and many digital services, so competition must remain open and fair.

A move that signals a broader shift in EU oversight of strategic technologies. Rather than focusing solely on size, investigators will examine whether the two providers act as unavoidable gateways between businesses and users.

They will analyse network effects, switching costs and the role of corporate structures that might deepen market dominance. If the inquiries confirm gatekeeper status, both companies will face the DMA’s full obligations and a six-month compliance period.

A parallel investigation will explore whether existing DMA rules adequately address cloud-specific risks that might limit competition. Regulators aim to clarify whether obstacles to interoperability, restricted access to data, tying of services and imbalanced contractual terms require updated obligations.

Insights gathered from industry, public bodies and civil society will feed into a final report within 18 months, potentially leading to changes via a delegated act.

EU officials underline that Europe’s competitiveness, technological resilience and future AI capacity rely on a fair cloud environment. They argue that a transparent and contestable market will strengthen Europe’s strategic autonomy and encourage innovation.

The inquiries will shape how digital platforms are regulated as cloud services become increasingly central to economic and social life.

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AI search tools put to the test in UK study

AI tools are shaping online searches, but testing reveals notable risks in relying on them. ChatGPT, Google Gemini, Microsoft Copilot, Meta AI, and Perplexity were tested on 40 questions in finance, law, health, and consumer rights.

Results show errors, incomplete advice, and ethical oversights remain widespread despite AI’s popularity.

More than half of UK adults now use AI for online searches, with frequent users showing higher trust in the responses. Around one in ten regularly seeks legal advice from AI, while others use it for financial or medical guidance.

Experts warn that overconfidence in AI recommendations could lead to costly mistakes, particularly when rules differ across regions in the UK.

Perplexity outperformed other tools in accuracy and reliability, while ChatGPT ranked near the bottom. Google’s AI overview (AIO) often delivers better results for legal and health queries, while its Gemini chatbot scores higher on finance and consumer questions.

Users are encouraged to verify sources, as many AI outputs cite vague or outdated references and occasionally promote questionable services.

Despite flaws, AI remains a valuable tool for basic research, summarising information quickly and highlighting key points. Experts advise using multiple AI tools and consulting professionals for complex financial, legal, or medical matters.

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