@FT San Francisco Correspondent | Signal: rafeuddin.01 | Tips: [email protected]
San Francisco, CA
Joined June 2011
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🚨Inauguration Day: I’ve moved to the FT’s San Francisco bureau to help cover Amazon, Microsoft and Uber as well as enterprise providers inc. Oracle and Salesforce.
Shoot me a line if you have any intel/gossip/advice.
I’m on Signal: Rafeuddin.01 or email: [email protected]
I've been working with colleagues to tell the story of Larry Ellison's institute in Oxford. It's a tale of grand vision and turbulent management.
Please reach out on Signal at rafeuddin.01 or via email if you have relevant information.
on.ft.com/4pkBtF2
NEW: Larry Ellison was back in the spotlight this week with Oracle hitching its wagon to OpenAI with a $300bn five-year deal. Can it deliver? Can the start-up afford it? Investors think so.
Fun to help @RichardWaters on the @FT's Person in the News. on.ft.com/46eLlIj
We also wrote about how Oracle reached this point and some of the complications in the deal here: on.ft.com/46zulxU
Rafe Rosner-Uddin retweeted
Bangladesh’s missing billions, stolen in plain sight: Watch our FT film about one of the world’s biggest asset recovery efforts (no paywall) 💰 🇧🇩
youtu.be/usUFFxklzas?si=96n2… with @SavageSusannah @rafeuddin_ @ftvideonews
NEW: This year the FT investigated UK City Minister Tulip Siddiq’s links to Bangladesh. Our findings led to her resignation. They also invited a deep look at allegations of endemic corruption.
Film by @tom_griggs w/ @JohnReedwrites and @SavageSusannah on.ft.com/4pjqCMi
NEW: During a hearing in London, Meta sought to block the disclosure of docs in a employment tribunal.
Following a application by the FT, we were able to report claims Meta inflated its ad performance and bypassed Apple’s privacy rules. w/@MsHannahMurphy
on.ft.com/4lyAE9b
The FT's Visual Storytelling team has published the first part in a trilogy exploring the relentless race for AI capacity and the data centres at the heart of hundreds of billions of dollars in capital investment.
It's a tale of breathless ambition: ig.ft.com/ai-data-centres/
We've encouraged recent visitors to the FT's San Francisco bureau to hail a ride with Waymo. The experience is proving popular in the tech-forward city but how will robotaxis meaningfully scale across the globe?
Story with @tim and @sjhmorris
on.ft.com/4lKMy0P
Remarkable Scoop from @zijing_wu and @EleanorOlcott on the movement of Nvidia chips into China, despite US export restrictions
Glad this is finally out after months of old-school journalism. There’s so much more to the story - and it needs to be told. Reminds me why I returned to the newsroom.
Nvidia AI chips worth $1bn smuggled to China after Trump export controls
Free link: on.ft.com/46V1hBy
Rafe Rosner-Uddin retweeted
Glad this is finally out after months of old-school journalism. There’s so much more to the story - and it needs to be told. Reminds me why I returned to the newsroom.
Nvidia AI chips worth $1bn smuggled to China after Trump export controls
Free link: on.ft.com/46V1hBy
Rafe Rosner-Uddin retweeted
Amazon is weighing another multi-billion-dollar investment in Anthropic
Already $8bn in, this is an attempt to surpass Google, also an investor, and deepen its partnership with the AI lab
Claude is tied into Alexa & Prime and a 2.2GW data centre project is underway
Rafe Rosner-Uddin retweeted
NEW: Microsoft is prepared to leave the negotiating table with OpenAI if it can't find a deal that is equal to or better than its current arrangement w/ @Tabby_Kinder , @rafeuddin_ & @GeorgeNHammond
ft.com/content/072e90fe-1c8c…
Rafe Rosner-Uddin retweeted
How have global companies fared since Donald Trump’s inauguration?
Here are the big stock market winners — and losers: on.ft.com/43P2c3c
Rafe Rosner-Uddin retweeted
‘Microsoft is the AI ringleader’: tech rivals flock to software giant’s stage on.ft.com/43wPciH
Rafe Rosner-Uddin retweeted
EU competition chief Teresa Ribera told reporters that she thought Ferguson had misunderstood the EU’s main digital regulation, adding that “in any case what I appreciate is mutual respect”.
Antitrust ties fray as US and EU regulators squabble shorturl.at/txtTw via @FT
Rafe Rosner-Uddin retweeted
Uber wins multimillion-pound reprieve on disputed UK tax payments. Story with @rafeuddin_ & @EmmaAgyemang on HMRC’s big setback in its £1.4bn VAT battle with the ride-sharing app. $UBER ft.com/content/d12f9b26-93ef…
Rafe Rosner-Uddin retweeted
Billionaire philanthropist Bill Gates said in an interview that Tesla chief Elon Musk had acted through ignorance during what Gates described as misguided cuts to US development assistance. on.ft.com/44ZIlR1
NEW: Amazon's Zoox has secured a site in the Bay Area to ramp up production as it seeks to expand in Waymo's backyard in San Francisco.
on.ft.com/4d7VPwm
Hopped in a Waymo down to the Design District in SF to ride around in a Zoox with co-founder Jesse Levinson. We chatted about Cruise, Waymo, Uber and Elon Musk.
Full interview below. on.ft.com/3EHTrQf
