Caroline Hyde

We're now softer, 2 tenths of 1%.

That same rule applies to both AMD and Intel, but in their cases, of course, much smaller exposure in the market, although it will be interesting to see how the dynamic goes going forward.

The reports overnight very much focus that China will put in place some rules that will move to restrict the access of Chinese technology companies to those chips, even if America is allowing it.

The other top story, the saga behind Warner Brothers' discovery.

We have the bid from Netflix, cash and stock, $27.75 a share.

We have the bid now from Paramount Skydance, $30 per share.

And we are looking deeply into the financing of both.

There is the Wall Street take, which we'll get into, but there's also the Hollywood take.

What is this moving for the industry going forward?

Later in the program, Caro, we'll get to that.

What other news?

Yeah, it's time now for Talking Tech, Ed.

And first up, we're talking Microsoft committing $17.5 billion to help build India's cloud and AI infrastructure.

The spend coming over four years will focus on scale, skills and sovereignty, according to Microsoft.

It's aligning with Prime Minister Narendra Modi's AI goals for his country.

Then there's the EU, which is investigating whether Google is abusing its market power in its AI rollout.

Regulators are probing whether Google is favoring its own model and how AI overviews and AI mode use and compensate publishers for content.

Google argues the probe, quote, risks stifling innovation.

And then sticking with Google, remember these?

Google Glass may have been ahead of its time, but now developing two new smart glass designs as it battles meta in the AI device race we understand.