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Tech antitrust in 2026: what the rulings actually change

Tech antitrust in 2026: what the rulings actually change

Antitrust pressure on the biggest technology companies is now coming from four directions at once: Washington, Brussels, London, Tokyo and Beijing. The clearest signal is the FTC's investigation into Microsoft, which The Verge reported on 1 June 2026 has moved into civil investigative demands, the subpoena-like requests at the centre of the case.

Business28 September 20266 min readSources 5
AI funding keeps breaking records while edtech's boom goes bust

AI funding keeps breaking records while edtech's boom goes bust

Lovable is now valued at $6.6 billion after a December round that more than triples its July valuation, according to CNBC, as global edtech investment collapses from a $16.7 billion peak to under $3 billion.

Business28 September 20263 min readSources 2
Mazda's China LiDAR SUV Lands a Day After the AI Antitrust Claim Against OpenAI, Anthropic

Mazda's China LiDAR SUV Lands a Day After the AI Antitrust Claim Against OpenAI, Anthropic

Mazda put a LiDAR sensor suite into its China-built CX-6e on 27 September, the same weekend a proposed class action against OpenAI, Anthropic, SpaceXAI and Google over an alleged agreement to slow AI development was still making the rounds. Neither story is a courtroom ruling, which is why this week's antitrust picture is messier than the headlines suggest.

Business28 September 20264 min readSources 6
Lovable's $6.6B round: Accel, Khosla said to join

Lovable's $6.6B round: Accel, Khosla said to join

Lovable, the Swedish vibe coding startup, has been valued at $6.6 billion in its latest funding round, more than triple the $1.8 billion it was worth after closing a round in July, according to CNBC, which cited two anonymous sources with knowledge of the deal.

Business28 September 20264 min readSources 5

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Apple hit with $5.7bn haptic patent verdict as Big Tech's antitrust front widens

Apple hit with $5.7bn haptic patent verdict as Big Tech's antitrust front widens

Apple was ordered to pay $5.7bn after a San Diego jury found it had used another company's haptic technology without permission, the BBC reported on Monday. The verdict lands in the same week European funding data and a proposed AI class action keep antitrust questions on the agenda.

Business28 September 20266 min read
Google Keeps AdX as Antitrust Remedies Land, and the Next Antitrust Fight Is About AI

Google Keeps AdX as Antitrust Remedies Land, and the Next Antitrust Fight Is About AI

A federal judge has ruled that Google does not have to sell AdX, the ad exchange at the centre of the US Department of Justice's antitrust case, preserving the company's business model while leaving the monopoly finding in place.

Business28 September 20267 min read
Two funding models for AI startups emerge in the same week

Two funding models for AI startups emerge in the same week

On 28 September, two very different AI bets landed on the same day: Alibaba Cloud put $3m behind the Omarchy Linux project, while a solo developer shipped ParkourNote, a research workspace built in a month with Claude.

Business28 September 20265 min read
04

AI Labs Face Antitrust Suit as Europe Slams 'Doomer' Panic

A proposed class-action lawsuit accuses Anthropic, OpenAI, SpaceXAI and Google of agreeing to slow AI development, according to a 21 September report by Tom's Hardware, as European tech leaders push back on the safety panic they say is driving the case.

Business28 September 20266 min read
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What an AI funding round actually means: Lovable's $6.6B and the edtech collapse

Lovable's latest funding round values the Swedish vibe coding startup at $6.6 billion, two sources told CNBC, more than trebling the $1.8 billion valuation it reached in July. Meanwhile global edtech venture funding fell below $3 billion in 2025, from a 2021 peak of $16.7 billion.

Business28 September 20267 min read
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AI labs sued over development slowdown as Europe's tech sector pushes back on AI panic

Four plaintiffs who subscribe to ChatGPT, Claude, Grok or Gemini filed a proposed class-action antitrust suit accusing the leading AI labs of agreeing to slow development, according to Tom's Hardware. The case lands as European tech leaders and cybersecurity researchers argue the panic driving it is misplaced.

Business28 September 20265 min read
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Alibaba Cloud puts $3M into Omarchy as European AI funding cools

Alibaba Cloud is joining the Omacom Foundation as a Founding Corporate Patron with $1 million a year for three years, the foundation said on 28 September, a $3 million commitment that brings its total backing to about $21.7 million.

Business28 September 20266 min read
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FTC builds Microsoft cloud and AI antitrust case as Nvidia, Google rulings reshape scrutiny

Microsoft is answering Federal Trade Commission civil investigative demands about its Azure cloud business and its role in AI, according to documents reviewed by The Verge. The probe could put the company back in an antitrust hot seat for the first time in more than two decades.

Business28 September 20267 min read
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Alibaba Cloud Puts $3M Behind Omarchy as AI Startup Funding Keeps Flowing

Alibaba Cloud is joining the Omacom Foundation as a Founding Corporate Patron with a $3 million commitment, announced on 28 September, matching DigitalOcean's backing for the Omarchy Linux project. The pledge lands in a week that also brought smaller European AI rounds and a fresh batch of developer tools for coding agents.

Business28 September 20264 min read
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Lovable hits $6.6B valuation as AI funding splits between code tools and edtech

Swedish vibe coding startup Lovable has closed a funding round valuing it at $6.6 billion, more than triple the $1.8 billion it was worth in July, according to two sources who spoke to CNBC.

Business28 September 20265 min read
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Lovable's $6.6B round and the two other AI funding stories of the week

Swedish vibe coding startup Lovable has been valued at $6.6 billion in a new funding round, according to two sources who spoke to CNBC, more than tripling the $1.8 billion valuation it reached in July.

Business28 September 20264 min read
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TSMC Calls AI Demand Endless, Micron Warns Memory Shortage Runs Past 2026

TSMC reported record fourth-quarter net income of NT$505.7 billion (about $16 billion), up 35 percent year over year, and said AI chip demand looks endless. Micron told investors it can meet only half to two-thirds of key-customer demand.

Business27 September 20266 min read