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@semafor.comOct 9, 2026, 11:02 PM

Yinka writes: The absence of African languages from large language models has become a major concern for the continent’s policymakers and tech leaders.

Read more: www.semafor.com/article/10/0...

@semafor.comOct 9, 2026, 11:02 PM

Without the infrastructure and energy to deploy it, AI is unlikely to add meaningful growth in Africa, argues Yinka Adegoke.

Read his full view:

www.semafor.com/article/10/0...

@semafor.comOct 9, 2026, 10:31 PM

Rwanda looks set to host the continent’s first F1 Grand Prix race in more than 30 years, beating rival South Africa.

www.semafor.com/article/10/0...

@semafor.comOct 9, 2026, 10:02 PM

Ariel Investments’ John Rogers goes from a longtime listener to a caller at Mattel.

www.semafor.com/article/10/0...

@semafor.comOct 9, 2026, 9:36 PM

Faisal writes: Two statements by US Senator Chris Murphy and Secretary of State Marco Rubio signal that Washington takes Gulf security seriously. They have come at a critical juncture for Saudi Arabia and the region.

Read more: www.semafor.com/article/10/0...

@semafor.comOct 9, 2026, 9:36 PM

Why US support for Riyadh in Yemen matters, according to Faisal J. Abbas.

Read his full view:

www.semafor.com/article/10/0...

@semafor.comOct 9, 2026, 9:03 PM

Zambia has signed a $1.5 billion health financing agreement with the US, separating it from a critical minerals deal that is still being negotiated.

www.semafor.com/article/10/0...

@semafor.comOct 9, 2026, 8:35 PM

Navi Pillay, a South African jurist who was the UN’s longest-serving human rights chief, was awarded the Nobel Peace Prize.

www.semafor.com/article/10/0...

@semafor.comOct 9, 2026, 8:02 PM

Germany, Europe’s biggest economy, raised its growth forecast despite concerns over the Iran war.

www.semafor.com/article/10/0...

@semafor.comOct 9, 2026, 7:34 PM

The dispute is one of a number of risks to India’s IT sector, which contributes roughly 7% of the country’s GDP.

Read more: www.semafor.com/article/10/0...

@semafor.comOct 9, 2026, 7:34 PM

New Delhi rejected as “deeply offensive” Washington’s labelling of Indian workers in the US tech sector as “indentured servants.”

www.semafor.com/article/10/0...

@semafor.comOct 9, 2026, 7:02 PM

Law firm Quinn Emanuel’s March memo on data-center debt was making the rounds in recent days, laying out worst-case scenarios for the hundreds of billions of dollars being borrowed and spent to fund the AI buildout. It does the one thing professional-services memos never do: It names names.

@semafor.comOct 9, 2026, 7:02 PM

Quinn Emanuel issues warning over data-center financing

www.semafor.com/article/10/0...

@semafor.comOct 9, 2026, 6:32 PM

OpenAI reportedly assured investors it expects to reach a $70 billion annualized revenue target this year, an apparent attempt to assuage worries over it seeming to miss earlier projections.

www.semafor.com/article/10/0...

@semafor.comOct 9, 2026, 6:03 PM

Octopus Energy US is looking to acquire more software startups that can help utilities manage the influx of data center power demand.

www.semafor.com/article/10/0...

@semafor.comOct 9, 2026, 5:34 PM

Meanwhile, crude leaving the Middle East Gulf region, excluding Iran, rose to 16.5 million barrels per day in September, up from 11.4 million in August and nearing February’s 17.3 million.

Read more: www.semafor.com/article/10/0...

@semafor.comOct 9, 2026, 5:34 PM

It now costs up to $77 million to hire a large tanker to move crude from the US to Asia, up from less than $10 million last year, as more crude passes through the Strait of Hormuz.

www.semafor.com/article/10/0...

@semafor.comOct 9, 2026, 5:04 PM

Russia is set to spend a record $200B on defense in 2026, roughly 40% more than its original plan for the year.

www.semafor.com/article/10/0...

@semafor.comOct 9, 2026, 4:35 PM

Read more of Nicholas's view in the full article: www.semafor.com/article/10/0...

@semafor.comOct 9, 2026, 4:35 PM

With impeachment still a dirty word among many House Democrats, targeting Cabinet secretaries could be a pressure release valve for lawmakers itching for action against the Trump administration.

Read more from Nicholas Wu: www.semafor.com/article/10/0...

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