@FT San Francisco Correspondent | Signal: rafeuddin.01 | Tips: rafe.uddin@ft.com
San Francisco, CA
- Tweets 1,255
- Following 2,163
- Followers 1,858
- Likes 4,129
Pinned Tweet
🚨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: rafe.uddin@ft.com
2
3
29
4,991
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
567
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
1
431
We also wrote about how Oracle reached this point and some of the complications in the deal here: on.ft.com/46zulxU
1
250
RT @JohnReedwrites: Bangladesh’s missing billions, stolen in plain sight: Watch our FT film about one of the world’s biggest asset recovery…
16
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
3
5
8
1,275
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
2
323
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/
3
8
628
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
1
2
8
1,394
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
2
337
Rafe 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
9
29
87
20,154
Rafe 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
1
1
10
2,354
Rafe 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…
2
10
921
Rafe 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
15
7
28
26,485
Rafe Uddin retweeted
‘Microsoft is the AI ringleader’: tech rivals flock to software giant’s stage on.ft.com/43wPciH
21
42
142
47,574
Rafe Uddin retweeted
Have you just been fired from the #NSC and want to talk? Please message me on Signal at 202-763-4267. Here is my current story about the #massacre: on.ft.com/3F5vbru
2
5
1,715
Rafe 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
1
2
366
Rafe 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…
1
2
488
Rafe 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
63
287
749
65,365
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
1
5
15
1,718
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
4
288