TMT Specialist Sales Market Update

This report highlights a pivotal lifting of US export restrictions on Anthropic's latest AI models alongside major M&A activity in the industrial AI space. It also tracks tightening global regulations on Big Tech regarding child online safety and strong semiconductor sector performance.

Key Takeaways

• 1.US Commerce Department lifts export restrictions on Anthropic's Claude Fable 5 and Mythos 5 models.
• 2.Schneider Electric to acquire industrial AI platform Cognite for $3.1bn.
• 3.Global technology sector faces increased regulatory scrutiny regarding child online safety, with Australia, UK, and EU implementing stricter policies.

Table of Contents

• GS TMT SPEC SALES – Wednesday 1st July
• TELCOS
• MEDIA & INTERNET
• MACRO AND TRADING
• TMT
• TMT RESEARCH TEAMS

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