Markets blinked this week as an AI chip sell-off paused the rally, just as the UK, EU and Canada doubled down on sovereign compute and Anthropic moved towards a public listing. Underneath the headline drama, a quieter story keeps building: AI is now reshaping who gets hired, fired and retrained across British workplaces. We unpack what the jitters mean for businesses planning AI spending against an uncertain backdrop.

- An AI chip sell-off pauses the market rally, reviving bubble questions even as Anthropic files confidentially for a US IPO

- The UK government moves to buy its own AI chips while Nebius commits £2bn to British data centres

- NHS England rolls Copilot out to 505,000 staff after a trial saved 43 minutes per person per day

- Banks cut junior analyst roles and a minister warns AI could strain the welfare state

- The CMA hands publishers a world-first opt-out from Google's AI Overviews

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