Techmeme River
Sonntag, 8. Februar 2026
14:30
T-glass, a type of ultrathin glass sheet used in advanced chips, is in short supply and largely comes from Nittobo, which is not adding capacity for months
Wall Street Journal
13:15
A software engineer explains AI fatigue, compounded by a FOMO treadmill of using labs' latest tools, thinking atrophy, and more, alongside boosted productivity
Siddhant Khare
12:45
OpenClaw partners with VirusTotal and says that all skills published to ClawHub are now scanned using VirusTotal's threat intelligence
The Hacker News
11:55
Sources: Block is notifying hundreds of staff their jobs may be eliminated during annual performance reviews; up to 10% of the workforce is at risk of being cut
Bloomberg
11:40
Q&A with mathematicians behind the “First Proof” experiment, which tests AI's mathematical competence on questions drawn from the authors' unpublished research
New York Times
11:15
Sources: iPhone 17e with MagSafe is coming soon; iOS 26.4 beta with updated Siri slated for the week of Feb. 23, M5 MacBook Pros as early as the week of Mar. 2
Bloomberg
10:10
How Anthropic's bet on enterprise users is paying off; sources: Anthropic's guidance to investors claims annualized revenue will exceed $30B by the end of 2026
Financial Times
08:10
Analysis: World Liberty Financial has earned the Trump family at least $1.2B in cash since its launch, while the Witkoff family has earned at least $200M
Wall Street Journal
06:10
European countries are moving toward social media bans for children, even as doubts persist over implementation and the risk of a new battle with US tech groups
Financial Times
04:10
This year's projected capex ramp-up will all but wipe out free cash flow for Amazon, Google, and Meta, potentially forcing stock buyback cuts or more borrowing
The Information
02:00
Analysts say a design refresh for the iPhone 17 lineup has reinforced Apple's status-symbol appeal in China, with the “cosmic orange” Pro model going viral
Financial Times
01:50
A profile of Ali Ansari, the 25-year-old co-founder of micro1, which recruits human experts to train AI systems; micro1 was last valued at $500M in Sept. 2025
Los Angeles Times
01:35
Anthropic rolls out a fast mode for Claude Opus 4.6 in research preview, saying it offers the same model quality 2.5 times faster but costs six times more
Simon Willison's Weblog
01:05
India's updated startup framework doubles deep-tech startup eligibility to 20 years and triples the revenue cap for tax, grant, and regulatory benefits to ~$33M
TechCrunch
01:00
Chinese regulators reiterate the mainland crypto ban and expand enforcement to cover real-world asset tokenization and offshore yuan-pegged stablecoin issuance
The Block
00:55
X unveils a new pay-per-use pricing model for its API, replacing the earlier pricing model that required developers to pay fixed monthly fees of $200 or $5,000
MediaNama
Samstag, 7. Februar 2026
23:50
Sources: Mercor rival micro1 has told investors it is now generating $200M in recurring revenue; Mercor is offering micro1 employees signing bonuses up to $2M
Forbes
20:10
A look at Corning's booming fiber-optic business, boosted by data center demand and a $6B Meta deal, as Nvidia explores Corning's co-packaged optics for servers
Wall Street Journal
16:25
After talking with ~40 people at Anthropic, a look at its “Yes, and...” culture where every idea is welcomed and judged based on vibes, like a hive mind
Steve Yegge
14:45
DOJ-released emails: Jeffrey Epstein helped Ian Osborne, founder of London-based fund Hedosophia, after Osborne's outreach to help Epstein fix his image in 2011
Financial Times
14:10
Trump-linked World Liberty Financial's stablecoin, USD1, hit $5B in total circulation in January with 85% held in Binance accounts; Trump pardoned CZ in October
New York Times
11:50
Tether froze $544M in alleged illicit income at Turkey's request, part of its push to aid governments in crackdowns against crypto use in alleged crimes
Bloomberg
11:20
Apple, whose capital expenditure is just a fraction of its peers, is the only Big Tech company that saw capex decline YoY in Q4, decreasing 19% to $2.37B
Sherwood News
09:50
An interview with Kalshi CEO Tarek Mansour about the “wisdom of the crowd”, political polarization, having Trump Jr. as an adviser, casino comparisons, and more
Financial Times
06:30
New US rules banning Chinese software in internet-connected vehicles from March 17 add urgency to industrywide efforts to reduce reliance on Chinese components
Wall Street Journal
02:30
Kalshi and Polymarket have facilitated over $800M in Super Bowl contracts, as pro gamblers shift to prediction markets and adopt Wall Street-style strategies
Bloomberg
01:45
Chinese regulators fined Kuaishou $17.2M for failing to curb illegal content; pornographic content appeared on Kuaishou during its December 2025 cyberattacks
Bloomberg
01:35
US data center demand has driven stock surges of contractors and equipment makers like Corning, Sterling Infrastructure, Comfort Systems USA, and Carrier Global
Wall Street Journal
00:55
Source: Benchmark raised $225M in special funds to invest in Cerebras' ~$1B Series H, led by Tiger Global; Benchmark led Cerebras' $27M Series A in 2016
TechCrunch
00:45
RADICL, which offers threat detection and response services to SMBs supporting US defense industrial base and critical infrastructure, raised a $31M Series A
SiliconANGLE
Freitag, 6. Februar 2026
22:35
South Korean cryptocurrency exchange Bithumb says it accidentally sent $44B worth of bitcoin to customers as promotional rewards and has recovered 99.7% of it
Reuters
21:45
A look at the state of AI agents, the evolution of thinking models, the staggering need for inference compute in the coming years, automated research, and more
Evjang.com
20:40
New York lawmakers propose a bill to impose a three-year moratorium on data center development, making NY at least the sixth state to introduce such legislation
Wired
19:50
US tech stocks and bitcoin rally after three days of selling; Nasdaq Composite closed up 2.18%, Broadcom 7.22%, Strategy 26.11%, and bitcoin rebounded to ~$70K
Financial Times
18:25
Trump Mobile execs showcase the T1 Phone's new design and specs, and say the phones go through “final assembly” in Miami and full assembly in the US is a “goal”
The Verge
17:45
Palmer Luckey's Erebor becomes the first newly created bank to receive a national charter under the second Trump administration, launching with $635M in capital
Wall Street Journal
16:45
Spotify rolls out About the Song, swipeable stories in English, summarized from third-party sources to highlight song details, in beta for Premium users
TechCrunch
16:30
Sources: AI chip startup SambaNova is raising a $350M+ Series E led by Vista Equity Partners; Intel plans to invest $100M to $150M
Reuters
16:25
Nvidia stock closes up 7.92% after Jensen Huang said the tech industry's surging capex for AI infrastructure is justified, appropriate, and sustainable
CNBC
16:05
Sources: London-based 9fin, a data provider for debt markets, is in talks to raise as much as $150M at a pre-money valuation of $1B, about 20x its ARR of ~$50M
Bloomberg
15:55
Galaxy Digital stock jumps 17%+ after the company approved a share buyback program of up to $200M over the next 12 months
CoinDesk
15:35
Croatian-founded Daytona, which aims to build infrastructure for large-scale agent workloads, raised a $24M Series A led by FirstMark
Tech.eu
15:05
A civil subpoena shows the US DOJ is investigating Netflix for potential anticompetitive tactics as DOJ probes the company's proposed acquisition of WBD
Wall Street Journal
14:41
Sources: Apple plans to allow third-party voice-controlled AI chatbots in CarPlay within the coming months; it won't let users replace CarPlay's Siri button
Bloomberg
14:35
Heroku says it is transitioning to a “sustaining engineering model”, as it focuses on “helping organizations build and deploy enterprise-grade AI”
Heroku
14:05
Amazon's annual tax bill fell 87% YoY to $1.2B in 2025, as profits grew 45% to ~$90B, mostly due to GOP's depreciation breaks in the One Big Beautiful Bill
Politico
13:50
London-based Bound, an automated FX risk management platform, raised a $24.5M Series A led by AlbionVC as it seeks to expand across Europe
Tech.eu
13:15
Crypto.com co-founder Kris Marszalek buys the domain AI.com for $70M, the highest disclosed price for a domain name, as he plans a site offering an AI agent
Financial Times
12:20
Sources: OpenAI is working with G42 to build a ChatGPT version tuned for the UAE that accommodates local language, political outlook, and speech restrictions
Semafor
11:45
Waymo says it is using DeepMind's Genie 3 to create realistic digital worlds for its autonomous driving technology to train on edge-case scenarios
Bloomberg
11:25
Amazon, Google, and Microsoft reported a collective $1.1T backlog of cloud computing revenue in their latest quarterly earnings, including Microsoft's $625B
Sherwood News
10:45
Analysis: Claude Code currently authors 4% of all public GitHub commits and is on track to cross 20% of all daily commits by the end of 2026
SemiAnalysis
10:20
Spotify changes Developer Mode to require a Premium subscription and reduces the cap on test users per app from 25 to five, to curb AI-aided or automated usage
TechCrunch
09:35
SIA: chip sales hit $791.7B in 2025, up 25.6% YoY, with advanced Nvidia, AMD, and Intel chips accounting for $301.9B, up 40%; SIA expects $1T in 2026 chip sales
Reuters
08:40
How an appeal changed the way the USPTO assesses AI patents under the US Patent Act, signaling a shift toward more favorable treatment of AI and ML inventions
Bloomberg Law
06:45
The EU says that TikTok's “addictive design” is illegal under the DSA, citing the app's infinite scroll and recommendation algorithm, in preliminary findings
New York Times
06:35
Goldman Sachs says it has been working with Anthropic on AI agents to automate more roles at the bank, like trades, transactions, client vetting, and onboarding
CNBC
06:10
AT&T launches amiGO Jr., a mid-tier Samsung-made smartphone for kids with parental controls on contacts, app access, screen time, and more, for $2.99 per month
Bloomberg
05:50
Women in rural India report experiencing trauma from data annotation work, which requires them to review violent content and porn for global tech companies
The Guardian
02:25
Sources: Intel and AMD have notified Chinese customers of supply shortages for server CPUs, with Intel warning of delivery lead times of up to six months
Reuters
01:10
Meituan agrees to buy Dingdong, a Chinese fresh grocery e-commerce company, for $717M in cash; Dingdong had 7M+ monthly transacting users as of September 2025
South China Morning Post
Donnerstag, 5. Februar 2026
23:55
Filing: Zuckerberg considered changing how Meta studies social issues after a WSJ story about Instagram and teen mental health, noting Apple faces less scrutiny
The Verge
23:25
Inside the SpaceX-xAI $1.25T deal, the most valuable corporate tie-up in US history: sources: SpaceX had an orbital data center technical breakthrough last fall
Wall Street Journal
22:40
Sapiom, which is developing a financial layer for enterprises to let AI agents automatically buy the services they need, raised a $15M seed led by Accel
TechCrunch
22:15
Tether acquires a 12% stake, worth $150M, in Gold.com, which enables access to physical and tokenized gold, and plans to integrate XAUT, its gold-backed token
CoinDesk
22:05
Alphabet, Amazon, Meta, and Microsoft forecast a combined ~$650B in 2026 capital expenditures, an estimated 60% YoY increase, driven by data center construction
Bloomberg
21:50
French authorities charge four people with spying for China by allegedly seeking to obtain satellite data from Starlink and other critical entities
Bloomberg
21:25
Only 35 countries signed a declaration affirming “human responsibility over AI-powered weapons”, with the US and China opting out; the US endorsed prior pledges
Reuters
20:55
A federal jury in Phoenix ordered Uber to pay $8.5M to a passenger who said a driver raped her in November 2023, the first case where Uber was found liable
New York Times
20:35
Affirm reports Q2 revenue up 30% YoY to $1.12B, vs. $1.06B est., GMV up 36% YoY to $13.8B, net income up 61% YoY to $129.6M, and forecasts Q3 revenue above est.
Investor's Business Daily
20:10
Interviews with Anthropic executives and other tech industry leaders and engineers about Claude Code's success, which some say has been a long time coming
The Verge
19:05
Strategy reports Q4 net loss up 1,749% YoY to $12.4B, as BTC trades below the company's $76,052 average purchase price; MSTR is down ~60% over the past year
Wall Street Journal
18:25
Sources: Apple wound down plans for an AI-based virtual health coach in recent weeks; Eddy Cue has told colleagues that Apple needs to move faster in health
Bloomberg
17:40
Roblox reports Q4 bookings up 63% YoY to $2.22B, vs. $2.05B est., DAUs up 69% YoY to 144M, and forecasts FY 2026 bookings above estimates; RBLX jumps 10%+
Reuters
16:55
Amazon reports Q4 ad revenue up 23% YoY to $21.32B, slightly above expectations, and subscription services revenue up 14% to $13.12B
Variety
16:35
Reddit reports Q4 revenue up 70% YoY to $726M, vs. $665M est., DAUq up 19% to 121.4M, above est., forecasts Q1 revenue above est., announces a $1B share buyback
CNBC
16:21
Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from ~$131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.58B, above $34.93B est.
CNBC
16:03
Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% YoY to $21.19B; AMZN drops 8%+
Amazon
15:35
Anthropic details using 16 Claude Opus 4.6 agents in parallel to build a 100K-line Rust-based C compiler, incurring $20K in API costs over nearly 2,000 sessions
Anthropic
15:20
How Anthropic's ruthless efficiency comes in part from its mission-obsessed culture, which eliminates the friction that tends to slow things down at Big Tech
Bloomberg
14:55
Why this is the worst crypto winter ever: AI crowds out BTC for mindshare and power grid access, crypto is mainstream, gold beats BTC as a safe haven, and more
Bloomberg
14:40
Tim Cook told Apple staff at an all-hands that he's “deeply distraught” with the US' current approach to immigration and he will press the issue with lawmakers
Bloomberg
13:55
YC adds Canada back to its accepted countries of incorporation list, saying the initial decision was due to its top Canadian companies reincorporating in the US
BetaKit
13:15
Anthropic says it found that Opus 4.6 “brings more focus to the most challenging parts of a task without being told to” and “often thinks more deeply”
Anthropic
13:11
OpenAI says GPT-5.3-Codex goes beyond an agent that can code “to an agent that can do nearly anything developers and professionals can do on a computer”
OpenAI
13:10
Anthropic says that during its testing, Opus 4.6 found 500+ previously unknown high-severity security flaws in open-source libraries with little to no prompting
Axios
13:07
OpenAI launches GPT-5.3-Codex, which it says runs 25% faster, enabling longer-running tasks, and “is our first model that was instrumental in creating itself”
ZDNET
13:00
Anthropic introduces “agent teams” in Claude Code as a research preview that launches agents “to coordinate in parallel”, and a Claude in PowerPoint plugin
TechCrunch
12:56
Anthropic says Opus 4.6 has a 1M-token context window in beta, scored 90.2% on BigLaw Bench, the highest of any Claude model, and boosts agentic capabilities
ZDNET
12:51
Anthropic releases Claude Opus 4.6, which it says can analyze company data, regulatory filings, and market information to create detailed financial analyses
Bloomberg
12:45
Q&A with Elon Musk on plans for 1TW of space GPUs, Grok and human consciousness, Optimus, xAI's business plan, China's manufacturing win, DOGE, and more
Cheeky Pint
12:35
Meta confirms it is testing a standalone app for Vibes, its feed of AI-generated short-form videos, after “strong early traction”, without sharing exact numbers
TechCrunch
12:20
The US FCC grants Starlink rival Logos clearance to deploy up to 4,178 low Earth orbit broadband satellites by 2035; Logos raised a $50M Series A in June 2025
SpaceNews
12:05
DOJ files reveal how Jeffrey Epstein helped his Russian-born publicist Masha Bucher become a prominent VC who now boasts of investments in 22 unicorns like xAI
Forbes
11:55
US tech stocks slide for a third consecutive day amid a sell-off in the software sector; the Nasdaq closed down 1.6%, MSFT 4.95%, QCOM 8.46%, and PLTR 6.83%
Financial Times
11:45
DOJ files reveal Epstein's deep Silicon Valley relationships and how key insiders offered access to buzzy startups like Coinbase, long after his 2008 conviction
New York Times
11:10
Gemini exits the UK, the EU, and Australia, and cuts 25% of its staff; the crypto exchange is refocusing on the US as “foreign markets have proven hard to win”
The Block
10:30
Duna, a European fintech making AI-powered identity and compliance tools for banks, raised a €30M Series A led by CapitalG, bringing its total funding to €40M+
Silicon Republic
10:15
Fundamental, which has developed a Large Tabular Model to analyze structured data, comes out of stealth with $255M in funding at a $1.2B valuation
TechCrunch
10:05
Ukraine says unauthorized Starlink internet terminals used by Russia on the battlefield have been deactivated via a verification process developed with SpaceX
Reuters
09:11
OpenAI launches Frontier, an AI agent management platform that provides shared context, onboarding, and permission boundaries, for “a limited set of customers”
The Verge
09:10
Sources: Nvidia delays the release of its incremental gaming GPU upgrade, codenamed Kicker, marking the first year in three decades without a new GPU for gaming
The Information
08:45
AI interpretability startup Goodfire raised a $150M Series B at a $1.25B valuation, taking its total funding to $209M, and is working on retraining AI models
Bloomberg
08:10
Substack notifies users about a “limited” data breach in October 2025 via a now-patched flaw found on February 3; a threat actor leaked a ~697K-record database
BleepingComputer
07:55
London-based Lawhive, whose lawyers and AI tools help individuals and SMBs automate legal tasks, raised a $60M Series B, after a $40M Series A in December 2024
Fortune
07:15
AI accounting startup Accrual, which General Catalyst incubated, comes out of stealth and raised $75M; Accrual is part of General Catalyst's $1.5B Creation fund
Bloomberg
07:01
Palo Alto Networks: an Asian cyber-espionage group broke into the computer systems of 70 critical infrastructure organizations and governments in 37+ countries
Bloomberg
06:50
Bitcoin briefly dropped to as low as $60K on February 5, its lowest level since November 2024 and down ~50% from its October 2025 peak, as global markets fall
Bloomberg
06:46
Spotify partners with Bookshop.org to let Premium US and UK subscribers buy hardcover and paperback books via its app starting in spring; Spotify will get a cut
Wall Street Journal
06:35
Arm CEO Rene Haas says investor fears about AI hurting software companies are a “micro-hysteria” that exceeds the reality of how businesses are using AI tools
Financial Times
06:25
Analog chipmaker SiTime agrees to acquire Tokyo-based Renesas' timing unit for $1.5B in cash and 4.13M shares in a ~$2.9B deal, set to close by the end of 2026
Bloomberg
06:16
The UK says Microsoft, the UK government, academics, and experts plan to build a system to spot deepfakes online as part of a new detection evaluation framework
Reuters
05:55
Wall Street's idea that a software pure play will “vanish” into an LLM is “nonsense”: we need more software, and AI-enabled software moves up the product stack
@stevesi
05:35
Germany's Federal Cartel Office rules Amazon must stop enforcing price controls for retailers on its German marketplace and seizes €59M; Amazon plans to appeal
Bloomberg
05:10
A look at India's push to become a major provider of AI services; in the past few months, US companies pledged to invest tens of billions in Indian data centers
Wall Street Journal
04:55
RapidFort, which develops tools for securing software supply chains, raised a $42M Series A led by Blue Cloud and Forgepoint, taking its total funding to ~$51M
SiliconANGLE
02:35
A look at the informal economy of rogue streaming box resellers who sell hardware offering free access to live sports events, cable TV, and streaming services
The Verge
02:15
Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months
Wall Street Journal
02:05
A look at Axiom, which is building AxiomProver, an AI model able to verify proofs that it claims has found solutions to at least four longstanding math problems
Wired
01:35
Sources: HP, Dell, Acer, and Asus are considering sourcing memory chips from Chinese chipmakers, a first; HP and Dell are qualifying DRAM products from CXMT
Nikkei Asia
01:25
Cybersecurity company Varonis agrees to acquire AllTrue, which develops specialized tools for AI trust, risk, and security management, for $125M in cash
Wall Street Journal
01:10
TSMC plans to produce 3nm chips at its second plant in Kumamoto, Japan; sources say that is an upgrade from an original plan to produce 7nm chips by late 2027
Bloomberg
Mittwoch, 4. Februar 2026
23:45
Sony reports Q3 gaming and network services revenue down 4% YoY to ~$10.5B, profit up 19% YoY to ~$889M, and PlayStation 5 sales down 16% YoY to 8M units
Reuters
23:20
Sony reports Q3 revenue up 1% YoY to ~$23.7B, vs. ~$23.5B est., operating profit up 22% to ~$3.3B, vs. ~$3B est., and raises FY operating profit outlook by 8%
CNBC
22:45
Researchers say TikTok's server outage in late January disrupted all post categories, not just political content as users claimed, based on limited public data
NPR
22:10
Snowboarder Maddie Mastro and other athletes are using a new AI tool powered by Google DeepMind's computer vision models to prepare for the 2026 Winter Olympics
Wall Street Journal
20:50
Filing: Baidu announces a stock buyback program of up to $5B through the end of 2028, and its first dividend, coming later in 2026, but doesn't share the amount
Bloomberg
20:00
Adaption Labs, which aims to create AI systems that learn continuously and cost less to run than current top models, raised a $50M seed led by Emergence Capital
Fortune
19:35
Google says its Gemini app has 750M+ MAUs, up from 650M in November, and its first-party models now process 10B+ tokens/minute via direct API use by customers
TechCrunch
19:15
Andy Jassy taps Dharmesh Mehta, Amazon VP of worldwide selling partner services, as his technical advisor, a “shadow” role leading to greater roles, from March
CNBC
18:40
Amazon MGM Studio plans to develop new AI tools via its “AI Studio” to speed TV and film production and cut costs, in collaboration with AWS and LLM providers
Reuters
18:10
Multicoin says co-founder and Managing Partner Kyle Samani is stepping back from the crypto-focused VC firm and “has transitioned to an advisory role”
The Block
17:20
Filing: Workday is cutting ~400 employees, or ~2% of its workforce, primarily in customer-facing roles, saying the move will help it invest in priority areas
Bloomberg
16:50
Qualcomm reports Q1 revenue up 5% YoY to $12.25B, vs. $12.21B est., and projects Q2 revenue below est. due to a global memory supply shortage; QCOM drops 5%+
Reuters
16:45
Arm reports Q3 revenue up 26% YoY to $1.24B, above $1.22B est., license and other revenue up 25% YoY to $505M, and forecasts $1.47B in Q4 revenue, above est.
Reuters
16:40
Snap reports Q4 revenue up 10% YoY to $1.72B, vs. $1.7B est., DAUs up 5% to 474M, vs. 478M est., forecasts Q1 revenue below est., and announces a $500M buyback
CNBC
16:35
Alphabet increases its 2026 capex forecast to between $175B and $185B, above ~$120B est. and up from $91.4B in 2025; Q4 capex was $27.9B, vs. 14.3B in Q4 2024
Financial Times
16:20
Google parent Alphabet forecasts sharp surge in 2026 capital spending
Reuters
16:15
Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue “surpassed $60B across ads and subscriptions”
Variety
16:04
Alphabet reports Q4 revenue up 18% YoY to $113.83B, vs. $111.43B est., Google Cloud revenue up 48% to $17.66B, vs. $16.18B est., net income up 30% to $34.46B
Alphabet
15:55
Internal memos: Meta said Avocado is its “most capable pre-trained base model” and achieves 10x compute efficiency “wins” on text tasks over Llama 4 Maverick
The Information
15:21
Sam Altman says Anthropic's Super Bowl ads are funny but “dishonest”, and Anthropic serves a “product to rich people” while OpenAI is “committed to free access”
@sama
14:45
Lunar Energy, which develops software that syncs batteries across homes into “virtual power plants” and began deploying its own batteries in 2025, raised $232M
Bloomberg
13:40
Google teases the Pixel 10a in a new 15-second video, revealing a completely flat dual-camera system on the back, and says preorders begin on February 18
9to5Google
13:00
Microsoft integrates Claude and Codex AI coding agents directly into GitHub, GitHub Mobile, and Visual Studio Code, for Copilot Pro Plus and Enterprise users
The Verge
12:50
Microsoft says cybersecurity head Charlie Bell will move into a position focused on engineering quality; Hayete Gallot will return from Google to run security
CNBC
12:40
Roblox launches a “4D generation” feature in open beta, letting creators generate interactive objects with individual moving parts rather than static 3D models
TechCrunch
12:10
EnFi, which makes AI agents that analyze and make decisions on credit applications, raised a $15M Series A led by Fintop, bringing its total funding to $22.5M
Reuters
12:00
AI chipmaker Cerebras raised a ~$1B Series H led by Tiger Global at a $23B valuation, up from $8.1B in September 2025; Benchmark, Fidelity, and AMD invested too
Bloomberg
11:30
Uber promotes Balaji Krishnamurthy, its former VP of strategic finance and investor relations, to be its CFO, replacing Prashanth Mahendra-Rajah
TechCrunch
10:10
Mistral debuts Voxtral Transcribe 2, a family of speech-to-text models with speaker diarization and ultra-low latency, under the Apache 2.0 open-weight license
The Deep View
09:30
Adobe ramped up its ads in 2025, spending $1.4B amid AI competition and Wall Street skepticism, a significantly higher share of sales than other tech companies
Bloomberg
09:15
Sources: Amazon and OpenAI are discussing a deal that could require OpenAI to dedicate its researchers and engineers to developing customized models for Amazon
The Information
09:10
AI voice startup ElevenLabs raised a $500M Series D led by Sequoia at an $11B valuation, taking its total funding to nearly $800M, and reports $330M in 2025 ARR
Wall Street Journal
09:05
Amazon rolls out Alexa+ to all Prime members in the US via any Alexa-enabled device, Alexa.com, and the Alexa app, and launches a free tier for non-Prime users
The Verge
08:30
Bedrock, which aims to automate heavy construction equipment like excavators, raised $270M led by CapitalG and the Valor Atreides AI Fund at a $1.75B valuation
New York Times
08:15
Anthropic says “Claude will remain ad-free”, its users “won't see ‘sponsored’ links adjacent to” conversations, and responses won't be influenced by advertisers
Anthropic
08:10
Resolve AI, which offers AI agents to monitor source code, databases, and infrastructure to address outages, raised $125M led by Lightspeed at a $1B valuation
Bloomberg
08:00
Egypt plans to ban Roblox in a bid to curb kids' exposure to potentially harmful online material; the Middle East's most populous nation joins Qatar and Turkey
Bloomberg
07:45
TRM Labs, which helps law enforcement and companies track crypto and blockchains, raised a $70M Series C led by Blockchain Capital at a $1B valuation
Fortune
07:40
Two US Senators introduce the SCAM Act, a bipartisan bill requiring social media platforms to verify advertiser identities to combat fraudulent advertising
Reuters
07:35
An interview with Epic Games Store VP Steven Allison, who says “we have a lot of things” to fix and “the launcher sucks”, on 2026 updates like social features
Eurogamer.net
07:30
Uber says it plans to expand its robotaxi services to Hong Kong, Madrid, Houston, and Zurich in 2026; Hong Kong will be Uber's first autonomous market in Asia
Bloomberg
07:25
Anthropic plans a 30-second ad during the Super Bowl that parodies the prospect of intrusive ads in AI conversations, and will also air a 60-second pregame ad
Wall Street Journal
07:20
Texas Instruments agrees to acquire US chip company Silicon Labs for ~$7.5B, paying $231/share in cash, closing in H1 2027; Silicon Labs has a ~$4.5B market cap
Bloomberg
07:11
Uber reports Q4 revenue up 20% YoY to $14.37B, Gross Bookings up 22% YoY to $54.1B, trips up 22% YoY to 3.8B, and a $296M net income, below est.; UBER drops 5%
Wall Street Journal
06:20
Tencent Cloud, DigitalOcean, and Alibaba Cloud add OpenClaw support, offering users the AI agent platform as a service; many OpenClaw users run it on a Mac mini
The Register
05:55
Reno-based chip startup Positron raised a $230M Series B from the QIA and others to build high-speed memory chips, taking its total funding to $300M+
TechCrunch
05:40
Prosus signs a three-year AWS cloud and AI deal that runs into “hundreds of millions of dollars”, as it reorganizes to focus on Europe, India, and Latin America
Bloomberg
05:25
Q&A with Stardew Valley developer Eric Barone, aka ConcernedApe, on the game turning 10, evolving as a developer, working solo, cozy game growth, and more
IGN
05:10
German chipmaker Infineon reports Q1 revenue up 7% YoY to €3.66B, vs. €3.62B est., plans to raise investments to ~€2.7B in 2026, and forecasts growing AI demand
Bloomberg
04:45
Tether CEO Paolo Ardoino says Tether's target of raising $15B to $20B was a “misconception”; sources say Tether's advisers have floated raising as little as $5B
Financial Times
04:25
Pinterest fires two employees who it says “wrote custom scripts” that accessed confidential info to track which workers lost their jobs during recent layoffs
BBC
04:10
A US judge sentences Rui-Siang Lin, who pled guilty to operating the $105M+ dark web narcotics marketplace Incognito Market, to 30 years in US federal prison
CoinDesk
03:55
Galaxy Digital reports a Q4 net loss of $482M, above $282M est., driven primarily by the crypto market crash, and says its trading volumes declined ~40% QoQ
Bloomberg
02:30
A profile of game studio Obsidian, which Microsoft acquired in 2018, as it seeks to shorten development times and cut costs after releasing three titles in 2025
Bloomberg
01:55
Q&A with Kai-Fu Lee on his startup 01.ai, which builds agentic AI tools for companies, why China will beat the US in consumer AI, open-source models, and more
Financial Times
00:50
Sources: banks are marketing $56B+ in investment-grade data center construction loans tied to Oracle's future leases, as they seek out new buyers for the loans
Financial Times
00:40
AMD reports $390M in revenue from MI308 AI chip sales to China in Q4; CEO Lisa Su says orders were “from very early in 2025” but shipped in Q4 after US approval
Nikkei Asia
00:10
Global fintech VC funding rose 27% YoY in 2025 to $51.8B; Y Combinator was the most active investor in the space, participating in 151 deals, up 24.8% YoY
Crunchbase News
Dienstag, 3. Februar 2026
23:40
Sources: Tokyo-based chipmaker Renesas agrees to sell its clocks and timing device business to Nasdaq-listed chip design company SiTime for ~$3B
Nikkei Asia
23:10
Sources: the US Commerce Department finished reviewing Nvidia's H200 China license, but the State Department wants tougher restrictions, delaying final approval
Financial Times
22:10
Recon Analytics: Copilot's US market share as paid users' first choice fell from 18.8% in July 2025 to 11.5% in January 2026; Gemini's rose from 12.8% to 15.7%
Wall Street Journal
21:15
Adobe reverses its plans to discontinue Animate after creators expressed frustration, saying it won't get new features but will remain available “indefinitely”
The Verge
20:20
NYC-based Alaffia Health, which provides agentic AI tools for health plan claims operations, raised a $55M Series B led by Transformation Capital
SiliconANGLE
20:15
KKR and Singtel agree to acquire the remaining 82% stake in data center operator STT GDC for ~$5.1B, giving it a ~$10.86B enterprise value; KKR will own 75%
CNBC
19:50
Source: Anthropic is planning an employee tender offer at a $350B+ pre-money valuation, the same valuation discussed in the startup's ongoing $20B fundraising
Bloomberg
19:05
Salesforce's Tableau President & CEO Ryan Aytay leaves after 19 years at the company, just two months after Slack CEO Denise Dresser left to become OpenAI's CRO
Bloomberg
18:50
On AMD's Q4 earnings call, CEO Lisa Su says Microsoft's next-gen Xbox “is progressing well to support a launch in 2027” and will feature an AMD semi-custom SoC
The Verge
18:40
Sources: Nvidia is nearing a deal to invest $20B in OpenAI as part of OpenAI's $100B round; both CEOs publicly said they remain committed to working together
Bloomberg
18:30
Software and data stocks plunge over fears that new AI developments will supplant software; ADBE fell 7.31%, CRM 6.85%, and Thomson Reuters 15.83% on Tuesday
Wall Street Journal
18:25
OpenAI names Dylan Scandinaro, who worked on AGI safety at Anthropic, as the company's “head of preparedness”, which has an up to $555K/year base salary
Bloomberg
18:05
US v. Google: the DOJ and a group of states will appeal the September 2025 ruling in the Search antitrust case in which Google dodged a forced sale of Chrome
Bloomberg
17:40
Super Micro reports Q2 net sales up 123% YoY to $12.7B, above $10.43B est., and expects Q3 net sales above estimates; SMCI jumps ~7% after hours
Sherwood News
17:25
EA reports Q3 net bookings up 38% YoY to $3.05B, above $2.86B est., driven by strong Battlefield 6 sales, and a $88M net income, down from $293M in Q3 2025
Reuters
17:10
Take-Two reports Q3 net bookings up 28% YoY to $1.76B, vs. $1.58B est., net revenue up 25% YoY to $1.7B, and raises its annual bookings forecast; TTWO drops ~5%
Sherwood News
16:50
Match reports Q4 revenue up 2% YoY to $878M, above $871M est., net income up 32% YoY to $210M, and paying users down 5% to 13.8M; MTCH jumps 7%+ after hours
Bloomberg
16:45
AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% YoY to $5.4B, and forecasts Q1 revenue at $9.8B, below $10B projections; AMD drops 15%+
Bloomberg
16:25
Sources: Texas Instruments is in advanced talks to buy chip designer Silicon Laboratories for ~$7B, a premium to Silicon Labs' market cap of $4.4B as of Tuesday
Financial Times