Half a Trillion
On February 5, Alphabet guided 2026 capex of $175-185 billion. Amazon guided $200 billion. A week earlier, Meta guided $115-135 billion. Three companies will spend $490-520 billion on AI infrastructure this year. The market sold off.
Anthropic releases Claude Opus 4.6, which it says can analyze company data, regulatory filings, and market information; Anthropic now has 300K+ business users
Anthropic is releasing a new version of its most powerful AI model that's designed to carry out financial research …
Anthropic says it found Opus 4.6 “brings more focus to the most challenging parts of a task without being told to” and “thinks more deeply and more carefully”
We're upgrading our smartest model. — The new Claude Opus 4.6 improves on its predecessor's coding skills.
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's key takeaways — GPT-5.3-Codex helped debug and deploy parts of itself. — Codex can be steered mid-task without losing context.
Amazon reports Q4 revenue up 14% YoY to $213.4B, net income up 6% to $21.19B, and EPS of $1.95, vs. $1.97 est.; AMZN drops 10%+ after hours
Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2025. Fourth Quarter 2025
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”
Expanding Codex across the full spectrum of professional work on a computer. — Join the Codex app waitlistForums:Hacker Newsandr/singularityForums:Hacker News:GPT-5.3-Codexr/singularity:OpenAI relea...
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
Too much of what is going on is a race to get to a theoretical end state of a whole new world of business and technology.
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
The disgraced financier regularly courted tech industry figures not just for their prestige but also for access to promising companies.
OpenAI launches Frontier, an AI agent management platform that provides shared context, onboarding, and permission boundaries, for “a limited set of customers”
Think HR, but for AI. … Managing humans is hard. Managing AI agents is... also hard. That's why OpenAI is launching …
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.
Shares of Arm Holdings (O9Ty.F), fell on Wednesday as its licensing revenues slightly missed Wall Street estimates …
Bitcoin falls to ~$66K, its lowest level since President Trump's election win in November 2024 and down 44%+ from its October 2025 peak as global markets fall
Bitcoin slumped below $70,000, a level last seen 15 months ago, as a broad risk-off sentiment engulfed global markets.
Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months
Fears that software companies are facing an extinction event are exaggerated, but other dangers are real
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
Apple Inc. Chief Executive Officer Tim Cook told employees that he's “deeply distraught” with the US's current approach …
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
Streaming service is joining with Bookshop.org to appeal to readers who read in multiple formats — Spotify Technology is getting into the physical book business.
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
Nvidia won't release a new graphics chip for gamers this year due to a deepening global shortage of memory chips …
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
Famed accelerator had removed Canada from its deal terms, spurring Canadian tech backlash. — Y Combinator has once again revised …
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
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Alphabet reports Q4 revenue up 18% YoY to $113.83B, above $111.43B est., Cloud revenue up 48% to $17.66B, vs. $16.18B est., and net income up 30% to $34.46B
MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.
Meta confirms it is testing a standalone app for Vibes, its short-form video feed of AI videos, after “strong early traction”, without sharing specific numbers
Meta is testing a standalone Vibes app, the company confirmed to TechCrunch on Thursday.
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
Timecodes — Transcript — Are there really three hours of questions? Are you fucking serious? — Dwarkesh Patel
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”
Quick Take — Gemini links its latest layoffs to a push for a leaner, more automated operating model, saying increased use of AI lets it run faster with fewer staff.
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
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%
Sony on Thursday reported a rise in operating profit that beat expectations, supported by favorable foreign exchange rates despite surging memory chip costs.
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
Uber Technologies Inc. will expand its robotaxi services to include Hong Kong and Madrid as the ride-hailing giant pours hundreds …
Cybersecurity company Varonis agrees to acquire AllTrue, which develops specialized tools for AI trust, risk, and security management, for $125M in cash
Roblox reports Q4 bookings up 63% YoY to $2.2B vs. $2.05B est., DAUs up 69% to 144M, and forecasts FY 2026 bookings above estimates; RBLX jumps 18%+ after hours
US tech stocks fall sharply in intraday trading: the Nasdaq drops 1.8%+, S&P 500 1.5%+, GOOG 3%+, QCOM 7%+, and AMZN 3%+, amid a selloff in software stocks
Financial Times:NEW
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+
Duna's co-founders Duco van Lanschot and David Schreiber both had senior roles at Stripe in the past.
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
An AI lab called Fundamental emerged from stealth on Thursday, offering a new foundation model to solve an old problem …
Ukraine says unauthorized Starlink internet terminals used by Russia on the battlefield have been deactivated via a verification process developed with SpaceX
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
A growing cadre of multibillion-dollar startups are racing to create the best artificial intelligence models …
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
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
Michael Acton /Financial Times:
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
Newsletter platform Substack is notifying users of a data breach after attackers stole their email addresses and phone numbers in October 2025.
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
Lawhive cofounders Flinn Dolman (left), Pierre Proner (center), and Jaime Van Oers.PHOTO COURTESY OF LAWHIVE
Uber promotes Balaji Krishnamurthy, its former VP of strategic finance and investor relations, to be its CFO, replacing Prashanth Mahendra-Rajah
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
Roblox launches a “4D generation” feature in open beta, letting creators generate interactive objects with individual moving parts rather than static 3D models
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
General Catalyst — the storied venture capital firm that's undergoing a transformation into a broader and more ambitious financial company …
Lunar Energy, which develops software that syncs batteries across homes into “virtual power plants” and began deploying its own batteries in 2025, raised $232M
Palo Alto Networks: an Asian cyber-espionage group broke into the computer systems of 70 critical infrastructure organizations and governments in 37+ countries
State-aligned attackers targeted government agencies and critical infrastructure. — An Asian cyber-espionage group has spent …
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
Sara Hooker, an AI researcher and advocate for cheaper AI systems that use less computing power, is hanging her own shingle.
Sources: Amazon and OpenAI are discussing a deal that could require OpenAI to dedicate its researchers and engineers to developing customized models for Amazon
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
Meta Platforms is sounding an increasingly bullish note about the first major AI model expected to emerge from its new AI group.
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
Britain will work with Microsoft (MSFT.O), academics and experts to develop a system to spot deepfake material online …
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
Analog chipmaker SiTime Corp. has agreed to acquire Renesas Electronics Corp.'s timing unit in a cash-and-stock transaction valued at about $2.9 billion.
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
Software supply chain security startup RapidFort Inc. announced today that it has raised $42 million in early-stage funding …
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
Workday Inc. is cutting about about 400 employees, saying it will help the software company better invest in priority areas.
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
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
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
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
Amazon.com Inc. must stop enforcing price controls for retailers on its German marketplace, according to the nation's antitrust watchdog …
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
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
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
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
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
Lured by big, tech-savvy population, Google and other giants sinking tens of billions into Indian market — NEW DELHI—American tech behemoths …
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”
Quick Take — Kyle Samani, known for his early investment in Solana as part of Multicoin, is stepping back from the crypto-focused venture capital firm.
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
TAIPEI — Leading PC makers HP, Dell, Acer and Asus are considering sourcing memory chips from Chinese chipmakers for the first time amid …
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
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
Snap shares were up over 5 percent in after-hours trading on Wednesday after the Snapchat-parent released fourth-quarter earnings that beat on sales.
Microsoft integrates Claude and Codex AI coding agents directly into GitHub, GitHub Mobile, and Visual Studio Code, for Copilot Pro Plus and Enterprise users
Microsoft-owned GitHub continues to embrace OpenAI and Anthropic AI advances. … GitHub is making Claude by Anthropic …
Microsoft says cybersecurity head Charlie Bell will move into a position focused on engineering quality; Hayete Gallot will return from Google to run security
Microsoft said Wednesday that top security leader Charlie Bell will take on a new role and that Hayete Gallot will return …
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
Walk the rows of the farmers market in a small, nondescript Texas town about an hour away from Austin, and you might stumble across …
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%
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%+
Chip supplier Qualcomm (QCOM.O) forecast second-quarter revenue and profit below Wall Street estimates on Wednesday …
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
An AI model developed by Google DeepMind is giving athletes like Maddie Mastro new insights into how their bodies move
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
Google this morning officially announced the Pixel 10a via a video teaser emphasizing the updated design.
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
Amazon (AMZN.O) plans to use artificial intelligence to speed up the process for making movies and TV shows …
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
Axiom says its AI found solutions to several long-standing math problems, a sign of the technology's steadily advancing reasoning capabilities.
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
Amazon CEO Andy Jassy has tapped one of the company's top marketplace executives to be his new “shadow” advisor, the company announced Wednesday.
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
As a consortium of investors led by Oracle's Larry Ellison took control of TikTok's U.S. business, users accused the app …
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”
First, the good part of the Anthropic ads: they are funny, and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we won'...
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
Taiwan Semiconductor Manufacturing Co. plans to make advanced 3-nanometer chips in Japan, stepping up its semiconductor manufacturing roadmap …
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
Search giant reports more than $400bn in annual revenue for the first time — Google said it plans to double its capital expenditure …
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
Lauren Forristal /TechCrunch:
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”
more than every entertainment company on earth other than Disney. (And that's only if you include parks.) https://www.hollywoodreporter.com/ ...Hernan Lopez /@hernanlopez:...THE BIGGER PICTURE: -> You...
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
There are many good places for advertising. A conversation with Claude is not one of them.
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
Ads are coming to AI.Taylor Herzlich /New York Post:Super Bowl commercial sees Anthropic mock OpenAI for bringing ads to ChatGPTJames Peckham /PCMag:Anthropic Says No Ads on Claude. But It Will Spend ...
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
Sam Nussey /Reuters:
Anthropic says Opus 4.6 supports a 1M context window in beta, scored 90.2% on BigLaw Bench, the highest for any Claude model, and boosts agentic capabilities
David Gewirtz /ZDNET:NEW
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
Masha Bucher is one of the more high profile female VCs in Silicon Valley. New emails released from the Department of Justice reveal a deep …
Anthropic introduces “agent teams” in Claude Code as a research preview to launch multiple agents that work in parallel, and a Claude in PowerPoint plugin
On Thursday, Anthropic released the latest version of Opus — its most advanced model and a particularly important model for Claude Code.
Anthropic says Opus 4.6 found 500+ previously unknown high-severity security flaws in open-source libraries with little to no prompting during its testing
https://www.axios.com/... Here's the blog post that goes into more detail: …Forums:Hacker News:Anthropic's Claude Opus 4.6 uncovers 500 zero-day flaws in open-source code
Why this is the worst crypto winter ever: AI crowds out crypto for mindshare and power grid access, crypto is mainstream, gold beats BTC as a safe haven, more
and delivered. A few who stayed to push “adoption” got rich.The Plebs got smoked In the meantime China caught up with AI. The rest is just shaving.Mario S. /@covered_call:According to Artemis data DAT...
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
and Still Claim the Moral High Ground?Trishla Ostwal /Adweek:Super Bowl Instant Replay: Anthropic Makes a Promise It Will Likely BreakShlomo Klapper /Washington Post:AI agents are not moral agentsZvi ...
Anthropic details how it used 16 parallel Claude Opus 4.6 agents to build a Rust-based 100,000-line C compiler, incurring ~$20K in API costs over 2,000 sessions
www.anthropic.com/engineering/ ...Forums:Hacker News:We tasked Opus 4.6 using agent teams to build a C Compilerr/singularity:We tasked Opus 4.6 using agent teams to build a C compiler. Then we (mostl...
Amazon reports Q4 AWS revenue up 24% YoY to $35.6B, vs. $34.9B est., AWS operating income up 17% YoY to $12.5B, and boosts capex in 2026 to $200B
Amazon shares plunged more than 10% in extended trading Thursday after the company posted mixed fourth-quarter earnings, and boosted its full-year spending forecast to $200 billion.
Amazon reports Q4 ad revenue up 23% YoY to $21.32B, slightly above expectations, and subscription services revenue up 14% to $13.12B
Todd Spangler /Variety:NEW