Sources: Dylan Patel's SemiAnalysis is in early talks to raise hundreds of millions for a VC fund; Patel raised a $50M SPV toward Fluidstack's $700M fundraising
Nvidia stock closes up 7.92% after Jensen Huang said the tech industry's surging capex for AI infrastructure is justified, appropriate, and sustainable
The tech industry's surging capital expenditures for AI infrastructure are justified, appropriate and sustainable, Nvidia CEO Jensen Huang said Friday on CNBC's “Halftime Report.”
Nvidia stock closes up 7.87% after Jensen Huang said the tech industry's surging capex for AI infrastructure is justified, appropriate, and sustainable
Kif Leswing /CNBC:
Alphabet, Amazon, Meta, and Microsoft forecast a combined ~$650B in 2026 capital expenditures, an estimated 60% YoY increase, driven by data center construction
Four of the biggest US technology companies together have forecast capital expenditures that will reach about $650 billion in 2026 …
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 a...
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.
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.
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 …
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 …
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
From Legalzoom.com and Expedia to Ares and Apollo, shares of companies that sell or invest in software fell sharply on Tuesday
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.
PayPal names HP CEO Enrique Lores as CEO, replacing Alex Chriss on March 1, and reports Q4 revenue up 4% YoY to $8.68B, below estimates; PYPL closes down 20.3%
PayPal Holdings Inc. said HP Inc. Chief Executive Officer Enrique Lores will take the top job from Alex Chriss …
PayPal names HP CEO Enrique Lores as CEO, replacing Alex Chriss on March 1, and reports Q4 revenue up 4% YoY to $8.68B, below estimates; PYPL closes down 20.3%
PayPal Holdings Inc. said Chief Executive Officer Alex Chriss will be replaced by HP Inc. CEO Enrique Lores after profit and revenue fell short of expectations.
ASML CEO Christophe Fouquet says the company plans to cut 1,700 jobs, or 4% of its workforce, mainly in its Tech and IT organizations; ASML jumps 5%+ pre-market
Sarah Jacob /Bloomberg:NEW
ASML reports Q4 net sales of €9.7B, vs. €9.6B est., and €2.84B net profit, vs. €3.01B est., and says it expects China to account for 20% of its total 2026 sales
ASML reported on Wednesday orders that smashed past expectations while 2026 sales guidance was also ahead …
ASML reports Q4 net sales of €9.7B, vs. €9.6B est., and €2.84B net profit, vs. €3.01B est., and says it expects China to account for 20% of its total 2026 sales
ASML reported on Wednesday orders that smashed past expectations while 2026 sales guidance was also ahead …
As inference splits into prefill and decode, Nvidia's Groq deal could enable a “Rubin SRAM” variant optimized for ultra-low latency agentic reasoning workloads
Nvidia is buying Groq for two reasons imo. 1) Inference is disaggregating into prefill and decode.
The Groq deal secures key talent for Nvidia, including CEO Jonathan Ross, creator of the TPU, and keeps them from companies that may try to make their own chips
Twas the night before Christmas and all through the house, not a creature was stirring, not even a... wait. What's that?
The US CBP proposes vetting five years of social media history for travelers from the UK, France, Germany, and more; the current system only requires basic info
Even visitors from countries like Britain and France, whose citizens don't need visas, would have to share five years' worth of social media.
Internal memo: OpenAI CEO Sam Altman declares a “code red” to shift more resources to improve ChatGPT amid rising competition, delaying other plans, like ads
OpenAI CEO Sam Altman on Monday told employees he was declaring a “code red” to marshal more resources to improve ChatGPT …