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A look at Apple's efforts to reshore the US chip supply chain, as the company commits to buying more than 100M chips from TSMC Arizona in 2026 (Rolfe Winkler/Wall Street Journal)

Apple says it plans to move some production of Mac Mini to Houston from Asia later in 2026, as part of its efforts to invest $600B in the US over four years (Rolfe Winkler/Wall Street Journal)

The administrator winding down Terraform Labs sues Jane Street, alleging it engaged in insider trading to profit from and ultimately hasten Terraform's collapse (Vicky Ge Huang/Wall Street Journal)

How Binance staffers found $1B was sent to sanctioned Iranian entities via the exchange, which dismantled their probe and suspended them after Trump pardoned CZ (Wall Street Journal)

Tesla sues California's DMV to reverse a ruling that found Tesla violated the law by falsely promoting its Autopilot and Full Self-Driving systems (Lora Kolodny/CNBC)

A Trump administration official says DeepSeek's new model, expected next week, was trained on Nvidia Blackwell chips, in a potential US export control violation (Reuters)

Sources: Anthropic has lined up $5B to $6B for an employee share sale at a valuation of about $350B; outside investors will be buying up the insider shares (Bloomberg)

A DOD official says xAI has agreed to let the military use Grok in classified systems and agreed to the "all lawful use" standard, which Anthropic has refused (Axios)

Sources: AI chipmaker Cerebras confidentially files for a US IPO after withdrawing a previous IPO last year, and a listing could take place as soon as April (The Information)

Uber agrees to acquire SpotHero for an undisclosed sum, to offer parking reservation for events and at venues and airports; SpotHero was last valued at $290M (Salvador Rodriguez/CNBC)

IBM shares closed down 13.15% after Anthropic outlined in a blog post how Claude Code can automate the exploration and analysis phases of COBOL modernization (Pia Singh/CNBC)

Amazon plans to invest $12B in new data centers in Louisiana and says it worked with the local utility "to ensure we pay 100% of the costs" tied to the campus (Annie Palmer/CNBC)

Some AI startups are boosting their valuations by raising capital in back-to-back or multitiered deals, raising questions about how much they are really worth (Angel Au-Yeung/Wall Street Journal)

Ubicquia, which provides software to utilities, cities, and companies to manage energy infrastructure like transformers, raised a $106M Series D (Katie Fehrenbacher/Axios)

Anthropic says DeepSeek, MiniMax, and Moonshot violated its ToS by prompting Claude a combined 16M+ times and using distillation to train their own products (Wall Street Journal)

Internal memo: Lightricks, creator of photo editing app Facetune, is splitting its consumer app unit from its GenAI unit LTX to better capture the growth in AI (Echo Wang/Reuters)

Software stocks extended their weeks-long selloff on Monday; several of the biggest decliners were discussed in a post by Citrini Research (Jack Pitcher/Wall Street Journal)

Sources: Trump's "Board of Peace" is exploring a USD-pegged stablecoin for Gaza; a source says it will not be a "Gaza Coin" or a new Palestinian currency (Financial Times)

Sources: PayPal is attracting takeover interest after a stock slide over the past year wiped out almost half of its value; PYPL closes up 5.76% (Bloomberg)

Anthropic details the AI Fluency Index, tracking 11 behaviors that represent human-AI collaboration and measure how people collaborate with AI (Anthropic)

Finnish quantum computing company IQM plans to go public via a SPAC merger with New Jersey-based Real Asset Acquisition in a deal set to value it at $1.8B (Yazhou Sun/Bloomberg)

OpenAI launches Frontier Alliances, entering into multiyear deals with Accenture, BCG, Capgemini, and McKinsey to help deploy its enterprise platform Frontier (Ashley Capoot/CNBC)

Sources: some Xbox staffers say they are relieved that Sarah Bond is leaving, after she led a pivot away from the console with the "Xbox everywhere" strategy (Tom Warren/The Verge)

Anthropic-backed super PAC Public First Action begins running ads urging AI regulations in New Jersey; the PAC raised nearly $50M and now aims to raise $75M (Cecilia Kang/New York Times)

Aalyria, a Google spinoff whose software allows routing of traffic across diverse satellite platforms in low earth orbit, raised $100M at a $1.3B valuation (Lora Kolodny/CNBC)

HR app Humand, used by 1.5M+ "deskless" workers in construction, retail, hospitals, and more, raised a $66M Series A led by Goodwater and Kaszek (Maria Clara Cobo/Bloomberg)

Uber launches Uber Autonomous Solutions, offering services like insurance, roadside assistance, and "AV mission control" tools, and will offer fleet financing (Rafe Rosner-Uddin/Financial Times)

Sources: US Defense Secretary Pete Hegseth summons Dario Amodei to the Pentagon on Tuesday morning for what is likely to be a tense meeting over Claude usage (Axios)

Economists at Goldman Sachs and JPMorgan report the AI boom contributed "basically zero" to US economic growth in 2025, challenging claims of up to 92% growth (Shira Ovide/Washington Post)

Data center developers are seeking credit ratings even while facilities are under construction to unlock new capital; S&P, Moody's, and others expand coverage (Michelle Chan/Financial Times)

A thought experiment imagines the AI-driven "2028 Global Intelligence Crisis": S&P down, high unemployment, and economy failing, as AI exceeds every expectation (Citrini Research)

How Buddy Rizer, an official in Virginia's Loudoun County, helped build the world's largest data center market, with ~200 buildings spanning ~49M square feet (David Uberti/Wall Street Journal)

South Korean trade data: chip exports rose 134% YoY, while computer peripherals rose 129% in the first 20 days of February, extending gains driven by AI demand (Heesu Lee/Bloomberg)

A look at the rising popularity of "WorkTok" videos, where employees film their daily work routines on TikTok and Instagram, particularly among Gen Z viewers (Kimi Chaddah/Financial Times)

A look at Japan's Team Mirai, a party founded by software engineers that won 11 of 465 parliament seats by promising self-driving buses and high-tech jobs (New York Times)

A look at CISA during Trump's second term as it navigates job cuts, continues to operate without a Senate-confirmed leader, and faces a demoralized workforce (Adam Sella/New York Times)

Samsung plans to add Perplexity to Galaxy AI on the upcoming S26 series; users can launch the Perplexity agent by saying "Hey Plex" or with a physical button (Cheyenne MacDonald/Engadget)

How OpenAI scrambled for compute as Stargate stalled amid clashes with SoftBank; sources say OpenAI building its own data centers is not its near-term priority (Anissa Gardizy/The Information)

Google Antigravity users say their paid Google AI accounts were banned after linking Gemini models via OpenClaw; Peter Steinberger says he may "remove support" (Marcus Schuler/Implicator.ai)

How Russia-linked crypto exchanges, including Bitpapa and Exmo, help Russian entities move money across borders, bypassing banking oversight and sanctions (Elliptic)

Sources: Dell, Lenovo, and other PC makers are working with Nvidia on laptops that use the Arm-based Nvidia-MediaTek SoC, which could launch in H1 2026 (Yang Jie/Wall Street Journal)

In recent interviews, Sam Altman said AI's adoption faces more resistance than he expected, while Jensen Huang warned the "doomer narrative" may be winning (David Streitfeld/New York Times)

US farmers are increasingly rejecting multimillion-dollar offers from data center developers; some estimate ~40K acres are needed globally for new AI projects (Niamh Rowe/The Guardian)

Tencent closed its TiMi Montréal studio after nearly five years, without ever releasing a game, as Chinese giants scale back funding for Western game studios (Stephen Totilo/Game File)

Documents submitted by Waymo and Tesla to the US government reveal new info about the remote assistance programs for their robotaxis, staffed by human operators (Aarian Marshall/Wired)

The EU's DSA probe into Shein is just the latest of the company's problems, which are stacking up in many of its big markets as it seeks to push through an IPO (Financial Times)

A profile of Neil Shen of HSG, formerly Sequoia China, which raised $9B from US investors before US restrictions and has funded Manus and other Chinese startups (Wall Street Journal)

Sam Altman says discussions about AI's energy usage are "unfair", as it takes "20 years of life and all of the food you eat during that time" to train a human (Anthony Ha/TechCrunch)

Turkey launches a review of how social media platforms handle children's data as it prepares new rules that include identity verification and age restrictions (Turkish Minute)

Tim Cook's increased mentions of Visual Intelligence hint it will be a major part of Apple's new wearables; sources: Apple considers a deep red iPhone 18 Pro (Mark Gurman/Bloomberg)