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Sat Jan 24
Roku reported an $88.4M profit in 2025, after a $498M loss in 2022, a $709.6M loss in 2023, and a $129.4M loss in 2024, boosted by new ad deals and cost cutting (Mark Maurer/Wall Street Journal)
14m
T
ASML researchers unveil a breakthrough in EUV light source power, increasing output from 600W to 1,000W, a jump that could yield 50% more chips by 2030 (Stephen Nellis/Reuters)
24m
T
The UK ICO fines Reddit £14.47M for unlawfully using children's personal information; Reddit began verifying user ages in July 2025 to comply with the UK OSA (Tom Singleton/BBC)
29m
T
Dutch startup Axelera AI, which builds power-efficient AI inference chips, raised $250M+ led by Innovation Industries, with investment from BlackRock and others (Charlotte Hughes-Morgan/Bloomberg)
39m
T
European military officials worry "tech sovereignty" ideas may have serious consequences for European security, given their reliance on US software and networks (Financial Times)
49m
T
Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026 (Wall Street Journal)
54m
T
Court docs: the IRS seeks $16B in back taxes and penalties from Meta, arguing it failed to report ~$54B in overseas profits; in December 2025, Meta sued the IRS (Jesse Drucker/New York Times)
1h
T
Russian media: Russia opens an investigation into Telegram founder Pavel Durov for "abetting terrorist activities", as it promotes its state-run rival Max app (Max Seddon/Financial Times)
1h
T
How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans (Tripp Mickle/New York Times)
1h
T
Samsung's $2,899 Galaxy Z TriFold works well as a smartphone, especially for entertainment, but falls short as a tablet and laptop, marred by unpredictability (Chris Welch/Bloomberg)
1h
T
The UK plans to update the Media Act 2024 to bring streaming platforms with 500K+ users under "enhanced" Ofcom regulation, giving it power to investigate them (K.J. Yossman/Variety)
2h
T
Anthropic introduces "persona selection model", a theory to explain AI's human-like behavior, and details how AI personas form in pre-training and post-training (Anthropic)
2h
T
Discord says it "ran a limited test of Persona in the UK" to verify user ages and "that test has since concluded", distancing itself from Persona amid backlash (Emma Roth/The Verge)
2h
T
A look at the challenges some AI developers face in building models to extract trillions of high-quality tokens from PDFs, which are hard to parse, for training (Josh Dzieza/The Verge)
5h
T
Bengaluru-based Xflow, which facilitates B2B cross-border payments, raised a $16.6M Series A led by GC at an $85M valuation, bringing its total raised to $32M+ (Jagmeet Singh/TechCrunch)
6h
T
Filings: some Meta execs warned in 2019 that adding E2E encryption to Facebook and Instagram messaging would hinder the ability to flag CSAM to law enforcement (Reuters)
7h
T
A look at Apple's efforts to reshore the US chip supply chain, as the company commits to buying 100M+ chips from TSMC Arizona in 2026, amid US-China tensions (Rolfe Winkler/Wall Street Journal)
9h
T
Apple says it plans to move some Mac mini production 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)
10h
T
A court-appointed administrator winding down Terraform Labs sues Jane Street, alleging it engaged in insider trading to profit from and hasten Terraform's fall (Vicky Ge Huang/Wall Street Journal)
11h
T
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)
12h
T
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)
12h
T
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)
12h
T
Sources: Anthropic has lined up $5B to $6B for an employee share sale at a ~$350B valuation; outside investors, not Anthropic, will buy up the insider shares (Bloomberg)
12h
T
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)
13h
T
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)
13h
T
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)
14h
T
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)
16h
T
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)
16h
T
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)
17h
T
Ubicquia, which provides software to utilities, cities, and companies to manage energy infrastructure like transformers, raised a $106M Series D (Katie Fehrenbacher/Axios)
18h
T
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)
18h
T
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)
19h
T
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)
19h
T
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)
19h
T
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)
20h
T
Anthropic details the AI Fluency Index, tracking 11 behaviors that represent human-AI collaboration and measure how people collaborate with AI (Anthropic)
20h
T
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)
21h
T
OpenAI launches Frontier Alliances, entering into multiyear deals with Accenture, BCG, Capgemini, and McKinsey to help deploy its enterprise platform Frontier (Ashley Capoot/CNBC)
21h
T
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)
21h
T
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)
22h
T
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)
22h
T
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)
23h
T
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)
23h
T
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)
1d
T
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)
1d
T
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)
1d
T
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)
1d
T
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)
1d
T
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)
1d
T
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)
1d
T
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