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A draft guidance from the US GSA tightens rules for civilian AI contracts to require AI companies to allow "any lawful" use by the government of their models (Financial Times)

Sources: Kalshi and Polymarket are each eyeing valuations of ~$20B in fundraising talks; Kalshi was valued at $11B in December and Polymarket at $9B in October (Wall Street Journal)

The Trump administration debuts its cyber strategy, outlining priorities including promoting offense operations, securing AI tech, and streamlining regulations (Tim Starks/CyberScoop)

Sources: the US believes Chinese state-affiliated hackers breached an FBI computer network that holds information related to some domestic surveillance orders (Dustin Volz/Wall Street Journal)

The Pentagon is right in trying to coerce Anthropic as AI may become a superweapon and nation-states must have a monopoly on the use of force (Noah Smith/Noahpinion)

Sources: AI chipmaker Cerebras could raise ~$2B in its IPO as soon as April; it withdrew its previous IPO registration in October, nearly a year after filing (Bloomberg)

IDC: India's PC market had its strongest year on record in 2025, with shipments up 10.2% YoY to 15.9M units; commercial buyers accounted for 52.9% of shipments (Jagmeet Singh/TechCrunch)

How Cursor is evolving through its Composer coding models built on Chinese open models, as coding agents like Claude Code threaten to make code editors obsolete (Forbes)

President Trump signs an EO aimed at fighting cybercrime, directing officials to identify robust tools to combat transnational criminal organizations (Catherine Lucey/Bloomberg)

Sources: Oracle and OpenAI abandoned plans to expand a Stargate Texas data center amid financing disputes; Meta considers leasing the planned expansion site (Bloomberg)

Q&A with Block CEO Jack Dorsey on laying off 40% of the company's workers, wanting Block to "feel like a mini AGI", his take on Elon Musk's X, and more (Steven Levy/Wired)

Anthropic launches Claude Marketplace, letting companies buy third-party software using some of their committed annual spending on Anthropic's services (Shirin Ghaffary/Bloomberg)

Nintendo of America sues the US government, seeking a refund with interest for tariffs that the company says Trump implemented in "unlawful" EOs (Nicole Carpenter/Aftermath)

Interview with Pentagon AI head Emil Michael on his view that Anthropic leaked negotiations to the press to win anti-Trump users, dealing with Amodei, and more (Pirate Wires)

OpenAI rolls out Codex Security, an AI agent that evolved from its research project Aardvark to automate vulnerability discovery, validation, and remediation (Sam Sabin/Axios)

Google and Amazon join Microsoft in saying they will keep working with Anthropic on non-defense projects after DOD designated Anthropic a supply chain risk (Jennifer Elias/CNBC)

Marvell stock jumps 20%+ after the chip company reported Q4 revenue up 22% YoY to $2.2B and issued strong guidance citing growing AI demand (Lola Murti/CNBC)

How prediction markets Kalshi and Polymarket are aggressively targeting college students through fraternity partnerships and student influencers (Wall Street Journal)

Pentagon names ex-DOGE employee Gavin Kliger as Chief Data Officer to lead its AI efforts; Kliger previously reposted white supremacist Nick Fuentes' content (Alexandra Alper/Reuters)

Source: the 2024 cyber-attack by the Scattered Spider group on Transport For London resulted in the theft of personal data of ~10M people (Joe Tidy/BBC)

OpenAI says it is delaying the launch of ChatGPT Adult Mode, originally planned for Q1, to focus on higher priorities, like gains in intelligence (Alex Heath/Sources)

Robinhood debuts its $658.4M venture fund on the NYSE, pricing the IPO at $25 per share, offering retail investors access to private companies like Databricks (Manya Saini/Reuters)

Hayden AI, which raised $180M for its traffic management system, sues its ex-CEO Chris Carson Jr. for allegedly using its data to start a competitor and more (William Hicks/San Francisco Business ...)

Mozilla says Claude Opus 4.6 found 100+ bugs in Firefox in two weeks in January, 14 of them high-severity, more than the bugs typically reported in two months (Robert McMillan/Wall Street Journal)

Sources: SoftBank is seeking a bridge loan of up to $40B, its largest-ever borrowing denominated solely in dollars, to help finance its investment in OpenAI (Bloomberg)

Indonesia says it will ban "high-risk" platforms, including YouTube, TikTok, Facebook, Instagram, Threads, X, and Roblox, for children under 16 from March 28 (Associated Press)

US regulators say banks don't need to hold extra capital against losses when dealing with blockchain-based securities, calling their rules "technology neutral" (Reuters)

Microsoft says it will keep Anthropic's AI tools embedded in its client products, after its lawyers concluded the DOD's designation is only for defense projects (Jordan Novet/CNBC)

A look at SpaceX's potential IPO, which reportedly aims to raise up to $50B at a $1.75T valuation, more than 7x higher than its ~$200B valuation in October 2024 (Financial Times)

Rozana, which offers rural e-commerce and logistics services to 21,000 villages across India, raised a $31.6M Series B led by Bertelsmann India Investments (Gyan Vardhan/Entrackr)

Sources: the UK plans to delay making copyright rule changes for AI training after responses to its two-month consultation did not favor any of its proposals (Financial Times)

An interview with Tim Sweeney on the Google-Epic settlement, how the Play Store changes impact developers, why Epic's case against Apple is different, and more (Dean Takahashi/GamesBeat)

Cursor launches Automations, a tool that lets developers automatically launch agents, triggered through an addition to a codebase, a Slack message, or a timer (Russell Brandom/TechCrunch)

Filing: the US SEC settles with Tron founder Justin Sun over a 2023 case that alleged securities fraud; Tron-affiliated company Rainberry will pay the $10M fine (Nikhilesh De/CoinDesk)

Heavy Seedance 2.0 demand is straining ByteDance's compute capacity, creating a bottleneck that is causing the AI model to take hours to generate a single video (Zeyi Yang/Wired)

Sources: OpenAI employees claim the DOD tested Microsoft's Azure version of OpenAI's models before OpenAI lifted its blanket ban on military use in January 2024 (Maxwell Zeff/Wired)

The US Senate passed COPPA 2.0 again, which would create new protections for young users online; the bill now heads to the House, where it has struggled to pass (Anna Washenko/Engadget)

A look at Seattle-based Cloverleaf, which signs deals with utility companies and secures land for AI companies' data center needs; the startup has raised $300M (New York Times)

Dario Amodei says Anthropic plans to fight the DOD's risk designation in court, claims the DOD's letter has a "narrow scope", and apologizes for the leaked memo (Anthropic)

Google has quietly released an unsupported Workspace CLI, making it easier for agentic AI tools to access Gmail, Calendar, Drive, Docs, and other apps (Ben Patterson/PCWorld)

Cluely's CEO, Roy Lee, says he lied about its $7M annual recurring revenue last year, calling it "the only blatantly dishonest thing I've said publicly online" (Julie Bort/TechCrunch)

Sources: the US is considering requiring countries whose companies buy large volumes of Nvidia and AMD AI chips to invest in US AI infrastructure (Demetri Sevastopulo/Financial Times)

Sources: Together AI is in talks to raise ~$1B at a $7.5B pre-money valuation, up from $3.3B in 2025; its annualized revenue has hit ~$1B, up 3x+ from mid-2025 (The Information)

Anthropic says Claude's free active users grew 60%+ and daily signups grew 4x since the start of the year, with Monday being its strongest day ever (Shirin Ghaffary/Bloomberg)

Anthropic launches an early-warning system for potential AI-driven destruction of white-collar jobs, says it shows "limited evidence" of AI-led job loss so far (Courtenay Brown/Axios)

Microsoft's new gaming CEO, Asha Sharma, teases the next-gen Xbox, codenamed Project Helix, saying it "will lead in performance and play your Xbox and PC games" (Jay Peters/The Verge)

X revamps its Creator Subscriptions with exclusive threads, a refreshed subscriptions paywall, a new dashboard, a shareable subscriptions card, and more (Sarah Perez/TechCrunch)

Meta says it hired the engineering team from Atma Sciences, the startup that makes the vibe coding app Gizmo, earlier in 2026 to join its Superintelligence Labs (Sydney Bradley/Business Insider)

GPT-5.4 is priced at $2.50/1M input and $15/1M output tokens while GPT-5.4 Pro is $30/1M input and $180/1M output tokens, more than GPT-5.2 and GPT-5.2 Pro (Carl Franzen/VentureBeat)

The US DOD says it has "officially informed Anthropic leadership the company and its products are deemed a supply chain risk, effective immediately" (Bloomberg)