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Techmeme

On an earnings call, AMD CEO Lisa Su says Microsoft's next-gen Xbox "is progressing well to support a launch in 2027" and will feature an AMD semi-custom SoC (Tom Warren/The Verge)

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Sources: Nvidia is nearing a deal to invest $20B in OpenAI as part of OpenAI's $100B funding round (Bloomberg)

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Software and data stocks plunge over fears that new developments in AI will supplant software; ADBE closed down 7.31%, CRM 6.85%, and Thomson Reuters 15.83% (Wall Street Journal)

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OpenAI names Dylan Scandinaro, who worked on AGI safety at Anthropic, as the company's head of preparedness (Alicia Tang/Bloomberg)

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US v. Google: the DOJ and a group of states will appeal the September 2025 ruling in the Search antitrust case in which Google dodged a forced sale of Chrome (Bloomberg)

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Super Micro reports Q2 net sales up 123% to $12.7B, vs. $10.43B est., and expects Q3 net sales above estimates; SMCI jumps 5%+ after hours (Luke Kawa/Sherwood News)

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EA reports Q3 net bookings up 38% YoY to $3.05B, vs. $2.86B est., driven by strong sales of Battlefield 6, and net income of $88M, down from $293M a year ago (Zaheer Kachwala/Reuters)

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Take-Two reports Q3 net bookings up 28% YoY to $1.76B, vs. $1.58B, net revenue up 25% to $1.7B, and raises its annual bookings forecast; TTWO up 5%+ after hours (Max Knoblauch/Sherwood News)

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Match reports Q4 revenue up 2% YoY to $878M, vs. $871M est., net income up 32% YoY to $210M, paying users down 5% to 13.8M; MTCH jumps 7%+ after hours (Samantha Kelly/Bloomberg)

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AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% to $5.4B, forecasts Q1 revenue below the highest projections; AMD drops 5%+ after hours (Ian King/Bloomberg)

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Sources: Texas Instruments is in advanced talks to buy chip designer Silicon Laboratories for ~$7B, a premium to Silicon Labs' market cap of $4.4B as of Tuesday (Financial Times)

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Microsoft launches the Publisher Content Marketplace in partnership with Condé Nast, Hearst, AP, and others, to let publishers license content to AI companies (Anu Adegbola/Search Engine Land)

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Bitcoin dived below the $73,000 mark on Tuesday, hitting its lowest price since November 2024 as heavy selling resumes amid mounting geopolitical concerns (Liz Napolitano/CNBC)

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Skyryse, which plans to integrate its flight automation OS, SkyOS, in Black Hawk helicopters and other aircraft, raised a $300M+ Series C at a $1.15B valuation (Kirsten Korosec/TechCrunch)

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At the Cisco AI Summit, Intel CEO Lip-Bu Tan says the company plans to build GPUs and has already hired a chief GPU architect (Jeffrey Dastin/Reuters)

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Ares Interactive, which makes cross-platform, free-to-play games with plans for a new baseball game in 2026, raised a $70M Series A led by General Catalyst (Craig Chapple/PocketGamer.biz)

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Apple brings agentic coding to Xcode 26.3, allowing developers to use Anthropic's Claude Agent and OpenAI's Codex, and integrates support for MCP (Sarah Perez/TechCrunch)

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Tomorrow.io raised $175M at a $1B+ valuation to deploy an AI-driven LEO satellite network for weather forecasting, bringing its total funding to ~$500M (Meir Orbach/CTech)

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Sources: Alphabet plans a new complex in Bengaluru, India, which can accommodate up to 20K extra staff, amid US visa restrictions and proposed H-1B fee hikes (Bloomberg)

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Apptopia: ChatGPT's US market share fell from 69.1% to 45.3% between Jan. 2025 and Jan. 2026; Gemini rose from 14.7% to 25.1%, Grok rose from 1.6% to 15.2% (Alex Kantrowitz/Big Technology)

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Lotus Health, which uses AI to offer free, 24/7 primary care in 50 languages, raised a $35M Series A led by CRV and Kleiner Perkins, taking its funding to $41M (Marina Temkin/TechCrunch)

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AI agent social network Moltbook grew from 30K+ users on January 30 to 1.5M+ on February 2; researchers say some of the viral posts were likely human-scripted (Hayden Field/The Verge)

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Walmart hits a $1T market cap in intraday trading after a stock surge fueled in part by enthusiasm for its e-commerce growth and automation and AI investments (Sarah Nassauer/Wall Street Journal)

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LexisNexis-owner Relx, Thomson Reuters, and other media and financial stocks fell 10%+ after Anthropic launched Claude Cowork tools that automate legal work (Financial Times)

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Seattle-based Overland AI, which builds off-road robots and autonomous vehicles for the US military, raised $100M led by 8VC, taking its total funding to $142M (Jen Judson/Bloomberg)

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Grindr is testing Edge, a subscription tier with AI-powered personalized matches and insights, no ads, and more, with prices ranging from $80 to $220 per week (Henry Chandonnet/Business Insider)

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Crypto.com launches prediction market platform OG ahead of the Super Bowl, following 40-fold WoW growth in its event contracts business over the past six months (Lydia Beyoud/Bloomberg)

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Y Combinator says it will let founders receive their customary funding allotment, typically ~$500K, in Circle-issued USDC, starting with the Spring 2026 cohort (Ben Weiss/Fortune)

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Gruve, which taps unused power and space from US data center providers for AI inference, raised a $50M Series A extension, taking its total funding to $87.5M (Geoff Weiss/Business Insider)

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A profile of Sam Altman, who says "we basically have built AGI, or very close to it" before dialing back his claim to "a spiritual statement, not a literal one" (Richard Nieva/Forbes)

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Epic reports third-party game revenue on the Epic Games Store up 57% YoY in 2025 to $400M, total spend up 6% to $1.16B, and total player hours down 14% to 6.65B (Jon Hicks/GamesIndustry.biz)

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Orion, which has developed an AI platform meant to replace data loss prevention tools, raised a $32M Series A led by Norwest, bringing its total funding to $38M (Meir Orbach/CTech)

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Sources: HP CEO Enrique Lores leaving to become PayPal CEO blindsided HP, whose board rushed to launch a CEO search process; Lores had worked for HP since 1989 (Rohan Goswami/Semafor)

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The UK ICO launches a new investigation into X and xAI over "serious concerns" about Grok's data use and "its potential to produce harmful sexualized" content (Financial Times)

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Disney names Josh D'Amaro, head of its theme parks and consumer products division, as CEO, replacing Bob Iger, effective March 18; D'Amaro joined Disney in 1998 (Variety)

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Fitbit co-founders James Park and Eric Friedman unveil Luffu, a self-funded startup developing an AI-powered "family care system", currently in private testing (Ina Fried/Axios)

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PayPal names HP CEO Enrique Lores as CEO, replacing interim CEO Alex Chriss on March 1, and reports Q4 revenue up 4% YoY to $8.68B, below est.; PYPL drops 15%+ (Paige Smith/Bloomberg)

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A profile of Brazilian neobank Nubank, which aims to enter the US market within 18 months, growing its 120M+ users; analysts expect $2.9B in 2025 net income (Michael Pooler/Financial Times)

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Uber rolls out its service in the Chinese gambling hub of Macau, its first new entry to an Asian market for years; Uber sold its China business to Didi in 2016 (Newley Purnell/Bloomberg)

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Sources: OpenAI is prioritizing ChatGPT over long-term research, prompting senior staff departures; Sora and DALL-E teams felt neglected and under resourced (Cristina Criddle/Financial Times)

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The Paris prosecutor's office says it raided X's French offices with Europol and summons Elon Musk and former CEO Linda Yaccarino to appear at hearings in April (Liv McMahon/BBC)

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Q&A with Docusign CEO Allan Thygesen on Docusign's workforce growing to 7,000 staffers, its Intelligent Agreement Management system, AI hallucinations, and more (Nilay Patel/The Verge)

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Nintendo says the Switch 1 sold 155.37M units from its March 2017 launch through December 2026, topping the DS' 154.02M units, becoming its best-selling console (Jess Weatherbed/The Verge)

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Nintendo reports Q3 revenue of ~$5.2B, below $5.45B est., a ~$1.03B net profit, vs. $950M est., and maintains its 19M Switch 2 sales forecast for fiscal 2026 (Arjun Kharpal/CNBC)

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Sources: China's top memory chipmakers, CXMT and YMTC, plan their biggest expansions yet as a global supply crunch lets them close the gap with market leaders (Nikkei Asia)

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Sources: Telefónica and Liberty Global, co-owners of Virgin Media O2, are set to lead a ~£2B acquisition of the UK's fourth-largest broadband network Netomnia (Kieran Smith/Financial Times)

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A look at WhatsApp's E2E encryption and whether it protects from metadata and chat backup leaks, after a lawsuit alleges Meta can read users' private data (Matthew Green/A Few Thoughts ...)

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If assumptions hold, SpaceX-xAI could own a full stack of capabilities, from launch to orbital bandwidth to frontier AI models, and offer AI on demand anywhere (Eric Berger/Ars Technica)

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Staff memo: xAI says both xAI and SpaceX will maintain their separate branding and the joint venture is continuing to prepare for a possible IPO in 2026 (Grace Kay/Business Insider)

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Leaked email: as part of the xAI-SpaceX deal, xAI shares will be converted into 0.1433 shares of SpaceX stock, and employees will have the option to cash out (Wall Street Journal)

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