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  • Fri Jan 30

Australian AI infrastructure company Firmus signed a multi-billion deal with an unnamed customer to build a Melbourne data center with 18,400 Nvidia GB300 chips (Sharon Klyne/Bloomberg)

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Early data show wages are rising for AI-exposed jobs that place a high value on a "worker's tacit knowledge and experience", as textbook knowledge loses value (J. Scott Davis/Federal Reserve Bank of Dallas)

1h
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A Waymo robotaxi stopped in the middle of a road and blocked an ambulance near a mass shooting site in Austin; Waymo confirms it was en route for rider pickup (Nicole Cobler/Axios)

1h
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A profile of Telegram CEO Pavel Durov, who is facing a probe in France on a dozen preliminary charges and a Russian criminal case for "aiding terrorism" (Financial Times)

3h
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AWS said objects struck one of its data centers in the UAE, impacting its mec1-az2 availability zone, and that connectivity will take several hours to restore (Reuters)

5h
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Block is a poster child for the lack of operational discipline common among mid-tier public tech companies that lived on the largesse of cloud, mobile, and ZIRP (Om Malik/On my Om)

6h
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Ted Sarandos interview on the scenario planning Netflix did before Paramount's final WBD bid, how if Paramount's deal closes there'll be cuts of $16B+, and more (Lucas Shaw/Bloomberg)

6h
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India, home to one of the world's biggest AI user bases, should treat local datasets for AI as a strategic asset to avoid training Silicon Valley for free (Catherine Thorbecke/Bloomberg)

6h
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Australia's eSafety Commissioner threatens action against app stores and search engines if AI services operating in Australia don't verify user ages by March 9 (Byron Kaye/Reuters)

7h
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Israel-based Guidde, which is developing a platform to accelerate the adoption of AI in organizations, raised a $50M Series B round led by PSG Equity (Meir Orbach/CTech)

8h
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Sources describe in detail the failed talks between Anthropic and DOD, and how officials at agencies, including the CIA, still hope for a peace agreement (New York Times)

9h
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Chinese matchmaking apps like Wanmei Qinjia, which has 50M users and lets parents look for spouses for their children, surge as marriage rates continue to fall (Kohei Fujimura/Nikkei Asia)

11h
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Source describes the failed Pentagon-Anthropic talks: through the end, the Pentagon wanted to use Anthropic's AI to analyze bulk data collected about Americans (Ross Andersen/The Atlantic)

13h
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Nvidia partners with Cisco, Nokia, and others to build 6G networks based on open, software-defined AI radio access networking (AI-RAN) architecture (Kyt Dotson/SiliconANGLE)

13h
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A look at Hyundai's Atlas humanoid robot, slated for assembly tasks in 2028; Hyundai has invested billions in robotics since acquiring Boston Dynamics in 2021 (Hyonhee Shin/Bloomberg)

14h
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How some companies are trying to become the "Strava of tennis" by offering match video, stats, highlights, social features, and performance analysis for players (Charlie Eccleshare/The Athletic)

16h
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Inside the world's largest crypto casino Stake, which claims ~4% of all BTC transactions, with popularity boosted by celebs like Drake and influencers on Kick (Bloomberg)

19h
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[Thread] In an AMA, Sam Altman says DOD blacklisting Anthropic sets an "extremely scary precedent", OpenAI rushed its deal to "de-escalate things", and more (Sam Altman/@sama)

20h
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Netflix actually won by walking away from the WBD bid, collecting a $2.8B termination fee and driving up the price and debt load of the Paramount-WBD merger (Dan Gallagher/Wall Street Journal)

22h
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Multiple AWS developers say they are asked to take on new roles with AI tools' assistance, and engineers are now required to complete technical writing tasks (Financial Times)

23h
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Block's plan to lay off over 4,000 employees, citing AI work automation, adds to growing angst among white-collar workers over AI's potential for job disruption (Chip Cutter/Wall Street Journal)

23h
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Sources: the Pentagon used Claude in its major air attack in Iran, hours after Trump declared that the federal government will end its use of Anthropic's tools (Wall Street Journal)

1d
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Polymarket trades on contracts tied to strikes on Iran hit $529M, and six new accounts profited a total of $1M by betting on the US to strike Iran by Feb. 28 (Emily Nicolle/Bloomberg)

1d
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OpenAI says it does not think Anthropic should be designated as a supply chain risk and it has made its position on this clear to the Pentagon (@openai)

1d
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OpenAI says its DOD agreement upholds its redlines and "has more guardrails than any previous agreement for classified AI deployments, including Anthropic's" (OpenAI)

1d
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AI coding agents are fueling productivity panic among executives and engineers, as a UCB study finds those offloading work to AI are also working longer hours (Issie Lapowsky/Bloomberg)

1d
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An interview with Amazon's AI chief Peter DeSantis on plans to use in-house chips, Trainium and Inferentia, to develop AI models more cheaply, and more (Wall Street Journal)

1d
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China faces a dilemma as it looks to balance productivity gains from AI with labor displacement risks due to automation, which could trigger an economic spiral (Bloomberg)

1d
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Xiaomi launches the €999 Xiaomi 17, the €1,499 17 Ultra, and the €1,999 Leica-branded Leitzphone, all featuring a Snapdragon 8 Elite Gen 5 chipset, in Europe (Dominic Preston/The Verge)

1d
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Xiaomi launches the €15 Xiaomi tag, an AirTag-like device that works with both Apple Find My and Android Find Hub, and the €300 Xiaomi Watch 5, in Europe (Ivan Mehta/TechCrunch)

1d
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Claude became the #1 free app in the US App Store on Saturday, after DOD designated Anthropic a supply chain risk; it hovered in the top 20 for much of February (Jordan Novet/CNBC)

1d
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Sources: Israel hacked BadeSaba, a popular Iranian prayer app with 5M+ installs on Google Play, to send messages urging Iranian military personnel to defect (Wall Street Journal)

1d
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Q&A with Reiner Pope, a former Google TPU architect and CEO of MatX, which designs specialized chips for LLMs, on the limitations of current AI chips, and more (John Collison/Cheeky Pint)

1d
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The Pentagon's fight with Anthropic sparks fears in Silicon Valley and the Capitol of a fundamental shift in the balance of power between DC and the AI industry (Brendan Bordelon/Politico)

1d
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Dario Amodei says "we are patriotic Americans" and Anthropic fears some AI uses could clash with American values as AI's potential gets "ahead of the law" (Jo Ling/CBS News)

1d
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How India's outsourcing industry, which employs 6M+ people and is worth nearly $300B, is racing to adapt as AI promises to automate white-collar work (New York Times)

1d
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AI's deflationary impact on India's IT industry, which has never seen a decline in software exports in 24 years, will likely take years to fully materialize (Manish Singh/India Dispatch)

1d
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Tests of 12+ AI-detection tools show many capable of spotting basic fakes, but struggle with complex images; few analyze video, and most identified fake audio (Stuart A. Thompson/New York Times)

1d
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US Congressional Joint Economic Committee report: US consumers lost $20.9B nominally to identity theft from four major data broker breaches over the past decade (Dell Cameron/Wired)

1d
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Sources: TSMC urges clients to apply for N2 production allocation as far out as Q2 2027, with large capacity allotments nearly sold out for the next two years (Tim Culpan/Culpium)

1d
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Anthropic's dispute with the DOD raises critical questions for US military partners like Nvidia, Google, Amazon, and Palantir, which work closely with Anthropic (Wired)

1d
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Coupang reports Q4 revenue up 11% YoY to $8.8B, below $8.9B est., and a net loss of $26M, versus $131M net profit in Q4 2024, hurt by fallout from a data breach (Reuters)

2d
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Source: India issued a blocking order on February 24 to restrict access to developer database service Supabase; the government did not publicly cite a reason (Jagmeet Singh/TechCrunch)

2d
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Sources: Nvidia plans to unveil a new AI inference chip at its GTC conference in March; the system will have a Groq-designed chip and OpenAI is a customer (Wall Street Journal)

2d
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Sam Altman says OpenAI reached an agreement with the DOD to deploy its models in DOD's classified network and asks DOD to extend those terms to all AI companies (Sam Altman/@sama)

2d
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A look at a local group's lawsuit against Micron over its $100B New York manufacturing complex, alleging a rushed permitting process and environmental review (Fast Company)

2d
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Sources: DeepSeek plans to release its multimodal model V4 next week and worked with Huawei and Chinese AI chipmaker Cambricon to optimize V4 for their products (Financial Times)

2d
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Anthropic says it'll challenge "any supply chain risk designation in court" and that the designation would only affect contractors' use of Claude on DOD work (Anthropic)

2d
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Source: Sam Altman told employees the DOD is willing to let OpenAI build its own "safety stack" and won't force OpenAI to comply if its model refuses a task (Sharon Goldman/Fortune)

2d
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Source: the DOD appears to have accepted OpenAI's safety red lines, which were similar to Anthropic's, to deploy OpenAI's tech in classified settings (Maria Curi/Axios)

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Entries updated Mar 1, 2026 09:19:23 PM PST

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