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Techmeme

Sources: Japan's FTC raids Microsoft's Japan offices as part of a probe into whether Azure customers were improperly hindered from using other cloud services (Nikkei Asia)

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Workday CEO Aneel Bhusri says Anthropic, Google, and OpenAI use Workday tools and "no amount of vibe coding" could replace them; WDAY is down about 40% YTD (Brody Ford/Bloomberg)

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Workday reports Q4 revenue up 14.5% YoY to $2.53B, vs. $2.52B est., and forecasts FY 2027 subscription revenue below estimates; WDAY drops 9%+ pre-market (Larry Dignan/Constellation Research)

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A look at TAT-8, the first transoceanic fiber-optic cable, which went into service in 1988, was retired in 2002, and is now being pulled up for recycling (Jane Ruffino/Wired)

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A look at Motif Technologies and Upstage, South Korean AI startups competing with SK Group and LG in the race for a national AI foundation model (Yoolim Lee/Bloomberg)

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Zetrix, a publicly traded Malaysian digital infrastructure provider, raised ~$40M from the World Bank's IFC and plans to list its AI unit on Nasdaq by end-2026 (Saritha Rai/Bloomberg)

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Sources: China's top chipmakers, with strong government backing, aim to increase advanced chip production capacity fivefold to 100K wafers within two years (Nikkei Asia)

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HP says memory now accounts for 35% of its PC bill of materials, up from 15% to 18% in Q4 2025, and expects RAM's share to rise through 2026 (Simon Sharwood/The Register)

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Analysis: overseas investors bought a net $2.77B of Taiwan equities on February 24, the most since December 2005, signaling confidence in an AI driven chip boom (Bloomberg)

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Sensor Tower: India was the largest market for GenAI app downloads in 2025, surging 207% YoY; India accounts for 20% of global installs but 1% of in-app revenue (Jagmeet Singh/TechCrunch)

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Australian freight software maker WiseTech plans to cut ~2,000 jobs, or ~30% of its workforce, this fiscal year and next, amid CEO Zubin Appoo's embrace of AI (Angus Whitley/Bloomberg)

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Koah, which embeds sponsored ads directly into AI chatbots and aims to build an AdSense for AI, raised a $20.5M Series A led by Theory Ventures (Trishla Ostwal/Adweek)

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SOTU: Trump says he told tech companies they must build their own power plants for their data centers; sources: the WH expects to formalize the effort in March (Richard Valdmanis/Reuters)

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A survey of US teens: 57% use AI chatbots to search for info, 54% use them to do schoolwork, 47% for fun or entertainment, 12% for emotional support, and more (Pew Research Center)

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OpenAI hires Arvind KC as chief people officer, replacing Julia Villagra who left in August 2025; KC has held senior roles at Roblox, Google, Palantir, and Meta (Agnee Ghosh/Bloomberg)

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A look at how both small and large companies are tracking and enforcing employees' AI usage and considering it during performance reviews (Wall Street Journal)

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Anthropic starts rolling out Remote Control for Claude Code, letting users control a session begun in the terminal from the Claude mobile app or the web (Claude/@claudeai)

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London-based self-driving startup Wayve raised a $1.2B Series D at an $8.6B post-money valuation, with Mercedes-Benz, Stellantis, and Nissan among investors (Financial Times)

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HP reports Q1 revenue up 6.9% YoY to $14.44B, vs. $13.94B est., and expects FY 2026 results to be at the low end of its forecasts; HPQ drops 6%+ after hours (Jaspreet Singh/Reuters)

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David Luan, the head of Amazon's AGI lab, is leaving the company less than two years after he joined through an acqui-hire deal of his startup Adept (Annie Palmer/CNBC)

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A US judge sentences ex-L3Harris exec Peter Williams to over 7 years in prison, after he pleaded guilty in 2025 to theft of trade secrets and selling exploits (Greg Otto/CyberScoop)

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The US Treasury sanctions Russian zero-day broker Operation Zero, its founder Sergey Zelenyuk, and others for acquiring and reselling stolen US defense exploits (Lorenzo Franceschi-Bicchierai/TechCrunch)

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Sources: MacBook Pros with touch screens, due this fall, will have a Dynamic Island and a refreshed, dynamic UI optimized for touch or point-and-click input (Mark Gurman/Bloomberg)

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Apple will block users in Australia, Brazil, and Singapore from downloading apps rated 18+ without age assurance and rolls out new age assurance tools for devs (Marcus Mendes/9to5Mac)

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Sources: Stripe, which is privately held, has expressed preliminary interest in a potential acquisition of PayPal or its assets; PYPL closed up 6.7% (Bloomberg)

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Sources: CoreWeave is seeking an ~$8.5B loan from banks, backed by a contract Meta signed last year to pay CoreWeave up to $14.2B for its services (Bloomberg)

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Source: Anthropic has no intention of easing Claude usage restrictions for military purposes, following Dario Amodei's meeting with Pete Hegseth (David Jeans/Reuters)

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Anthropic updates its Responsible Scaling Policy, including separating the safety commitments it'll make unilaterally and its recommendations for the industry (Billy Perrigo/Time)

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A California judge dismisses a lawsuit from xAI that accused OpenAI of stealing its trade secrets, with permission for xAI to refile the case at a later date (Blake Brittain/Reuters)

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Discord says it won't roll out age verification globally next month as previously announced, delaying the change until H2 after it adds verification options (Stevie Bonifield/The Verge)

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YouTube updates its $7.99-per-month Premium Lite subscription to let users download videos for offline access and play videos in the background (Sarah Perez/TechCrunch)

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Sources: DOD told Anthropic it will invoke the Defense Production Act or label Anthropic a "supply chain risk", if not given unfettered Claude access by Friday (Axios)

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Waymo opens its robotaxi service to "select riders" in Dallas, Houston, San Antonio, and Orlando, expanding its operations to 10 US cities (Lora Kolodny/CNBC)

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Software stocks rebound as Anthropic announces partnerships integrating its AI tools with enterprise apps, including Slack, Intuit, Docusign, and FactSet (Annie Palmer/CNBC)

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SambaNova, which says its SN50 AI chip runs 5x faster than its rivals and will be deployed by SoftBank, raised a $350M Series E led by Vista Equity and Cambium (Bloomberg)

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Beverly Hills-based Subject, whose streaming-style, on-demand platform provides digital curriculum and learning insights for grades 6-12, raised $28M (Natalie Breymeyer/Axios)

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DOJ files reveal how Jeffrey Epstein ingratiated himself with top Microsoft executives, aiding his return to society after his release from prison in 2009 (New York Times)

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Slang AI, which develops voice-based software for the hospitality industry that answers inbound calls, manages reservations, and more, raised a $36M Series B (Natalie Breymeyer/Axios)

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Profound, which tracks how AI models recommend brands across millions of prompts, raised a $96M Series C at a $1B valuation, bringing its total funding to $155M (Lily Mae Lazarus/Fortune)

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An Evercore ISI economist criticizes Citrini's AI report, calling its assumptions "extreme and improbable", but says it's a thought-provoking exercise (Robin Wigglesworth/Financial Times)

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Letter AI, whose sales software provides personalized, deal-specific guidance, raised a $40M Series B, four months after a $10.6M Series A (Geoff Weiss/Business Insider)

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Kraken launches what it claims are the first regulated perpetual futures contracts based on tokenized stocks, available to non-US users and trading 24/7 (Krisztian Sandor/CoinDesk)

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Nimble, whose AI agents structure real-time web data into tables that can be queried like a database, raised a $47M Series B, bringing its total funding to $75M (Ram Iyer/TechCrunch)

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CrowdStrike says the average breakout time for attackers moving from intrusion to other network systems fell to 29 minutes in 2025, a 65% YoY increase in speed (Matt Kapko/CyberScoop)

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Sources: Meta aims to enter the stablecoin space in H2, with plans to integrate a vendor to administer stablecoin-backed payments and implement a new wallet (Ian Allison/CoinDesk)

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Anthropic launches Claude Cowork agent tools for investment banking, HR, design, and more, including a specialized financial plugin developed alongside FactSet (Rachel Metz/Bloomberg)

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Google says AI music generation platform ProducerAI is joining Labs and will be powered by a Lyria 3 preview version; ProducerAI was developed alongside artists (Emma Roth/The Verge)

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Stefano Ermon's Inception releases Mercury 2, a diffusion AI model designed to field questions from users significantly faster and more cheaply than its rivals (Dina Bass/Bloomberg)

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Shein founder Xu Yangtian made a rare public appearance in Guangdong, pledging to invest ~$1.45B into the province's supply chains in the next three years (William Langley/Financial Times)

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ADT agrees to acquire Origin Wireless for $170M to integrate advanced AI motion classification into its popular home security suite starting in 2027 (Samantha Kelly/Bloomberg)

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