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Sources: TSMC plans to invest another $100B to build four more US fabs to ensure tariff-free chip sales; analysis: its Arizona site has land for four more fabs (Financial Times)

India partners with Alibaba.com to help Indian startups and small businesses reach overseas buyers, highlighting its selective engagement with Chinese platforms (Jagmeet Singh/TechCrunch)

Sources: OpenAI is charging $60 per 1,000 impressions for ads in ChatGPT, a high price similar to Netflix's rate when it introduced ads (Financial Times)

SoftBank-owned Japanese payments app PayPay files for a US IPO, and reports a $675.47M profit on ~$1.82B revenue for nine months ending December 31, 2025 (Arasu Kannagi Basil/Reuters)

Sources: recently the DHS has sent hundreds of administrative subpoenas, which do not need a judge's approval, to tech firms to identify people critical of ICE (New York Times)

A matplotlib maintainer explains how an AI agent that suggests code changes on open source repos wrote a hit piece on him after a rejection, and the aftermath (Scott/The Shamblog)

Disney sent a cease-and-desist letter to ByteDance, claiming it infringed on Disney's works to train its Seedance 2.0 video generation model without pay (Sara Fischer/Axios)

Sources: Grafana Labs, which makes cloud and AI monitoring tools, is in talks to raise at a $9B valuation, up from $6.6B in 2024; its ARR hit $400M in Sept. (The Information)

Blockchain-based lending company Figure confirms a data breach; ShinyHunters hacking group published 2.5GB of data, saying Figure refused to pay a ransom (Lorenzo Franceschi-Bicchierai/TechCrunch)

Apple says 74% of iPhones launched in the last four years and 66% of all iPhones are running iOS 26; 68% of iPhones were running iOS 18 as of Jan. 21, 2025 (Joe Rossignol/MacRumors)

Some former employees blame xAI's staff exodus on xAI's focus on NSFW Grok and disregard for safety, constantly playing catch up to OpenAI, infighting, and more (Hayden Field/The Verge)

Q&A with Dario Amodei on getting close to "a country of geniuses in a data center", how AI will diffuse through the economy, frontier lab profits, China, more (Dwarkesh Patel/Dwarkesh Podcast)

PitchBook estimates that 25%+ of VC-backed unicorns have become "undercorns," startups once valued at $1B or more by VCs but now valued below that threshold (Dan Primack/Axios)

The US DoD published and then deleted a document adding Alibaba, Baidu, and BYD to a list of companies with alleged connections to the Chinese military (Demetri Sevastopulo/Financial Times)

Sources: the US FTC accelerated a probe into whether Microsoft illegally monopolized the enterprise computing market with its cloud software and AI offerings (Bloomberg)

Sources: Binance in late 2025 fired employees who claimed to have uncovered evidence that Iran received $1B+ through Binance between March 2024 and August 2025 (Fortune)

As OpenAI retires GPT-4o, some users say they are angry and grieving to lose the flirty, quirky companion (Alaina Demopoulos/The Guardian)

Anthropic adds Chris Liddell, a former Microsoft and GM exec who helped GM IPO and worked in Trump's first administration, to its board ahead of a potential IPO (Kate Clark/Wall Street Journal)

February investor memo: Cohere hit ~$240M in ARR in 2025, above its $200M target, with QoQ growth of 50%+ and gross margins averaging around 70% throughout 2025 (Ashley Capoot/CNBC)

Sources: ByteDance is in advanced talks to sell game studio Moonton, the developer of Mobile Legends: Bang Bang, to Saudi Arabia's Savvy Games for $6B to $7B (Reuters)

Google warns that the EU risks undermining its own competitiveness drive with the "tech sovereignty package" the bloc is set to present in the spring (Barbara Moens/Financial Times)

A US court sentences Praetorian Group CEO Ramil Ventura Palafox to 20 years in prison for operating a $200M bitcoin Ponzi scheme that defrauded 90K+ investors (Danny Park/The Block)

Baidu plans to let its search app's 700M MAUs opt-in to message OpenClaw and integrate OpenClaw's capabilities into its e-commerce business and other services (Evelyn Cheng/CNBC)

Memo: Meta considered adding facial recognition to its smart glasses during a "dynamic political environment" in the US when civil society groups are distracted (New York Times)

Companies like Stripe, OpenAI, Anthropic, and SpaceX are letting workers cash out before their IPOs, a move once seen as taboo and lacking long-term commitment (Kate Clark/Wall Street Journal)

A look at Higgsfield, an AI video startup that grew to $300M ARR within 11 months, as it faces a creator backlash over aggressive and shocking marketing tactics (Rashi Shrivastava/Forbes)

The MPA urges ByteDance to curb its AI video model Seedance 2.0, saying the model "has engaged in unauthorized use of US copyrighted works on a massive scale" (Gene Maddaus/Variety)

The suspect believed to be behind the mass shooting in Tumbler Ridge, Canada made a Roblox game simulating a mall shooting; Roblox says it removed the account (Emanuel Maiberg/404 Media)

Anna's Archive quietly starts releasing millions of tracks from its Spotify scrape, despite a preliminary injunction against distributing the copyrighted works (Ernesto Van der Sar/TorrentFreak)

Sources: the Trump administration has shelved tech security measures against China, including data center equipment curbs, ahead of a Trump-Xi meeting in April (Alexandra Alper/Reuters)

Amazon's Ring cancels its partnership with Flock Safety, which would have let law enforcement agencies request footage from Ring doorbell users, after backlash (Jennifer Pattison Tuohy/The Verge)

Apple's stock fell 5% on February 12, its worst day since April 2025, following FTC scrutiny of Apple News and reports of delays to Siri's anticipated AI update (Jennifer Elias/CNBC)

Applied Materials reports Q1 revenue down 2% YoY to $7.01B, vs. $6.86B est., net income up 71% YoY to $2B, and forecasts Q2 revenue above est.; AMAT jumps 10%+ (Dina Bass/Bloomberg)

A US jury finds Apple did not infringe Optis' 4G wireless technology patents, after two earlier trial verdicts Optis had won were overturned (Blake Brittain/Reuters)

Russia confirms it has blocked WhatsApp, citing Meta's "unwillingness to comply with Russian law", and proposes that Russians switch to the state-owned Max app (Reuters)

In a memo to US lawmakers, OpenAI accused DeepSeek of using distillation techniques to train the next generation of R1 and "free-ride" on leading US AI models (Bloomberg)

Coinbase reports Q4 revenue down 22% YoY to $1.78B, vs. $1.84B est., transaction revenue down 37% to $983M, a net loss of $667M, vs. a $1.3B profit in Q4 2024 (André Beganski/Decrypt)

Didero, which provides an agentic AI layer that integrates with ERP systems to automate supply chains, raised a $30M Series A co-led by Chemistry and Headline (Marina Temkin/TechCrunch)

Instacart reports Q4 revenue up 12% YoY to $992M vs. $974M est., gross transaction value up 14% to $9.85B, gives strong Q1 guidance; CART jumps 14%+ after hours (Samantha Subin/CNBC)

Roku reports Q4 revenue up 16% YoY to $1.39B, vs. $1.35B est., and an $80.5M net income, vs. a $35.5M loss in Q4 2024; ROKU jumps 9%+ after hours (Lucas Manfredi/The Wrap)

Airbnb reports Q4 revenue up 12% YoY to $2.78B, vs. $2.72B est., Nights and Seats Booked up 10% to 121.9M, and forecasts Q1 revenue above estimates (Ashley Capoot/CNBC)

Pinterest reports Q4 revenue up 14% YoY to $1.32B, vs. $1.33B est., MAUs up 12% to 619M, and forecasts Q1 revenue below estimates; PINS drops 17%+ after hours (Jonathan Vanian/CNBC)

Highspot, which has raised $650M and makes AI-powered sales enablement software, plans to merge with rival Seismic; the combined company will be called Seismic (Taylor Soper/GeekWire)

IBM says it plans to triple entry-level hiring in the US in 2026 "for all these jobs that we're being told AI can do" (Jo Constantz/Bloomberg)

Cisco stock falls 12%+ as rising memory prices put pressure on the networking company's margins; it is the stock's worst day since 2022 (Lola Murti/CNBC)

Anthropic's latest funding round includes part of the $15B commitment from Microsoft and Nvidia in 2025; sources say the remainder was several times subscribed (George Hammond/Financial Times)

An interview with OpenAI president Greg Brockman on donating $50M to AI and pro-Trump super PACs, why such donations serve a larger AI mission, and more (Maxwell Zeff/Wired)

Ever, which says it is the first "AI-native, full-stack" retail marketplace for electric vehicles, raised a $31M Series A led by Eclipse (Sean O'Kane/TechCrunch)

Anthropic says its run-rate revenue hit $14B, growing over 10x annually in the past three years, and Claude Code's run-rate revenue hit $2.5B (Ashley Capoot/CNBC)

Anthropic raised a $30B Series G led by GIC and Coatue and co-led by D. E. Shaw, Dragoneer, Founders Fund, Iconiq, and MGX at a $380B post-money valuation (Anthropic)