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Tue Dec 16
Jensen Huang says Nvidia has "fired up" H200 production in the expectation of resumed China sales and it is working on the "last details" with the US government (Michael Acton/Financial Times)
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Samsung says it expects memory chip supply shortages to raise prices across the electronics industry, including potentially among its own consumer products (Bloomberg)
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Polymarket is disputing that the US mission to capture Nicolás Maduro constituted an "invasion", refusing to pay out bets on a contract with $10.5M+ in wagers (Financial Times)
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Chinese AI startups Zhipu and MiniMax are set to go public in Hong Kong on January 8 and 9, respectively; MiniMax has 210M+ users, and Zhipu has 8,000+ clients (Bloomberg)
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GWI: LinkedIn's 2025 revenue rose to $17B from $7B in 2020 as users doubled to 1.3B; 4.7% of US users checked more than once per day in 2025, from 3.9% in 2020 (Stu Woo/Wall Street Journal)
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A look at Kalshi and Polymarket's lucrative shift toward sports, as high-profile real-world bets raise questions about access, integrity, and US CFTC regulation (Bloomberg)
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As data center development puts pressure on power grids, US officials propose requiring data centers to power down or switch to a backup as blackout risks rise (Katherine Blunt/Wall Street Journal)
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An interview with Google DeepMind CTO Koray Kavukcuoglu on his new role as Google's chief AI architect, Gemini 3, progress toward the goal of AGI, and more (Melissa Heikkilä/Financial Times)
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How Google's ambitious approach to training Gemini on text, code, audio, images, and video helped it stage a powerful comeback, triggering a Code Red at OpenAI (Katherine Blunt/Wall Street Journal)
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PitchBook-NVCA: global VC investments hit $512B in 2025 with AI accounting for 50%+; VC fundraising fell to a 10-year low of $118.6B, ~$100B less than in 2024 (Duncan Riley/SiliconANGLE)
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Dutch fintech Bunq applies to become a US bank; the OCC conditionally approved national trust bank charters for several crypto firms in 2025, including Circle (Paige Smith/Bloomberg)
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The US FDA says it will limit regulation of non-medical wellness wearables and AI software, provided they don't make claims about disease diagnosis or treatment (Puyaan Singh/Reuters)
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China unveils rules banning major platforms like Alibaba from forcing merchants into discounts or practices seen as disrupting market order, effective February (Bloomberg)
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Filing: Larry Page moved assets out of California ahead of the proposed CA wealth tax, meeting an end-of-2025 deadline; a source said he has left the state (Hugh Langley/Business Insider)
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Motorola unveils the Razr Fold, its first book-style foldable phone, with a 6.6" front display and an 8.1" 2K LTPO inner screen, expected to launch this summer (Chris Welch/Bloomberg)
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Lenovo introduces Qira, a system-level, cross-device AI assistant for both its computers and Motorola smartphones, arriving later in Q1 2026 (Igor Bonifacic/Engadget)
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Sources: Chinese officials are reviewing Meta's $2B Manus acquisition for possible tech export control violations, including when Manus relocated to Singapore (Financial Times)
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How the huge data center buildout is heating up local politics in US towns across red and blue states on issues like water, electricity, and noise (Evan Halper/Washington Post)
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Sources: Discord files confidentially for a US IPO, working with Goldman and JPMorgan; Discord was valued at $15B in 2021, and rejected a $12B Microsoft offer (Bloomberg)
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Brands complain Amazon's "Buy for Me" AI-powered shopping tool features their products on Amazon without permission and shows descriptions with errors (Allison Smith/Modern Retail)
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In the first successful US prosecution of a spyware operator in 10+ years, pcTattletale founder pleads guilty to promoting surveillance apps for unlawful uses (Zack Whittaker/TechCrunch)
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Mobileye is acquiring Israeli humanoid robot startup Mentee Robotics in a cash-and-stock deal valued at $900M; Mentee was founded in 2022 and has raised $50M (Marissa Newman/Bloomberg)
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Internal memo: Hark, the new AI lab from Figure AI CEO Brett Adcock, backed by $100M of his own capital, has hired 30+ engineers from Apple, Meta, and others (Rocket Drew/The Information)
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Google will now publish new source code to the Android Open Source Project twice per year, down from releasing source code for every quarterly Android release (Mishaal Rahman/Android Authority)
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Jensen Huang says he isn't concerned about a billionaires tax under consideration in California and plans to remain in the state; Nvidia is based in Santa Clara (Bloomberg)
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xAI raised a $20B Series E, exceeding its $15B targeted round size, with participation from Valor, Nvidia, and others, and says Grok 5 is currently in training (xAI)
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Sandisk's stock jumped 25%+ after Jensen Huang highlighted the need for memory and storage at CES; SNDK is up 40%+ in the first three trading sessions of 2026 (Felice Maranz/Bloomberg)
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Nvidia brings its G-Sync Pulsar tech to four monitors, which reduces motion blur by using a "rolling scan" scheme that briefly pulses the monitors' backlight (Kyle Orland/Ars Technica)
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Buyout firm Hg agrees to acquire financial software maker OneStream for ~$6.4B in cash, a 31% premium on its January 5 stock price, set to close in H1 2026 (Bloomberg)
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Amazon raised AWS' EC2 Capacity Blocks for ML prices by ~15% on January 3, saying the adjustment "reflects the supply/demand patterns we expect this quarter" (Corey Quinn/The Register)
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Asus redesigns the Zenbook Duo with a new "hideaway" hinge that shrinks the gap between the laptop's two 3K 144Hz Lumina Pro OLED displays to just 8.28 mm (Sam Rutherford/Engadget)
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Meta names C.J. Mahoney, former Microsoft legal executive and deputy US Trade Representative during Trump's first term, as its chief legal officer (Sara Fischer/Axios)
1w
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Chinese robot vacuum maker Roborock unveils the Saros Rover, a concept robot vacuum cleaner with two wheel-legs for climbing stairs, as robotics dominates CES (Dana Wollman/Bloomberg)
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Commonwealth Fusion Systems teams up with Nvidia and Siemens to build an AI digital twin of its SPARC fusion reactor, accelerating its push to commercial fusion (Zachary Skidmore/DatacenterDynamics)
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UMG announces a partnership with Nvidia "to pioneer responsible AI for music discovery, creation, and engagement", centered on Nvidia's Music Flamingo model (Dan Rys/Billboard)
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Marvell says it will acquire networking equipment provider XConn for ~$540M to expand its networking portfolio; the deal is expected to close in early 2026 (Arsheeya Bajwa/Reuters)
1w
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Vancouver-based quantum computing startup Photonic raised CA$180M led by Planet First Partners, bringing its total funding to CA$375M (Madison McLauchlan/BetaKit)
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Meta unveils teleprompter and EMG handwriting features for Meta Ray-Ban Display and expands Pedestrian Navigation for the glasses to four new US cities (Stevie Bonifield/The Verge)
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LMArena, which runs leaderboards that rank AI models based on their performance, raised a $150M Series A led by Felicis and UC Investments at a $1.7B valuation (The Information)
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Razer plans to invest $600M in AI over "the next couple of years", as the gaming peripherals maker unveils new AI products like headphones with built-in cameras (Dana Wollman/Bloomberg)
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Ring revamps its home sensors, including door, window, and break glass sensors built on the Amazon Sidewalk protocol, and expands the protocol internationally (Daniel Cooper/Engadget)
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American Airlines partners with AT&T to add free, high-speed satellite-based Wi-Fi across its entire fleet, with a target spring 2026 completion date (Andrew J. Hawkins/The Verge)
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Accenture agrees to acquire UK AI startup Faculty, which works with the UK government, for an undisclosed sum; Faculty CEO Marc Warner will become Accenture CTO (Mark Bergen/Bloomberg)
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Meta and Garmin show an early demo of using Meta's wrist-based neural band inside of a car to control an infotainment system, as part of Garmin's Unified Cabin (Karissa Bell/Engadget)
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Meta says it is pausing the release of its Ray-Ban Display glasses to the UK, France, Italy, and Canada due to "unprecedented demand and limited inventory" (Steve Dent/Engadget)
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German car parts supplier Bosch plans to invest €2.5B+ in AI by the end of 2027 and unveils AI-based driver-assist systems with features like automatic parking (Dominic Chopping/Wall Street Journal)
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HP unveils the Eliteboard G1a, a compact desktop PC in the form of a keyboard, powered by an AMD Ryzen AI 300-series chip, set for March launch; pricing is TBC (Antonio G. Di Benedetto/The Verge)
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Intel unveils the Arc B390 integrated GPU, offering improved gaming performance, and says it will power gaming handhelds built by MSI, Acer, Microsoft, and more (Madeline Ricchiuto/IGN)
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Singapore-based data center operator DayOne raised a $2B Series C led by Coatue to build hyperscale campuses in Lahti and Kouvola, Finland, and elsewhere (Reuters)
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Even if AI could take over every job, humans will invent new work for themselves, because we value human effort and connection, not just output (Ben Thompson/Stratechery)
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