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Fri Dec 12
Filing: Samsung plans to acquire $1.73B of its stock for employee and executive compensation, as part of a performance-linked scheme introduced in October 2025 (Kyu-seok Shim/Reuters)
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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)
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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)
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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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