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Techmeme

Dow plans to cut 4,500 staff to save costs and will rely on AI to boost productivity, resulting in $1.1B to $1.5B in charges; it currently employs ~34,000 staff (Rob Curran/Wall Street Journal)

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Apple's iPhone 16 was the world's best-selling smartphone in 2025, followed by the 16 Pro Max and 16 Pro; Apple took 7 of the top 10 spots and Samsung took 3 (Counterpoint Research)

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Crypto exchange Bybit plans to offer banking services via "MyBank" accounts that can hold USD and other currencies, set to launch in February pending approvals (Ryan Weeks/Bloomberg)

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Sources: ByteDance and Alibaba both plan to release flagship AI models around China's mid-February Lunar New Year holiday, including ByteDance's Doubao 2.0 (The Information)

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Nothing CEO Carl Pei says the company's flagship Phone 4 won't launch in 2026: "We're not just going to churn out a new flagship every year for the sake of it" (Dominic Preston/The Verge)

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Munich-based RobCo, which makes robotic arms and factory automation software, raised $100M led by Lingotto and Lightspeed, a source says at a $500M+ valuation (Mark Bergen/Bloomberg)

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Amazon reported hundreds of thousands of pieces of potential CSAM in AI training data to NCMEC in 2025; child safety officials say Amazon didn't give the source (Bloomberg)

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Samsung and SK Hynix executives say they expect global memory supply shortages will persist until 2027 due to AI demand, after the companies reported earnings (Kim Jaewon/Nikkei Asia)

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Chinese media: China executed 11 members of the Ming mafia family that ran online scam centres in Myanmar; five Bai family members are also sentenced to death (Koh Ewe/BBC)

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Alibaba's Cainiao logistics unit merges with Chinese robovan company Zelos, creating a business sources say valued at ~$2B with a fleet set to hit 20K+ vehicles (Jiahui Huang/Wall Street Journal)

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The US SEC clarifies its tokenized stock rules, saying they are subject to securities and derivatives rules and issuer approval is required for true ownership (Sam Reynolds/CoinDesk)

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Tesla plans to scrap its premium S and X models and convert its California factory into an Optimus manufacturing hub, as Elon Musk refocuses on robotics and AI (Financial Times)

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STMicro reports Q4 net revenue up 0.2% YoY to $3.33B, operating income down 66% YoY to $125M, and forecasts Q1 2026 net revenue of $3.04B, above $2.92B est. (Christina Kyriasoglou/Bloomberg)

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Amazon's $35M marketing campaign for Melania is ~10x the budget for similar documentaries like CNN's RBG; some suggest Amazon is currying favor with Trump (New York Times)

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SAP reports Q4 revenue up 3% YoY to €9.68B, adjusted operating profit up 27% to €2.83B, and forecasts 2026 cloud revenue to grow 23%+ to €25.8B; SAP falls 14%+ (Bloomberg)

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Airtable unveils Superagent, a service that can deploy AI agents in parallel for tasks like market analysis, its first standalone product in its 13-year history (Connie Loizos/TechCrunch)

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Jones Lang LaSalle projects Malaysia's operational data center capacity to increase from ~1,025 MW at the end of 2025 to ~2,100 MW by the end of 2026 (Norman Goh/Nikkei Asia)

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The US construction industry is adopting AI tools to improve project management and support site managers and foremen; IDC says 60% of firms use some form of AI (Belle Lin/Wall Street Journal)

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A look at Amazon's and Walmart's differing approaches to agentic AI shopping; Similarweb says Walmart doubled its AI referral share in the US to 32.5% in 2025 (Financial Times)

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Security researchers warn Moltbot, previously Clawdbot, requires a specialist skillset to use safely, as data exposure risks persist even when set up correctly (Connor Jones/The Register)

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A federal judge in Virginia ruled that Norfolk's use of ~200 Flock automated license plate scanners is constitutional and doesn't violate the Fourth Amendment (Cyrus Farivar/Ars Technica)

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Advantest shares hit a record high after the chip equipment maker beat Q3 earnings estimates and raised its FY operating profit forecast from $2.45B to $2.97B (Momoka Yokoyama/Bloomberg)

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SK Hynix surpassed Samsung in annual operating profit for the first time in 2025; SK Hynix posted a record profit of ~$33B in 2025 while Samsung posted ~$30.5B (Dylan Butts/CNBC)

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New York-based Sword Health, which develops AI-powered tech for managing pain and offers remote physical therapy, agrees to acquire rival Kaia Health for $285M (Henrique Almeida/Bloomberg)

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Letter: Rep. John Moolenaar, chair of the US House Select Committee on China, says Nvidia helped DeepSeek hone AI models later used by the Chinese military (Stephen Nellis/Reuters)

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DeepSeek job listings show it hopes to broaden its AI offerings with a search engine capable of supporting multiple languages and more emphasis on agents (Saritha Rai/Bloomberg)

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US-based AI startup Arcee releases Trinity Large, a 400B-parameter open-weight model that it says compares to Meta's Llama 4 Maverick 400B on some benchmarks (Julie Bort/TechCrunch)

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Sources: OpenAI is in talks to raise up to $30B from Nvidia, less than $10B from Microsoft, and $10B-$20B from Amazon as part of a $100B funding round (Sri Muppidi/The Information)

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Google agrees to pay $135M to settle a proposed class action lawsuit alleging that the tech giant programmed Android to illegally collect users' cellular data (Jonathan Stempel/Reuters)

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The UK's Advertising Standards Authority bans some Coinbase ads, finding them "irresponsible" for suggesting crypto as a solution to the cost of living crisis (Tom Knowles/The Guardian)

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LinkedIn's Q2 revenue rose 11% YoY, topping $5B for the first time, giving it a $20B+ annual run rate; Satya Nadella says LinkedIn paid video ads grew 30% YoY (Todd Bishop/GeekWire)

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Samsung reports Q4 revenue up 24% YoY to ~$65.6B, vs. ~$65.28B est., and operating profit up 200%+ to ~$14.06B, driven by memory chip price surge and HBM demand (Dylan Butts/CNBC)

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Google says it took legal action to take down dozens of domains and disrupt the residential proxy network of Chinese company Ipidea, widely used by bad actors (Robert McMillan/Wall Street Journal)

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SK Hynix announces a new US-based "AI Company" from a restructuring of its California-based subsidiary Solidigm, and commits at least $10B to the new entity (Dylan Butts/CNBC)

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In Meta's Q4 earnings call, Mark Zuckerberg says it plans to start shipping new models and products throughout 2026 and hints at "agentic shopping tools" (Russell Brandom/TechCrunch)

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Satya Nadella says Windows 11 reached 1B users during Q2, growing over 45% YoY and at a faster rate than Windows 10 did (Tom Warren/The Verge)

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Sebastiaan de With, co-founder of the iPhone camera app Halide who previously freelanced for Apple, says he has joined Apple's Human Interface Design team (Chance Miller/9to5Mac)

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Sources: OpenAI is considering using biometric verification like World's eyeball scanning Orb for its planned social network to ensure its users are real people (Anna Tong/Forbes)

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Sources: the White House will meet with banks and crypto firms on Monday to discuss a path forward for crypto legislation stalled by a clash between the sectors (Hannah Lang/Reuters)

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ServiceNow reports Q4 revenue up 20.5% YoY to $3.57B, vs. $3.53B est., and subscription revenue up 21% YoY to $3.47B; NOW drops ~3% after hours (Samantha Subin/CNBC)

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Tesla says it agreed to invest $2B in xAI for preferred shares as part of xAI's Series E, despite a shareholder vote in November that failed to win approval (Kara Carlson/Bloomberg)

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Microsoft reports Azure Q2 revenue up 39% YoY, vs. 38.8% est.; Microsoft cloud's contracted backlog grew 110% to $625B, ~45% of which was driven by OpenAI alone (Reuters)

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PaleBlueDot, which operates a GPU capacity marketplace and designs GPU clusters for enterprises, raised a $150M Series B led by B Capital at a $1B+ valuation (Krystal Hu/Reuters)

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Microsoft says capital expenditures for Q2 hit $37.5B, exceeding analyst estimates for $36.2B; MSFT drops 4%+ after hours (Matt Day/Bloomberg)

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Microsoft Q2 gaming revenue fell 9% YoY, including a 32% drop in Xbox hardware revenue and a 5% decline in Xbox content and services, which includes Game Pass (Tom Warren/The Verge)

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IBM reports Q4 revenue up 12% YoY to $19.7B, vs. $19.2B est., and projects 2026 revenue growth and free cash flow above estimates; IBM jumps 8%+ after hours (Brody Ford/Bloomberg)

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Meta reports Reality Labs Q4 revenue of $955M vs. $940.8M est. and a $6.02B operating loss vs. $5.67B est.; Reality Labs now has $75B+ in losses since late 2020 (Jonathan Vanian/CNBC)

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Meta expects 2026 capex to be $115B-$135B, compared with a $110.6B analyst estimate and $72.2B in 2025, driven by investments in superintelligence labs (Bloomberg)

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Microsoft reports Q2 revenue up 17% YoY to $81.3B, operating income up 21% to $38.3B, net income up 60% to $38.5B, and Microsoft Cloud revenue up 26% to $51.5B (Microsoft)

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Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META up 9%+ after hours (Meta)

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