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Techmeme

Prosus agrees to a multiyear AWS cloud and AI deal that runs into "hundreds of millions of dollars", as it seeks to expand in Europe, India, and Latin America (Loni Prinsloo/Bloomberg)

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Q&A with Stardew Valley developer Eric Barone, aka ConcernedApe, on the game turning 10, evolving as a developer, working solo, cozy game growth, and more (Rebekah Valentine/IGN)

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German chipmaker Infineon reports Q1 revenue up 7% YoY €3.66B, above €3.62B est., expects to raise investments to €2.7B in 2026, and forecasts growing AI demand (Christina Kyriasoglou/Bloomberg)

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Tether CEO Paolo Ardoino says initial plans to raise $15B to $20B were a "misconception"; sources say Tether's advisers have floated raising as little as $5B (Jill R Shah/Financial Times)

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Pinterest fires two employees who it says "wrote custom scripts" that accessed confidential info to track which workers lost their jobs during recent layoffs (BBC)

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A US judge sentences Rui-Siang Lin, who pled guilty to operating the $105M+ dark web narcotics marketplace Incognito Market, to 30 years in US federal prison (Sam Reynolds/CoinDesk)

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Galaxy Digital reports a Q4 net loss of $482M, above $282M est., driven primarily by the crypto market crash, and says its trading volumes declined ~40% QoQ (David Pan/Bloomberg)

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A profile of Obsidian, a game studio Microsoft acquired in 2018, as it seeks to expedite game development and reduce costs after releasing three titles in 2025 (Jason Schreier/Bloomberg)

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An interview with Kai-Fu Lee on his startup 01.ai, which builds agentic AI tools for companies, why he thinks China will beat the US in consumer AI, and more (Eleanor Olcott/Financial Times)

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Sources: banks are marketing at least $56B in investment-grade data center construction loans tied to Oracle's leases, as they seek out new buyers for the loans (Michelle Chan/Financial Times)

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AMD reports $390M in revenue from MI308 AI chip sales in China in Q4; CEO Lisa Su says orders were "from very early in 2025" but shipped in Q4 after US approval (Nikkei Asia)

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Global fintech VC funding rose 27% YoY in 2025 to $51.8B; Y Combinator was the most active investor in the space, participating in 151 deals, up 24.8% YoY (Mary Ann Azevedo/Crunchbase News)

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Sources: Tokyo-based chipmaker Renesas agrees to sell its clocks and timing device business to Nasdaq-listed chip design company SiTime for ~$3B (Nikkei Asia)

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Sources: the US Commerce Department finished reviewing Nvidia's H200 China license, but the State Department seeks tighter restrictions, delaying its approval (Financial Times)

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Recon: the US market share of Copilot as paid users' first choice fell from 18.8% in July 2025 to 11.5% in January 2026, while Gemini's rose from 12.8% to 15.7% (Sebastian Herrera/Wall Street Journal)

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Adobe reverses its plans to discontinue Animate after creators expressed frustration, saying it won't get new features but will remain available "indefinitely" (Jay Peters/The Verge)

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Filing: OpenAI accuses xAI of systematically destroying evidence in its antitrust case by directing employees to use auto-deleting "ephemeral messaging tools" (Madlin Mekelburg/Bloomberg)

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Alaffia Health, which provides AI tools for health plan claims operations, raised a $55M Series B led by Transformation Capital (Duncan Riley/SiliconANGLE)

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KKR and Singtel agree to acquire the remaining 82% stake in data center operator STT GDC for ~$5.1B, giving the company an enterprise value of ~$10.86B (Lee Ying Shan/CNBC)

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Source: Anthropic plans an employee tender offer at a $350B+ pre-money valuation, the same valuation discussed in the company's ongoing $20B fundraising (Bloomberg)

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Sources: US-based Arcee AI is pitching investors on a $200M+ funding round valuing it at over $1B, as it plans to train an open-weight model with 1T+ parameters (Anna Tong/Forbes)

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Salesforce's Tableau chief, Ryan Aytay, leaves after 19 years at the company, just two months after Slack CEO Denise Dresser left for OpenAI (Brody Ford/Bloomberg)

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On an earnings call, AMD CEO Lisa Su says Microsoft's next-gen Xbox "is progressing well to support a launch in 2027" and will feature an AMD semi-custom SoC (Tom Warren/The Verge)

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Sources: Nvidia is nearing a deal to invest $20B in OpenAI as part of OpenAI's $100B funding round (Bloomberg)

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Software and data stocks plunge over fears that new developments in AI will supplant software; ADBE closed down 7.31%, CRM 6.85%, and Thomson Reuters 15.83% (Wall Street Journal)

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OpenAI names Dylan Scandinaro, who worked on AGI safety at Anthropic, as the company's head of preparedness (Alicia Tang/Bloomberg)

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US v. Google: the DOJ and a group of states will appeal the September 2025 ruling in the Search antitrust case in which Google dodged a forced sale of Chrome (Bloomberg)

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Super Micro reports Q2 net sales up 123% YoY to $12.7B, vs. $10.43B est., and expects Q3 net sales above estimates; SMCI jumps ~7% after hours (Luke Kawa/Sherwood News)

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EA reports Q3 net bookings up 38% YoY to $3.05B, vs. $2.86B est., driven by strong sales of Battlefield 6, and net income of $88M, down from $293M a year ago (Zaheer Kachwala/Reuters)

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Take-Two reports Q3 net bookings up 28% YoY to $1.76B, vs. $1.58B, net revenue up 25% to $1.7B, and raises its annual bookings forecast; TTWO up 5%+ after hours (Max Knoblauch/Sherwood News)

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Match reports Q4 revenue up 2% YoY to $878M, vs. $871M est., net income up 32% YoY to $210M, paying users down 5% to 13.8M; MTCH jumps 7%+ after hours (Samantha Kelly/Bloomberg)

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AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% to $5.4B, forecasts Q1 revenue below the highest projections; AMD drops 8%+ after hours (Ian King/Bloomberg)

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Sources: Texas Instruments is in advanced talks to buy chip designer Silicon Laboratories for ~$7B, a premium to Silicon Labs' market cap of $4.4B as of Tuesday (Financial Times)

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Microsoft launches the Publisher Content Marketplace in partnership with Condé Nast, Hearst, AP, and others, to let publishers license content to AI companies (Anu Adegbola/Search Engine Land)

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Bitcoin dived below the $73,000 mark on Tuesday, hitting its lowest price since November 2024 as heavy selling resumes amid mounting geopolitical concerns (Liz Napolitano/CNBC)

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Skyryse, which plans to integrate its flight automation OS, SkyOS, in Black Hawk helicopters and other aircraft, raised a $300M+ Series C at a $1.15B valuation (Kirsten Korosec/TechCrunch)

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At the Cisco AI Summit, Intel CEO Lip-Bu Tan says the company plans to build GPUs and has already hired a chief GPU architect (Jeffrey Dastin/Reuters)

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Ares Interactive, which makes cross-platform, free-to-play games with plans for a new baseball game in 2026, raised a $70M Series A led by General Catalyst (Craig Chapple/PocketGamer.biz)

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Apple brings agentic coding to Xcode 26.3, allowing developers to use Anthropic's Claude Agent and OpenAI's Codex, and integrates support for MCP (Sarah Perez/TechCrunch)

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Tomorrow.io raised $175M at a $1B+ valuation to deploy an AI-driven LEO satellite network for weather forecasting, bringing its total funding to ~$500M (Meir Orbach/CTech)

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Sources: Alphabet plans a new complex in Bengaluru, India, which can accommodate up to 20K extra staff, amid US visa restrictions and proposed H-1B fee hikes (Bloomberg)

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Apptopia: ChatGPT's US market share fell from 69.1% to 45.3% between Jan. 2025 and Jan. 2026; Gemini rose from 14.7% to 25.1%, Grok rose from 1.6% to 15.2% (Alex Kantrowitz/Big Technology)

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Lotus Health, which uses AI to offer free, 24/7 primary care in 50 languages, raised a $35M Series A led by CRV and Kleiner Perkins, taking its funding to $41M (Marina Temkin/TechCrunch)

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AI agent social network Moltbook grew from 30K+ users on January 30 to 1.5M+ on February 2; researchers say some of the viral posts were likely human-scripted (Hayden Field/The Verge)

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Walmart hits a $1T market cap in intraday trading after a stock surge fueled in part by enthusiasm for its e-commerce growth and automation and AI investments (Sarah Nassauer/Wall Street Journal)

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LexisNexis-owner Relx, Thomson Reuters, and other media and financial stocks fell 10%+ after Anthropic launched Claude Cowork tools that automate legal work (Financial Times)

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Seattle-based Overland AI, which builds off-road robots and autonomous vehicles for the US military, raised $100M led by 8VC, taking its total funding to $142M (Jen Judson/Bloomberg)

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Grindr is testing Edge, a subscription tier with AI-powered personalized matches and insights, no ads, and more, with prices ranging from $80 to $220 per week (Henry Chandonnet/Business Insider)

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Crypto.com launches prediction market platform OG ahead of the Super Bowl, following 40-fold WoW growth in its event contracts business over the past six months (Lydia Beyoud/Bloomberg)

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Y Combinator says it will let founders receive their customary funding allotment, typically ~$500K, in Circle-issued USDC, starting with the Spring 2026 cohort (Ben Weiss/Fortune)

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