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A look at Axiom, which is building AxiomProver, an "AI mathematician" it claims has solved at least four previously unsolved math problems (Will Knight/Wired)

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Sources: HP, Dell, Acer, and Asus are considering sourcing memory chips from Chinese chipmakers; HP and Dell are currently qualifying DRAM products from CXMT (Nikkei Asia)

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Cybersecurity company Varonis agrees to acquire AllTrue, which develops specialized tools for AI trust, risk, and security management, for $125M in cash (James Rundle/Wall Street Journal)

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TSMC plans to produce 3nm chips at its second plant in Kumamoto, Japan; sources say that is an upgrade from an original plan to produce 7nm chips by late 2027 (Bloomberg)

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Sony reports Q3 gaming and network services revenue down 4% YoY to $10.5B, profit up 19% YoY to ~$889M, and PlayStation 5 sales down 16% YoY to 8M units (Sam Nussey/Reuters)

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Sony reports Q3 revenue up 1% YoY to ~$23.7B, vs. ~$23.5B est., operating profit up 22% to ~$3.3B, vs. ~$3B est., and raises FY operating profit outlook by 8% (Dylan Butts/CNBC)

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Researchers say TikTok's server outage in late January disrupted all post categories, not just political content as users claimed, based on limited public data (Bobby Allyn/NPR)

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Snowboarder Maddie Mastro and other athletes are using a new AI tool powered by Google DeepMind's computer-vision models to prepare for the 2026 Winter Olympics (Isabelle Bousquette/Wall Street Journal)

Filing: Baidu announces a stock buyback program of as much as $5B through the end of 2028, and plans to issue its first dividend in 2026 (Bloomberg)

Adaption Labs, which aims to create AI systems that learn continuously and cost less to run, raised a $50M seed round led by Emergence Capital Partners (Jeremy Kahn/Fortune)

Google says the Gemini app has 750M+ MAUs, up from 650M last quarter, and its first-party models process 10B+ tokens per minute via direct API use by customers (Lauren Forristal/TechCrunch)

Andy Jassy taps Dharmesh Mehta, Amazon VP of worldwide selling partner services, as technical advisor, a "shadow" role often leading to greater responsibilities (Annie Palmer/CNBC)

Amazon MGM Studio plans to develop new AI tools via its "AI Studio" to speed TV and film production and cut costs, in collaboration with AWS and LLM providers (Reuters)

Multicoin co-founder and Managing Partner Kyle Samani says he is stepping back from the VC firm and has transitioned to an advisory role (Daniel Kuhn/The Block)

Filing: Workday is cutting ~400 employees, or ~2% of its workforce, primarily in customer-facing roles, saying the move will help it invest in priority areas (Brody Ford/Bloomberg)

Qualcomm reports Q1 revenue up 5% YoY to $12.25B, vs. $12.21B est., and projects Q2 revenue below est. due to memory supply shortage; QCOM drops 9%+ after hours (Reuters)

Arm reports Q3 revenue up 26% YoY to $1.24B, vs. $1.22B est., and license and other revenue up 25% to $505M, vs. $519.9M est.; ARM drops 7%+ after hours (Reuters)

Snap reports Q4 revenue up 10% YoY to $1.72B vs. $1.7B est., DAUs up 5% to 474M vs. 478M est., forecasts Q1 revenue below est., announces a $500M share buyback (Jonathan Vanian/CNBC)

Alphabet says it expects 2026 capex to be in the range of $175B to $185B, vs. ~$120B est., up from $91.4B in 2025; Q4 capex was $27.9B, up from $14B a year ago (Stephen Morris/Financial Times)

Google parent Alphabet forecasts sharp surge in 2026 capital spending (Deborah Sophia/Reuters)

Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue "surpassed $60B across ads and subscriptions" (Todd Spangler/Variety)

Alphabet reports Q4 revenue up 18% YoY to $113.83B, vs. $111.43B est., Google Cloud revenue up 48% to $17.66B, vs. $16.18B est., net income up 30% to $34.46B (Alphabet)

Internal memos: Meta said Avocado is its "most capable pre-trained base model" and achieves 10x compute efficiency "wins" on text tasks vs. Llama 4 Maverick (Jyoti Mann/The Information)

Sam Altman says Anthropic's Super Bowl ads are funny but "dishonest", and Anthropic serves a "product to rich people" while OpenAI is "committed to free access" (Sam Altman/@sama)

Lunar Energy, which develops software that syncs batteries across homes into "virtual power plants" and began deploying its own batteries in 2025, raised $232M (Coco Liu/Bloomberg)

Google teases the Pixel 10a in a new 15-second video, revealing a completely flat dual-camera system on the back, and says preorders begin on February 18 (Abner Li/9to5Google)

Microsoft integrates Claude and Codex AI coding agents directly into GitHub, GitHub Mobile, and Visual Studio Code, for Copilot Pro Plus and Enterprise users (Tom Warren/The Verge)

Microsoft says cybersecurity head Charlie Bell will move into a position focused on engineering quality; Hayete Gallot will return from Google to run security (Jordan Novet/CNBC)

Roblox launches a "4D generation" feature in open beta, letting creators generate interactive objects with individual moving parts rather than static 3D models (Lauren Forristal/TechCrunch)

EnFi, which makes AI agents that analyze and make decisions on credit applications, raised a $15M Series A led by Fintop, bringing its total funding to $22.5M (Tatiana Bautzer/Reuters)

AI chipmaker Cerebras raised a ~$1B Series H led by Tiger Global at a $23B valuation, up from $8.1B in September 2025; Benchmark, Fidelity, and AMD invested too (Ian King/Bloomberg)

Uber promotes Balaji Krishnamurthy, its former VP of strategic finance and investor relations, to be its CFO, replacing Prashanth Mahendra-Rajah (Ram Iyer/TechCrunch)

Mistral debuts Voxtral Transcribe 2, a family of speech-to-text models with speaker diarization and ultra-low latency, under the Apache 2.0 open-weight license (Sabrina Ortiz/The Deep View)

Adobe ramped up its ads in 2025, spending $1.4B amid AI competition and Wall Street skepticism, a significantly higher share of sales than other tech companies (Brody Ford/Bloomberg)

Sources: Amazon and OpenAI are discussing a deal that could require OpenAI to dedicate its researchers and engineers to developing customized models for Amazon (The Information)

AI voice startup ElevenLabs raised a $500M Series D led by Sequoia at an $11B valuation, taking its total funding to nearly $800M, and reports $330M in 2025 ARR (Kate Clark/Wall Street Journal)

Amazon rolls out Alexa+ to all Prime members in the US via any Alexa-enabled device, Alexa.com, and the Alexa app, and launches a free tier for non-Prime users (Jennifer Pattison Tuohy/The Verge)

Bedrock, which aims to automate heavy construction equipment like excavators, raised $270M led by CapitalG and the Valor Atreides AI Fund at a $1.75B valuation (Michael J. de la Merced/New York Times)

Anthropic says "Claude will remain ad-free", its users "won't see 'sponsored' links adjacent to" conversations, and responses won't be influenced by advertisers (Anthropic)

Resolve AI, which offers AI agents to monitor source code, databases, and infrastructure to address outages, raised $125M led by Lightspeed at a $1B valuation (Rebecca Torrence/Bloomberg)

Egypt plans to ban Roblox in a bid to curb kids' exposure to potentially harmful online material; the Middle East's most populous nation joins Qatar and Turkey (Bloomberg)

TRM Labs, which helps law enforcement and companies track crypto and blockchains, raised a $70M Series C led by Blockchain Capital at a $1B valuation (Leo Schwartz/Fortune)

US Senators introduce the SCAM Act, a bipartisan bill requiring social media platforms to verify advertiser identities via government-issued ID or legal docs (Jeff Horwitz/Reuters)

An interview with Epic Games Store VP Steven Allison, who says "we have a lot of things" to fix and "the launcher sucks", on 2026 updates like social features (Chris Tapsell/Eurogamer.net)

Uber says it plans to expand its robotaxi services to Hong Kong, Madrid, Houston, and Zurich in 2026; Hong Kong will be Uber's first autonomous market in Asia (Natalie Lung/Bloomberg)

Anthropic plans a 30-second ad during the Super Bowl that parodies the prospect of intrusive ads in AI conversations, and will also air a 60-second pregame ad (Suzanne Vranica/Wall Street Journal)

Texas Instruments plans to buy US chip company Silicon Labs in a $7.5B deal, paying $231/share in cash, closing in H1 2027; Silicon Labs has a $4.5B market cap (Nick Turner/Bloomberg)

Uber reports Q4 revenue up 20% YoY to $14.37B, Gross Bookings up 22% YoY to $54.1B, trips up 22% YoY to 3.8B, and a $296M net income, below est.; UBER falls 5%+ (Connor Hart/Wall Street Journal)

Tencent Cloud, DigitalOcean, and Alibaba Cloud add OpenClaw support, giving users access to the AI agent service; many OpenClaw users run it on a Mac mini (Simon Sharwood/The Register)

Sources: Reno-based chip startup Positron raised a $230M Series B from the QIA and others to build high-speed memory chips, taking its total raised to $300M+ (Rebecca Bellan/TechCrunch)