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US data center demand has driven stock surges of contractors and equipment makers like Corning, Sterling Infrastructure, Comfort Systems USA, and Carrier Global (Wall Street Journal)

Source: Benchmark raised $225M in special funds to invest in Cerebras' ~$1B Series H, led by Tiger Global; Benchmark led Cerebras' $27M Series A in 2016 (Marina Temkin/TechCrunch)

RADICL, which offers threat detection and response services to SMBs supporting US defense industrial base and critical infrastructure, raised a $31M Series A (Duncan Riley/SiliconANGLE)

South Korean cryptocurrency exchange Bithumb says it accidentally sent $44B worth of bitcoin to customers as promotional rewards and has recovered 99.7% of it (Hyunjoo Jin/Reuters)

A look at the state of AI agents, the evolution of thinking models, the staggering need for inference compute in the coming years, automated research, and more (Eric Jang/Evjang.com)

New York lawmakers propose a bill to impose a three-year moratorium on data center development, making NY at least the sixth state to introduce such legislation (Molly Taft/Wired)

US tech stocks and bitcoin rally after three days of selling; Nasdaq Composite closed up 2.18%, Broadcom 7.22%, Strategy 26.11%, and bitcoin rebounded to ~$70K (Emily Herbert/Financial Times)

Trump Mobile execs showcase the T1 Phone's new design and specs, and say the phones go through "final assembly" in Miami and full assembly in the US is a "goal" (Dominic Preston/The Verge)

Palmer Luckey's Erebor becomes the first newly created bank to receive a national charter under the second Trump administration, launching with $635M in capital (Wall Street Journal)

Spotify rolls out About the Song, swipeable stories in English, summarized from third-party sources to highlight song details, in beta for Premium users (Aisha Malik/TechCrunch)

Sources: AI chip startup SambaNova is raising a $350M+ Series E led by Vista Equity Partners; Intel plans to invest $100M to $150M (Reuters)

Nvidia stock closes up 7.92% after Jensen Huang said the tech industry's surging capex for AI infrastructure is justified, appropriate, and sustainable (Kif Leswing/CNBC)

Sources: London-based 9fin, a data provider for debt markets, is in talks to raise as much as $150M at a pre-money valuation of $1B, about 20x its ARR of ~$50M (Bloomberg)

Galaxy Digital stock jumps 17%+ after the company approved a share buyback program of up to $200M over the next 12 months (CoinDesk)

Croatian-founded Daytona, which aims to build infrastructure for large-scale agent workloads, raised a $24M Series A led by FirstMark (Tamara Djurickovic/Tech.eu)

A civil subpoena shows the US DOJ is investigating Netflix for potential anticompetitive tactics as DOJ probes the company's proposed acquisition of WBD (Wall Street Journal)

Sources: Apple plans to allow third-party voice-controlled AI chatbots in CarPlay within the coming months; it won't let users replace CarPlay's Siri button (Mark Gurman/Bloomberg)

Heroku says it is transitioning to a "sustaining engineering model", as it focuses on "helping organizations build and deploy enterprise-grade AI" (Nitin T Bhat/Heroku)

Amazon's annual tax bill fell 87% YoY to $1.2B in 2025, as profits grew 45% to ~$90B, mostly due to GOP's depreciation breaks in the One Big Beautiful Bill (Brian Faler/Politico)

London-based Bound, an automated FX risk management platform, raised a $24.5M Series A led by AlbionVC as it seeks to expand across Europe (Tamara Djurickovic/Tech.eu)

Crypto.com co-founder Kris Marszalek buys the domain AI.com for $70M, the highest disclosed price for a domain name, as he plans a site offering an AI agent (Tim Bradshaw/Financial Times)

Sources: OpenAI is working with G42 to build a ChatGPT version tuned for the UAE that accommodates local language, political outlook, and speech restrictions (Reed Albergotti/Semafor)

Waymo says it is using DeepMind's Genie 3 to create realistic digital worlds for its autonomous driving technology to train on edge-case scenarios (Natalie Lung/Bloomberg)

Amazon, Google, and Microsoft reported a collective $1.1T backlog of cloud computing revenue in their latest quarterly earnings, including Microsoft's $625B (Jon Keegan/Sherwood News)

Analysis: Claude Code currently authors 4% of all public GitHub commits and is on track to cross 20% of all daily commits by the end of 2026 (Doug O'Laughlin/SemiAnalysis)

Spotify changes Developer Mode to require a Premium subscription and reduces the cap on test users per app from 25 to five, to curb AI-aided or automated usage (Ivan Mehta/TechCrunch)

SIA: chip sales hit $791.7B in 2025, up 25.6% YoY, with advanced Nvidia, AMD, and Intel chips accounting for $301.9B, up 40%; SIA expects $1T in 2026 chip sales (Stephen Nellis/Reuters)

How an appeal changed the way the USPTO assesses AI patents under the US Patent Act, signaling a shift toward more favorable treatment of AI and ML inventions (Matthew Carey/Bloomberg Law)

The EU says that TikTok's "addictive design" is illegal under the DSA, citing the app's infinite scroll and recommendation algorithm, in preliminary findings (Adam Satariano/New York Times)

Goldman Sachs says it has been working with Anthropic on AI agents to automate more roles at the bank, like trades, transactions, client vetting, and onboarding (Hugh Son/CNBC)

AT&T launches amiGO Jr., a mid-tier Samsung-made smartphone for kids with parental controls on contacts, app access, screen time, and more, for $2.99 per month (Annie Bang/Bloomberg)

Women in rural India report experiencing trauma from data annotation work, which requires them to review violent content and porn for global tech companies (Anuj Behal/The Guardian)

Sources: Intel and AMD have notified Chinese customers of supply shortages for server CPUs, with Intel warning of delivery lead times of up to six months (Reuters)

Meituan agrees to buy Dingdong, a Chinese fresh grocery e-commerce company, for $717M in cash; Dingdong had 7M+ monthly transacting users as of September 2025 (Cao Li/South China Morning Post)

Filing: Zuckerberg considered changing how Meta studies social issues after a WSJ story about Instagram and teen mental health, noting Apple faces less scrutiny (Lauren Feiner/The Verge)

Inside the SpaceX-xAI $1.25T deal, the most valuable corporate tie-up in US history: sources: SpaceX had an orbital data center technical breakthrough last fall (Wall Street Journal)

Sapiom, which is developing a financial layer for enterprises to let AI agents automatically buy the services they need, raised a $15M seed led by Accel (Marina Temkin/TechCrunch)

Tether acquires a 12% stake, worth $150M, in Gold.com, which enables access to physical and tokenized gold, and plans to integrate XAUT, its gold-backed token (CoinDesk)

Alphabet, Amazon, Meta, and Microsoft forecast a combined ~$650B in 2026 capital expenditures, an estimated 60% YoY increase, driven by data center construction (Bloomberg)

French authorities charge four people with spying for China by allegedly seeking to obtain satellite data from Starlink and other critical entities (Jenny Che/Bloomberg)

Only 35 nations signed a declaration affirming "human responsibility over AI-powered weapons", with the US and China opting out; the US endorsed prior pledges (Victoria Waldersee/Reuters)

A federal jury in Phoenix ordered Uber to pay $8.5M to a passenger who said a driver sexually assaulted her in 2023, the first case where Uber was found liable (Emily Steel/New York Times)

Affirm reports Q2 revenue up 30% YoY to $1.12B, vs. $1.06B est., GMV up 36% to $13.8B, and forecasts Q3 revenue slightly above est.; AFRM drops 6%+ after hours (Reinhardt Krause/Investor's Business ...)

Interviews with Anthropic executives and other tech industry leaders and engineers about Claude Code's success, which some say has been a long time coming (Hayden Field/The Verge)

Strategy reports Q4 net loss grew to $12.4B from $671M a year earlier, as BTC trades below its ~$76K average purchase price; MSTR is down 68% in the past year (Vicky Ge Huang/Wall Street Journal)

Sources: Apple wound down plans for an AI-based virtual health coach in recent weeks; Eddy Cue has told colleagues that Apple needs to move faster in health (Mark Gurman/Bloomberg)

Roblox reports Q4 bookings up 63% YoY to $2.2B vs. $2.05B est., DAUs up 69% to 144M, and forecasts FY 2026 bookings above estimates; RBLX jumps 8%+ after hours (Zaheer Kachwala/Reuters)

Amazon reports Q4 ad revenue up 23% YoY to $21.32B, slightly above expectations, and subscription services revenue up 14% to $13.12B (Todd Spangler/Variety)

Reddit reports Q4 revenue up 70% YoY to $726M, vs. $665M est., DAUq up 19% to 121.4M, above est., forecasts Q1 revenue above est., announces a $1B share buyback (Jonathan Vanian/CNBC)

Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from $131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.6B, above $34.9B est. (Annie Palmer/CNBC)