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Techmeme

Alphabet's Intrinsic, which builds AI models and software for industrial robots, joins Google; it will remain a distinct entity and work with Google DeepMind (Rebecca Szkutak/TechCrunch)

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Snowflake reports Q4 product revenue up 30% YoY to $1.23B, vs. $1.18B est., and forecasts Q1 and FY 2027 product revenue above estimates (Jaspreet Singh/Reuters)

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Zoom reports Q4 revenue up 5.3% YoY to $1.25B, vs. $1.23B est., online revenue up 2.6% to $489.7M, and forecasts Q1 adjusted profit per share below estimates (Anhata Rooprai/Reuters)

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Sources: DOD asked Boeing and Lockheed Martin to assess their reliance on Claude, a first step toward blacklisting Anthropic; Lockheed confirms it was contacted (Axios)

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AMD will buy $150M in Nutanix stock and provide up to $100M to fund joint initiatives to develop an infrastructure platform for powering AI applications (Brody Ford/Bloomberg)

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Sources: DeepSeek did not share its upcoming V4 model with US chipmakers, including AMD and Nvidia, but granted early access to Chinese companies like Huawei (Reuters)

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Nvidia reports Q4 revenue up 73% YoY to $68.13B, vs. $66.21B est., Data Center revenue up 75% to $62.3B, and forecasts Q1 revenue above estimates (Ian King/Bloomberg)

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Salesforce reports Q4 revenue up 12% YoY to $11.2B, vs. $11.18B est., forecasts Q1 revenue above estimates, and announces a $50B share repurchase program (Zaheer Kachwala/Reuters)

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Leaked Thrive deck: $26.8B in AUM as of June 30, 2025, deal value peaked in Q4 2021, positive DPI for four early funds, including 2.4x for 2016's Thrive V, more (Eric Newcomer/Newcomer)

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Source: Google plans to test search changes in Europe, displaying results from competing vertical search services next to its own, seeking to avoid EU fines (Foo Yun Chee/Reuters)

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Anthropic acquires Vercept, whose Vy desktop agent lets users control a Mac or PC with natural language, to "advance Claude's computer use capabilities" (Todd Bishop/GeekWire)

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New Mexico's Meta lawsuit: some police officers testify that Meta's AI is sending a flood of "junk" CSAM reports that are draining resources and slowing cases (Katie McQue/The Guardian)

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Sources: Thrive invested $1B in OpenAI in 2025 at a $285B valuation in a transaction akin to a call option; OpenAI was separately raising at a $830B valuation (Yuliya Chernova/Wall Street Journal)

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Perplexity launches Perplexity Computer, "a general-purpose digital worker" that can route work across 19 AI models, available initially for Max subscribers (Jason Hiner/The Deep View)

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Google launches task automation for Gemini on Pixel 10 and Samsung Galaxy S26, enabling Gemini to autonomously perform tasks using apps like Uber and DoorDash (Allison Johnson/The Verge)

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Hands-on with Galaxy S26 Ultra's Privacy Display: the two sets of pixels that lets users toggle the viewing angle to prevent screen peeking is very impressive (Allison Johnson/The Verge)

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Source: Amazon, Google, Meta, Microsoft, xAI, Oracle, and OpenAI will sign White House's initiative to build their own electricity supply for AI data centers (Emma Colton/Fox News)

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Samsung announces the Galaxy S26 and S26 Plus, featuring a Snapdragon 8 Elite Gen 5 for Galaxy chipset, starting at $899 and $1099, respectively, a $100 hike (Patrick Holland/CNET)

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Samsung unveils the $1,299+ Galaxy S26 Ultra with a Privacy Display feature that limits screen legibility, a new agentic AI, an improved night mode, and more (Prakhar Khanna/ZDNET)

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Samsung launches the $179 Galaxy Buds 4 and $249 Buds 4 Pro, keeping the AirPods-esque design, with better battery life and noise canceling, available March 11 (John Higgins/The Verge)

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A live blog of Samsung Galaxy Unpacked February 2026, where the company announced the Galaxy S26 series (The Verge)

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A recording of Samsung Galaxy Unpacked February 2026 (Samsung on YouTube)

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Kalshi says it has suspended an editor for MrBeast and a former GOP California gubernatorial candidate for insider trading, its first public enforcement action (Bobby Allyn/NPR)

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Court records: the FBI subpoenaed X for details about Grok prompts a man allegedly used to create 200+ sexual deepfakes of a woman he knew in real life (Jason Koebler/404 Media)

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Israel-based Gambit Security, which offers an AI-native cyber resilience platform that autonomously maps infrastructure, raised $61M across seed and Series A (Globes)

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Sensor Tower: EA led all publishers in 2025 with 200M+ PC and console downloads, ahead of its $55B deal to go private; Fortnite had the top console player base (Payton Turkeltaub/Variety)

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Gambit Security: an unknown hacker used Claude to steal 150GB of Mexican government data, including 195M taxpayer records, in December 2025 and January 2026 (Bloomberg)

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Insurance brokerage Harper, which uses AI to automate submission routing and follow-up, raised $46.8M in combined Series A and seed led by Emergence Capital (Dominic-Madori Davis/TechCrunch)

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Alibaba Cloud releases a cheap AI coding tool built on open-source models like Alibaba's Qwen 3.5, as well as Zhipu, Moonshot, and MiniMax models (Saritha Rai/Bloomberg)

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Adobe updates Firefly to add Quick Cut, a new AI tool to edit footage and B-roll to create a first draft of the final video based on user prompts (Ivan Mehta/TechCrunch)

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London-based enterprise coding startup SolveAI raised a $45M Series A led by GV in November 2025 and a $5M pre-seed led by Accel in August 2025 (Allie Garfinkle/Fortune)

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A study finds GPT-5.2, Claude Sonnet 4, and Gemini 3 Flash deployed tactical nuclear weapons in 95% of 21 simulated war game scenarios, and never surrendered (Chris Stokel-Walker/New Scientist)

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Google disrupts Chinese-linked group UNC2814, which breached 53+ organizations across 42 countries and utilized Google Sheets to manage targeting and data theft (A.J. Vicens/Reuters)

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Stablecoin operator Circle reports Q4 revenue up 77% YoY to $770M, vs. $747M est., and $133.4M net income; USDC ended 2025 with ~$75B in circulation, up 72% YoY (Vicky Ge Huang/Wall Street Journal)

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Deutsche Bank partners with Google Cloud to build agentic AI to monitor 1TB of daily communications and 40+ channels for market abuse and data loss prevention (William Shaw/Bloomberg)

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Diplomatic cable: US officials order diplomats to lobby against attempts to regulate how US tech companies handle foreigners' data, citing risks to AI services (Reuters)

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A top US export control official says Nvidia has yet to sell any H200 chips to China, two months after President Trump's decision to allow AI chip shipments (Maggie Eastland/Bloomberg)

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Sources: General Atlantic is selling a stake in ByteDance in a deal that values it at $550B, up 66% since September 2025, the first divestment since its US sale (Reuters)

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Sources: SAP investors and partners raise doubts about the company's AI products; VW tested SAP's flagship AI assitant Joule and did not find it mature enough (Christina Kyriasoglou/Bloomberg)

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DoorDash says it plans to exit Qatar, Singapore, Japan and Uzbekistan, winding down both Deliveroo and Wolt, and make limited operational changes elsewhere (Kimberley Kao/Wall Street Journal)

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Malaysia blocks access to Grindr's and Blued's websites and says it may engage with Google and Apple to curb the LGBTQ dating apps in the Muslim-majority nation (Anuradha Raghu/Bloomberg)

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Sources: Japan's FTC raids Microsoft's Japan offices as part of a probe into whether Azure customers were improperly hindered from using other cloud services (Nikkei Asia)

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Workday CEO Aneel Bhusri says Anthropic, Google, and OpenAI use Workday tools and "no amount of vibe coding" could replace them; WDAY is down about 40% YTD (Brody Ford/Bloomberg)

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Workday reports Q4 revenue up 14.5% YoY to $2.53B, vs. $2.52B est., and forecasts FY 2027 subscription revenue below estimates; WDAY drops 9%+ pre-market (Larry Dignan/Constellation Research)

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A look at TAT-8, the first transoceanic fiber-optic cable, which went into service in 1988, was retired in 2002, and is now being pulled up for recycling (Jane Ruffino/Wired)

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A look at Motif Technologies and Upstage, South Korean AI startups competing with SK Group and LG in the race for a national AI foundation model (Yoolim Lee/Bloomberg)

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Zetrix, a publicly traded Malaysian digital infrastructure provider, raised ~$40M from the World Bank's IFC and plans to list its AI unit on Nasdaq by end-2026 (Saritha Rai/Bloomberg)

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Sources: China's top chipmakers, with strong government backing, aim to increase advanced chip production capacity fivefold to 100K wafers within two years (Nikkei Asia)

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HP says memory now accounts for 35% of its PC bill of materials, up from 15% to 18% in Q4 2025, and expects RAM's share to rise through 2026 (Simon Sharwood/The Register)

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Analysis: overseas investors bought a net $2.77B of Taiwan equities on February 24, the most since December 2005, signaling confidence in an AI driven chip boom (Bloomberg)

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