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Tue Feb 3
Qualcomm unveils the 3nm Snapdragon Wear Elite SoC for smartwatches, offering a Hexagon NPU that it says can run on-device AI models with up to 2B parameters (Matt Swider/The Shortcut)
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Vitalik Buterin outlines a two-part plan to overhaul Ethereum's execution layer with a binary state tree and eventually move beyond the Ethereum virtual machine (Zack Abrams/The Block)
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Frontier AI labs' military usage policies for their AI tools are incoherent, vague, and often change, which allows company leadership to preserve "optionality" (Sarah Shoker/fishbowlification)
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A look at the research into using metal-organic frameworks as photoresists for cutting-edge silicon etching, as ASML aims to move from EUV to X-ray lithography (Christopher Mims/Wall Street Journal)
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MWC 2026: a look at Lenovo's concept devices, including a Framework-like modular laptop with swappable parts and a gaming handheld with a folding display (Julian Chokkattu/Wired)
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Lenovo's Motorola partners with GrapheneOS, a privacy-focused, "de-Googled" version of Android, to preinstall GrapheneOS on upcoming Motorola smartphones (Ben Schoon/9to5Google)
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Australian AI infrastructure company Firmus signs a multi-billion deal with an unnamed customer to build a Melbourne data center with 18,400 Nvidia GB300 chips (Sharon Klyne/Bloomberg)
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Early data show wages are rising for AI-exposed jobs that place a high value on a "worker's tacit knowledge and experience", as textbook knowledge loses value (J. Scott Davis/Federal Reserve Bank of Dallas)
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A Waymo robotaxi stopped in the middle of a road and blocked an ambulance near a mass shooting site in Austin; Waymo confirms it was en route for rider pickup (Nicole Cobler/Axios)
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A profile of Telegram CEO Pavel Durov, who is facing a probe in France on a dozen preliminary charges and a Russian criminal case for "aiding terrorism" (Financial Times)
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AWS says "objects" struck one of its data centers in the UAE, impacting its mec1-az2 availability zone, and that connectivity will take several hours to restore (Reuters)
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Block is a poster child for the lack of operational discipline common among mid-tier public tech companies that lived on the largesse of cloud, mobile, and ZIRP (Om Malik/On my Om)
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Ted Sarandos discusses the scenario planning Netflix did before Paramount's final WBD bid, how if Paramount's deal closes there will be cuts of $16B+, and more (Lucas Shaw/Bloomberg)
4d
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India, home to one of the world's biggest AI user bases, should treat local datasets for AI as a strategic asset to avoid training Silicon Valley for free (Catherine Thorbecke/Bloomberg)
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Australia's eSafety Commissioner threatens action against app stores and search engines if AI services operating in Australia don't verify user ages by March 9 (Byron Kaye/Reuters)
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Israel-based Guidde, which is developing a platform to accelerate the adoption of AI in organizations, raised a $50M Series B led by PSG Equity (Meir Orbach/CTech)
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Sources describe in detail the failed talks between Anthropic and the DOD, and how US officials at some agencies like the CIA still hope for a peace agreement (New York Times)
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Chinese matchmaking apps like Wanmei Qinjia, which has 50M users and lets parents look for spouses for their children, surge as marriage rates continue to fall (Kohei Fujimura/Nikkei Asia)
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Source describes the failed Pentagon-Anthropic talks: through the end, the Pentagon wanted to use Anthropic's AI to analyze bulk data collected about Americans (Ross Andersen/The Atlantic)
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Nvidia partners with Cisco, Nokia, and others to build 6G networks based on open, software-defined AI radio access networking (AI-RAN) architecture (Kyt Dotson/SiliconANGLE)
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A look at Hyundai's Atlas humanoid robot, slated for assembly tasks in 2028; Hyundai has invested billions in robotics since acquiring Boston Dynamics in 2021 (Hyonhee Shin/Bloomberg)
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How some companies are trying to become the "Strava of tennis" by offering match video, stats, highlights, social features, and performance analysis for players (Charlie Eccleshare/The Athletic)
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Inside the world's largest crypto casino Stake, which claims ~4% of all BTC transactions, with popularity boosted by celebs like Drake and influencers on Kick (Bloomberg)
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[Thread] In an AMA, Sam Altman says DOD blacklisting Anthropic sets an "extremely scary precedent", OpenAI rushed its deal to "de-escalate things", and more (Sam Altman/@sama)
4d
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Netflix actually won by walking away from the WBD bid, collecting a $2.8B termination fee and driving up the price and debt load of the Paramount-WBD merger (Dan Gallagher/Wall Street Journal)
4d
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Multiple AWS developers say they are asked to take on new roles with AI tools' assistance, and engineers are now required to complete technical writing tasks (Financial Times)
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Block's plan to lay off over 4,000 employees, citing AI work automation, adds to growing angst among white-collar workers over AI's potential for job disruption (Chip Cutter/Wall Street Journal)
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Sources: the Pentagon used Claude in its major air attack in Iran, hours after Trump declared that the federal government will end its use of Anthropic's tools (Wall Street Journal)
4d
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Polymarket trades on contracts tied to strikes on Iran hit $529M, and six new accounts profited a total of $1M by betting on the US to strike Iran by Feb. 28 (Emily Nicolle/Bloomberg)
4d
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OpenAI says it does not think Anthropic should be designated as a supply chain risk and it has made its position on this clear to the Pentagon (@openai)
5d
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OpenAI says its DOD agreement upholds its redlines and "has more guardrails than any previous agreement for classified AI deployments, including Anthropic's" (OpenAI)
5d
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AI coding agents are fueling productivity panic among executives and engineers, as a UCB study finds those offloading work to AI are also working longer hours (Issie Lapowsky/Bloomberg)
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An interview with Amazon's AI chief Peter DeSantis on plans to use in-house chips, Trainium and Inferentia, to develop AI models more cheaply, and more (Wall Street Journal)
5d
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China faces a dilemma as it looks to balance productivity gains from AI with labor displacement risks due to automation, which could trigger an economic spiral (Bloomberg)
5d
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Xiaomi launches the €999 Xiaomi 17, the €1,499 17 Ultra, and the €1,999 Leica-branded Leitzphone, all featuring a Snapdragon 8 Elite Gen 5 chipset, in Europe (Dominic Preston/The Verge)
5d
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Xiaomi launches the €15 Xiaomi tag, an AirTag-like device that works with both Apple Find My and Android Find Hub, and the €300 Xiaomi Watch 5, in Europe (Ivan Mehta/TechCrunch)
5d
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Claude became the #1 free app in the US App Store on Saturday, after DOD designated Anthropic a supply chain risk; it hovered in the top 20 for much of February (Jordan Novet/CNBC)
5d
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Sources: Israel hacked BadeSaba, a popular Iranian prayer app with 5M+ installs on Google Play, to send messages urging Iranian military personnel to defect (Wall Street Journal)
5d
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Q&A with Reiner Pope, a former Google TPU architect and CEO of MatX, which designs specialized chips for LLMs, on the limitations of current AI chips, and more (John Collison/Cheeky Pint)
5d
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The Pentagon's fight with Anthropic sparks fears in Silicon Valley and the Capitol of a fundamental shift in the balance of power between DC and the AI industry (Brendan Bordelon/Politico)
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Dario Amodei says "we are patriotic Americans" and Anthropic fears some AI uses could clash with American values as AI's potential gets "ahead of the law" (Jo Ling/CBS News)
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How India's outsourcing industry, which employs 6M+ people and is worth nearly $300B, is racing to adapt as AI promises to automate white-collar work (New York Times)
5d
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AI's deflationary impact on India's IT industry, which has never seen a decline in software exports in 24 years, will likely take years to fully materialize (Manish Singh/India Dispatch)
5d
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Tests of 12+ AI-detection tools show many capable of spotting basic fakes, but struggle with complex images; few analyze video, and most identified fake audio (Stuart A. Thompson/New York Times)
5d
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US Congressional Joint Economic Committee report: US consumers lost $20.9B nominally to identity theft from four major data broker breaches over the past decade (Dell Cameron/Wired)
5d
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Sources: TSMC urges clients to apply for N2 production allocation as far out as Q2 2027, with large capacity allotments nearly sold out for the next two years (Tim Culpan/Culpium)
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Anthropic's dispute with the DOD raises critical questions for US military partners like Nvidia, Google, Amazon, and Palantir, which work closely with Anthropic (Wired)
5d
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Coupang reports Q4 revenue up 11% YoY to $8.8B, below $8.9B est., and a net loss of $26M, versus $131M net profit in Q4 2024, hurt by fallout from a data breach (Reuters)
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Source: India issued a blocking order on February 24 to restrict access to developer database service Supabase; the government did not publicly cite a reason (Jagmeet Singh/TechCrunch)
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Sources: Nvidia plans to unveil a new AI inference chip at its GTC conference in March; the system will have a Groq-designed chip and OpenAI is a customer (Wall Street Journal)
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More →