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  • Mon Feb 2

Sources: Samsung Foundry has frequently delayed the timeline for its plant in Taylor, Texas, with its mass production plans moving from early 2026 to early 2027 (Lee Jae-Lim/Korea Joongang Daily)

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Investigation: Sama data annotators in Nairobi say they view private videos from Ray-Ban Meta glasses, like bathroom visits; ex-Meta staff say faces are blurred (SvD)

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Senator Ron Wyden, the Senate Finance Committee's top Democrat, vows to "pull out all the stops" to fight back after Trump barred Anthropic from government work (Steven T. Dennis/Bloomberg)

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Sam Altman says the DOD affirmed that OpenAI's tools wouldn't be used by agencies like the NSA, and services to them would need a further contract modification (Dylan Butts/CNBC)

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A look at the US DOJ's December 2025 lawsuit that alleged a smuggling ring illegally exported or tried to export $160M+ in advanced Nvidia AI chips to China (Eliot Chen/The Wire China)

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Sam Altman says that "the democratic process must stay in control, and we must democratize AI" and that no private company should decide the fate of the world (Sam Altman/@sama)

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Sam Altman says OpenAI amended its DOD contract to ensure "the AI system shall not be intentionally used for domestic surveillance of US persons and nationals" (George Hammond/Financial Times)

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Sam Altman says rushing the DOD deal on Friday "looked opportunistic and sloppy" but OpenAI was "trying to de-escalate things and avoid a much worse outcome" (Katherine Li/Business Insider)

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Ayar Labs, which aims to replace the copper wiring in semiconductors with fiber optics, raised a $500M Series E led by Neuberger Berman at a $3.8B valuation (Robbie Whelan/Wall Street Journal)

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Meta is testing a shopping research feature in its Meta AI web browser for select US users, positioning it against e-commerce tools in ChatGPT and Gemini (Natalie Lung/Bloomberg)

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AWS says its facilities in the Middle East are facing power and connectivity issues after drones "directly struck" its infrastructure in the UAE and Bahrain (Annie Palmer/CNBC)

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Bengaluru-based Pronto, which offers on-demand home-help services like cooking and cleaning, raised a $25M Series B led by Epiq Capital at a $100M valuation (Sankalp Phartiyal/Bloomberg)

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OpenAI and the DOD agree to add more surveillance protections to the recent AI deal; sources say Sam Altman approached the DOD's Emil Michael to rework the deal (Maria Curi/Axios)

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Anthropic brings Claude's memory feature to free users, after launching it for paid users in October 2025 (Igor Bonifacic/Engadget)

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Sources: X and xAI are set to repay ~$17.5B of debt in full; X took on ~$12.5B of debt during Musk's purchase, and xAI borrowed $5B via bonds and loans in June (Bloomberg)

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MongoDB reports Q4 revenue up 27% YoY to $695.1M, above $670M est., and forecasts Q1 adjusted earnings per share below estimates; MDB drops 22%+ pre-market (Angela Palumbo/Barron's Online)

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Sources: amid negotiations with the DOD, Anthropic submitted a bid to compete in a $100M DOD contest to develop voice-controlled, autonomous drone swarming tech (Katrina Manson/Bloomberg)

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Filing: Japan's PayPay is seeking to raise up to $1.1B at an up to $13.4B valuation in its US IPO, selling nearly 55M shares priced between $17 and $20 each (Arasu Kannagi Basil/Reuters)

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Source: Cursor's annualized revenue topped $2B in February, doubling from three months earlier, and about 60% of the revenue is coming from corporate customers (Rachel Metz/Bloomberg)

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The US Treasury Department, State Department, and federal housing agency are ending use of Anthropic products; State Department says it will switch to OpenAI (Reuters)

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Sources: US considers limiting Chinese companies to 75K Nvidia H200 chips each, less than half of what some want to buy; AMD MI325 chips also count toward a cap (Bloomberg)

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Iranians turn to Starlink, decentralized messaging apps, and VPNs to circumvent an internet blackout; NetBlocks says connectivity is at 1% of ordinary levels (Bloomberg)

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New York-based Ease Health, which is building an AI-native OS for behavioral health providers, emerged from stealth and raised a $41M Series A led by a16z (Vignesh R/Tech Funding News)

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Alibaba releases the open-weight Qwen3.5 Small Model Series in 0.8B, 2B, 4B, and 9B sizes, claiming the 9B model rivals OpenAI's gpt-oss-120b on some benchmarks (Carl Franzen/VentureBeat)

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Sources: SoftBank-owned Japanese payments app PayPay delays its IPO roadshow that was scheduled to launch Monday, as markets were rattled by the strikes in Iran (Echo Wang/Reuters)

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ByteDance shares details about its "Project Swan" headset, set to launch this year with a 4,000-PPI micro-OLED display, and unveils Pico OS 6, its new XR OS (David Heaney/UploadVR)

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A profile of Palmer Luckey and his startup Anduril, which has more than $6B in global contracts, had roughly $2B in revenue last year, and is valued at ~$31B (New York Times)

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Anthropic's $60B+ in funding, half of which came just last month, from over 200 investors is now at risk due to the company's contract dispute with the Pentagon (Dan Primack/Axios)

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Sources: Reflection AI, which is developing open foundation models, seeks to raise $2B+ at a $20B+ valuation, after raising $2B at an $8B valuation in October (Financial Times)

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X announces a "Paid Partnership" label that creators can apply to their posts to indicate they're ads; until now, creators relied on hashtags to label posts (Sarah Perez/TechCrunch)

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SCOTUS declines to hear a dispute over copyrights for AI-generated material, in a case where a computer scientist was denied a copyright for AI-generated art (Blake Brittain/Reuters)

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The Anthropic-DOD skirmish is the first major public debate on control over frontier AI, and institutions behaved erratically, maliciously, and without clarity (Dean W. Ball/Hyperdimensional)

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A look at the rights AI companies have in US government contracts, such as the "any lawful use" standard, amid the Anthropic-DOD dispute and the OpenAI-DOD deal (Jessica Tillipman)

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Sources: OpenAI agreed to follow US laws that have allowed for mass surveillance in the past, and the DOD didn't budge from its demands over bulk analyzing data (Hayden Field/The Verge)

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Sources: at Apple's request, Google investigated hosting servers inside its data centers to run a Gemini-based Siri while abiding by Apple's privacy standards (The Information)

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Apple updates the iPad Air with M4, featuring an 8-core CPU, 9-core GPU, 12GB of unified memory, an N1 networking chip, for $599+ and $799+ in 11" or 13" sizes (Apple)

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Apple unveils the iPhone 17e, offering a 6.1-inch display, a 3nm A19 chip, a C1X modem, a 48MP Fusion camera, and more, for $599+ and shipping from March 11 (Apple)

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AWS plans to invest €18B more in Aragon, Spain, taking its investment in the region to €33.7B; its Aragon facilities have used 100% renewable energy since 2022 (Cristina Cueto/DatacenterDynamics)

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Nvidia says it plans to invest $2B each in photonic product makers Lumentum and Coherent to support the companies' R&D and manufacturing operations in the US (Reuters)

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Anthropic's concerns are legitimate, but its position is intolerable and misaligned with a reality where US foes are developing autonomous fighting capabilities (Ben Thompson/Stratechery)

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Qualcomm forms a "strategic coalition" to launch 6G in 2029 and unveils FastConnect 8800, an "AI-native" Wi-Fi 8-ready NIC that doubles peak speeds over Wi-Fi 7 (Will Sattelberg/9to5Google)

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Anthropic says "a fix has been implemented" at 15:25 UTC after elevated errors on claude.ai, Claude Code, and some API methods starting at 11:49 UTC (Mayank Parmar/BleepingComputer)

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Kalshi CEO Tarek Mansour says the company would void certain bets related to Iran's Ali Khamenei and claims it doesn't "list markets directly tied to death" (Terrence O'Brien/The Verge)

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ASML CTO Marco Pieters says ASML plans to expand beyond EUV into advanced packaging, bonding, and connecting, and is building AI-based machine inspection tools (Max A. Cherney/Reuters)

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The US-led Iran bombing campaign causes longer delivery times for Amazon, Shein, and others in the Middle East, one of the fastest-growing e-commerce markets (Bloomberg)

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Anthropic launches a tool to bring a user's preferences and context from other AI platforms to Claude with one copy-paste command, available on all paid plans (Claude)

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A draft of Changpeng Zhao's unpublished memoir, "Freedom of Money", details the secret negotiations in 2023 that led to his imprisonment and a run-in with ICE (New York Times)

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Shanghai-based MiniMax reports 2025 revenue up 159% YoY to $79M, above $71.4M est., and a $1.87B net loss, up from a $465.2M net loss in 2024, after its IPO (Zheping Huang/Bloomberg)

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Q&A with Kickstarter CEO Everette Taylor on modernizing the platform, attracting new creators, managing a fully remote, four-day-per-week workplace, and more (Jordyn Holman/New York Times)

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Chinese military procurement documents show the PLA's efforts to use AI to assist in drone piloting, cyberattacks, decision-making, and disinformation campaigns (Foreign Affairs)

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Entries updated Mar 5, 2026 01:35:40 PM PST

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