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Marvell stock jumps 20%+ after the chip company reported Q4 revenue up 22% YoY to $2.2B and issued strong guidance citing growing AI demand (Lola Murti/CNBC)

How prediction markets Kalshi and Polymarket are aggressively targeting college students through fraternity partnerships and student influencers (Wall Street Journal)

Pentagon names ex-DOGE employee Gavin Kliger as Chief Data Officer to lead its AI efforts; Kliger previously reposted white supremacist Nick Fuentes' content (Alexandra Alper/Reuters)

Source: the 2024 cyber-attack by the Scattered Spider group on Transport For London resulted in the theft of personal data of ~10M people (Joe Tidy/BBC)

OpenAI says it is delaying the launch of ChatGPT Adult Mode, originally planned for Q1, to focus on higher priorities, like gains in intelligence (Alex Heath/Sources)

Robinhood debuts its $658.4M venture fund on the NYSE, pricing the IPO at $25 per share, offering retail investors access to private companies like Databricks (Manya Saini/Reuters)

Hayden AI, which raised $180M for its traffic management system, sues its ex-CEO Chris Carson Jr. for allegedly using its data to start a competitor and more (William Hicks/San Francisco Business ...)

Mozilla says Claude Opus 4.6 found 100+ bugs in Firefox in two weeks in January, 14 of them high-severity, more than the bugs typically reported in two months (Robert McMillan/Wall Street Journal)

Sources: SoftBank is seeking a bridge loan of up to $40B, its largest-ever borrowing denominated solely in dollars, to help finance its investment in OpenAI (Bloomberg)

Indonesia says it will ban "high-risk" platforms, including YouTube, TikTok, Facebook, Instagram, Threads, X, and Roblox, for children under 16 from March 28 (Associated Press)

US regulators say banks don't need to hold extra capital against losses when dealing with blockchain-based securities, calling their rules "technology neutral" (Reuters)

Microsoft says it will keep Anthropic's AI tools embedded in its client products, after its lawyers concluded the DOD's designation is only for defense projects (Jordan Novet/CNBC)

A look at SpaceX's potential IPO, which reportedly aims to raise up to $50B at a $1.75T valuation, more than 7x higher than its ~$200B valuation in October 2024 (Financial Times)

Rozana, which offers rural e-commerce and logistics services to 21,000 villages across India, raised a $31.6M Series B led by Bertelsmann India Investments (Gyan Vardhan/Entrackr)

Sources: the UK plans to delay making copyright rule changes for AI training after responses to its two-month consultation did not favor any of its proposals (Financial Times)

An interview with Tim Sweeney on the Google-Epic settlement, how the Play Store changes impact developers, why Epic's case against Apple is different, and more (Dean Takahashi/GamesBeat)

Cursor launches Automations, a tool that lets developers automatically launch agents, triggered through an addition to a codebase, a Slack message, or a timer (Russell Brandom/TechCrunch)

Filing: the US SEC settles with Tron founder Justin Sun over a 2023 case that alleged securities fraud; Tron-affiliated company Rainberry will pay the $10M fine (Nikhilesh De/CoinDesk)

Heavy Seedance 2.0 demand is straining ByteDance's compute capacity, creating a bottleneck that is causing the AI model to take hours to generate a single video (Zeyi Yang/Wired)

Sources: OpenAI employees claim the DOD tested Microsoft's Azure version of OpenAI's models before OpenAI lifted its blanket ban on military use in January 2024 (Maxwell Zeff/Wired)

The US Senate passed COPPA 2.0 again, which would create new protections for young users online; the bill now heads to the House, where it has struggled to pass (Anna Washenko/Engadget)

A look at Seattle-based Cloverleaf, which signs deals with utility companies and secures land for AI companies' data center needs; the startup has raised $300M (New York Times)

Dario Amodei says Anthropic plans to fight the DOD's risk designation in court, claims the DOD's letter has a "narrow scope", and apologizes for the leaked memo (Anthropic)

Google has quietly released an unsupported Workspace CLI, making it easier for agentic AI tools to access Gmail, Calendar, Drive, Docs, and other apps (Ben Patterson/PCWorld)

Cluely's CEO, Roy Lee, says he lied about its $7M annual recurring revenue last year, calling it "the only blatantly dishonest thing I've said publicly online" (Julie Bort/TechCrunch)

Sources: the US is considering requiring countries whose companies buy large volumes of Nvidia and AMD AI chips to invest in US AI infrastructure (Demetri Sevastopulo/Financial Times)

Sources: Together AI is in talks to raise ~$1B at a $7.5B pre-money valuation, up from $3.3B in 2025; its annualized revenue has hit ~$1B, up 3x+ from mid-2025 (The Information)

Anthropic says Claude's free active users grew 60%+ and daily signups grew 4x since the start of the year, with Monday being its strongest day ever (Shirin Ghaffary/Bloomberg)

Anthropic launches an early-warning system for potential AI-driven destruction of white-collar jobs, says it shows "limited evidence" of AI-led job loss so far (Courtenay Brown/Axios)

Microsoft's new gaming CEO, Asha Sharma, teases the next-gen Xbox, codenamed Project Helix, saying it "will lead in performance and play your Xbox and PC games" (Jay Peters/The Verge)

X revamps its Creator Subscriptions with exclusive threads, a refreshed subscriptions paywall, a new dashboard, a shareable subscriptions card, and more (Sarah Perez/TechCrunch)

Meta says it hired the engineering team from Atma Sciences, the startup that makes the vibe coding app Gizmo, earlier in 2026 to join its Superintelligence Labs (Sydney Bradley/Business Insider)

GPT-5.4 is priced at $2.50/1M input and $15/1M output tokens while GPT-5.4 Pro is $30/1M input and $180/1M output tokens, more than GPT-5.2 and GPT-5.2 Pro (Carl Franzen/VentureBeat)

The US DOD says it has "officially informed Anthropic leadership the company and its products are deemed a supply chain risk, effective immediately" (Bloomberg)

OpenAI says users can now use ChatGPT directly in Microsoft Excel and Google Sheets and debuts a suite of financial-services tools to better tackle office work (Rachel Metz/Bloomberg)

OpenAI says GPT-5.4's "individual claims are 33% less likely to be false and its full responses are 18% less likely to contain any errors, relative to GPT-5.2" (David Gewirtz/ZDNET)

GPT-5.4 is available in Pro and Thinking versions; its API version has improved tool calling and will be available with context windows of up to 1M tokens (Russell Brandom/TechCrunch)

OpenAI says GPT-5.4 produces presentations with stronger, more varied aesthetics and makes more effective use of its image generation tools (Igor Bonifacic/Engadget)

OpenAI launches GPT-5.4, saying it is its "most capable and efficient frontier model for professional work" and its first with native computer use capabilities (Emma Roth/The Verge)

Sources: Oracle is planning to cut thousands of jobs as soon as March, among its moves to handle a cash crunch from a massive AI data center expansion effort (Brody Ford/Bloomberg)

Iran's state media says Iran targeted Amazon's Bahrain data center on March 1 because of the company's support of "US military and intelligence activities" (Annie Palmer/CNBC)

Sources: US officials propose expanding AI chip export controls globally, requiring Commerce Department approval for Nvidia and AMD shipments for each country (Mackenzie Hawkins/Bloomberg)

Apple implemented geoblocking in January 2026 to prevent US-based users from downloading or updating ByteDance's Chinese apps, even with a Chinese Apple account (Zeyi Yang/Wired)

Roblox launches "real-time chat rephrasing", an AI feature that replaces banned words with "more respectful language", instead of showing profanities as "####" (Stevie Bonifield/The Verge)

The FBI arrests the son of a federal contractor who managed critical services and charges him with stealing ~$46M in crypto from the US Marshals Service (Sander Lutz/Decrypt)

Netflix buys InterPositive, a 16-person company founded by Ben Affleck that builds an AI model based on a production's dailies to be used in postproduction (Todd Spangler/Variety)

Sage, whose AI tools scan for distress and alert caregivers in nursing homes, raised a $65M Series C, bringing its total funding to $124M (Reuters)

Sam Altman takes subtle swipes at Anthropic, saying "government is supposed to be more powerful than private companies" (Ashley Capoot/CNBC)

Match eliminates the role of COO, putting Hesam Hosseini out of a job after 18 years with the dating app giant, as part of changes under CEO Spencer Rascoff (Sarah Perez/TechCrunch)

Stockholm-based Validio, whose agentic platform autonomously detects and resolves data quality issues, raised a $30M Series A, bringing its total raised to $47M (Chris Metinko/Axios)