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Mon Feb 9
Analysis: surging memory and CPU costs could drive the retail price of a mainstream $900 notebook up by nearly 40% in 2026 to maintain current margin structures (TrendForce)
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Sources: Sequoia's Ravi Gupta and ex-Meta CRO John Hegeman seek to raise $1B+ for a holding company to acquire at least one company and infuse it with new tech (Bloomberg)
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Mississippi regulators authorize xAI to build a power plant with 41 natural gas-burning turbines in Southaven to power its data centers (Lora Kolodny/CNBC)
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Polymarket says it is partnering with Palantir and TWG AI to identify, prevent, and report suspicious activity in Polymarket's sports contracts (Katherine Doherty/Bloomberg)
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Sandbar, which is developing the Stream ring, a $249+ AI-powered wearable that transcribes audio notes, raised a $23M Series A, bringing total funding to $36M (Alex Konrad/Upstarts Media)
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Niantic Spatial partners with Coco Robotics to integrate a visual positioning system trained on data from Pokemon Go and Ingress into a fleet of delivery robots (Will Douglas Heaven/MIT Technology Review)
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Leaked memo: a top Senate administrator gave aides the green light to use ChatGPT, Gemini, and Copilot for official Senate work, including preparing briefings (Catie Edmondson/New York Times)
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Internal doc: the State Department moved its internal chatbot from Claude Sonnet 4.5 to GPT-4.1, following Trump's directive to cancel Anthropic contracts (Nextgov/FCW)
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Filing: Microsoft files an amicus brief in support of Anthropic and advocates for a temporary restraining order to block the DOD's supply chain risk designation (Ashley Capoot/CNBC)
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Amazon expands its healthcare AI assistant Health AI to its website and app; it was previously only available on the app for One Medical (Aisha Malik/TechCrunch)
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Sources: General Catalyst is in talks with investors to raise about $10B; it raised $8B in capital in 2024 and had more than $40B in AUM as of last summer (Natasha Mascarenhas/Bloomberg)
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Nitra, which offers a platform powered by AI agents to manage medical practices, raised a $50M Series B, bringing its total funding to $205M (Catherina Gioino/Fortune)
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Oracle reports Q3 revenue up 22% YoY to $17.19B, vs. $16.91B est., and cloud revenue up 44% to $8.9B, vs. $8.85B est.; ORCL jumps 8%+ after hours (Jordan Novet/CNBC)
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MoffettNathanson: YouTube became the world's largest media company in 2025 with an estimated $62B in revenue, passing $60.9B earned by Disney's media business (Alex Weprin/The Hollywood Reporter)
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Sources: US Social Security's inspector general is investigating claims an ex-DOGE engineer took sensitive data on a thumb drive to his new private employer (Washington Post)
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Nielsen's Gracenote sues OpenAI for copyright infringement, saying OpenAI copied Gracenote's data and relational framework used to connect metadata (Sara Fischer/Axios)
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Rhoda AI, which is developing an AI model for industrial robots trained on public internet videos, raised $450M led by Premji Invest at a $1.7B valuation (Dina Bass/Bloomberg)
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YouTube expands its likeness detection tool to a select group of government officials, political candidates, and journalists to fight AI impersonation (Kerry Flynn/Axios)
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Sources: Meta buys Moltbook, a social network for AI agents, for an undisclosed fee, set to close in mid-March, and hires creators Matt Schlicht and Ben Parr (Ina Fried/Axios)
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Meta's Oversight Board calls for an AI content moderation overhaul, saying current methods are not "comprehensive enough" to handle misinformation in a conflict (Jess Weatherbed/The Verge)
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Israeli startup Jazz, which uses AI agents to tackle data loss prevention, raised $61M across seed and Series A led by Glilot and Team8, and has 15 paying users (Jake Rudnitsky/Bloomberg)
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Sources: Tencent is developing a top-secret AI agent for WeChat, and has tested using models from Zhipu, Alibaba, and DeepSeek, to compete with Qwen and Doubao (The Information)
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Google rolls out Gemini-powered AI capabilities across Docs, Sheets, Slides, and Drive, including a "Help me create" tool in Docs to generate first drafts (Aisha Malik/TechCrunch)
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Swedish legal AI startup Legora raised a $550M Series D led by Accel, tripling its valuation to $5.55B since its October 2025 raise, as it expands in the US (Yazhou Sun/Bloomberg)
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MacBook Neo review: premium chassis, vivid display, mechanical touchpad is clickable anywhere, and affordable, but no backlit keyboard and no USB-C port labels (Andrew E. Freedman/Tom's Hardware)
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Mira Murati's Thinking Machines Lab signs a chip supply deal with Nvidia worth tens of billions of dollars, planning to deploy 1GW+ of next-gen Vera Rubin chips (Financial Times)
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Paris-based Qevlar AI, an agentic AI developer for security operations centers, raised $30M led by Partech and Forgepoint Capital International (Chris Metinko/Axios)
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Sources: Amazon starts its bond sale, targeting ~$37B to ~$42B in an offering in dollars and euros, in potentially one of the biggest-ever corporate bond sales (Bloomberg)
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Memo: Amazon SVP Dave Treadwell says junior and mid-level engineers now require more senior engineers to sign off any AI-assisted code changes, after outages (Rafe Rosner-Uddin/Financial Times)
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AI networking equipment startup Eridu emerges from stealth and raised a $200M Series A led by Socratic, John Doerr, and more, taking its total funding to $230M (Julie Bort/TechCrunch)
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Meta emails advertisers about "location fees" in select European countries to cover digital services taxes, starting July 1; Google and Amazon have similar fees (Gian Volpicelli/Bloomberg)
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Kazuo Ishiguro, Philippa Gregory, Richard Osman, and ~10,000 writers publish Don't Steal This Book, an "empty" book to protest AI companies using their work (Dan Milmo/The Guardian)
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Nexthop AI, which offers specialized switches to reduce power consumption and latency for hyperscalers, raised $500M led by Lightspeed at a $4.2B valuation (Rebecca Torrence/Bloomberg)
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How AI training company Mercor, valued at $10B in 2025, uses AI interviewer Melvin and invasive monitoring software Insightful to manage its 30K+ workforce (Josh Dzieza/The Verge)
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AT&T says it plans to spend $250B+ over the next five years to build out its US infrastructure, including high-speed fiber; AT&T spent $21B on capex in 2025 (Bloomberg)
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AI cybersecurity startup Armadin, started by Mandiant founder Kevin Mandia to build AI agents, raised ~$190M led by Accel; Google bought Mandiant for $5.4B (Samantha Subin/CNBC)
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An interview with Hinge CEO Jackie Jantos, promoted from CMO in December 2025, as the dating app hits 1.8M+ paying users, gaining ground while others struggle (Kieran Smith/Financial Times)
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US commercial satellite provider Planet Labs delays Middle East imagery to two weeks from four days over concerns it could be used to target NATO members (Aaron Clark/Bloomberg)
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A look at the top 100 GenAI consumer apps: ChatGPT leads but the race for the "default AI" is on, global usage is splintering by product, and AI agents arrive (Olivia Moore/Andreessen Horowitz)
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Pentagon official Emil Michael says Anthropic's lawsuit is an "expected reaction" and "I don't think there's a scenario where this gets resolved in that way" (Katrina Manson/Bloomberg)
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Uzbek fintech and e-commerce company Uzum raised $131.5M led by Oman's sovereign funds, with $81.5M equity, at a $2.3B valuation, up from $1.5B in August 2025 (Jagmeet Singh/TechCrunch)
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How "dark factories", powered by AI and robotics and requiring essentially no workers, are set to upend China's labor market, already stressed by tariffs (Bloomberg)
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How AI may disrupt venture capital, from making it easier and cheaper to start software companies, to agentic investors analyzing startup pitch decks and teams (Arielle Pardes/Wired)
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Yann LeCun's Advanced Machine Intelligence Labs raised a $1.03B seed at a $3.5B pre-money valuation to work on world models, in Europe's largest-ever seed round (Madhumita Murgia/Financial Times)
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Source: Spark Capital, the first VC firm to back Anthropic in 2023, is raising about $3B in new funds, 50% more than the size of funds it raised two years ago (The Information)
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Dify, which offers an open-source platform to build and run AI applications and agentic workflows, raised a $30M pre-Series A led by HSG at a $180M valuation (FinSMEs)
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xAI aims to build a natural gas power plant in Southaven, MS, to run its data centers; a key meeting with regulators is set on an election day ~200 miles away (Lora Kolodny/CNBC)
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Sources: the White House is preparing an executive order formally instructing federal agencies to stop using Anthropic's AI tools (Maria Curi/Axios)
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Sources: PE firm EQT is exploring a sale of Linux distribution vendor SUSE in a deal that could value it at up to $6B; SUSE was valued at ~$2.96B in 2023 (Reuters)
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Sources: Nvidia is pitching NemoClaw, an upcoming open-source AI agent platform for enterprises, and plans to offer security and privacy tools for it (Wired)
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