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Tue Feb 17
Sources: Hua Hong is readying a 7nm process at its Shanghai fab with Huawei's collaboration, which would make it China's second chipmaker at the node after SMIC (Fanny Potkin/Reuters)
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Sources: Alibaba may unveil a Qwen-based AI agent for enterprises as soon as this week, and plans to gradually integrate the agent into its services like Alipay (Luz Ding/Bloomberg)
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Spotify announces Taste Profile editing in beta, the first time it lets users fine-tune the recommendation algorithm, starting with Premium users in New Zealand (Sarah Perez/TechCrunch)
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Sources: Microsoft cut plans to add some Copilot AI features to Windows 11 and shipped some tools without the Copilot branding, to reduce AI bloat in the OS (Zac Bowden/Windows Central)
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Reliz, which operates crypto lender BlockFills, files for Chapter 11 bankruptcy, reporting $50M to $100M in estimated assets and $100M to $500M in liabilities (Timmy Shen/The Block)
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Google and Accel's joint AI startup accelerator Atoms picks five Indian startups from 4,000+ applications, saying ~70% of rejected applicants were AI "wrappers" (Jagmeet Singh/TechCrunch)
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President Trump accuses Iran of using AI as a "disinformation weapon" to make fake images of wartime successes against the US, saying "AI can be very dangerous" (Kenrick Cai/Reuters)
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Micron completes the $1.8B acquisition of Powerchip's DRAM fab in Taiwan, and plans a second fab of similar scale with construction starting by the end of FY26 (Wen-Yee Lee/Reuters)
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JD.com launches online marketplace Joybuy in the UK, Germany, France, the Netherlands, Belgium, and Luxembourg, as it expands globally to challenge Amazon (Reuters)
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Q&A with Waymo co-CEO Tekedra Mawakana on accidents, why autonomous vehicles won't lead to job losses, plans to license Waymo tech to other companies, and more (Jordyn Holman/New York Times)
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Standard Kernel, which is making AI-powered GPU optimization software, raised a $20M seed led by Jump Capital, with General Catalyst and others participating (Clinton Nwachukwu/Ventureburn)
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Recovered notes from a lobbyist's phone outline a $5M payment structure tied to Argentine President Milei and other top officials' promotion of the Libra token (Zack Abrams/The Block)
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Intellexa's founder says his firm sells surveillance tech exclusively to governments, reviving claims of state spying in Greece after being sentenced last month (Eliza Triantafillou/OCCRP)
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Scanner, which helps organizations build cloud-native security data lakes for threat hunting, detection, and response, raised a $22M Series A led by Sequoia (Ionut Arghire/SecurityWeek)
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Indian edtech startup upGrad plans to acquire rival Unacademy in an all-stock deal; Unacademy was valued at less than $500M in 2025, down from $3.5B in 2021 (Jagmeet Singh/TechCrunch)
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Tether, flush with cash, has been investing in diverse sectors ranging from sleep tech company Eight Sleep to humanoid robotics company Neura Robotics (PitchBook)
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Study: most AI-generated videos on social media about the war in Iran push pro-Iranian views, often exaggerating its military capabilities and sophistication (New York Times)
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The gaming industry is shaping up to be one of the AI boom's biggest casualties, from job losses to rising console prices due to the global RAM shortage (Helen Vogelsong-Donahue/Wired)
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Zendesk agrees to acquire Forethought, which makes AI-powered customer support software, for an undisclosed sum; Forethought has raised $115M (Julie Bort/TechCrunch)
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San Francisco's housing market is seeing a big rebound, driven by the AI boom; Apartment List says rents rose 14% YoY in February, the fastest growth in the US (Katherine Bindley/Wall Street Journal)
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Takeaways from the 2026 Game Developers Conference: a high volume of job seekers amid layoffs, AI was the hot buzzword, more outsourcing than ever, and more (Jason Schreier/Bloomberg)
4d
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A preview of Nvidia's 2026 GTC, which kicks off on March 16, where the company is expected to unveil new agentic-optimized CPUs, a CPU-only rack, and more (Katie Tarasov/CNBC)
5d
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Drones caused a Qatari Helium-producing energy hub to shutter; crucial in chipmaking, Bloomberg says the closed hub makes up ~33% of global Helium production (Ines Ferré/Yahoo Finance)
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Kaiko: cumulative trading volume on crypto exchange Hyperliquid's perpetual oil futures surged to ~$7.3B on March 12 from $339M on February 28 amid the Iran war (Vicky Ge Huang/Wall Street Journal)
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Sources: ByteDance suspended the global launch of Seedance 2.0 amid copyright disputes with Hollywood studios and streamers; it was launched in China last month (The Information)
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A survey of 1,000 hiring managers: 59% say they stress AI's role in layoffs or hiring freezes "because it plays better"; only 9% say AI has fully replaced roles (Gautam Mukunda/Bloomberg)
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TSMC's N3 logic wafer capacity has become one of the AI industry's biggest constraints, which could push customers to explore greater foundry diversification (SemiAnalysis)
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An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more (Dwarkesh Patel/Dwarkesh Podcast)
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An excerpt from the upcoming book Project Maven details how the Pentagon enlisted Silicon Valley to build AI-powered tools of war, now being used in Iran (Katrina Manson/Bloomberg)
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Mobile internet blackouts hit Moscow as the Kremlin tightens control; Roskomnadzor data shows average daily traffic is down ~20% in March compared to February (Anastasia Stognei/Financial Times)
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Palantir software demos and DOD records show how the military may be using AI chatbots, including the kinds of queries and the data used to generate responses (Caroline Haskins/Wired)
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Singapore-based MetaComp, which bridges traditional fiat payment rails and stablecoin settlement infrastructure, raised $35M across two pre-Series A rounds (Timmy Shen/The Block)
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A survey of 1,692 US physicians: over 80% use AI professionally and the most common use cases are medical research summarization and clinical care documentation (American Medical Association)
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The US Army awards Anduril a 10-year contract worth up to $20B to buy its software, hardware, and services; the deal includes a 5-year optional ordering period (Jen Judson/Bloomberg)
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A US government website shows the Commerce Department withdrew a planned rule tightening AI chip exports; a draft was sent to agencies for feedback in February (Karen Freifeld/Reuters)
5d
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Sources: Meta plans sweeping layoffs that could affect 20% or more of the company, amid mounting AI infrastructure costs; it had ~79,000 employees as of Dec. 31 (Reuters)
6d
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A US judge questions Elon Musk's $134B claim for damages in his lawsuit against OpenAI and Microsoft but rules Musk can still make his case to a jury (Elon Musk/Financial Times)
6d
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$TRUMP memecoin surged as much as 60% after its promoters announced a gala luncheon at Mar-a-Lago with Trump; the White House hasn't confirmed his attendance (Bloomberg)
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Amazon wins its appeal against a €746M GDPR fine imposed by Luxembourg's privacy watchdog after a court finds the watchdog had not properly done its analysis (Foo Yun Chee/Reuters)
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Sources: the Trump administration is set to receive a ~$10B fee from investors in TikTok's US business for the government's role in brokering the TikTok US deal (Wall Street Journal)
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Digg announces a "hard reset" and shuts down operations two months after it was relaunched by Kevin Rose and Alexis Ohanian, citing the scale of AI bot spam (Richard Lawler/The Verge)
6d
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Facebook launches new tools to help creators detect and report impersonation, and updates guidelines to better define what it considers to be "original content" (Sarah Perez/TechCrunch)
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Sources: Mirendil, founded by former Anthropic researchers to develop AI models for scientific research, is in talks to raise $175M at a $1B valuation (The Information)
6d
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Didi reports Q4 revenue up 10.5% YoY to $8.46B, international revenue up 47% YoY to $638M, and a net loss of $43.48M amid an overseas expansion push (Reuters)
6d
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MacBook Neo teardown: most repairable MacBook in ~14 years, with no parts pairing issues, a screwed-down battery, and relatively easy keyboard replacement (Elizabeth Chamberlain/iFixit News)
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Travis Kalanick renames CloudKitchens' parent company as Atoms, focused on creating "gainfully employed robots" for the food, mining, and transport industries (Natalie Lung/Bloomberg)
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Claude Opus 4.6 and Sonnet 4.6 now offer a 1M context window at standard pricing; it is the default for Claude Code Max, Team, and Enterprise users on Opus 4.6 (Anthropic)
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Meta says Instagram will no longer support end-to-end encrypted messages starting May 8, saying "very few people" were using E2EE in their DMs (Karandeep Singh Oberoi/Android Police)
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Amazon Prime Video plans to raise the price of its ad-free plan, Ultra, to $4.99 per month, and add support for up to five simultaneous streams, from April 10 (Emma Roth/The Verge)
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Sources: Elon Musk pushed out two more xAI co-founders after getting frustrated with xAI's coding product progress and brought in "fixers" from SpaceX and Tesla (Financial Times)
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