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Wed Feb 18
US prosecutors charge three people affiliated with Super Micro, including a co-founder, with smuggling Nvidia chips to China; SMCI drops 11.85% after hours (Jordan Novet/CNBC)
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OpenAI plans to unify ChatGPT, Codex, and its browser into a desktop "superapp" to simplify the user experience and focus on engineering and business customers (Berber Jin/Wall Street Journal)
1d
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Sources: Anthropic met behind closed doors with House Homeland Security and discussed issues like export controls, only briefly touching on its DOD fight (Maria Curi/Axios)
1d
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Nvidia says it will sell 1M GPUs and a broad mix of other chips, including new Groq chips, to AWS by the end of 2027; financial terms were not disclosed (Stephen Nellis/Reuters)
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Filing: the Pentagon says Anthropic's use of foreign workers, including from China, poses security risks and that its case is "different" from other companies' (Maria Curi/Axios)
2d
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Verily raised $300M led by Series X Capital, giving it ~2 years of runway per a source; Alphabet remains an investor but no longer has a controlling stake (Axios)
2d
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Sources: Kalshi is raising ~$1B led by Coatue at a $22B valuation, up from the $11B valuation announced in December, and has a revenue run rate of ~$1.5B (Yuliya Chernova/Wall Street Journal)
2d
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Amazon acquires Zurich-based autonomous robotics startup Rivr, formerly Swiss-Mile; PitchBook: the startup was valued at $110M in an August 2024 funding round (The Information)
2d
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Signal's Moxie Marlinspike says his privacy-focused AI platform Confer will integrate its encryption tech into Meta AI to provide E2EE for chatbot interactions (Wired)
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Sources: Google has started consumer beta testing of a dedicated Gemini AI app for the Mac, as it seeks to compete with Mac apps for ChatGPT and Claude (Mark Gurman/Bloomberg)
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Bluesky raised a $100M Series B led by Bain Capital Crypto in April 2025, following a $15M Series A in 2024 and an $8M seed in 2023; it now has over 43M users (Sarah Perez/TechCrunch)
2d
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Sources: Jeff Bezos is in talks to raise $100B for a fund that would buy companies in industrial sectors such as chipmaking and defense and revamp them with AI (Wall Street Journal)
2d
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Google moved some staffers working on Project Mariner, its AI agent that can navigate Chrome and complete tasks on a user's behalf, to higher-priority projects (Maxwell Zeff/Wired)
2d
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Oasis Security, which specializes in securing non-human identities, such as AI bots and automated work tools, raised $120M, bringing its total funding to $190M (Marissa Newman/Bloomberg)
2d
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Google announces a new "advanced flow" for Android sideloading that requires a mandatory 24-hour cooling-off period to install apps from unverified developers (Dominic Preston/The Verge)
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Privacy-focused MVNO Cape raised a $100M Series C at a $900M valuation, and says its revenue grew from $4.5M in 2024 to $37M in 2025 (Thomas Brewster/Forbes)
2d
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Mark Zuckerberg's original metaverse vision is effectively over, after renaming Facebook to Meta and spending ~$80B on the endeavor, as his focus shifts to AI (New York Times)
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Cursor says Composer 2 is "frontier-level at coding" and is priced at $0.50/1M input tokens and $2.50/1M output tokens, with a faster variant costing 3x more (Cursor)
2d
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Sources: TP-Link told US federal agencies probing its China ties that CEO Jeffrey Chao applied for US permanent residency under the $1M Trump Gold Card program (Kate O'Keeffe/Bloomberg)
2d
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Meta plans to reduce its reliance on third-party vendors for content moderation, in favor of AI tools that it says are better at spotting scams and other tasks (Kurt Wagner/Bloomberg)
2d
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Waymo says its fleet hit 170M+ miles as of December 2025, and its Waymo Driver system was involved in 92% fewer serious-injury crashes than human drivers (Andrew J. Hawkins/The Verge)
2d
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Cursor launches Composer 2, an AI agent trained solely on coding-related data to perform autonomous, lengthy coding tasks, to compete with Anthropic and OpenAI (Rachel Metz/Bloomberg)
2d
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Alphabet's X spins out Anori, which seeks to streamline building approvals through a unified platform for developers and city regulators, with $26M in funding (Connie Loizos/TechCrunch)
2d
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DoorDash launches Tasks, a new app that pays delivery couriers in some markets to submit video clips and complete other tasks for training AI models (Natalie Lung/Bloomberg)
2d
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Letters: industry groups pushed back after India proposed in January that Apple, Google, and others consider pre-installing biometric ID app Aadhaar on phones (Reuters)
2d
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Claros, which aims to cut data center energy losses by using voltage regulators that provide power directly to servers' main processors, raised a $30M seed (Ben Geman/Axios)
2d
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MLB makes Polymarket its official prediction markets platform, giving it exclusive data access; Polymarket will restrict contracts that pose "integrity risk" (Wall Street Journal)
2d
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Adobe launches Firefly Custom Models in public beta, letting users train AI image generators on their own assets; the custom models are private by default (Jess Weatherbed/The Verge)
2d
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OpenAI agrees to acquire Astral, which makes Python tools for developers, to integrate its team into Codex, and says Codex has 2M+ users, up 3x since January (Agnee Ghosh/Bloomberg)
2d
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The UK CMA launches an investigation into Adobe, saying early membership cancellation fees for certain products might be in breach of consumer protection laws (Mauro Orru/Wall Street Journal)
2d
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Google co-founder Sergey Brin raises his total contribution to $45M for the Building a Better California Super PAC, which opposes a proposed 5% billionaire tax (Dara Kerr/The Guardian)
2d
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Deeptune, which builds high-fidelity reinforcement learning environments that simulate professional workflows for AI agents, raised a $43M Series A led by a16z (Lily Mae Lazarus/Fortune)
2d
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Uber plans to invest $1.25B in Rivian through 2031, contingent on meeting autonomy milestones, starting with $300M at signing, to deploy 50K Level 4 robotaxis (Andrew J. Hawkins/The Verge)
2d
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The US NHTSA escalates its investigation into Tesla's FSD to an "engineering analysis", which could result in a recall campaign or other enforcement action (Ryan Felton/Wall Street Journal)
2d
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Crypto.com CEO Kris Marszalek says the company cut ~12% of its workforce, or ~180 roles, saying the layoffs target roles that "do not adapt" as it integrates AI (Brian Danga/The Block)
2d
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DHL Supply Chain says it will open 10 warehouses in 2026 across North America to serve data center operators and component suppliers, totaling 7M+ square feet (Liz Young/Wall Street Journal)
2d
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Ofcom fines 4chan £520K for OSA violations, including £450K for not complying with age check requirements, and gives it until April 2 to implement age assurance (Mizy Clifton/Politico)
2d
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The UN-backed World Happiness Report says passively consuming algorithmic social media hurts teens' mental health and heavy use disproportionately affects girls (Kati Pohjanpalo/Bloomberg)
2d
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TechInsights: chip manufacturing emissions will climb ~33% to 247M metric tons of carbon dioxide equivalent by 2030, roughly the same as Algeria's 2024 volume (Aaron Clark/Bloomberg)
2d
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Alibaba reports Q3 revenue up 2% YoY ~$41.3B, vs. ~$42B est., and net income down 67% YoY to ~$2.4B, as it seeks to monetize AI to help offset e-commerce losses (Bloomberg)
2d
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An analysis of a NYT article load finds 422 network requests totaling 49MB, triggering a sprawling programmatic ad auction, an example of "hostile architecture" (Shubham Bose)
2d
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CISA warns US companies to follow Microsoft's recommendations for fortifying Intune, a tool that manages staff access, after a cyberattack on Stryker last week (Margi Murphy/Bloomberg)
2d
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Filing: Samsung says it plans to spend ~$73.3B on capital expenditure and research in 2026, up from ~$60B in 2025, and pay ~$6.5B in regular dividends (Reuters)
2d
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Sources: European chip importers are tapping backup stores and paying higher air freight costs as the US-led Iran war disrupts Middle Eastern cargo routes (Kai Nicol-Schwarz/CNBC)
2d
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Paris-based Parallel, which develops AI agents for hospitals and is initially focused on medical coding workflows, raised a $20M Series A led by Index Ventures (Tamara Djurickovic/Tech.eu)
2d
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Edra, which says it helps companies automate workflows by turning their operational data into a living knowledge base, raised a $30M Series A led by Sequoia (Connie Loizos/TechCrunch)
2d
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Chinese cities are offering free apartments and office space to attract and incubate "one-person companies", startups run by a single founder with AI's help (Viola Zhou/Rest of World)
2d
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Meta CTO Andrew Bosworth says Horizon Worlds will remain in VR for the "foreseeable future", after Meta said Quest headset users will lose access from June 15 (Janko Roettgers/Lowpass)
2d
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Source: Fal, a GenAI model hosting service, is in talks to raise $300M-$350M at an $8B valuation; annualized revenue hits $400M, up from $200M in October 2025 (Katie Roof/The Information)
2d
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Chip industry executives say chip testing companies are racing to meet AI chip demand; Advantest, Teradyne, and Chroma shares more than tripled in the past year (Cheng Ting-Fang/Nikkei Asia)
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