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January 29, 2025, 6:20 PM
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| Microsoft: |
Microsoft reports Q2 revenue up 12% YoY to $69.6B, Microsoft 365 Commercial products and cloud services up 15%, LinkedIn up 9%, and net income up 10% to $24.1B — Microsoft Cloud and AI Strength Drives Second Quarter Results — REDMOND, Wash. — January 29, 2025 — Microsoft Corp. today announced …
More: New York Times, TechCrunch, Semafor, Thurrott, Associated Press, and Constellation Research
| Jordan Novet / CNBC: |
Microsoft reports Q2 Intelligent Cloud revenue up 19% YoY to $25.5B, vs. $25.8B est., with Azure and other cloud services revenue up 31%, down from 33% in Q1 — Microsoft shares tumbled as much as 5% in extended trading Wednesday after the software company issued fiscal second-quarter results …
More: Capital Brief, Reuters, Bloomberg, and Benzinga
| Meta: |
Meta reports Q4 revenue up 21% YoY to $48.4B, net income up 49% YoY to $20.8B, and family daily active people up 5% YoY to 3.35B on average for December 2024 — Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2024.
More: Bloomberg, DatacenterDynamics, Capital Brief, Wall Street Journal, Benzinga, Investing.com, Deadline, Quartz, Yahoo Finance, The Hollywood Reporter, Shacknews, Variety, and CNBC
X: @mikeisaac, @mikeisaac, @munster_gene, @richlightshed, @thetranscript_, @lexnfx, and @rihardjarc. Forums: Hacker News
| Jonathan Vanian / CNBC: |
Meta's Reality Labs posts Q4 revenue up 1% YoY to $1.1B, vs. $1.1B est., and a $4.97B operating loss, vs. $5.4B est.; Reality Labs has lost $60B+ since 2020 — Meta continues to lose billions of dollars developing the virtual reality and augmented reality technologies needed to underpin the nascent metaverse.| Financial Times: |
OpenAI says it has seen some evidence that DeepSeek used “distillation” to train its open-source competitor by using outputs from OpenAI's proprietary models — White House AI tsar David Sacks raises possibility of alleged intellectual property theft
More: Wiz Blog, Wired, 404 Media, BBC, TechRadar, NBC News, The Guardian, How-To Geek, Australian Financial Review, Inc, New York Times, Barron's Online, The Verge, MacRumors, Reuters, Gizmodo, Fox News, Associated Press, The Information, Forbes, Nikkei Asia, Business Insider, Cautious Optimism, Mashable, Fortune, Entrepreneur, Futurism, Axios, Music Business Worldwide, Interesting Engineering, Inside Bitcoins, Windows Central, International Business Times, Wall Street Journal, en.ain.ua, Marcus on AI, PR Daily, Sherwood News, ZeroHedge News, Engadget, Tech Startups, and Digital Music News
Bluesky: @mims, @tomwarren.co.uk, @mmasnick, @stevefaktor.com, and @pelops
Mastodon: @timnitGebru@dair …, @ancatdubh@mastodon.ie, @brucelawson@social …, and @GossiTheDog@cyberplace.social
X: @markchen90, @edzitron, @firstadopter, @wzihanw, @mayazi, @dan_jeffries1, @ananayarora, @gfodor, @quixoteknight, @krishnanrohit, @rasmus_kleis, @cristinacriddle, @vikhyatk, @gallabytes, @emollick, @zeyuanallenzhu, @kortizart, @max_paperclips, @eleanorolcott, @angelazhanghk, @marietjeschaake, @daveg, @jxmnop, @nearcyan, @triskweline, @denisewu, @jukanlosreve, @nicoleperlroth, @yacinemtb, @aidan_regan, @deliprao, @markchen90, @wassielawyer, @can, @paulskallas, @stevesi, and @palmerluckey
LinkedIn: Matt Burgess, Xingchu Liu, Ph.D., Pritam Bordoloi, Guan Seng Khoo, PhD, and Georg Zoeller
| Bloomberg: |
More: Vox, PCMag, International Business Times, Lago, Gizmodo, Quartz, Forbes, TechCrunch, The Hill, Tom's Hardware, New York Post, Fox News, Fast Company, Fortune, PC Gamer, iTnews, Tech.co, Android Police, The Windows Club, IJR, Technext, IGN, Digital Trends, PaymentSecurity.io, AI News, Analytics India Magazine, Maginative, Engadget, and PYMNTS.com
X: @kevinroose, @newley, @sawyermerritt, @mrbcyber, @benitoz, and @shiringhaffary. LinkedIn: Nills Franssens
Forums: Hacker News, r/LocalLLaMA, r/technology, and r/wallstreetbets
| Jackie Davalos / Bloomberg: |
More: Wall Street Journal, Reuters, TechCrunch, Android Sage, Axios, Mashable, Plagiarism Today, Proactive, Forbes, and Quartz
Bluesky: @dbsmasher.com, @quinnypig.com, @brettfavaro, @daledoback3, @brianstorms, @micah541, @karlbode.com, @jetjocko, and @rtm223.me. Mastodon: @billbennett@mastodon.nz
X: @yacinemtb, @autismcapital, @alexandr_wang, @tsarnick, @menhguin, @yacinemtb, @gfodor, and @aravsrinivas. Forums: r/technology
| Wall Street Journal: |
Sources: Meta agrees to pay ~$25M to settle a 2021 lawsuit that Trump brought against Meta and its CEO after it suspended his accounts following the Jan. 6 riot — The president had sued the social-media company after his accounts were suspended — President Trump has signed settlement papers …
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Bluesky: @karaswisher, @mmasnick, @nycsouthpaw, @mmasnick, @noupside, @jeffhorwitz, and @brendannyhan
| Eduardo Baptista / Reuters: |
Alibaba releases Qwen 2.5-Max, an AI model that the company's cloud unit claims “outperforms” GPT-4o, DeepSeek-V3, and Llama-3.1-405B “almost across the board” — Chinese tech company Alibaba (9988.HK) on Wednesday released a new version of its Qwen 2.5 artificial intelligence model …
More: Qwen, Forbes, Benzinga, Decrypt, Inside Bitcoins, SiliconANGLE, Bloomberg, Maginative, Unite.AI, Futurism, The Independent, PC Gamer, Livemint, Barron's Online, Tech Startups, Tech.co, Technext, The Federalist, and Zacks Investment Research
X: @alibaba_qwen, @huybery, @tekbog, @justinlin610, @ai_for_success, @hsu_steve, @alibaba_qwen, @_akhaliq, and @justinlin610. LinkedIn: Cedric Saber
Forums: Hacker News, r/artificial, r/news, r/technology, r/technews, r/Sino, r/China, r/worldnews, r/OpenAI, r/AMD_Stock, and Slashdot
| Dario Amodei: |
DeepSeek makes US export controls to China even more important, and DeepSeek-V3 is not a unique breakthrough but an expected point on a cost reduction curve — A few weeks ago I made the case for stronger US export controls on chips to China. Since then DeepSeek, a Chinese AI company …
More: Ed Zitron's Where's Your Ed At, TechCrunch, Simon Willison's Weblog, The Week, 404 Media, The Decoder, CNBC, Exponential View, Marcus on AI, Semafor, and Financial Times
Bluesky: @caseynewton, @marypcbuk, @dmitri.silverado.org, and @moskov.goodventures.org
X: @om, @andrewcurran_, @nrehiew_, @rakyll, @altryne, @alexfriedland, @lmatsakis, @bantg, @darioamodei, @_andreamiotti, @yacinemtb, @modeless, @chetanp, @emollick, @hyhieu226, @jtasioulas, @firstadopter, @rakyll, @ankesh_anand, @mmurph, @danielmerja, @npcollapse, @ohlennart, @s_oheigeartaigh, @s_oheigeartaigh, @dalperovitch, and @garymarcus
LinkedIn: Fred Bliss and James Garner
Forums: Hacker News and r/singularity
| New York Times: |
More: Yahoo Finance, Fortune, and Zacks Investment Research
| Tom Warren / The Verge: |
Microsoft adds DeepSeek's R1 to Azure AI Foundry and GitHub, and plans to make a distilled, smaller version of R1 available to run locally on Copilot+ PCs soon — Microsoft has moved surprisingly quickly to bring R1 to its Azure customers. — Microsoft has moved surprisingly quickly to bring R1 to its Azure customers.
More: Microsoft Azure, TechCrunch, Reuters, and BGR
Bluesky: @fxshaw.com and @tomwarren.co.uk. X: @minimaxir. LinkedIn: Engin Erzengin. Forums: Hacker News
| Stefano Bernabei / Reuters: |
DeepSeek disappears from Apple's and Google's app stores in Italy, a day after Italy's data protection regulator said it asked DeepSeek about personal data use — The Chinese artifical intelligence application DeepSeek appeared to be unavailable on Wednesday in Apple and Google app stores in Italy on Wednesday.
More: TechCrunch, Forrester, TechCrunch, The Guardian, PaymentSecurity.io, Reuters, Tech.co, Neowin, Livemint, Bloomberg, and 19FortyFive. LinkedIn: Euroconsumers
| Brody Ford / Bloomberg: |
IBM reports Q4 revenue up 1% YoY to $17.6B, vs. $17.5B est., bookings for AI consulting and software crossed $5B, up from $3B in Q3; IBM jumps 8%+ after hours — - Software business revenue gained 10%, fueled by Red Hat — IBM gives a forecast for free cash flow that tops estimates| Ryan Browne / CNBC: |
ASML reports Q4 net profit of €2.69B on €9.26B net sales, net bookings up 169% QoQ to €7.09B, and expects 2025 net sales of €30B to €35B, up from €28.3B in 2024 — Dutch semiconductor giant ASML on Wednesday reported a big jump in fourth-quarter net bookings …
More: Reuters, ASML Netherlands BV, Quartz, Investing.com, Inside Bitcoins, Motley Fool, The Register, Proactive, Bloomberg, CNBC, and Bloomberg
Forums: r/AMD_Stock and r/wallstreetbets
| Ryan Browne / CNBC: |
| Zaheer Kachwala / Reuters: |
Trump Media unveils fintech brand Truth.Fi with an investment of up to $250M, which can be allocated to various investments, like BTC and other cryptocurrencies — Truth Social parent Trump Media and Technology Group (DJT.O) said on Wednesday its board of directors has approved the launch …
More: Trump Media & …, CNBC, PYMNTS.com, DL News, Bank Automation News, The Block, Capital Brief, The Guardian, The Block, The Daily Hodl, American Banker, Forbes, MarketWatch, Seeking Alpha, The Independent, Newsweek, BeInCrypto, Cryptopolitan, ReadWrite, Wccftech, Motley Fool, Fast Company, Benzinga, CoinDesk, Watcher Guru, Axios, Protos, Crypto Briefing, CNN, Decrypt, CryptoSlate, CoinGape, Bloomberg, Wall Street Journal, Quartz, and Fortune. Bluesky: @owillis
| New York Times: |
How employees at Meta, Google, and more have quietly protested tech's rightward shift, as Mark Zuckerberg and others embrace Trump and muffle internal dissent — As Mark Zuckerberg and other tech titans have embraced President Trump and muffled internal dissent at their companies … | Jay Peters / The Verge: |
Comcast starts rolling out its “pioneering new, ultra-low lag connectivity experience” to select US cities, using the L4S standard to significantly cut latency — The new technology is based on a standard called L4S, which can significantly reduce latency to help things like video games feel smoother.
More: Comcast, Engadget, PCMag, VentureBeat, Tom's Hardware, CGMagazine, and Digital Trends
| Bloomberg: |
Sources: the Trump administration is exploring additional curbs on the sale of chips to China to cover Nvidia's scaled-down H20, designed for the Chinese market — - Officials had very early talks about restricting the H20 chip — Nvidia designed the scaled-down H20 product for Chinese market
More: The Information, Tom's Hardware, Reuters, Wall Street Pit, Yahoo Finance, Wccftech, Proactive, Benzinga, TipRanks Financial, and FX Empire
X: @kobeissiletter and @mackhawk
| Wall Street Journal: |
US officials and Google researchers: China, Iran, and 18+ other countries use AI tools like Gemini to bolster their cyberattacks against US and global targets — A cyber-threat report from Google is shedding light on how foreign actors are leveraging generative AI to boost their hacking prowess.| Gene Maddaus / Variety: |
The US Copyright Office says using AI tools to assist in creative processes doesn't compromise copyright protections as long as the content has human authorship — The U.S. Copyright Office declared Wednesday that the use of artificial intelligence tools to assist in the creative process does not undermine the copyright of a work.
More: copyright.gov, VentureBeat, Associated Press, Gizmodo, and Billboard
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