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January 31, 2025, 9:15 AM
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Top News

CNBC:
Apple reports a record $124.3B revenue in Q1, up 4% YoY, net income up 7.1% to $36.3B, China net sales down 11% to $18.5B, largest drop in China since Q1 2024  —  Analysts are concerned about how Apple will signal the March quarter is shaking out.
Apple Inc.:
Apple Q1: iPhone down 1% YoY to $69.14B, vs. $71.03B est., Mac up 15% to $8.99B, iPad up 15% to $8.09B, and Wearables, Home, and Accessories down 2% to $11.75B  —  All-time records for total company revenue and EPS  —  Services revenue reaches new all-time high
CNBC:
Apple Services revenue reached an all-time high of $26.34B in Q1, up 14% YoY, beating estimates and helping lift the company's gross margin to a record 46.9%
Business Insider:
In a leaked recording of an all-hands meeting, Mark Zuckerberg said Meta was slow to respond to TikTok's rise because “we didn't think TikTok was social”  —  - Mark Zuckerberg addressed several recent policy changes in a company all-hands meeting on Thursday.
Business Insider:
Leaked all-hands recording: Mark Zuckerberg told staff to “buckle up” for an “intense” year, said a changing policy landscape necessitated DEI changes, and more  —  - Meta CEO Mark Zuckerberg told staffers in a Thursday all-hands to be ready for an “intense year.”
Wall Street Journal:
Sources: OpenAI is in early talks to raise up to $40B at a $340B valuation; the startup was last valued at $157B in October, when it raised $6.6B  —  SoftBank would lead $40 billion round for the ChatGPT maker, some of which would go to Stargate AI infrastructure venture.
Jordan Novet / CNBC:
Intel reports Q4 revenue down 7% YoY to $14.26B, vs. $13.81B est., Data Center and AI down 3% YoY to $3.39B, and forecasts Q1 revenue below estimates  —  Intel issued disappointing quarterly guidance on Thursday, but reported earnings and revenue that topped estimates.  Shares were up 3% after hours.
Dylan Patel / SemiAnalysis:
A close look at DeepSeek, which is estimated to have access to ~50K Hopper GPUs, a total server capex of ~$1.3B, and a GPU spend of $500M+ over its history  —  The DeepSeek Narrative Takes the World by Storm  —  DeepSeek took the world by storm.  For the last week, DeepSeek has been the only topic …
VideoCardz.com:
Nvidia updates its PC app and rolls out the new GPU drivers, bringing Multi Frame Generation to RTX 50 Series GPUs and DLSS transformer models to all RTX GPUs  —  NVIDIA DLSS4 released, Override feature now available  —  Following the launch of the GeForce RTX 5090 and 5080 …
Abner Li / 9to5Google:
Google announces a “voluntary exit program” for employees working in the Platforms & Devices group in the US, which includes Android, Chrome, Pixel, and more  —  Last year, the teams responsible for Pixel hardware and Android software were merged into one division …
Wall Street Journal:
Sources: Amazon is ramping up ad spending on X, as companies re-evaluate their stances in a changing political climate; source: Apple considers a return to X  —  Amazon is ramping up ad spending on Elon Musk's X, according to people familiar with the situation, a major shift after pulling …
MK Manoylov / The Block:
Tether plans to bring USDT to the Bitcoin base layer again and to the Layer 2 protocol Lightning Network, following USDT expansions to Celo and other networks  —  - The integration is supported by Taproot Assets, a network that enables interoperability between stablecoins and other assets on the Bitcoin network.
Bloomberg:
Sources: US officials are investigating whether DeepSeek bought advanced Nvidia chips from third parties in Singapore, circumventing US restrictions on AI chips  —  - Nvidia says it ‘insists’ that customers comply with laws  — Singapore accounts for about 20% of Nvidia's revenue
Abner Li / 9to5Google:
Google Search adds Ask for me, which uses AI to call businesses to inquire about availability and pricing, starting with nail salons and auto shops in the US  —  Following Daily Listen in early January, Google is launching a new Search Lab called “Ask for me.”
Tom Warren / The Verge:
Sources: Nadella and Microsoft execs moved quickly to get engineers to test and deploy DeepSeek R1 on Azure and GitHub in 10 days, an unusually fast turnaround  —  Microsoft was ready for the next step in AI models.  —  Microsoft was ready for the next step in AI models.
Counterpoint Research:
Indian smartphone market's revenue rose 9% YoY in 2024, with shipments up 1% YoY to 153M units; Nothing was the fastest-growing brand, up 577% YoY  —  - The Indian smartphone market's Revenue on the basis of the wholesale price rose 9% YoY in 2024 to reach a record high.

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From Mediagazer

CNBC:
James Cameron blasts Netflix's proposed acquisition of WBD, in a letter to Senator Mike Lee, calling it “disastrous for the theatrical motion picture business”

James Hibberd / The Hollywood Reporter:
After a backlash, AMC opts out of screening an AI short film during its pre-show, programmed by ad company Screenvision, before feature films

Hanaa' Tameez / Nieman Lab:
Substack announces new tools to help writers use Polymarket data and adds Polymarket to its sponsorship pilot, prompting questions from some journalists

More News

Kyle Wiggers / TechCrunch:
The Allen Institute for AI releases Tulu 3 405B, an open source model that it claims outperforms DeepSeek V3 and OpenAI's GPT-4o on certain benchmarks

Earlier Picks

Todd Bishop / GeekWire:
Amazon sues Washington state to limit the release of public records to The Washington Post about Jeff Bezos' Amazon Project Kuiper satellite facility in Seattle
New York Times:
Elon Musk is using the same tactics he used during his Twitter takeover at DOGE, including offering exits to federal employees and testing engineering prowess
Bloomberg:
The US DOJ sues to block HPE's $14B acquisition of Juniper Networks, arguing the deal would harm competition in the enterprise wireless equipment
Ryan Christoffel / 9to5Mac:
Mark Zuckerberg says he wants to make Facebook “way more culturally influential than it is today” and he is focused on returning to “OG Facebook” in 2025
Tom Warren / The Verge:
Microsoft makes OpenAI's o1 model, branded as “Think Deeper”, free for all Copilot users, after launching o1 in October 2024 as a paid Copilot Pro feature
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