Open Links In New Tab
Mobile Archives Advertise Site News
Techmeme
January 28, 2026, 9:35 PM
Mediagazer memeorandum WeSmirch
Home River Leaderboards About Events Newsletter

Top News

Meta:
Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META up 9%+ after hours  —  Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.
Bloomberg:
Meta expects 2026 capex to be $115B-$135B, compared with a $110.6B analyst estimate and $72.2B in 2025, driven by investments in superintelligence labs  —  Meta Platforms Inc.'s better-than-expected sales outlook helped ease Wall Street concerns about plans for unprecedented spending on artificial intelligence this year.
Jonathan Vanian / CNBC:
Meta reports Reality Labs Q4 revenue of $955M vs. $940.8M est. and a $6.02B operating loss vs. $5.67B est.; Reality Labs now has $75B+ in losses since late 2020
Microsoft:
Microsoft reports Q2 revenue up 17% YoY to $81.27B, vs. $80.27B est., net income up 60% to $38.5B, and Microsoft Cloud revenue up 26% to $51.5B  —  Microsoft Cloud and AI Strength Drives Second Quarter Results  —  REDMOND, Wash. — January 28, 2026 — Microsoft Corp. today announced …
Matt Day / Bloomberg:
Microsoft says Q2 capex hit $37.5B, above $36.2B analyst estimates, amid concerns that it could take longer than expected for its AI investments to pay off  —  Microsoft Corp.'s spending surged to a record high and cloud sales growth slowed, sending the shares down amid investor concerns …
Reuters:
Microsoft reports Azure Q2 revenue up 39% YoY, vs. 38.8% est.; Microsoft cloud's contracted backlog grew 110% to $625B, ~45% of which was driven by OpenAI alone
Tom Warren / The Verge:
Microsoft Q2 gaming revenue fell 9% YoY, including a 32% drop in Xbox hardware revenue and a 5% decline in Xbox content and services, which includes Game Pass
Kyle Kucharski / ZDNET:
Google updates Gemini in Chrome with a new side panel, an auto browse feature that can navigate pages and take actions for AI Pro and AI Ultra users, and more  —  ZDNET's key takeaways  — Google Chrome is being upgraded with Gemini 3 and a revamped sidepanel UX.
Beth Galetti / About Amazon:
Amazon plans to cut ~16,000 roles across the company as part of an ongoing effort to reduce organizational layers and bureaucracy, after cuts in October 2025  —  I want to let you know that we're making additional organizational changes across Amazon that will impact some of our teammates.
Dylan Butts / CNBC:
SK Hynix announces a new US-based “AI Company” from a restructuring of its California-based subsidiary Solidigm, and commits at least $10B to the new entity  —  South Korean memory giant SK Hynix announced Wednesday that it will set up a new U.S.-based company focused …
Kara Carlson / Bloomberg:
Tesla says it agreed to invest $2B in xAI for preferred shares as part of xAI's Series E, despite a shareholder vote in November that failed to win approval  —  Tesla Inc. reported fourth-quarter profit that surpassed expectations, showing the automaker is making progress toward overcoming rising costs …
Reuters:
Sources: China approved its first batch of Nvidia H200 imports, covering 400K+ chips for ByteDance, Alibaba, and Tencent, during Jensen Huang's visit to China  —  China has given the green light to three of its largest tech companies to buy Nvidia's (NVDA.O) H200 artificial intelligence chips …
Jeff John Roberts / Fortune:
Fidelity Investments announces its own stablecoin, the Fidelity Digital Dollar, or FIDD, available to institutional and retail clients in the coming weeks  —  Fidelity Investments, one of the largest asset managers on the planet, announced on Wednesday it will launch its own stablecoin.
Wired:
DHS reveals that NEC is the vendor that sold Mobile Fortify, a facial recognition app used by federal immigration agents to identify people in the field, to CBP  —  Immigration agents have used Mobile Fortify to scan the faces of countless people in the US—including many citizens.
Marie Woolf / Globe and Mail:
Canada says it is talking to Meta to restore news to Facebook and Instagram as the Online News Act is put on the table as part of trade negotiations with the US  —  Save for later  —  Log in or create a free account to listen to this article.  —  Government officials are in talks …
Carl Zimmer / New York Times:
Google DeepMind researchers unveil AlphaGenome, an AI model trained on molecular data to predict 11 different genomic processes, such as gene splicing  —  AlphaGenome is a leap forward in the ability to study the human blueprint.  But the fine workings of our DNA are still largely a mystery.
Robert McMillan / Wall Street Journal:
Google says it took legal action to take down dozens of domains and disrupt the residential proxy network of Chinese company Ipidea, widely used by bad actors  —  Company targets global network employed by hackers that often use devices running in homes of everyday Americans
Chance Miller / 9to5Mac:
Sebastiaan de With, co-founder of the iPhone camera app Halide who previously freelanced for Apple, says he has joined Apple's Human Interface Design team  —  Halide and Lux co-founder and designer Sebastiaan de With announced today that he is joining Apple's human interface design team.
More: MacRumors, The Verge, Engadget, AppleInsider, and The Mac Observer
X: @cultofmac, @mweinbach, and @sdw.  Bluesky: @sdw.  Threads: @sdw.  Mastodon: @gernot@mas.to.  Forums: MacRumors Forums
Natalie Lung / Bloomberg:
Toronto-based self-driving truck startup Waabi raised a $750M Series C led by Khosla and G2 and partners with Uber, which can invest $250M based on performance  —  Waabi Innovation Inc., a Canadian startup that develops self-driving technology for trucks, has secured $1 billion in funding …
Barry Schwartz / Search Engine Roundtable:
Following UK CMA's proposals, Google says it is exploring controls to let websites opt out of AI Overviews and AI Mode
Kate Clark / Wall Street Journal:
Flapping Airplanes, an AI research lab “devoted to solving the data efficiency problem”, raised $180M at a $1.5B valuation from GV, Sequoia, Index, and others  —  Flapping Airplanes is one of a wave of new startup research labs drawing intense interest from investors, the latest chapter in the AI race
Jess Weatherbed / The Verge:
Snap launches a wholly-owned subsidiary called Specs Inc. for its upcoming AR glasses, in a bid to facilitate minority investment and offer distinct branding  —  Specs will now be launched under... Specs. … Snap is launching a separate business for its upcoming Specs augmented reality glasses …
Anna Tong / Forbes:
Sources: OpenAI is considering using biometric verification like World's eyeball scanning Orb for its planned social network to ensure its users are real people  —  OpenAI is quietly building a social network and considering using biometric verification like World's eyeball scanning orb …

Sponsor Posts

Soxton:
Fast, affordable law for startups  —  Soxton automates startup legal so founders can move faster and sleep better.  We handle incorporation, advisor, employment and commercial contracts.  Join the waitlist for early access!
F5:
Accelerate AI Adoption at F5's AI Virtual Summit  —  Learn how to architect, secure, and scale AI for production with real-world insights from industry leaders on June 23.  Register now to save your spot.
Zoho:
Dear future presenter: A letter from 20 years of Zoho Show  —  Dear future presenter,There is a good chance you are reading this with a deadline approaching.Maybe you are preparing for a pitch, refining a quarterly review …
IDrive:
Protecting your Cloud Applications Data  —  Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Sponsor Techmeme

Featured Podcasts

Big Technology Podcast:
 The Fable Ban's Unintended Consequences + AI's New Economics — With Aaron Levie
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Acquired:
 The Walt Disney Company
Learn the playbooks that built the world's greatest companies - and how you can apply them as a founder, operator, or investor.
Subscribe to Acquired.
Lenny's Podcast:
 Building the most AI-pilled engineering team in the world | Fiona Fung (Manager of the Claude Code and Cowork Teams)
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
The Upstarts Podcast:
 Mutiny's Jaleh Rezaei: Walking Away From Millions In Software To Grow Even Faster With Sales AI
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
Subscribe to The Upstarts Podcast.
Hard Fork:
 'Hard Fork' Live, Part 3: Differing Visions of an A.I. Future
The future is already here. Each week, journalists Kevin Roose and Casey Newton explore and make sense of the latest in the rapidly changing world of tech.
Subscribe to Hard Fork.
Tools and Weapons with Brad Smith:
 AI's Mythos Moment: Rishi Sunak on preparing governments for AI
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
Subscribe to Tools and Weapons with Brad Smith.
Add your podcast here
 

About This Page

This is a Techmeme archive page. It shows how the site appeared at 9:35 PM ET, January 28, 2026.

The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.

From Mediagazer

Ted Johnson / Deadline:
ABC is airing direct appeals to its audience for The View and for stations it owns, asking viewers to comment on FCC actions challenging the show and stations

Max Tani / Semafor:
The Atlantic ramps up its video podcasts, doubling its video team from ~10 to ~20, and says its podcast revenue is up 104% YoY and downloads rose ~50% YoY

New York Times:
People Inc., a major food content creator, is ramping up social media video production that emphasizes human-made recipes and testing to stand out from AI slop

More News

Mia Sato / The Verge:
ADL study of Grok, ChatGPT, Llama, Claude, Gemini, and DeepSeek: Grok performed worst at identifying and countering antisemitic content, followed by Llama

Earlier Picks

Tyler Kingkade / NBC News:
Some US college students say they are using AI “humanizer” tools to alter text to avoid cheating accusations; AI detection tools now aim to catch “humanizers”
Abner Li / 9to5Google:
A Google bug report apparently leaks the planned Android desktop interface, showing a taller status bar, a new mouse cursor, Chrome extensions, and more
Casey Newton / Platformer:
A critique of a large UK social media study that suggested measures like social media bans are unlikely to have an effect on teens' long term mental health
Abhijeet Mishra / SamMobile:
Samsung says it will introduce a display feature for the Galaxy S26 series that improves “privacy at a pixel level” to protect users from “shoulder surfing”
Arjun Kharpal / CNBC:
ASML reports Q4 net sales of €9.7B, vs. €9.6B est., and €2.84B net profit, vs. €3.01B est., and says it expects China to account for 20% of its total 2026 sales
Financial Times:
Sources: Elon Musk proposes timing SpaceX's IPO with a rare planetary alignment and his June birthday; SpaceX seeks to raise up to $50B at a ~$1.5T valuation
Mediagazer memeorandum WeSmirch
Home River Leaderboards About Events Newsletter