Techmeme
January 31, 2026, 12:25 PM

Top News

Wall Street Journal:
Sources: Nvidia's plan to invest up to $100B in OpenAI, announced in September 2025, has stalled after some inside Nvidia expressed doubts about the deal  —  Nvidia CEO Jensen Huang has privately played down likelihood original deal will be finalized, although the two companies will continue to have a close collaboration
Fabiola Arámburo / Reuters:
Report: Jensen Huang has privately criticized what he has described as a lack of discipline in OpenAI's business approach  —  Nvidia's (NVDA.O) plan to invest up to $100 billion in OpenAI to help it train and run its latest artificial-intelligence models has stalled after some inside …
Molly Taft / Wired:
Global Energy Monitor: over 97 GW of gas-fired power in the US pipeline were explicitly earmarked for data centers in 2025, compared with just 4 GW in 2024  —  Gas projects in the US pipeline explicitly linked to data centers increased by almost 25 times over the past two years, according to new research from Global Energy Monitor.
Simon Willison / Simon Willison's Weblog:
A look at Moltbook, a social network where OpenClaw assistants interact autonomously, as they discuss consciousness and identity, technical tips, and more  —  The hottest project in AI right now is Clawdbot, renamed to Moltbot, renamed to OpenClaw.  It's an open source implementation …
More: moltbook, NBC News, Ars Technica, Forbes, The Verge, TechCrunch, 404 Media, Gizmodo, The Daily Caller, Semafor, Exponential View, Artificial Ignorance, Spyglass, The Indian Express, The Decoder, WinBuzzer, Forbes, Latent.Space, Yahoo Finance, VentureBeat, Washington Times, Notorious R.O.B., CoinDesk, The Deep View, Dexerto, Astral Codex Ten, Decrypt, and National Review
Andrej Karpathy / @karpathy:
Even though Moltbook has security risks and a lot of spam, the scale of nearly 150,000 autonomous AI agents interacting with each other is unprecedented  —  I'm being accused of overhyping the [site everyone heard too much about today already]. People's reactions varied very widely, from “how is this interesting at all” all the way to “it's so over”. To add a few words beyond just memes in jest - obviously when you take a look at
More: Moneycontrol, Livemint, and The DecoderForums: r/accelerate
Patrick O'Shaughnessy / Invest Like The Best on YouTube:
Q&A with Gokul Rajaram, investor and a former product leader at Google, Meta, and others, on AI changing product development, building ad businesses, and more  —  Gokul Rajaram joins Patrick to discuss the seismic shift in product building driven by AI.  As a legendary operator (Google, Facebook, Square, DoorDash) and p...
Fumie Yaku / Nikkei Asia:
Global Net: three Chinese firms ranked among the world's top 20 chipmaking equipment manufacturers in 2025, up from one in 2022, with Naura Tech rising to fifth  —  TOKYO — Three Chinese companies were among the world's top 20 manufacturers of chipmaking equipment last year, up from just one in 2022 …
Viola Zhou / Rest of World:
Ant Group reports 30M MAUs for its AI health chatbot Ant Afu, which integrates appointments, test analysis, and insurance payments within Alipay's ecosystem  —  Ant's health chatbot has become a top downloaded app in China as users seek personalized care they can't get from the overburdened hospitals.
Mark Gurman / Bloomberg:
Sources: Apple lost at least four more AI researchers in recent weeks, two of whom went to Meta and one to DeepMind; a top Siri executive left for DeepMind  —  Apple Inc. has lost at least four more of its artificial intelligence researchers in recent weeks in addition to a top Siri executive …
@tbpn:

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Earlier Picks

Anthropic:
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Zaheer Kachwala / Reuters:
Ron Schmelzer / Forbes: