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February 1, 2026, 1:00 AM
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Mediagazer
memeorandum
WeSmirchTop News
| Debby Wu / Bloomberg: |
Jensen Huang says Nvidia's OpenAI investment will be “the largest investment we've ever made”, after a report said plans to invest $100B in OpenAI stalled — Nvidia Corp. Chief Executive Officer Jensen Huang said the company will be participating in OpenAI's latest funding round …
More: Reuters, The Economic Times, The Indian Express, Hindustan Times, iClarified, TechCrunch, The Decoder, Engadget, Tom's Hardware, Benzinga, DigiTimes, The Verge, Bloomberg Law, Yahoo Finance, Notebookcheck, Implicator.ai, The Information, Business Standard, and Wall Street Journal
X: @mentoviax, @stocksavvyshay, @herbertong, @midnight_captl, @stockmktnewz, and @qthomp. Bluesky: @jessefelder. Forums: r/OpenAI
| Reuters: |
Filing: SpaceX is seeking FCC approval to launch 1M satellites into space; SpaceX claims the fleet will orbit the Earth and use the sun to power AI data centers — Elon Musk's SpaceX wants to launch a constellation of 1 million satellites that will orbit Earth and harness the sun to power AI data centers …
More: The Verge, PCMag, TechCrunch, BBC, Bloomberg, Engadget, GeekWire, DatacenterDynamics, The Information, Cord Cutters News, SpaceNews, BGR, Notebookcheck, Benzinga, Tech in Asia, CNBC, Reuters, and Breaking Defense. Mastodon: @[email protected]
| Wall Street Journal: |
Documents and sources: Abu Dhabi's Sheikh Tahnoon bin Zayed Al Nahyan backed a $500M investment for a 49% stake in WLF, four days before Trump's inauguration — $500 million investment for 49% of World Liberty came months before U.A.E. won access to tightly guarded American AI chips| 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.
More: Global Energy Monitor, The Register, The Guardian, Yahoo Finance, and UnHerd
LinkedIn: Benjamin Horton. Bluesky: @scottagunn, @antoniajuhasz, @mollytaft.com, @drewharwell.com, and @marypcbuk
Forums: r/Futurology and r/Futurology
| Coco Feng / South China Morning Post: |
Filing: Chinese AI chip designer Cambricon reports a $316M net profit in 2025, its first profitable year; rivals Moore Threads and MetaX narrowed their losses — Domestic A-share companies in the sector are forecast to achieve substantial growth in their 2025 results, according to Donghai Securities
More: Tech Buzz China Insider
| Ryan Whitwam / Ars Technica: |
An interview with Nvidia's senior VP of hardware engineering, Andrew Bell, on continuing to provide Shield Android TV software updates a decade after its launch — “Selfishly a little bit, we built Shield for ourselves.” — It took Android devicemakers a very long time to commit to long-term update support.
More: Moneycontrol, TechRadar, Android Headlines, How-To Geek, Pocket-lint, Android Authority, 9to5Google, VideoCardz.com, and HotHardware
Forums: Hacker News, r/ShieldAndroidTV, r/AndroidTV, and Ars OpenForum
| Bloomberg: |
Nomura: total returns for software debt in collateralized loan obligations have been lower than all other sectors in 2026, amid fears about AI's impact on SaaS — Amid broad euphoria in credit markets, one type of debt is facing growing fear. — Software companies, larded up with debt … | Financial Times: |
Sources: Waymo nears a $16B round, valuing it at $110B; Alphabet will contribute $12B+, with a16z, Dragoneer, Mubadala, Sequoia, and DST Global participating — Google's robotaxi start-up brings in new investors amid global roll out and competition from Elon Musk's Tesla
More: Mercury News, Reuters, NewsMax.com, and TechCrunch
| Anna Nicolaou / Financial Times: |
How the music industry is split over AI; some labels signed licensing deals for AI that mirror revenue splits they use with YouTube for user-generated content — A folk-pop song called “I Know, You're Not Mine” recently topped Spotify's charts in Sweden. The soft vocals …
Forums: r/neoliberal
| Bloomberg: |
Bitcoin has fallen to ~$78K, down ~7% in 24 hours, over 12% in the past week, and down ~37% since its ATH in Oct. 2025; Ethereum dropped ~18% in the past week — Bitcoin fell sharply in early Saturday afternoon trading in New York, tumbling below $80,000 mark to hit levels last seen in April 2025.
More: Barron's Online, The Block, Hindustan Times, NewsMax.com, Crypto Briefing, and Bitcoin Insider
| Dr. Ian Cutress / More Than Moore: |
Q&A with AMD CTO Mark Papermaster, who says AMD is the first customer for TSMC's 2nm process, on AMD's rise since he joined in 2011, AI in chip design, and more — The Future is Faster Than Anyone Expected — If you rewind the clock ten years, AMD 0.00%↑ was not the company it is today.| Brock E.W. Turner / Axios: |
Miami-based Indigo, which uses AI-powered underwriting tech to provide medical liability insurance to physicians, raised a $50M Series B led by Rubicon Founders — Indigo, which provides liability insurance to physicians, raised $50 million in a Series B funding round, CEO Jared Kaplan tells Axios Pro exclusively.
More: Business Wire
| Natalie Breymeyer / Axios: |
Denver-based Northslope, which builds customized AI applications for Palantir OS, raised a $22M Series A led by Friends & Family Capital and Goldcrest Capital — Northslope, a customized AI application developer, raised a $22 million Series A co-led by Friends & Family Capital and Goldcrest Capital …
More: Business Wire, FinSMEs, and Pulse 2.0
| 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
| Simon Willison / Simon Willison's Weblog: |
More: moltbook, Ars Technica, NBC News, Forbes, The Verge, TechCrunch, The American Spectator, The Post Millennial, Implicator.ai, Cyber Security News, Fortune, The Daily Caller, The Information, Axios, Spyglass, 404 Media, Gizmodo, Artificial Ignorance, OpenClaw, Semafor, Digit, The Decoder, Exponential View, The Indian Express, WinBuzzer, Forbes, Latent.Space, Yahoo Finance, Astral Codex Ten, Washington Times, Notorious R.O.B., CoinDesk, The Deep View, Dexerto, Decrypt, National Review, and Michael Tsai
X: @karpathy, @tszzl, @suppvalen, @theonejvo, @olympum, @jsrailton, @aisafetymemes, @mattprd, @karpathy, @moltbook, @emollick, @thestalwart, @moltbook, @grummz, @deanwball, @t_blom, @jonahblake, @kevinroose, @startupandrew, @moltbook, @mikeisaac, @gregisenberg, @krishnanrohit, @emollick, @charlesarthur, @msmelchen, @binarybits, @legendaryy, @yuchenj_uw, @yoheinakajima, @itakgol, @venturetwins, @n8programs, @corsaren, @yuchenj_uw, @karpathy, @altryne, @karpathy, @citrini7, @chatgpt21, @uxfarman, @nabeelqu, @paularambles, @geneodell, @chris_segroves, @fredrik0x, @silkennine, @evan_oman, @0xrafacc, @jameshull, @_0x404_, @vicsintnic, @itakgol, @moltbook, @armandokirwin, @danielmiessler, @aisafetymemes, @legeonite, @gmoneynft, @paraschopra, @mishabrancato, @jtlonsdale, @charliebcurran, @simonw, @andrewcurran_, @cballou, @altryne, @fredlambert, @championswimmer, @jjainschigg, @johnrushx, @dwr, @aisafetymemes, @corsaren, @suhail, @itakgol, @dxrmok, @petergyang, @mattprd, @davidad, @ranking091, @charlierward, @deryatr_, @danbatten, @eeelistar, @eeelistar, @hesamation, @zwuvincent, @calco_io, @sw0oti, @tedchris, @meowbooksj, @simonw, @rokomijic, @grummz, @moltbook, @mattprd, @moltbook, @localghost, @danielmiessler, @mattprd, @flaviocopes, @spyzer, @suppvalen, @rokomijic, @akashvek, @championswimmer, @brianmcc, @gergelyorosz, @javi, @bowtiedswan, @moltbook, and @krishnanrohit
LinkedIn: Phillip Lord, Chris Pedder, Stu Hirst, Cody Barrow, Yaniv Golan, Dorit Dor, and Francesco D'Orazio
Bluesky: @johnshirley2024, @melaniemitchell, @prietschka, @stradicat, and @tante.cc
Mastodon: @[email protected] and @[email protected] …
Forums: Hacker News, r/OpenAI, r/NewsOfTheStupid, r/france, r/technews, Lobsters, Slashdot, and Ars OpenForum
| 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...Sponsor Posts
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From Mediagazer
David Folkenflik / NPR:Max Tani / Semafor:
Jem Aswad / Variety: