Techmeme
February 1, 2026, 1:50 AM

Top 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 …
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 …
Matthew Gault / 404 Media:
A researcher says an exposed Moltbook database could have let anyone take control of AI agents on the site and post anything; the database has now been closed  —  ‘It exploded before anyone thought to check whether the database was properly secured.’  —  Moltbook is a “social media” …
Simon Willison / Simon Willison's Weblog:
More: moltbook, Ars Technica, NBC News, The Verge, TechCrunch, The Post Millennial, Fortune, The American Spectator, The Daily Caller, Axios, Spyglass, Artificial Ignorance, Semafor, Gizmodo, 404 Media, Digit, OpenClaw, Exponential View, Forbes, Yahoo Finance, Washington Times, Notorious R.O.B., CoinDesk, The Deep View, Astral Codex Ten, The Decoder, Dexerto, Decrypt, and National Review
Ann Cao / South China Morning Post:
Sources: Alibaba has delivered more than 100K units of the Zhenwu 810E, an ASIC for AI training and inference, surpassing those of its domestic rival Cambricon  —  The milestone underscores Alibaba's growing footprint in AI hardware, as Chinese firms accelerate efforts to build home-grown processors
More: Benzinga
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
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.
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.
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.

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