Techmeme
February 1, 2026, 2:00 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, OpenSourceMalware.com, Ars Technica, NBC News, The Verge, TechCrunch, The Post Millennial, The American Spectator, Fortune, The Daily Caller, Axios, Spyglass, Artificial Ignorance, Semafor, Gizmodo, Digit, 404 Media, Exponential View, OpenClaw, Forbes, Yahoo Finance, Washington Times, Notorious R.O.B., CoinDesk, The Deep View, The Decoder, Astral Codex Ten, Dexerto, Decrypt, and National Review
Matteo Wong / The Atlantic:
Anthropic positions itself as the AI sector's superego, but it's caught between the pressures to be safe, fast, and rigorous while being commercially successful  —  These are not the words you want to hear when it comes to human extinction, but I was hearing them: “Things are moving uncomfortably fast.”
More: Transformer and Newcomer
X: @theatlanticLinkedIn: Damon BeresBluesky: @damonberes.com and @matteowong
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
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
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.
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.
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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Patrick O'Shaughnessy / Invest Like The Best on YouTube:

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