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February 1, 2026, 2:00 AM
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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: Business Today, Reuters, The Economic Times, The Indian Express, Hindustan Times, iClarified, TechCrunch, Engadget, The Decoder, Tom's Hardware, Benzinga, The Verge, DigiTimes, 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, GeekWire, The Information, Engadget, DatacenterDynamics, Cord Cutters News, SpaceNews, BGR, Notebookcheck, Reuters, and Breaking Defense. Mastodon: @paul@oldfriends.live
| 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” …
More: New York Post, Cyber Security News, Livemint, The Decoder, and WinBuzzer
X: @theonejvo, @theonejvo, @theonejvo, @lea_kelbsch, @mattprd, @theonejvo, and @theonejvo
Bluesky: @404media.co, @jbakcoleman, @mjgault, @jasonkoebler, and @markriedl. Mastodon: @timnitGebru@dair …
Forums: Hacker News and r/singularity
| 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
X: @karpathy, @tszzl, @theonejvo, @suppvalen, @olympum, @jsrailton, @aisafetymemes, @moltbook, @karpathy, @mattprd, @emollick, @thestalwart, @moltbook, @deanwball, @grummz, @t_blom, @jonahblake, @kevinroose, @startupandrew, @moltbook, @mikeisaac, @gregisenberg, @krishnanrohit, @emollick, @charlesarthur, @msmelchen, @yuchenj_uw, @binarybits, @legendaryy, @itakgol, @n8programs, @venturetwins, @yoheinakajima, @karpathy, @yuchenj_uw, @altryne, @karpathy, @citrini7, @chatgpt21, @uxfarman, @corsaren, @nabeelqu, @paularambles, @geneodell, @chris_segroves, @fredrik0x, @silkennine, @evan_oman, @0xrafacc, @jameshull, @_0x404_, @vicsintnic, @itakgol, @moltbook, @armandokirwin, @aisafetymemes, @gmoneynft, @paraschopra, @mishabrancato, @jtlonsdale, @charliebcurran, @simonw, @danielmiessler, @andrewcurran_, @legeonite, @cballou, @altryne, @fredlambert, @championswimmer, @jjainschigg, @johnrushx, @dwr, @aisafetymemes, @corsaren, @suhail, @dxrmok, @petergyang, @davidad, @itakgol, @mattprd, @deryatr_, @ranking091, @charlierward, @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: @remixtures@tldr.nettime.org and @bodil@social.treehouse …
Forums: Hacker News, r/worldnews, r/OpenAI, r/NewsOfTheStupid, r/france, r/technews, Lobsters, Slashdot, and Ars OpenForum
| 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| 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
| 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| Trishla Ostwal / Adweek: |
OpenAI says it is asking select advertisers to commit at least $200K as it rolls out beta ads on ChatGPT; two sources say their firms were pitched lower amounts — OpenAI is asking select advertisers to commit at least $200,000 as it rolls out beta ads on ChatGPT, the company confirmed to ADWEEK.
More: BleepingComputer, TestingCatalog, and Search Engine Journal
| Alan Boyle / GeekWire: |
Amazon asks the FCC for a 2-year extension until July 30, 2028, to deploy half of the 3,232 satellites for its Leo internet system, citing a rocket shortage — Amazon says it's been harder than expected to secure rides for its Amazon Leo broadband internet satellites, and now it's asking … | 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 … | 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.
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
| 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
| 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
| 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.Sponsor Posts
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