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February 2, 2026, 5:25 AM
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Mediagazer
memeorandum
WeSmirchTop News
| Mark Gurman / Bloomberg: |
Sources: Apple executives question if it has the ingredients to win the AI era, new MacBook Pros are set to launch, and Apple mulls a clamshell foldable iPhone — Apple's blockbuster holiday quarter was impressive — but it shouldn't give cover to avoid an AI reckoning.
More: Moneycontrol, Macworld, The Hans India, 9to5Mac, 9to5Mac, 9to5Mac, Android Authority, The Indian Express, Hypebeast, Business Standard, iClarified, Cult of Mac, Appleosophy, Livemint, SamMobile, Digit, iClarified, SammyGuru, Wccftech, WiFi Planet, Digital Trends, Engadget, Gizmodo, iPhone in Canada, MacRumors, The Mac Observer, The Mac Observer, iClarified, Philip Elmer‑DeWitt, Spyglass, Forbes, AppleInsider, and MacRumors
Forums: r/apple and MacRumors Forums
| Wall Street Journal: |
Apple, long dominant in the electronics supply chain, is starting to be outbid by AI companies for components like memory, as suppliers gain leverage over Apple — Parts for iPhones to cost more owing to surging demand from AI companies — Apple has dominated the electronics supply chain for years.| Gerrit De Vynck / Washington Post: |
SEC complaint: a whistleblower alleges Google broke its ethics rules in 2024 to help an Israeli military contractor use AI to analyze drone surveillance video — A whistleblower complaint filed with the SEC claims that Google breached its own ethics rules to help an Israeli contractor apply AI to drone surveillance video.| Kyle Orland / Ars Technica: |
Anthropic researchers detail “disempowerment patterns” in AI assistant interactions where AI potentially distorts a user's reality, beliefs, or actions — At this point, we've all heard plenty of stories about AI chatbots leading users to harmful actions, harmful beliefs, or simply incorrect information.
More: Digit, arXiv.org, Futurism, and Anthropic
X: @mrinanksharma, @anthropicai, @roanoke_gal, @ryan_t_lowe, @fu_joehudson, @maxsloef, @saffronhuang, @russellbrandom, @justenmichel, @missmi1973, @ellgood, @jankulveit, @moleh1ll, @infinitereign88, @danshipper, @1a3orn, @kahntweets, @kindkristin, @barthazian, @dave_bernardi, @mattbeane, and @m47429m. Forums: Ars OpenForum
| Luke James / Tom's Hardware: |
OpenSourceMalware: 230 malicious OpenClaw extensions, disguised as crypto trading automation tools to steal user info, were uploaded to ClawHub since January 27 — Or is that Moltbot, or Clawdbot? I can't keep up. … Security researchers are warning that the growing ecosystem around 'OpenClaw …
More: OpenSourceMalware.com and Koi
| Alex Weprin / The Hollywood Reporter: |
TikTok US says it has resolved technical issues caused by an Oracle data center outage; core features such as video view counts were impacted over the past week — The outage happened just days after U.S. companies, including Oracle, assumed control of the domestic operations of the video platform.| Vincent Lee / Bloomberg: |
Oracle says it plans to raise $45B to $50B in 2026 to build additional capacity for its cloud infrastructure through a combination of debt and equity sales — Oracle Corp. said Sunday it plans to raise $45 billion to $50 billion in 2026 to build additional capacity for its cloud infrastructure through … | a16z: |
A survey of 100 companies in the Global 2000 on AI use: 78% of CIOs use OpenAI models in production, above Anthropic's 44%, but Anthropic's gains are impressive — Results from our third annual CIO Survey — The enterprise AI battleground is heating up, and we've got some fresh data on the state of play and who's winning.| Reuters: |
Alibaba plans to spend ~$431M in a Lunar New Year campaign starting February 6 to attract users to its Qwen AI app, above Tencent's ~$143.7M and Baidu's ~$71.8M — Alibaba (9988.HK) said on Monday it will spend 3 billion yuan ($431 million) to attract users to its Qwen AI app during the Lunar …
More: South China Morning Post and Tech in Asia
| Wall Street Journal: |
A look at Polymarket's rise since the US DOJ dropped its probe: securing publisher deals and US licenses, insider trading concerns, and bet resolution disputes — Shayne Coplan has built the crypto-based betting platform into a $9 billion company; Justice Department probe gets shelved| P.R. Venkat / Wall Street Journal: |
Sources: a KKR-led consortium is nearing a deal to buy Singapore-based ST Telemedia Global Data Centers for $10B+, as Asia sees a data center investment frenzy — Talks are at a very advanced stage, and an announcement could be made soon. — A KKR -led consortium is nearing a deal to buy … | Melissa Heikkilä / Financial Times: |
AI conferences have rushed to restrict the use of LLMs for writing and reviewing research papers in recent months after being flooded with AI-generated slop — Conferences restrict use of LLMs after surge of low-quality AI-generated papers and reviews — Artificial intelligence researchers … | Clive Cookson / Financial Times: |
A look at DestinE, an EU-funded project to create Earth's digital twin using AI that has produced climate models with far higher resolution than current models — EU-funded project to create a computer simulation of the world could also model biodiversity or pandemics
Bluesky: @robertscotthorton
| Abhishek Vishnoi / Bloomberg: |
Taiwan hits a 21.06% weight in the MSCI Emerging Markets Index, surpassing China's 20.93%, the first time since July 2007, boosted by AI-linked local companies — Taiwan has overtaken China as the market with the top weighting in a key emerging-markets stock index for the first time in nearly two decades … | Jagmeet Singh / TechCrunch: |
India proposes zero taxes for foreign cloud providers through 2047 on services sold outside the country as long as they run workloads from Indian data centers — As the global race to build AI infrastructure accelerates, India has offered foreign cloud providers zero taxes through 2047 …
More: Business Today, PYMNTS.com, Moneycontrol, Inc42, Fortune India, Livemint, The Indian Express, NDTV, The Economic Times, and Bloomberg
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