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Techmeme
February 6, 2026, 12:05 PM
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Top News

Bloomberg:
Alphabet, Amazon, Meta, and Microsoft forecast a combined ~$650B in 2026 capital expenditures, an estimated 60% YoY increase, driven by data center construction  —  Four of the biggest US technology companies together have forecast capital expenditures that will reach about $650 billion in 2026 …
Adam Satariano / New York Times:
The EU says that TikTok's “addictive design” is illegal under the DSA, citing the app's infinite scroll and recommendation algorithm, in preliminary findings  —  European Union regulators said the app's infinite scroll and personalized algorithm led to “compulsive” behavior, especially among children.
Annie Palmer / CNBC:
Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from ~$131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.58B, above $34.93B est.  —  Amazon shares plunged 8% Friday after the company posted mixed fourth-quarter earnings and boosted its 2026 spending forecast to $200 billion.
Amazon:
Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% YoY to $21.19B; AMZN drops 8%+  —  Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2025.  Fourth Quarter 2025
Mark Gurman / Bloomberg:
Sources: Apple wound down plans for an AI-based virtual health coach in recent weeks; Eddy Cue has told colleagues that Apple needs to move faster in health  —  Apple Inc. is scaling back plans for a virtual health coach, according to people with knowledge of the matter …
Hugh Son / CNBC:
Goldman Sachs says it has been working with Anthropic on AI agents to automate more roles at the bank, like trades, transactions, client vetting, and onboarding  —  Goldman Sachs has been working with the artificial intelligence startup Anthropic to create AI agents to automate a growing number …
Reuters:
Sources: Intel and AMD have notified Chinese customers of supply shortages for server CPUs, with Intel warning of delivery lead times of up to six months  —  Intel (INTC.O) and AMD (AMD.O) have notified Chinese customers of supply shortages for server central processing units (CPUs) …
Vicky Ge Huang / Wall Street Journal:
Strategy reports Q4 net loss up 1,749% YoY to $12.4B, as BTC trades below the company's $76,052 average purchase price; MSTR is down ~60% over the past year  —  Shares of the bitcoin-stockpiling company have fallen sharply since crypto prices touched all-time highs in October
Victoria Waldersee / Reuters:
Only 35 countries signed a declaration affirming “human responsibility over AI-powered weapons”, with the US and China opting out; the US endorsed prior pledges  —  Around a third of countries attending a military AI summit agreed on Thursday to a a declaration on how to govern deployment …
Matthew Carey / Bloomberg Law:
How an appeal changed the way the USPTO assesses AI patents under the US Patent Act, signaling a shift towards more favorable treatment of AI and ML inventions  —  Over the past few months, the US Patent and Trademark Office has treated artificial intelligence and machine learning inventions …
Anthropic:
Anthropic says it found that Opus 4.6 “brings more focus to the most challenging parts of a task without being told to” and “often thinks more deeply”  —  We're upgrading our smartest model.  —  The new Claude Opus 4.6 improves on its predecessor's coding skills.
Lucas Ropek / TechCrunch:
Anthropic introduces “agent teams” in Claude Code as a research preview that launches agents “to coordinate in parallel”, and a Claude in PowerPoint plugin

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About This Page

This is a Techmeme archive page. It shows how the site appeared at 12:05 PM ET, February 6, 2026.

The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.

From Mediagazer

Betsy Morais / Columbia Journalism Review:
How the media's evolving coverage of sexual assault allegations against Maine Senate candidate Graham Platner shows the need for sensitive, patient reporting

Peter Kafka / Business Insider:
Q&A with Joe Kahn about NYT's push into video amidst a “race against time” to compete with AI-generated slop and influencer-generated non-original journalism

Peter White / Deadline:
HBO Max received 122 Emmy nominations, Netflix landed 111, Disney received 111 overall, Apple scored 87, its most-ever, and Amazon landed 39 for Prime and MGM+

More News

Anuj Behal / The Guardian:
Women in rural India report experiencing trauma from data annotation work, which requires them to review violent content and porn for global tech companies

Earlier Picks

Emily Steel / New York Times:
A federal jury in Phoenix ordered Uber to pay $8.5M to a passenger who said a driver raped her in November 2023, the first case where Uber was found liable
Zaheer Kachwala / Reuters:
Roblox reports Q4 bookings up 63% YoY to $2.22B, vs. $2.05B est., DAUs up 69% YoY to 144M, and forecasts FY 2026 bookings above estimates; RBLX jumps 10%+
Jonathan Vanian / CNBC:
Reddit reports Q4 revenue up 70% YoY to $726M, vs. $665M est., DAUq up 19% to 121.4M, above est., forecasts Q1 revenue above est., announces a $1B share buyback
Bloomberg:
Why this is the worst crypto winter ever: AI crowds out BTC for mindshare and power grid access, crypto is mainstream, gold beats BTC as a safe haven, and more
Mark Gurman / Bloomberg:
Tim Cook told Apple staff at an all-hands that he's “deeply distraught” with the US' current approach to immigration and he will press the issue with lawmakers
OpenAI:
OpenAI says GPT-5.3-Codex goes beyond an agent that can code “to an agent that can do nearly anything developers and professionals can do on a computer”
Robert Hart / The Verge:
OpenAI launches Frontier, an AI agent management platform that provides shared context, onboarding, and permission boundaries, for “a limited set of customers”
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