Techmeme
February 6, 2026, 1:25 PM

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.
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 …
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 …
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) …
Matthew Carey / Bloomberg Law:
How an appeal changed the way the USPTO assesses AI patents under the US Patent Act, signaling a shift toward 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 …
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:

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Command Line:
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Zoho:
Update on Node.js vulnerabilities CVE-2026-111497, CVE-2026-105482, CVE-2026-105483 and CVE-2026-106069  —  Overview On October 21, 2026, Node.js announced security releases for the 26.x, 24.x and 22.x release lines to fix multiple vulnerabilities.
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Featured Podcasts

Big Technology Podcast:
Big Tech's Ugly Week, Getting Rich At Anthropic, AI Costs Plunge
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Machine Gods:
OpenAI's Latest Discoveries Spark a Backlash + Help! My Kid Hates AI
The official podcast of the singularity, from Casey Newton and Kevin Roose. Twice-weekly news, analysis, and interviews with the people who are building the future.
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The Upstarts Podcast:
The Accidental YC Founder Solving AI's GPU Crisis | SF Compute's Evan Conrad
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
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Cheeky Pint:
Why Sam Altman is against a single superintelligence
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
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A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
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Sources:
Tobi Lütke on the AI agent revolution and future of Shopify
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
Subscribe to Sources.
 

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More News

Anuj Behal / The Guardian:
Victoria Waldersee / Reuters:
Emily Steel / New York Times:

Earlier Picks

Vicky Ge Huang / Wall Street Journal:
Zaheer Kachwala / Reuters:
Jonathan Vanian / CNBC:
Bloomberg:
Mark Gurman / Bloomberg:
Alex Riehl / BetaKit:
Lucas Ropek / TechCrunch:
Robert Hart / The Verge: