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Techmeme
February 6, 2026, 2:41 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.
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 …
Natalie Lung / Bloomberg:
Waymo says it is using DeepMind's Genie 3 to create realistic digital worlds for its autonomous driving technology to train on edge-case scenarios  —  Alphabet Inc.'s Waymo said it is using DeepMind's Genie 3 AI model to create realistic, digital worlds for its autonomous driving technology to train on edge-case scenarios.
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) …
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 …
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 …
Nitin T Bhat / Heroku:
Heroku says it is transitioning to a “sustaining engineering model”, as it focuses on “helping organizations build and deploy enterprise-grade AI”  —  Today, Heroku is transitioning to a sustaining engineering model focused on stability, security, reliability, and support.
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
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.

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This is a Techmeme archive page. It shows how the site appeared at 2:41 PM ET, February 6, 2026.

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From Mediagazer

David Ellison / @ellisonskydance:
David Ellison announces that the combined Paramount and Warner Bros. Discovery will be called Skydance “to preserve what has made each of these studios iconic”

New York Times:
Sources: Trump personally told his budget director to use taxpayer money for TV ads praising his presidency; at least four spots have run at a cost of ~$5.5M

Kristen Hare / Poynter:
Q&A with a co-author of a study on independent US journalism: 40% of respondents got all their income from their sites and ~80% were nearly 100% reliant on ads

More News

Annie Bang / Bloomberg:
AT&T launches amiGO Jr., a mid-tier Samsung-made smartphone for kids with parental controls on contacts, app access, screen time, and more, for $2.99 per month
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

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
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
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
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%+
Alex Riehl / BetaKit:
YC adds Canada back to its accepted countries of incorporation list, saying the initial decision was due to its top Canadian companies reincorporating in the US
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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