| 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 … | Jon Keegan / Sherwood News: |
Amazon, Google, and Microsoft reported a collective $1.1T backlog of cloud computing revenue in their latest quarterly earnings, including Microsoft's $625B — APPLE OF ANOTHER'S AI — 2H| Mark Gurman / Bloomberg: |
Sources: Apple plans to allow third-party voice-controlled AI chatbots in CarPlay within the coming months; it won't let users replace CarPlay's Siri button — Apple Inc. is preparing to allow voice-controlled artificial intelligence apps from other companies in CarPlay … | 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.| Tim Bradshaw / Financial Times: |
Crypto.com co-founder Kris Marszalek buys the domain AI.com for $70M, the highest disclosed price for a domain name, as he plans a site offering an AI agent — Kris Marszalek plans to launch new site with a Super Bowl ad this weekend — The founder of cryptocurrency trading site Crypto.com … | Doug O'Laughlin / SemiAnalysis: |
Analysis: Claude Code currently authors 4% of all public GitHub commits and is on track to cross 20% of all daily commits by the end of 2026 — What It Is, How We Use It, Industry Repercussions, Microsoft's Dilemma, Why Anthropic Is Winning — Doug O'Laughlin, Jeremie Eliahou Ontiveros, Jordan Nanos, and 2 others| 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.| Brian Faler / Politico: |
Amazon's annual tax bill fell 87% YoY to $1.2B in 2025, as profits grew 45% to ~$90B, mostly due to GOP's depreciation breaks in the One Big Beautiful Bill — The 87 percent drop is largely due to a more generous depreciation break in the ‘One Big Beautiful Bill Act.’| CoinDesk: |
Galaxy Digital stock jumps 17%+ after the company approved a share buyback program of up to $200M over the next 12 months — The repurchase plan follows a volatile earnings week and signals confidence in the firm's balance sheet. — What to know:| 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) … | Tamara Djurickovic / Tech.eu: |
Croatian-founded Daytona, which aims to build infrastructure for large-scale agent workloads, raised a $24M Series A led by FirstMark — Daytona is building agent-native infrastructure to support large-scale, stateful agent workloads through fast, flexible computing environments designed for long-running execution.| Stephen Nellis / Reuters: |
SIA: chip sales hit $791.7B in 2025, up 25.6% YoY, with advanced Nvidia, AMD, and Intel chips accounting for $301.9B, up 40%; SIA expects $1T in 2026 chip sales — Global semiconductor sales are expected to hit $1 trillion this year, the Semiconductor Industry Association said on Friday.| Wall Street Journal: |
A civil subpoena shows the US DOJ is investigating Netflix for potential anticompetitive tactics as DOJ probes the company's proposed acquisition of WBD — As it probes bids for Warner, the department is asking if the streamer has engaged in conduct that could make it a monopoly| Reuters: |
Sources: AI chip startup SambaNova is raising a $350M+ Series E led by Vista Equity Partners; Intel plans to invest $100M to $150M — Private equity firm Vista Equity Partners is leading a new funding round of over $350 million in artificial intelligence chip startup SambaNova Systems … | Bloomberg: |
Sources: London-based 9fin, a data provider for debt markets, is in talks to raise as much as $150M at a pre-money valuation of $1B, about 20x its ARR of ~$50M — Debt intelligence provider 9fin Ltd. is in talks to raise fresh capital at a valuation of as much as $1 billion as it seeks … | Reed Albergotti / Semafor: |
Sources: OpenAI is working with G42 to build a ChatGPT version tuned for the UAE that accommodates local language, political outlook, and speech restrictions — The Scoop — Step Back — Reed's View — Know More — Notable — THE SCOOP — OpenAI is working with Abu Dhabi-based G42 … | Lauren Feiner / The Verge: |
Filing: Zuckerberg considered changing how Meta studies social issues after a WSJ story about Instagram and teen mental health, noting Apple faces less scrutiny — The Meta CEO said Apple seems to get away with less criticism by lying low. … One day after The Wall Street Journal published … | Wall Street Journal: |
Inside the SpaceX-xAI $1.25T deal, the most valuable corporate tie-up in US history: sources: SpaceX had an orbital data center technical breakthrough last fall — The fast-tracked deal is premised on SpaceX's satellite prowess combining with xAI's technology
Turn any GTM idea into reality — Clay helps GTM teams combine AI agents, enrichment, and intent data to move faster and turn insights into action.
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| Annie Bang / Bloomberg: |
| Anuj Behal / The Guardian: |
| Cao Li / South China Morning Post: |
| Victoria Waldersee / Reuters: |
| Emily Steel / New York Times: |
| Reinhardt Krause / Investor's Business Daily: |
| Vicky Ge Huang / Wall Street Journal: |
| Mark Gurman / Bloomberg: |
| Alex Riehl / BetaKit: |
| Robert Hart / The Verge: |