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Techmeme
February 6, 2026, 4:05 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 …
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 …
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.
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
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) …
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
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 …
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.
More: FinSMEs and Pulse 2.0
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 …

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About This Page

This is a Techmeme archive page. It shows how the site appeared at 4:05 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

Financial Times:
Sources: WaPo is losing about $100M per year but aiming to break even by the end of 2026, which could unlock fresh funding from Jeff Bezos

Todd Spangler / Variety:
Filing: Amazon's spending on content, including music, sports rights, and licensed and produced TV and film, rose 10% YoY to $22.4B

The Guardian:
The UK raises the TV license fee, the BBC's main funding source, from £174.50 to £180 a year from April 1, saying it gives the BBC a “stable financial footing”

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
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
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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