Techmeme
February 6, 2026, 4:50 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 …
Kif Leswing / CNBC:
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 …
Aisha Malik / TechCrunch:
Spotify rolls out About the Song, swipeable stories in English, summarized from third-party sources to highlight song details, in beta for Premium users  —  Spotify is rolling out a new “About the Song” feature that lets users explore the stories behind the music they're listening to, the company announced on Friday.
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 …
More: ai.com, PYMNTS.com, Cointelegraph, and Crypto Briefing
X: @alexeheath, @kris, @kris, and @timBluesky: @davidavidForums: Slashdot
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
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.’
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.
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 …
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

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More News

Annie Bang / Bloomberg:
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Earlier Picks

Victoria Waldersee / Reuters:
Emily Steel / New York Times:
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Mark Gurman / Bloomberg:
Alex Riehl / BetaKit:
Robert Hart / The Verge: