Techmeme
February 6, 2026, 3:10 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 …
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 …
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
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.
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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Earlier Picks

Emily Steel / New York Times:
Vicky Ge Huang / Wall Street Journal:
Zaheer Kachwala / Reuters:
Jonathan Vanian / CNBC:
Annie Palmer / CNBC:
Alex Riehl / BetaKit:
Robert Hart / The Verge: