Techmeme
February 24, 2026, 2:50 PM

Top News

Wall Street Journal:
Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026  —  The deal could result in Meta owning as much as 10% of AMD's stock as the chip maker seeks to challenge Nvidia
Tripp Mickle / New York Times:
How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans  —  Federal officials have for years tried to wean Silicon Valley from its dependence on Taiwan, an island democracy roughly the size …
Rolfe Winkler / Wall Street Journal:
Apple says it plans to move some Mac mini production to Houston from Asia later in 2026, as part of its efforts to invest $600B in the US over four years  —  The company will move some production of the desktop computer to Foxconn facility in Texas  —  Apple will move some production …
Rolfe Winkler / Wall Street Journal:
A look at Apple's efforts to reshore the US chip supply chain, as the company commits to buying 100M+ chips from TSMC Arizona in 2026, amid US-China tensions  —  The iPhone maker wants more supply based in U.S., which remains years behind Asia  —  PHOENIX—On a desolate stretch of land dotted …
Axios:
Sources: DoD told Anthropic it will invoke the Defense Production Act or label Anthropic a “supply chain risk”, if not given unfettered Claude access by Friday  —  Defense Secretary Pete Hegseth gave Anthropic CEO Dario Amodei until Friday evening to give the military unfettered access …
Axios:
Akila Quinio / Financial Times:
Stripe hits a $159B valuation after an employee share sale to investors like Thrive, Coatue, and a16z, a 70% jump from its $92B valuation in February 2025  —  Deal will allow payments company to stay private for longer  —  Stripe's valuation has soared by more than 70 per cent to $159bn …
Rachel Metz / Bloomberg:
Anthropic launches Claude Cowork agent tools for investment banking, HR, design, and more, including a specialized financial plugin developed alongside FactSet  —  Anthropic PBC is expanding the reach of its Claude chatbot into new sectors, weeks after the startup sparked a market meltdown …
Tom Singleton / BBC:
The UK ICO fines Reddit £14.47M for unlawfully using children's personal information; Reddit began verifying user ages in July 2025 to comply with the UK OSA  —  Reddit has been fined £14.47m by the UK's data watchdog for unlawfully using children's personal information.
Emma Roth / The Verge:
Max Seddon / Financial Times:
Russian media: Russia opens an investigation into Telegram founder Pavel Durov for “abetting terrorist activities”, as it promotes its state-run rival Max app  —  Kremlin steps up curbs against messaging app and promotes a state-backed rival  —  Russia has opened an investigation …
Stephen Nellis / Reuters:
ASML researchers unveil a breakthrough in EUV light source power, increasing output from 600W to 1,000W, a jump that could yield 50% more chips by 2030  —  Researchers at ASML Holding say they have found a way to boost the power of the light source in a key chip making machine to turn …
Lora Kolodny / CNBC:
Waymo opens its robotaxi service to “select riders” in Dallas, Houston, San Antonio, and Orlando, expanding its operations to 10 US cities  —  Alphabet-owned Waymo on Tuesday opened its robotaxi service to some public passengers in Dallas, Houston, San Antonio and Orlando, the company announced.
Robin Wigglesworth / Financial Times:
An Evercore ISI economist criticizes Citrini's AI report, calling its assumptions “extreme and improbable”, but says it's a thought-provoking exercise  —  Most of the sell-side has remained hilariously silent at a mere Substacker seemingly shaking markets, even though the anguish and frustration is almost palpable.
Ian Allison / CoinDesk:
Sources: Meta aims to enter the stablecoin space in H2, with plans to integrate a vendor to administer stablecoin-backed payments and implement a new wallet  —  The Facebook owner's stablecoin integration involves planning a third party vendor to help administer stablecoin-based payments …
Lily Mae Lazarus / Fortune:
Profound, which tracks how AI models recommend brands across millions of prompts, raised a $96M Series C at a $1B valuation, bringing its total funding to $155M  —  Profound, an 18-month-old startup betting that the future of marketing will be shaped not by Google links but by AI answers, is now a unicorn.
Natalie Breymeyer / Axios:
Beverly Hills-based Subject, whose streaming-style, on-demand platform provides digital curriculum and learning insights for grades 6-12, raised $28M  —  Subject, a Beverly Hills-based AI education platform, raised a $28 million venture round led by Vistara Growth, CEO Michael Vilardo tells Axios Pro exclusively.
More: Pulse 2.0
Natalie Breymeyer / Axios:
Slang AI, which develops voice-based software for the hospitality industry that answers inbound calls, manages reservations, and more, raised a $36M Series B  —  Slang AI, a New York-based AI platform for the hospitality industry, raised a $36 million Series B led by U.S. Venture Partners, CEO Alex Sambvani tells Axios exclusively.
Bloomberg:
SambaNova, which says its SN50 AI chip runs 5x faster than its rivals and will be deployed by SoftBank, raised a $350M Series E led by Vista Equity and Cambium  —  Artificial intelligence chip startup SambaNova Systems Inc. raised $350 million in a new funding round and said that customers …
Matt Kapko / CyberScoop:
CrowdStrike says the average breakout time for attackers moving from intrusion to other network systems fell to 29 minutes in 2025, a 65% YoY increase in speed  —  The average time from intrusion to network movement in 2025 was 29 minutes, a 65% increase in speed from the year prior.  —  Learn more.
Anthropic:
Anthropic introduces “persona selection model”, a theory to explain AI's human-like behavior, and details how AI personas form in pre-training and post-training  —  AI assistants like Claude can seem surprisingly human.  They express joy after solving tricky coding tasks.

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Featured Podcasts

Big Technology Podcast:
Anthropic's Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Hard Fork:
Anthropic's Cybersecurity Shock Wave + Ronan Farrow and Andrew Marantz on Their Sam Altman Investigation + One Good Thing
The future is already here. Each week, journalists Kevin Roose and Casey Newton explore and make sense of the latest in the rapidly changing world of tech.
Subscribe to Hard Fork.
The Upstarts Podcast:
Decagon's Jesse Zhang: Closing Customer Service Doom Loops With AI Concierges
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
Subscribe to The Upstarts Podcast.
Access:
OpenClaw for normies is here
A show about the tech industry's inside conversation, hosted by tech reporter Alex Heath and founder whisperer Ellis Hamburger.
Subscribe to Access.
The Nick, Dick and Paul Show:
When AI Kills
Nick Bilton, Dick Costolo, and Paul Kedrosky pull back the curtain on AI, startups, and the future rushing toward us, all with healthy dose of irreverence.
Subscribe to The Nick, Dick and Paul Show.
Tools and Weapons with Brad Smith:
Ryan Roslansky: Turning AI Anxiety into Skills for the Future of Work
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
Subscribe to Tools and Weapons with Brad Smith.
 

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