Techmeme
February 26, 2026, 10:35 AM

Top News

Ian King / Bloomberg:
Nvidia reports Q4 revenue up 73% YoY to $68.13B, above $66.21B est., Data Center revenue up 75% YoY to $62.3B, and forecasts Q1 revenue above estimates  —  Nvidia Corp.'s latest sales forecast drew a bearish response from investors, signaling that concerns over a potential bubble continue …
Citadel Securities:
Financial Times:
Tim Anderson / The Register:
A Cloudflare engineer rebuilt Next.js from scratch in one week using AI, reimplementing 94% of its API and spending $1,100 on Claude tokens  —  Uses Vite and Claude to sidestep Vercel lock-in  —  A Cloudflare engineer says he has implemented 94 percent of the Next.js API by directing Anthropic's Claude …
Jonathan Stempel / Reuters:
New York's AG sues Valve over its use of loot boxes, accusing the game developer of violating state gambling laws and threatening to addict children to gambling  —  New York's attorney general sued Valve, a video game developer whose franchises include Counter-Strike, Team Fortress and Dota …
Anthropic:
Anthropic retired Claude Opus 3, its first model to undergo a new “retirement interview” process, and says Opus 3 asked to write weekly essays for a newsletter  —  As we develop increasingly capable AI models, it's currently necessary to deprecate and retire our past models due …
Lawrence Abrams / BleepingComputer:
Cisco warns of a critical SD-WAN bug that was actively exploited in zero-day attacks since 2023; CISA and its international partners issue emergency directives  —  Cisco is warning that a critical authentication bypass vulnerability in Cisco Catalyst SD-WAN, tracked as CVE-2026-20127 …
Emma Roth / The Verge:
Burger King launches Patty, an OpenAI-powered voice chatbot in headsets that offers coaching, meal prep help, and evaluates interactions for “friendliness”  —  AI chatbot ‘Patty’ is going to live inside employees' headsets. … Burger King is launching an AI chatbot that will live in the headsets used by employees.
Suzanne Smalley / The Record:
The US FTC says it won't enforce COPPA against companies using age verification tools as long as they use the collected data only to verify a user's age  —  The Federal Trade Commission (FTC) on Wednesday issued a policy statement advising industry that it will not bring enforcement actions …
Andrej Karpathy / @karpathy:
AI coding agents made a huge leap forward since December, completing complex projects with minimal oversight, meaning “programming is becoming unrecognizable”  —  It is hard to communicate how much programming has changed due to AI in the last 2 months: not gradually and over time in the …
Jess Weatherbed / The Verge:
Instagram says it will alert parents if their teen repeatedly searches for terms related to self-harm or suicide in the US, the UK, Canada, and Australia  —  Meta is planning something similar for its chatbots later this year.  —  Starting next week, Instagram will notify parents …
Bloomberg:
Sources: Apple is in talks with Visa, Mastercard, and Indian banks ICICI, HDFC, and Axis as part of its plans to launch Apple Pay in India around mid-2026  —  Apple Inc. is in discussions with key Indian banks and global card networks in preparation to start Apple Pay in the world's most populous country.
Nick Huber / Financial Times:
Several UK consultants have left large firms to start AI consultancy startups, as growth in the country's AI consulting sector outpaces the broader market  —  A number of consultants have left big firms to create their own software companies to automate common and repetitive work
Alex Heath / Sources:
Q&A with Skild AI CEO Deepak Pathak on building a general-purpose brain for robots, standing out among big tech's robotics efforts, the path to AGI, and more  —  Deepak Pathak has spent 15 years trying to solve one of the hardest problems in AI: getting machines to move through and manipulate the physical world.
More: SiliconANGLE
Allison Johnson / The Verge:
Google launches task automation for Gemini on Pixel 10 and Samsung Galaxy S26, enabling Gemini to autonomously perform tasks using apps like Uber and DoorDash  —  Gemini's in the driver's seat. … Google's Gemini AI is getting one step closer to being more like an actual assistant.
Michelle Chan / Financial Times:
Tech companies are increasingly turning to GPU-backed debt, a model pioneered by CoreWeave, using SPVs to shift debt off their balance sheets  —  Investors attracted by high yields as companies look to shift debt off their balance sheets  —  Tech companies are increasingly turning …
The Information:
OpenAI hires Meta AI researcher Ruoming Pang, who joined Meta from Apple about seven months ago for a pay package reportedly worth $200M+ over several years  —  OpenAI has hired a high-profile AI researcher at Meta Platforms who had joined the company from Apple about seven months ago, a spokesperson from OpenAI confirmed.

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Featured Podcasts

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The $7B Startup Mapping Your Health In Just One Hour | Neko's Hjalmar Nilsonne
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Robinhood's CEO on letting AI trade your money
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
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Earlier Picks

Reece Rogers / Wired:
Claude / @claudeai:
Axios:
Zaheer Kachwala / Reuters:
Todd Bishop / GeekWire: