Techmeme
February 26, 2026, 9:30 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 lukewarm response from investors, signaling that concerns over a potential bubble continue …
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 …
Zaheer Kachwala / Reuters:
Salesforce reports Q4 revenue up 12% YoY to $11.2B, above $11.18B est., forecasts Q1 revenue above estimates, and announces a $50B share repurchase program  —  Salesforce (CRM.N) forecast first-quarter revenue above Wall Street expectations on Wednesday, betting on strong demand …
Financial Times:
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 …
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.
Prakhar Khanna / ZDNET:
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 …
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 …
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 …
Citadel Securities:
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 …
Jo Constantz / Bloomberg:
eBay says it plans to cut ~800 jobs, or ~6% of its full-time employees, after laying off ~500 people in early 2023 and ~1,000 staff in early 2024  —  EBay Inc. is cutting about 800 jobs, or 6% of its full-time employees, saying the layoffs are needed to align its workforce with strategic priorities.
More: ReutersForums: Slashdot
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.
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
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.
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
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 …
Axios:
Sources: the DOD asked Boeing and Lockheed Martin to assess their reliance on Claude, a first step toward blacklisting Anthropic; Lockheed confirms DOD contact  —  The Pentagon asked two major defense contractors on Wednesday to provide an assessment of their reliance on Anthropic's AI model …
Michael J. de la Merced / New York Times:
Revel, founded by ex-SpaceX Starship software lead Scott Morton to replace legacy systems that test complex hardware like rockets, raised $150M led by Index  —  The start-up, founded by a former top SpaceX engineer, promises to help companies reduce their testing times and optimize systems.

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Earlier Picks

Reece Rogers / Wired:
Claude / @claudeai:
Jaspreet Singh / Reuters:
Todd Bishop / GeekWire:
Jason Hiner / The Deep View: