Techmeme
January 31, 2025, 5:10 AM

Top News

CNBC:
Apple Inc.:
Apple Q1: iPhone down 1% YoY to $69.14B, vs. $71.03B est., Mac up 15% to $8.99B, iPad up 15% to $8.09B, and Wearables, Home, and Accessories down 2% to $11.75B  —  All-time records for total company revenue and EPS  —  Services revenue reaches new all-time high
Business Insider:
In a leaked recording of an all-hands meeting, Mark Zuckerberg said Meta was slow to respond to TikTok's rise because “we didn't think TikTok was social”  —  - Mark Zuckerberg addressed several recent policy changes in a company all-hands meeting on Thursday.
Business Insider:
Leaked all-hands recording: Mark Zuckerberg told staff to “buckle up” for an “intense” year, said a changing policy landscape necessitated DEI changes, and more  —  - Meta CEO Mark Zuckerberg told staffers in a Thursday all-hands to be ready for an “intense year.”
The Verge:
Wall Street Journal:
Sources: OpenAI is in early talks to raise up to $40B at a $340B valuation; the startup was last valued at $157B in October, when it raised $6.6B  —  SoftBank would lead $40 billion round for the ChatGPT maker, some of which would go to Stargate AI infrastructure venture.
Abner Li / 9to5Google:
Google announces a “voluntary exit program” for employees working in the Platforms & Devices group in the US, which includes Android, Chrome, Pixel, and more  —  Last year, the teams responsible for Pixel hardware and Android software were merged into one division …
Jordan Novet / CNBC:
Intel reports Q4 revenue down 7% YoY to $14.26B, vs. $13.81B est., Data Center and AI down 3% YoY to $3.39B, and forecasts Q1 revenue below estimates  —  Intel issued disappointing quarterly guidance on Thursday, but reported earnings and revenue that topped estimates.  Shares were up 3% after hours.
Wall Street Journal:
Sources: Amazon is ramping up ad spending on X, as companies re-evaluate their stances in a changing political climate; source: Apple considers a return to X  —  Amazon is ramping up ad spending on Elon Musk's X, according to people familiar with the situation, a major shift after pulling …
Bloomberg:
The US DOJ sues to block HPE's $14B acquisition of Juniper Networks, arguing the deal would harm competition in the enterprise wireless equipment  —  - Justice Department files complaint in California federal court  — Company executives met with DOJ to discuss concerns this week
Tom Warren / The Verge:
Sources: Nadella and Microsoft execs moved quickly to get engineers to test and deploy DeepSeek R1 on Azure and GitHub in 10 days, an unusually fast turnaround  —  Microsoft was ready for the next step in AI models.  —  Microsoft was ready for the next step in AI models.
VideoCardz.com:
Nvidia updates its PC app and rolls out the new GPU drivers, bringing Multi Frame Generation to RTX 50 Series GPUs and DLSS transformer models to all RTX GPUs  —  NVIDIA DLSS4 released, Override feature now available  —  Following the launch of the GeForce RTX 5090 and 5080 …
New York Times:
Elon Musk is using the same tactics he used during his Twitter takeover at DOGE, including offering exits to federal employees and testing engineering prowess  —  Federal agencies have offered exits to millions of employees and tested the prowess of engineers — just like when Elon Musk bought Twitter.
Tom Warren / The Verge:
Tom Warren / The Verge:
Bloomberg:
Sources: US officials are investigating whether DeepSeek bought advanced Nvidia chips from third parties in Singapore, circumventing US restrictions on AI chips  —  - Nvidia says it ‘insists’ that customers comply with laws  — Singapore accounts for about 20% of Nvidia's revenue

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More News

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