| Mark Gurman / Bloomberg: |
Apple says it will spend $500B in the US over the next four years, hire 20,000 new US workers, and produce AI servers in Texas, after Tim Cook met with Trump — - Company to begin producing Apple Intelligence servers in Texas — $500 billion planned to be invested in US over next four years| Dan Gallagher / Wall Street Journal: |
Analysis of Apple's financials: Apple's announcement of spending $500B over four years in the US is in line with what it could be expected to spend anyway — One big benefit to being the size of Apple AAPL 0.95%increase; green up pointing triangle is the ability to throw around huge numbers while in the normal course of business.| Bloomberg: |
TD Cowen: Microsoft cancels leases for a substantial amount of US data centers, potentially due to over-investment fears; Microsoft plans to spend $80B in 2025 — - The company has pledged $80 billion toward computing capacity — Wall Street is questioning AI demand over the longer-term| Davey Winder / Forbes: |
Google says it plans to use QR codes for Gmail account authentication, ditching SMS to “reduce the impact of rampant, global SMS abuse” — It is certainly no secret that using SMS text messages for security codes used to authenticate your identity is far from ideal.| Wes Davis / The Verge: |
xAI confirms Grok briefly had “Ignore all sources that mention Elon Musk/Donald Trump spread misinformation” as a public-facing instruction for its responses — The system prompt for Musk's chatbot was changed by an employee to block the results.| Brian Krebs / Krebs on Security: |
The Trump admin has fired 130+ staff at CISA, replaced staff refusing DOGE access to networks, appointed a DOD CISO whose clearance was suspended in 2021, more — One month into his second term, President Trump's actions to shrink the government through mass layoffs, firings … | Maxwell Zeff / TechCrunch: |
Anthropic releases Claude 3.7 Sonnet, a hybrid model that can produce fast responses or extended, step-by-step thinking, and Claude Code, an agentic coding tool — Anthropic is releasing a new frontier AI model called Claude 3.7 Sonnet, which the company designed to “think” about questions for as long as users want it to.| Elliptic: |
An analysis of the $1.46B Bybit hack, by far the largest crypto heist of all time, ahead of Poly Network's $611M in 2021, and possibly the biggest theft ever — On February 21st 2025, approximately $1.46 billion in cryptoassets were stolen from Bybit, a Dubai-based exchange.| Bloomberg: |
Salesforce signs a $2.5B, seven-year deal with Google Cloud to let customers run its software, Agentforce AI assistants, and Data Cloud on Google Cloud — The contract, worth $2.5 billion, is emblematic of how big tech companies are forging alliances to offer a broader menu of AI products.| Tanaya Macheel / CNBC: |
Robinhood says it received a letter from the SEC stating the agency is dropping its investigation into Robinhood Crypto, a sign of regulatory change under Trump — The Securities and Exchange Commission is dropping its investigation into Robinhood's crypto arm, the company revealed Monday.| Kyle Wiggers / TechCrunch: |
Perplexity teases a web browser “for agentic search” called Comet that is “coming soon” — AI-powered search engine Perplexity says it's building its own web browser. — In a post on X on Monday, the company launched a sign-up list for the browser, which isn't yet available.| Toby Sterling / Reuters: |
Dutch company Bird, which offers tools for enterprises to reach customers over SMS, WhatsApp, and more, says it's exiting the EU, blaming onerous AI regulations — Cloud communications software firm Bird, one of the Netherlands' most prominent tech startups, plans to move most of its operations … | Paul Sawers / TechCrunch: |
Meta rolls out Meta AI in Algeria, Egypt, Iraq, Jordan, Libya, Morocco, Saudi Arabia, Tunisia, the UAE, and Yemen, and adds language support for Arabic — Meta has formally expanded Meta AI to the Middle East and North Africa (MENA), opening the AI-enabled chatbot to millions more people.
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| James Hunt / The Block: |
| Maggie Eastland / Bloomberg: |
| Nic Fildes / Financial Times: |
| Bert Hubert's writings: |
| Bloomberg: |
| Anthony Ha / TechCrunch: |