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March 3, 2025, 10:40 PM
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| Shirin Ghaffary / Bloomberg: |
Anthropic raised a $3.5B Series E led by Lightspeed at a $61.5B valuation; source: its annual revenue run rate has grown by 30% in 2025, from ~$1B in late 2024 — The company is said to have increased its run-rate revenue by 30% so far this year. — OpenAI rival Anthropic has officially closed …
More: Anthropic, CNBC, The Economic Times, Financial Times, The Information, Benzinga, TechCrunch, SiliconANGLE, Pulse 2.0, PYMNTS.com, DatacenterDynamics, PitchBook, Inc, Capital Brief, crypto.news, Analytics India Magazine, Yahoo Finance, Seeking Alpha, New York Times, VentureBeat, Axios, Sherwood News, The Decoder, and Proactive
Bluesky: @mikefulk. X: @daveshapi, @kimmonismus, @shiringhaffary, @deedydas, @cisco_invests, @natolambert, @lightspeedvp, @ravi_lsvp, @spdholakia, @dogetoshi, @anthropicai, @bessemervp, @chuckrobbins, @zoomerfied, and @menloventures. Forums: r/ClaudeAI
| Jordan Novet / CNBC: |
CoreWeave, which provides cloud-based GPUs, files for an IPO on the Nasdaq under the symbol CRWV, says it generated $1.9B in revenue in 2024, up 737% YoY — CoreWeave, a provider of cloud-based Nvidia processors to companies including Meta and Microsoft, is headed for the public market.| Bailey Lipschultz / Bloomberg: |
CoreWeave's S-1 shows ~77% of its $1.9B revenue in 2024 came from its top two customers, one of them being Microsoft, which accounted for 62% of total sales — CoreWeave, a cloud-computing provider that's one of the hottest startups in artificial intelligence, filed for an initial public offering disclosing rapidly growing revenue.
More: The Information, PitchBook, Wall Street Journal, Fortune, CoreWeave, and Reuters. Forums: r/wallstreetbets
| Axios: |
At a press conference with Trump, TSMC CEO CC Wei says the company plans to invest $100B+ in the US over four years, in addition to its current $65B investment — - It's also part of the bipartisan U.S. national security push to increase domestic chips production and accelerate the AI economy.
More: Wall Street Journal, 9to5Mac, Taiwan Semiconductor …, Decrypt, Reuters, TechCrunch, CBS News, Ars Technica, SiliconANGLE, The Information, Associated Press, The White House, Washington Times, One America News Network, Wall Street Pit, Nikkei Asia, Financial Times, Washington Examiner, Barron's Online, BusinessLIVE, Senator Mark Kelly, CNBC, iClarified, Fierce Electronics, PCMag, Yahoo Finance, The Hill, Tom's Hardware, AppleInsider, New York Times, Al Jazeera, Washington Post, Proactive, The Irish Times, Patently Apple, Telegraph, The Guardian, CNN, Politico, Benzinga, New York Post, The Post Millennial, The Verge, The Daily Wire, and The Gateway Pundit
Bluesky: @joshsternberg.com. X: @thetranscript_, @firstadopter, @whitehouse, @presssec, @wenyee_lee, @nvidia, @repabehamadeh, @e_atpitt_, @margomartin47, @mike_pence, @rapidresponse47, @rwang07, @repelicrane, @jjhunt10, @morningbrew, @rapidresponse47, @margomartin47, @dougducey, @autismcapital, @senmarkkelly, @autismcapital, @rapidresponse47, @realalexjones, @margomartin47, @rapidresponse47, @baldwin_daniel_, @rapidresponse47, and @repharshbarger
Forums: r/technology, r/news, r/intelstock, r/hardware, and r/apple
| Jay Peters / The Verge: |
Google updates Google Play on Android to highlight apps with widgets, adding a widget search filter, widget badges on app pages, and a curated editorial page — There will be a new search filter for widgets, widget gadgets on app detail pages, and a curated editorial page.| Chance Miller / 9to5Mac: |
Tim Cook posts that “this week” there's “something in the AIR”, likely referring to an M4 MacBook Air launch; a new iPad Air is expected around this spring — In a new post on social media today, Tim Cook says Apple has a new product launch coming this week.
More: Benzinga, Moneycontrol, Livemint, The Verge, The Indian Express, Appuals, VICE, Forbes, CNET, iThinkDifferent, Investopedia, Tom's Guide, MobileSyrup, iPhone in Canada Blog, 9to5Mac, Engadget, Press Start, Laptop Mag, Trusted Reviews, Mashable, T.H.E, Macworld, ZDNET, TechPowerUp, Pocket-lint, PCMag, Stuff, Cult of Mac, TechRadar, PhoneArena, SlashGear, Brian Tong on YouTube, eWeek, AppleInsider, The Shortcut, The Apple Post, Business Today, Thurrott, iDownloadBlog.com, Appleosophy, Digital Trends, Redmond Pie, Business Insider, BGR, KnowTechie, Notebookcheck, Wccftech, and MacRumors
X: @tim_cook, @tom_krikorian, @markgurman, and @dylanmcd8
Forums: r/macbookair, r/macbook, r/mac, r/technology, and r/apple
| Abner Li / 9to5Google: |
Google updates the iOS Gemini app, adding six new widgets for the lock screen and the Control Center, including one for its conversational mode Gemini Live — Following last week's homescreen redesign, the Google Gemini app on iPhone has been updated with lockscreen widgets and direct access in Control Center.
More: The Verge, MacStories, TechCrunch, BGR, ZDNET, Tom's Guide, Android Central, MakeUseOf, and Android Headlines
| Reuters: |
Sources: Nvidia and Broadcom are running 18A manufacturing tests with Intel, and AMD is also evaluating whether Intel's 18A process is suitable for its needs — Chip designers Nvidia (NVDA.O) and Broadcom (AVGO.O) are running manufacturing tests with Intel (INTC.O), two sources familiar …
More: TheStreet, ZDNET, Bloomberg, Investor's Business Daily, Yahoo Finance, Proactive, TechPowerUp, Benzinga, Motley Fool, Patently Apple, The Decoder, Wall Street Pit, Investing.com, Quartz, PC Gamer, ZeroHedge News, and Seeking Alpha
X: @benbajarin, @firstadopter, and @jukanlosreve
LinkedIn: Jackie Sturm, Michał Dżoga, and Max A. Cherney
Forums: r/nvidia, r/hardware, r/intel, r/wallstreetbets, r/AMD_Stock, r/intelstock, and Slashdot
| Kif Leswing / CNBC: |
Nvidia shares fell 8.69% amid fears about tariffs and increased scrutiny of GPU shipments that may be in violation of US export controls — Nvidia shares fell nearly 9% on Monday after President Donald Trump confirmed that tariffs from Canada and Mexico will go into effect on Tuesday.
More: The Information, Yahoo Finance, The Motley Fool, and TipRanks Financial
X: @ns123abc, @unusual_whales, and @goth600
| Owen Walker / Financial Times: |
More: Channel NewsAsia, CNBC, South China Morning Post, Malay Mail, TechCrunch, Bloomberg, FXStreet, Quartz, Motley Fool, ZeroHedge News, and Reuters
| Sarah Perez / TechCrunch: |
Mozilla rewrites Firefox's Terms of Use, after recent changes with overly broad language about user data sparked user backlash — After fielding user backlash over its new Terms of Use last week, Firefox browser maker Mozilla has rewritten its policy to address issues around the overly broad language it had previously used.
More: The Verge, Hackread, TechRepublic, and HotHardware
X: @brendaneich, @joeldeteves, @theo, and @theo
Forums: r/firefox, r/browsers, and r/technology
| Sahil Patel / The Information: |
Sources: YouTube is preparing a Netflix-like redesign of its TV app, with paid content from other streamers like Max and Paramount+ on the homepage — It should have been easy. — YouTube in late 2022 began including in its app video-streaming services operated by other media companies …
More: Android Authority, Android Headlines, Pocket-lint, Tubefilter, Tom's Guide, and The Verge
| Craig Barrett / Fortune: |
A former CEO and chair of Intel says the company shouldn't be broken up since its foundry unit now has the tech and manufacturing know-how to compete with TSMC — Four former Intel board members have written two opinion pieces for Fortune arguing that the only solution to Intel's problems … | Ashley Capoot / CNBC: |
Microsoft unveils Dragon Copilot, a voice-activated AI assistant for doctors combining Dragon dictation tool Medical One and ambient listening tool DAX Copilot — Microsoft is giving its health-care artificial intelligence tools a makeover. — The company on Monday unveiled …
More: Microsoft, The Verge, Microsoft Industry Blogs, HIT Consultant, eWeek, Business News Australia, Benzinga, Neowin, Healthcare IT News, and Healthcare Dive
Bluesky: @tomwarren.co.uk. Mastodon: @Jeremiah@alpaca.gold. X: @msftnews, @mustafasuleyman, @satyanadella, @minchoi, and @shawnjskim. Forums: Slashdot
| Ivan Mehta / TechCrunch: |
Google demos new Gemini features, such as video search and Screenshare, which lets users ask questions based on their phone's screen, coming later in March 2025 — Google is adding new features to its AI assistant, Gemini, that let users ask it questions using video and content on the screen in real time.| Mary Ann Azevedo / TechCrunch: |
Source: Ramp crossed $700M in annualized revenue in January 2025, up from $300M in August 2023; its CEO says it's not profitable by choice as it reinvests — Fintech startup Ramp has crossed $700 million in annualized revenue as of January of this year, according to a source familiar with the company's internal operations.
X: @eglyman
| George Hammond / Financial Times: |
More: Ramp, The Information, Finextra, TechCrunch, Reuters, Axios, FinTech Global, PitchBook, FinSMEs, and CNBC
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