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February 2, 2026, 6:10 AM
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| Mark Gurman / Bloomberg: |
Sources: Apple executives question if it has the ingredients to win the AI era, new MacBook Pros are set to launch, and Apple mulls a clamshell foldable iPhone — Apple's blockbuster holiday quarter was impressive — but it shouldn't give cover to avoid an AI reckoning.
More: Moneycontrol, Macworld, 9to5Mac, The Hans India, 9to5Mac, 9to5Mac, Sam Lover, Mashable, Digital Trends, The Indian Express, Android Authority, iClarified, Cult of Mac, Appleosophy, Hypebeast, Livemint, Business Standard, SamMobile, Digit, SammyGuru, iClarified, Wccftech, WiFi Planet, Digital Trends, Engadget, Gizmodo, iPhone in Canada, MacRumors, The Mac Observer, The Mac Observer, iClarified, Philip Elmer‑DeWitt, Spyglass, Forbes, AppleInsider, and MacRumors
X: @lanceulanoff, @samsheffer, @markgurman, @markgurman, @markgurman, and @samsheffer. LinkedIn: Neal Riley
Forums: r/apple and MacRumors Forums
| Wall Street Journal: |
Apple, long dominant in the electronics supply chain, is starting to be outbid by AI companies for components like memory, as suppliers gain leverage over Apple — Parts for iPhones to cost more owing to surging demand from AI companies — Apple has dominated the electronics supply chain for years.| Gerrit De Vynck / Washington Post: |
SEC complaint: a whistleblower alleges Google broke its ethics rules in 2024 to help an Israeli military contractor use AI to analyze drone surveillance video — A whistleblower complaint filed with the SEC claims that Google breached its own ethics rules to help an Israeli contractor apply AI to drone surveillance video.
More: Wall Street Journal and Jerusalem Post
| Kyle Orland / Ars Technica: |
Anthropic researchers detail “disempowerment patterns” in AI assistant interactions where AI potentially distorts a user's reality, beliefs, or actions — At this point, we've all heard plenty of stories about AI chatbots leading users to harmful actions, harmful beliefs, or simply incorrect information.
More: arXiv.org, Digit, Futurism, and Anthropic
X: @mrinanksharma, @anthropicai, @roanoke_gal, @ryan_t_lowe, @fu_joehudson, @maxsloef, @saffronhuang, @russellbrandom, @justenmichel, @missmi1973, @ellgood, @jankulveit, @moleh1ll, @infinitereign88, @danshipper, @1a3orn, @kahntweets, @kindkristin, @barthazian, @dave_bernardi, @mattbeane, and @m47429m. Forums: Ars OpenForum
| Luke James / Tom's Hardware: |
OpenSourceMalware: 230 malicious OpenClaw extensions, disguised as crypto trading automation tools to steal user info, were uploaded to ClawHub since January 27 — Or is that Moltbot, or Clawdbot? I can't keep up. … Security researchers are warning that the growing ecosystem around 'OpenClaw …
More: OpenSourceMalware.com and Koi
| Alex Weprin / The Hollywood Reporter: |
TikTok US says it has resolved technical issues caused by an Oracle data center outage; core features such as video view counts were impacted over the past week — The outage happened just days after U.S. companies, including Oracle, assumed control of the domestic operations of the video platform.| Vincent Lee / Bloomberg: |
Oracle says it plans to raise $45B to $50B in 2026 to build additional capacity for its cloud infrastructure through a combination of debt and equity sales — Oracle Corp. said Sunday it plans to raise $45 billion to $50 billion in 2026 to build additional capacity for its cloud infrastructure through … | Reuters: |
Alibaba plans to spend ~$431M in a Lunar New Year campaign starting February 6 to attract users to its Qwen AI app, above Tencent's ~$143.7M and Baidu's ~$71.8M — Alibaba (9988.HK) said on Monday it will spend 3 billion yuan ($431 million) to attract users to its Qwen AI app during the Lunar …
More: The Economic Times, South China Morning Post, and Tech in Asia
| a16z: |
A survey of 100 companies in the Global 2000 on AI use: 78% of CIOs use OpenAI models in production, above Anthropic's 44%, but Anthropic's gains are impressive — Results from our third annual CIO Survey — The enterprise AI battleground is heating up, and we've got some fresh data on the state of play and who's winning.| New York Times: |
China's desire to lead in cutting-edge AI is bumping against its aim to control it; Zhipu warned IPO investors about the burden of complying with 6+ AI rules — Beijing wants to lead the world in developing cutting-edge artificial intelligence, but it also wants companies to adhere to an increasingly complex set of rules.| Patience Haggin / Wall Street Journal: |
The US' high-speed internet rollout means drillers, linemen, and splicers pull in soaring pay nationwide amid a labor shortage for the physically demanding work — Record demand for fiber-optic cables means drillers, linemen and splicers pull in soaring pay at projects nationwide| Wall Street Journal: |
A look at Polymarket's rise since the US DOJ dropped its probe: securing publisher deals and US licenses, insider trading concerns, and bet resolution disputes — Shayne Coplan has built the crypto-based betting platform into a $9 billion company; Justice Department probe gets shelved| P.R. Venkat / Wall Street Journal: |
Sources: a KKR-led consortium is nearing a deal to buy Singapore-based ST Telemedia Global Data Centers for $10B+, as Asia sees a data center investment frenzy — Talks are at a very advanced stage, and an announcement could be made soon. — A KKR -led consortium is nearing a deal to buy … | Choi Jeong-yoon / The Korea Herald: |
Seoul plans to integrate AI chatbot Maeumi into its suicide prevention hotline, offering immediate emotional support before a human counselor connects — AI chatbot, community-based counselors to bolster access to mental health support — Seoul is confronting persistent suicide pressures … | Jagmeet Singh / TechCrunch: |
India proposes zero taxes for foreign cloud providers through 2047 on services sold outside the country as long as they run workloads from Indian data centers — As the global race to build AI infrastructure accelerates, India has offered foreign cloud providers zero taxes through 2047 …
More: Business Today, PYMNTS.com, Moneycontrol, Inc42, Fortune India, Livemint, The Indian Express, NDTV, The Economic Times, and Bloomberg
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