| Adam Satariano / New York Times: |
The EU says that TikTok's “addictive design” is illegal under the DSA, citing the app's infinite scroll and recommendation algorithm, in preliminary findings — European Union regulators said the app's infinite scroll and personalized algorithm led to “compulsive” behavior, especially among children.| Bloomberg: |
Alphabet, Amazon, Meta, and Microsoft forecast a combined ~$650B in 2026 capital expenditures, an estimated 60% YoY increase, driven by data center construction — Four of the biggest US technology companies together have forecast capital expenditures that will reach about $650 billion in 2026 … | Jon Keegan / Sherwood News: |
Amazon, Google, and Microsoft reported a collective $1.1T backlog of cloud computing revenue in their latest quarterly earnings, including Microsoft's $625B — APPLE OF ANOTHER'S AI — 2H| Kif Leswing / CNBC: |
| Natalie Lung / Bloomberg: |
Waymo says it is using DeepMind's Genie 3 to create realistic digital worlds for its autonomous driving technology to train on edge-case scenarios — Alphabet Inc.'s Waymo said it is using DeepMind's Genie 3 AI model to create realistic, digital worlds for its autonomous driving technology to train on edge-case scenarios.| Hugh Son / CNBC: |
Goldman Sachs says it has been working with Anthropic on AI agents to automate more roles at the bank, like trades, transactions, client vetting, and onboarding — Goldman Sachs has been working with the artificial intelligence startup Anthropic to create AI agents to automate a growing number … | Doug O'Laughlin / SemiAnalysis: |
Analysis: Claude Code currently authors 4% of all public GitHub commits and is on track to cross 20% of all daily commits by the end of 2026 — What It Is, How We Use It, Industry Repercussions, Microsoft's Dilemma, Why Anthropic Is Winning — Doug O'Laughlin, Jeremie Eliahou Ontiveros, Jordan Nanos, and 2 others| Mark Gurman / Bloomberg: |
Sources: Apple plans to allow third-party voice-controlled AI chatbots in CarPlay within the coming months; it won't let users replace CarPlay's Siri button — Apple Inc. is preparing to allow voice-controlled artificial intelligence apps from other companies in CarPlay … | Tim Bradshaw / Financial Times: |
Crypto.com co-founder Kris Marszalek buys the domain AI.com for $70M, the highest disclosed price for a domain name, as he plans a site offering an AI agent — Kris Marszalek plans to launch new site with a Super Bowl ad this weekend — The founder of cryptocurrency trading site Crypto.com … | Nitin T Bhat / Heroku: |
Heroku says it is transitioning to a “sustaining engineering model”, as it focuses on “helping organizations build and deploy enterprise-grade AI” — Today, Heroku is transitioning to a sustaining engineering model focused on stability, security, reliability, and support.| Aisha Malik / TechCrunch: |
Spotify rolls out About the Song, swipeable stories in English, summarized from third-party sources to highlight song details, in beta for Premium users — Spotify is rolling out a new “About the Song” feature that lets users explore the stories behind the music they're listening to, the company announced on Friday.| Brian Faler / Politico: |
Amazon's annual tax bill fell 87% YoY to $1.2B in 2025, as profits grew 45% to ~$90B, mostly due to GOP's depreciation breaks in the One Big Beautiful Bill — The 87 percent drop is largely due to a more generous depreciation break in the ‘One Big Beautiful Bill Act.’| CoinDesk: |
Galaxy Digital stock jumps 17%+ after the company approved a share buyback program of up to $200M over the next 12 months — The repurchase plan follows a volatile earnings week and signals confidence in the firm's balance sheet. — What to know:| Reuters: |
Sources: AI chip startup SambaNova is raising a $350M+ Series E led by Vista Equity Partners; Intel plans to invest $100M to $150M — Private equity firm Vista Equity Partners is leading a new funding round of over $350 million in artificial intelligence chip startup SambaNova Systems … | Wall Street Journal: |
A civil subpoena shows the US DOJ is investigating Netflix for potential anticompetitive tactics as DOJ probes the company's proposed acquisition of WBD — As it probes bids for Warner, the department is asking if the streamer has engaged in conduct that could make it a monopoly| Tamara Djurickovic / Tech.eu: |
Croatian-founded Daytona, which aims to build infrastructure for large-scale agent workloads, raised a $24M Series A led by FirstMark — Daytona is building agent-native infrastructure to support large-scale, stateful agent workloads through fast, flexible computing environments designed for long-running execution.| Reuters: |
Sources: Intel and AMD have notified Chinese customers of supply shortages for server CPUs, with Intel warning of delivery lead times of up to six months — Intel (INTC.O) and AMD (AMD.O) have notified Chinese customers of supply shortages for server central processing units (CPUs) … | Stephen Nellis / Reuters: |
SIA: chip sales hit $791.7B in 2025, up 25.6% YoY, with advanced Nvidia, AMD, and Intel chips accounting for $301.9B, up 40%; SIA expects $1T in 2026 chip sales — Global semiconductor sales are expected to hit $1 trillion this year, the Semiconductor Industry Association said on Friday.| Bloomberg: |
Sources: London-based 9fin, a data provider for debt markets, is in talks to raise as much as $150M at a pre-money valuation of $1B, about 20x its ARR of ~$50M — Debt intelligence provider 9fin Ltd. is in talks to raise fresh capital at a valuation of as much as $1 billion as it seeks … | Reed Albergotti / Semafor: |
Sources: OpenAI is working with G42 to build a ChatGPT version tuned for the UAE that accommodates local language, political outlook, and speech restrictions — The Scoop — Step Back — Reed's View — Know More — Notable — THE SCOOP — OpenAI is working with Abu Dhabi-based G42 …
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5G's most deployed platform — Powering live networks with built-in Inference across Core and RAN. That's the power of Intel Inside®
5 common AI pitfalls in staffing and how to fix them — Staffing teams are turning to AI to keep up with growing hiring demands. It helps recruiters move faster, handle more applications, and stay on top of their pipelines.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
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| Annie Bang / Bloomberg: |
| Anuj Behal / The Guardian: |
| Victoria Waldersee / Reuters: |
| Emily Steel / New York Times: |
| Reinhardt Krause / Investor's Business Daily: |
| Vicky Ge Huang / Wall Street Journal: |
| Alex Riehl / BetaKit: |
| Robert Hart / The Verge: |