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February 26, 2026, 9:25 AM
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| Ian King / Bloomberg: |
Nvidia reports Q4 revenue up 73% YoY to $68.13B, above $66.21B est., Data Center revenue up 75% YoY to $62.3B, and forecasts Q1 revenue above estimates — Nvidia Corp.'s latest sales forecast drew a lukewarm response from investors, signaling that concerns over a potential bubble continue …
More: Nvidia Newsroom, New York Times, CNBC, The Motley Fool, VideoCardz.com, Fortune, PC Gamer, Coinpaper, CTech, Benzinga, PYMNTS.com, Watcher Guru, ServeTheHome, Constellation Research, and Financial Times
X: @lexnfx, @gavinsbaker, @jimcramer, @justjake, @briansozzi, @stocksavvyshay, @divestech, @fongern_fx, @economyapp, @munster_gene, @edzitron, @based16z, @kakashiii111, @lexnfx, @benbajarin, @stocksavvyshay, @eddyelfenbein, @stocksavvyshay, @howardlindzon, @thestalwart, @patrickmoorhead, @deepdishenjoyer, @benitoz, @thomas_woodside, @danprimack, @stocksavvyshay, @laurengoode, @trungtphan, @morningbrew, @benbajarin, and @benbajarin
LinkedIn: Randa Hinton and Emil Protalinski
Forums: r/technology, r/hardware, and r/wallstreetbets
| Bloomberg: |
Nvidia says the US government granted it a license to ship a small number of H200 chips to Chinese customers, but it's unclear if Beijing will allow any imports — Nvidia Corp. said it secured a license to ship a small number of its less advanced H200 chips to customers in China …
More: CNBC, Shacknews, Türkiye Today, DigiTimes, South China Morning Post, and Nikkei Asia
| Jonathan Stempel / Reuters: |
New York's AG sues Valve over its use of loot boxes, accusing the game developer of violating state gambling laws and threatening to addict children to gambling — New York's attorney general sued Valve, a video game developer whose franchises include Counter-Strike, Team Fortress and Dota …
More: NY State Attorney General, Engadget, PCMag, BleepingComputer, The Verge, GamesIndustry.biz, CNET, Kotaku, Mirror, GamingBolt, Gameranx, Rock, Paper, Shotgun, CyberInsider, XDA Developers, Tech Times, GeekWire, Gizmodo, TheGamer, Forbes, Dexerto, Screen Rant, DayOne, Game Developer, GamesRadar, Destructoid, and PC Gamer
X: @newyorkstateag, @shadzey1, @squidmechanicus, @mattforney, @tylerglaiel, @leo_caesaris, @palmyrpar, @nohte, @fastnfair, @onepeg, @dansplainer, @vdarejamesk, @becomingcritter, @thesnipingsnake, @mynajef_, @arowcs, @gunrights, @reddit_lies, @jezcorden, @christinatasty, @captive_dreamer, @reddit_lies, @glitchy_potat, @aquaismissing, @1bird_d, @aquaismissing, @shitpostrock, @semphisss, and @shyvortex
Bluesky: @oregonthedm, @stevoisiak, and @anniemay
| Zaheer Kachwala / Reuters: |
Salesforce reports Q4 revenue up 12% YoY to $11.2B, above $11.18B est., forecasts Q1 revenue above estimates, and announces a $50B share repurchase program — Salesforce (CRM.N) forecast first-quarter revenue above Wall Street expectations on Wednesday, betting on strong demand …
More: Salesforce, CNBC, TechCrunch, Salesforce Ben, Implicator.ai, and Constellation Research
X: @buccocapital and @benioff
Forums: r/business and r/wallstreetbets
| Allison Johnson / The Verge: |
Google launches task automation for Gemini on Pixel 10 and Samsung Galaxy S26, enabling Gemini to autonomously perform tasks using apps like Uber and DoorDash — Gemini's in the driver's seat. … Google's Gemini AI is getting one step closer to being more like an actual assistant.
More: The Verge, Google Online Security Blog, Tech Advisor, Business Today, Android Developers Blog, The Keyword, The Keyword, CNET, Telecompaper, Neowin, Digital Trends, The Deep View, The Verge, The Verge, and Samsung on YouTube
X: @android, @geminiapp, @andyfang, @backlon, @samsungmobile, @androiddev, @doordash, @testingcatalog, @harshithlucky3, @arunkumar_9t2, @sundarpichai, and @google
Bluesky: @reckless and @turboshawn.com
Forums: r/technews and r/Android
| Prakhar Khanna / ZDNET: |
More: Business Standard, Samsung Newsroom, Tech Advisor, 9to5Google, Wall Street Journal, Help Net Security, Gizmodo, Marques Brownlee on YouTube, Fortune India, ITPro, The Asia Business Daily, SamMobile, T3, Korea Joongang Daily, MacRumors on YouTube, Ars Technica, The Verge, Wall Street Journal, CNET on YouTube, PhoneArena on YouTube, BW Businessworld, USA Today, TechRadar, PhoneArena, GQ UK, AT&T, 9to5Google, SamMobile, The Shortcut, Sammy Fans, Moneycontrol, PhoneArena, Android Authority, The Shortcut, CHOSUNBIZ, MacRumors, CNET, Android Authority, Android Authority, and Bloomberg
| Suzanne Smalley / The Record: |
The US FTC says it won't enforce COPPA against companies using age verification tools as long as they use the collected data only to verify a user's age — The Federal Trade Commission (FTC) on Wednesday issued a policy statement advising industry that it will not bring enforcement actions …
More: cftc.gov, Federal Trade Commission, Gizmodo, and The Cyber Express
X: @juliecbarrett, @ftc, and @meadorftc
Bluesky: @ckoppelman, @andrewfolks.com, @johnperrino.com, and @jmiers230
| New York Times: |
As China grapples with a shrinking population and low birthrate, some women are finding romance with AI chatbots, leading Beijing to increase AI regulations — As China grapples with a shrinking population and historically low birthrate, people are finding romance with chatbots instead.| Lawrence Abrams / BleepingComputer: |
Cisco warns of a critical SD-WAN bug that was actively exploited in zero-day attacks since 2023; CISA and its international partners issue emergency directives — Cisco is warning that a critical authentication bypass vulnerability in Cisco Catalyst SD-WAN, tracked as CVE-2026-20127 …
More: Cisco, CISA, Cisco Talos Blog, The Register, CISA, Security Affairs, CSO, Cisco, Nextgov/FCW, National Cyber Security Centre, Infosecurity, CISA, Cybersecurity Dive, ITPro, The Cyber Express, Cyber Security News, Cyber Daily, iTnews, CyberScoop, Federal News Network, The Stack, Help Net Security, ComputerWeekly.com, and The Record
X: @cisacyber, @cybercentre_ca, @cisacyber, @ericgeller, @cisacyber, @fbicyberdiv, and @watchtowrcyber
Bluesky: @metacurity.com, @ollieatnowhere, @ransomwaresommelier.com, and @dannypalmer. Mastodon: @campuscodi@mastodon.social
| Tim Anderson / The Register: |
A Cloudflare engineer rebuilt Next.js from scratch in one week using AI, reimplementing 94% of its API and spending $1,100 on Claude tokens — Uses Vite and Claude to sidestep Vercel lock-in — A Cloudflare engineer says he has implemented 94 percent of the Next.js API by directing Anthropic's Claude …
More: Cloudflare. X: @dok2001, @braydenwilmoth, @wesbos, @youyuxi, @webmaster, @joshmanders, @initjean, @ryancarniato, @steipete, @eastdakota, @caelin_sutch, @skeptrune, @cramforce, and @dok2001. Bluesky: @carnage4life. Mastodon: @beep@follow.ethanmarcotte.com
Forums: Hacker News, r/vibecoding, r/nextjs, Lobsters, and Slashdot
| Rebecca Szkutak / TechCrunch: |
Alphabet's Intrinsic, which builds AI models and software for industrial robots, joins Google, but will remain a distinct entity and work with Google DeepMind — Google is moving further into physical AI by bringing a familiar robotics software platform under its wing.
More: Intrinsic, The Verge, The Robot Report, Fortune, and Moneycontrol
| Jess Weatherbed / The Verge: |
Instagram says it will alert parents if their teen repeatedly searches for terms related to self-harm or suicide in the US, the UK, Canada, and Australia — Meta is planning something similar for its chatbots later this year. — Starting next week, Instagram will notify parents …
More: Meta Newsroom, Associated Press, Moneycontrol, 9to5Mac, CNBC, Reuters, The Sun, TechCrunch, Engadget, The Hill, BBC, IJR, RTÉ, CBS News, Mirror, Mashable, and SheKnows
| Citadel Securities: |
Citadel rebuts Citrini's viral article, arguing that AI deployment is constrained by the marginal cost of compute vs. human labor, and needs far more compute — Copyright © Citadel Enterprise Americas LLC or one of its affiliates. All rights reserved.
More: Fortune, Bloomberg, India Dispatch, and Barron's Online
X: @sagharborcap, @rushdoshi, @arronwei3n, @aakashgupta, @vannacharmer, @axelmerk, @gmoneyofficial, @marthagimbel, @mylesudland, @bryntalkington, @galois_capital, @thestalwart, @roshunpatel, @yrechtman, @burggrabenh, @fabknowledge, @nfergus, @cap_zay, @vchampain, @ericjang11, and @illscience
Bluesky: @chrislhayes, @sky.skymarchini.net, @katie0martin.ft.com, and @ddayen. Mastodon: @carnage4life@mas.to
| The Information: |
Sources: Amazon plans to invest up to $50B in OpenAI, $35B of which could hinge on an IPO or AGI milestone; OpenAI is discussing custom models for Amazon — Amazon's decision to invest up to $50 billion in OpenAI could hang on whether OpenAI goes public or reaches a loosely defined milestone known …
More: Reuters, Music Ally, Tech in Asia, DigiTimes, and Tech Funding News. Bluesky: @paularmstrongtbd
| Anthropic: |
Anthropic retired Claude Opus 3, its first model to undergo a new “retirement interview” process, and says Opus 3 asked to write weekly essays for a newsletter — As we develop increasingly capable AI models, it's currently necessary to deprecate and retire our past models due …
More: The Verge, The Rundown AI, and Claude's Corner
X: @anthropicai, @alexpalcuie, @jdcmedlock, @albertadevs, @anthropicai, @aisafetymemes, @jasonbotterill, @lowleveltweets, @cryptopunk7213, @essenaccount, @koylanai, @sauers_, @jkeatn, and @anthropicai
Bluesky: @roberthutton.co.uk, @cbarrie, @aaronrosspowell.com, @tcarmody, @thatryanwhite, @reckless, @lindsaypcohn, and @annmlipton. Mastodon: @aram@aoir.social
Forums: r/Anthropic and r/ClaudeAI
| Jo Constantz / Bloomberg: |
eBay says it plans to cut ~800 jobs, or ~6% of its full-time employees, after laying off ~500 people in early 2023 and ~1,000 staff in early 2024 — EBay Inc. is cutting about 800 jobs, or 6% of its full-time employees, saying the layoffs are needed to align its workforce with strategic priorities.| Brody Ford / Bloomberg: |
Filing: C3.ai plans to cut ~26% of its workforce; the company had ~1,200 employees as of April 2025; C3.ai shares drop 20%+ pre-market on weaker FY guidance — C3.ai Inc., a maker of data analysis software, is cutting about a quarter of its workforce after the appointment of a new chief executive officer.
More: Investing.com, C3.ai, Inc., Telecompaper, Benzinga, SiliconANGLE, Benzinga, Barron's Online, and SFGATE
| Arijeta Lajka / New York Times: |
An analysis of 1,000+ YouTube Shorts videos recommended to kids: the algorithm pushes bizarre, often nonsensical, AI-generated videos, and many lack disclosures — Experts caution that low-quality, A.I.-generated videos on YouTube geared toward children often feature conflicting information …
More: New York Times and Digit
| Vlad Savov / Bloomberg: |
OpenAI says ChatGPT refused to assist a user associated with Chinese law enforcement in planning an online campaign to discredit Japanese PM Sanae Takaichi — OpenAI said its ChatGPT AI service refused to assist an individual associated with Chinese law enforcement in planning an online campaign …
More: OpenAi, Reuters, Cyber Security News, DigiTimes, Tech in Asia, and Nikkei Asia
| Reuters: |
Sources: DeepSeek did not share its upcoming V4 model with US chipmakers, including AMD and Nvidia, but granted early access to Chinese companies like Huawei — DeepSeek, the Chinese artificial intelligence lab whose low-cost model rattled global markets last year, has not shown U.S. chipmakers …
More: The Information, Firstpost, DigiTimes, Finbold, The Indian Express, and Tech in Asia
Forums: r/LocalLLaMA and r/DeepSeek
| Financial Times: |
Analysis: super PACs for and against AI regulation have raised $265M ahead of the midterms, with pro-AI groups significantly outraising pro-regulation groups — Midterm election contests poised to become battlegrounds over nascent technology — Alex Bores was on the way to his wedding anniversary dinner …
Bluesky: @hannescools
| Alex Heath / Sources: |
Q&A with Skild AI CEO Deepak Pathak on building a general-purpose brain for robots, standing out among big tech's robotics efforts, the path to AGI, and more — Deepak Pathak has spent 15 years trying to solve one of the hardest problems in AI: getting machines to move through and manipulate the physical world.
More: SiliconANGLE
| The Information: |
OpenAI hires Meta AI researcher Ruoming Pang, who joined Meta from Apple about seven months ago for a pay package reportedly worth $200M+ over several years — OpenAI has hired a high-profile AI researcher at Meta Platforms who had joined the company from Apple about seven months ago, a spokesperson from OpenAI confirmed.
| Nick Huber / Financial Times: |
Several UK consultants have left large firms to start AI consultancy startups, as growth in the country's AI consulting sector outpaces the broader market — A number of consultants have left big firms to create their own software companies to automate common and repetitive work| Wall Street Journal: |
Mistral and Accenture sign a multi-year deal to let Accenture deploy Mistral's models for its clients; Mistral has deals with IBM, Cisco, SAP, ASML, and others — Accenture is added to its list of major clients at a critical juncture in the AI race — Mistral AI struck an agreement … | Michelle Chan / Financial Times: |
Tech companies are increasingly turning to GPU-backed debt, a model pioneered by CoreWeave, using SPVs to shift debt off their balance sheets — Investors attracted by high yields as companies look to shift debt off their balance sheets — Tech companies are increasingly turning … | Bloomberg: |
Sources: Apple is in talks with Visa, Mastercard, and Indian banks ICICI, HDFC, and Axis as part of its plans to launch Apple Pay in India around mid-2026 — Apple Inc. is in discussions with key Indian banks and global card networks in preparation to start Apple Pay in the world's most populous country.
More: PYMNTS.com, 9to5Mac, AppleInsider, SamMobile, MacRumors, Inc42, Moneycontrol, News18, Hindustan Times, and Tech in Asia. Forums: r/apple
| Chainalysis: |
Total on-chain ransomware payments fell 8% YoY to $820M in 2025, despite a record 50% rise in claimed victims; the median payment grew 368% YoY to nearly $60K — TL;DR — Ransomware payments stagnated despite record attacks claimed. Total on-chain ransomware payments fell by approximately 8% …
More: The Record, BleepingComputer, and BeInCrypto
| Andrej Karpathy / @karpathy: |
AI coding agents made a huge leap forward since December, completing complex projects with minimal oversight, meaning “programming is becoming unrecognizable” — It is hard to communicate how much programming has changed due to AI in the last 2 months: not gradually and over time in the …
X: @cblatts, @grady_booch, @dkthomp, @snowmaker, @getifyx, @amasad, @omooretweets, @levie, @omarsar0, @unconed, @growing_daniel, @craighrowland, @pinboard, @andrewcurran_, @beatrizgietner, @yuchenj_uw, @spotn00b, @aizkmusic, @saxena_puru, @allgarbled, @hi_mrinal, @minchoi, @mstockton, @dabit3, @kimmonismus, @ruima, @paulg, and @firstadopter
| Axios: |
Sources: the DOD asked Boeing and Lockheed Martin to assess their reliance on Claude, a first step toward blacklisting Anthropic; Lockheed confirms DOD contact — The Pentagon asked two major defense contractors on Wednesday to provide an assessment of their reliance on Anthropic's AI model …
More: Bloomberg, New York Times, MediaNama, TechRadar, Reuters, heise online, diginomica, Business Insider, The Argument, ABC News, and NewsNation
X: @deanwball, @dkaushik96, @michaelsobolik, @yrechtman, @davidlawler10, @miles_brundage, @deanwball, @cbotheeggman, @chrisvanhollen, @thezvi, @jeffrsebo, @demarest_colin, @danprimack, and @hlntnr. Bluesky: @lizthegrey.com
Forums: r/singularity, r/claudexplorers, and r/technology
| Michael J. de la Merced / New York Times: |
Revel, founded by ex-SpaceX Starship software lead Scott Morton to replace legacy systems that test complex hardware like rockets, raised $150M led by Index — The start-up, founded by a former top SpaceX engineer, promises to help companies reduce their testing times and optimize systems.Sponsor Posts
Subquadratic:
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Cape:
Most carriers track everything. Cape doesn't. — Unlimited talk, text & data, 24-hr metadata deletion, network ID rotation, SIM-attack defense, and more. Switch today and get 29% off for life.
Most carriers track everything. Cape doesn't. — Unlimited talk, text & data, 24-hr metadata deletion, network ID rotation, SIM-attack defense, and more. Switch today and get 29% off for life.
Zoho:
Meet Zoho Social MCP: Your AI assistant can now help run social media — Social media management has come a long way from simply publishing posts.Today, marketers are expected to create content …
Meet Zoho Social MCP: Your AI assistant can now help run social media — Social media management has come a long way from simply publishing posts.Today, marketers are expected to create content …
IDrive:
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.
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.Featured Podcasts
Channels with Peter Kafka:
Joanna Stern on the New Siri, OpenAI's Weird Gadget, and Life After the Wall Street Journal
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
Big Technology Podcast:
Here's How The AI Bubble Bursts — With Paul Kedrosky
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Invest Like the Best:
Eric Vishria - A Decade of Lessons Investing in Software & Hardware
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
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The Talk Show With John Gruber:
'Getting the Snack Right', With Chance Miller
The director's commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
Subscribe to The Talk Show With John Gruber.
Grit:
Booking.com CEO on AI and the Future of Travel
Grit explores what it takes to create, build and scale world-class organizations.
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Tools and Weapons with Brad Smith:
Connecting the Unconnected: Doreen Bogdan-Martin
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
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