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SoftBank reports Q4 net income up 3x to ~$11.6B, above ~$1.5B est., driven by a $25B gain in its OpenAI stake; by October, its OpenAI investment will hit $64.6B (David Keohane/Financial Times)

SoftBank reports Q4 net income up 3x to ~$11.6B, a...

2 months ago 14 Add to circle

Richard Socher's Recursive Superintelligence raised $650M+ from GV, Greycroft, Nvidia, AMD, and others at a $4B valuation to pursue "recursive self-improvement" (Cade Metz/New York Times)

Richard Socher's Recursive Superintelligence raise...

2 months ago 12 Add to circle

Anduril raised $5B led by Thrive Capital and a16z at a $61B valuation, up from $30.5B in June 2025, taking its total funding to $6.82B, and may IPO in 2027 (Sheera Frenkel/New York Times)

Anduril raised $5B led by Thrive Capital and a16z ...

2 months ago 14 Add to circle

Q&A with Amazon head of devices and services Panos Panay on Alexa+, the company's focus on devices for the home, the Leo satellite broadband business, and more (Rafe Rosner-Uddin/Financial Times)

Q&A with Amazon head of devices and services Panos...

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How the Strait of Hormuz blockade is disrupting global chip supply chains, affecting supplies of helium, bromine, sulfur, and thinners essential to chipmaking (Bloomberg)

How the Strait of Hormuz blockade is disrupting gl...

2 months ago 9 Add to circle

China's move to block Meta's Manus acquisition challenges the "Singapore washing" model, as major Chinese tech companies build significant Singapore presences (Owen Walker/Financial Times)

China's move to block Meta's Manus acquisition cha...

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The Facebook House in Los Altos, Mark Zuckerberg's former residence, has become a hub for Chinese AI talent, who are a key part of Silicon Valley's AI boom (Viola Zhou/Rest of World)

The Facebook House in Los Altos, Mark Zuckerberg's...

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Analysts say AI fervor in the US and Asia has spread to Europe, boosting stocks like STMicro and Nokia as investors seek the AI boom's pick-and-shovel stocks (Financial Times)

Analysts say AI fervor in the US and Asia has spre...

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An analysis of Tokenomist.ai data: Trump family members made ~$1.55B from sales of World Liberty Financial's WLFI tokens, lifting their total fortune by ~$660M (Bloomberg)

An analysis of Tokenomist.ai data: Trump family me...

2 months ago 13 Add to circle

China's CSI AI Index, which tracks AI supply chain companies, is up 28%+ YTD, while HK's Hang Seng Tech Index, which includes Alibaba and Tencent, is down 8% (William Sandlund/Financial Times)

China's CSI AI Index, which tracks AI supply chain...

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Analysis: contract prices for NAND chips are up 600%+ since late September 2025, while those for DRAM chips are up ~400%, with analysts expecting further gains (Winnie Hsu/Bloomberg)

Analysis: contract prices for NAND chips are up 60...

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Config, which is building a data layer for robotics foundation models, raised a $27M seed at a $200M+ valuation led by Samsung Venture Investment (Kate Park/TechCrunch)

Config, which is building a data layer for robotic...

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Metis TechBio, a biotech company using AI to deliver and formulate drugs, surged as much as 185% in its Hong Kong market debut after raising ~$270M in its IPO (Amber Tong/Bloomberg)

Metis TechBio, a biotech company using AI to deliv...

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Paymentology, which provides real-time card and payment processing technology for banks and fintechs, raised $175M co-led by Apis Partners and Aspirity Partners (Tamara Djurickovic/Tech.eu)

Paymentology, which provides real-time card and pa...

2 months ago 11 Add to circle

Sources: Sam Altman recently discussed launching an AI compute company that is majority-owned by OpenAI, similar to Stargate's original data center initiative (Alex Heath/Sources)

Sources: Sam Altman recently discussed launching a...

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Nvidia says that Jensen Huang is joining President Trump on his China trip; source: the president asked Huang to join after seeing media coverage of his absence (CNBC)

Nvidia says that Jensen Huang is joining President...

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Waymo recalls ~3,800 robotaxis in the US to fix software issues that may cause them to drive onto flooded roads, after some were seen stalled on flooded streets (Lora Kolodny/CNBC)

Waymo recalls ~3,800 robotaxis in the US to fix so...

2 months ago 13 Add to circle

Sources: Jensen Huang was left out of President Trump's China trip to avoid unwanted scrutiny and awkward conversations about the sale of Nvidia chips to China (Semafor)

Sources: Jensen Huang was left out of President Tr...

2 months ago 13 Add to circle