The Guarantor
Nvidia reported its best quarter ever — $68 billion in revenue — and the stock fell. Buried in the filing was the line item that explains why: $3.5 billion in guarantees to companies that lease GPU infrastructure. In three years, the chipmaker became the backstop of the financial system it created.
Google rolls out Nano Banana 2, aka Gemini 3.1 Flash Image, with faster image generation, advanced world knowledge, and precision text rendering and translation
Our latest image generation model offers advanced world knowledge, production-ready specs, subject consistency and more, all at Flash speed.
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., the dominant maker of artificial intelligence processors, failed to impress investors with its latest sales forecast …
Block says it is laying off more than 4,000 of its 10,000+ employees; XYZ jumps 19%+ in extended trading
Block said Thursday it's laying off more than 4,000 employees, or about half of its headcount. The stock skyrocketed more than 24% in extended trading.
Apple says iPhone and iPad on iOS 26 and iPadOS 26 have become the first consumer devices NATO approved for use up to the “restricted” level of classified data
ZDNET's key takeaways — iPhone and iPad are approved to handle NATO ‘restricted’ classified data.
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.
Salesforce CEO Marc Benioff dismisses concerns of a “SaaS-pocalypse”, saying companies like Anthropic use “a lot of SaaS because it just got better with agents”
Financial Times:
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 …
Burger King launches Patty, an OpenAI-powered voice chatbot in headsets that offers coaching, meal prep help, and evaluates interactions for “friendliness”
AI chatbot ‘Patty’ is going to live inside employees' headsets. … Burger King is launching an AI chatbot that will live in the headsets used by employees.
Some AI policymakers and lawyers warn that DOD's threats to Anthropic are contradictory and could chill partnerships between the government and Silicon Valley
Dean Ball, a former AI adviser in the Trump administration, said the Pentagon is contradicting itself by forcing Anthropic …
Nvidia stock is down 5%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about its better-than-expected earnings
Kai Nicol-Schwarz /CNBC:
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 …
Netflix is walking away from a deal to buy WBD's studio and streaming assets after the WBD board deemed a revised bid by Paramount Skydance to be superior
Netflix is walking away from a deal to buy Warner Bros. Discovery's studio and streaming assets after the WBD board on Thursday deemed …
IDC: global smartphone shipments will fall 12.9% YoY to 1.12B units in 2026, the market's largest-ever decline, as surging memory prices drive up device costs
The global smartphone market is poised to suffer its biggest decline ever in 2026, sinking to a more than decade low in shipments …
Sources: Meta last week scrapped the most advanced AI chip it was developing, after struggling with the design, and shifted its focus to a less complicated chip
As Meta Platforms strikes new chip supply deals with AMD and Nvidia, it has been running into problems with AI chips it is designing internally …
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 …
Sources: PayPal isn't in talks to sell itself, to Stripe or anyone, and has been preparing for months for a potential activist campaign or unwanted takeover bid
The Scoop — PayPal isn't currently in talks to sell itself — to Stripe or anyone else — and has been working for months …
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.
Sources: US semiconductor companies face worsening rare earth shortages, as shipments still rarely make it to the US despite an October 2025 detente with China
Suppliers to U.S. aerospace and semiconductor firms face worsening rare earth shortages, with two turning away some clients …
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 …
Social media addiction trial: 20-year-old plaintiff KGM testifies her social media use, which began in childhood, exacerbated depression and suicidal thoughts
A young woman who is battling against social media giants took the stand Thursday to testify about her experience using the platforms …
Sam Altman's Tools for Humanity is partnering with brands like Gap, Visa, and Tinder to market its World ID human verification product
Tools for Humanity aims to promote World ID beyond the tech and crypto sets via partnerships with household names — Sam Altman's project …
Viture, which ranked top in XR glasses shipments in the US in Q3 2025, per IDC, raised $100M, bringing its funding in the past six months to $200M
Viture has closed another $100 million financing round, bringing its total capital raised in the past six months to more than $200 million …
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.
CoreWeave reports Q4 revenue up 110% YoY to $1.57B, vs. $1.55B est., and adjusted loss of $284M, vs. $258.9M est.; CRWV drops 5%+ after hours
CoreWeave (CRWV.O) beat Wall Street estimates for quarterly revenue on Thursday, benefiting from the artificial intelligence boom that has driven companies …
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% …
An analysis of 1,000+ YouTube Shorts videos recommended to kids: the algorithm pushes bizarre, often nonsensical, AI-generated videos, and many lack disclosures
Dell reports Q4 revenue up 39% YoY to $33.4B, vs. $31.73B est., and forecasts FY 2027 revenue above estimates; DELL jumps 10%+ after hours
Dell (DELL.N) forecast fiscal 2027 revenue above Wall Street estimates on Thursday, betting on growing demand for its artificial intelligence-optimized servers …
OpenAI says it will make London its largest research hub outside of the US, without giving specific details; OpenAI's European headquarters are in Dublin
ChatGPT maker OpenAI said on Thursday that it would make London its largest research hub outside the United States …
The head of Intel Foundry, Kevin O'Buckley, leaves to join Qualcomm after just two years at the company; Intel Foundry will now be headed by Naga Chandrasekaran
Changing of the guard at Intel Foundry — In an unexpected turn of events, Kevin O'Buckley, the head of Intel Foundry …
Nvidia discloses $3.5B in guarantees to companies leasing land, power, and data center facilities, up 4x on Q3; the move may help firms without credit ratings
Miles Kruppa /The Information:NEW
Rowspace, which builds AI tools for PE firms and hedge funds to organize unstructured data for decision-making, launches with $50M in seed and Series A funding
After meeting in graduate school at MIT, Michael Manapat and Yibo Ling embarked on different career paths.
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.
Software stocks in the State Street ETF lost $1.6T in combined market cap in 2026 due to AI fears; Microsoft, AppLovin, Intuit, and Salesforce each lost $50B+
A Greek court sentences four people, including spyware maker Intellexa's founder, to prison, for using spyware to target journalists, politicians, and others
Greece's “Predatorgate” scandal is one of Europe's biggest political crises over the use of hacking software.
Driverless truck startup Einride raised a $113M PIPE at a $1.35B pre-money valuation, down from $1.8B initially attached to its upcoming SPAC deal
Einride has secured an oversubscribed $113 million PIPE (private investment in public equity) ahead of its public debut that's expected for the first half of 2026.
Encord, whose software helps companies developing AI models manage training data for robots and other uses, raised $60M at a $500M pre-money valuation
Companies developing AI models to power humanoid and other robots have been hard at work collecting videos and other data for training their models …
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.
Bermuda-based crypto trading platform STS Digital, which caters to institutional investors, raised $30M led by CMT Digital, with Kraken and others participating
Montreal-based Stay22, which helps publishers and creators earn money from online sales, raised $122M from Summit Partners and reports $1B+ in 2025 transactions
Private equity firm Summit Partners is investing $122 million in Montreal's Stay22 Technologies Inc., a startup that offers technology …
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 …
UK online supermarket Ocado plans to cut ~1,000 jobs and restructure its automated warehouse tech business; Kroger and Sobeys exited their Ocado deals early
Company warns key business's earnings will be hit by end of prolonged period of capital investment
London-based digital bank Allica, which caters to over 30K SMBs across the UK, raised a $155M Series D from Ventura Capital and others at a $1.2B valuation
The funding comes from Ventura Capital, GLG, Sona AM and existing investors TCV and Blue Owl — Allica Bank has become Europe's newest unicorn …
As studios like Arc Raiders maker Embark embrace AI for non-essential game elements, gamers worry that AI squeezes the art out of games, amid industry job cuts
A look at VW's robotaxi unit MOIA, which has 100 test vehicles across Germany, Norway, and the US, and plans to launch its robotaxis this year in LA with Uber
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 …
Source: Google plans to test search changes in Europe, displaying results from competing vertical search services next to its own, seeking to avoid EU fines
Analysis: super PACs for and against AI regulation have raised $265M ahead of the midterms, with pro-AI groups significantly outraising pro-regulation groups
Silicon Valley rivals in spending blitz for control of Congress and state capitols — Alex Bores was on the way to his wedding …
The UK's Virgin Media O2 launches Europe's first satellite-to-mobile service, powered by Starlink and initially available for £3/month on select Samsung devices
Sources: Thrive invested $1B in OpenAI in 2025 at a $285B valuation in a transaction akin to a call option; OpenAI was separately raising at a $830B valuation
Baidu reports Q4 revenue down 4% YoY to ~$4.8B, its third consecutive quarter of revenue decline, and net profit down 66% YoY to ~$259M, below ~$374M est.
Fourth-quarter net profit dropped 66% from a year earlier — Baidu reported sharply lower profit, with revenue declining for a third consecutive quarter.
Revolut says 58% of reported job scams globally came from Telegram in 2025, dwarfing other platforms for these cases, based on an analysis of 10B+ transactions
London-based Dwelly, which aims to roll up independent UK real estate agencies and modernize their operations using AI, raised £32M in equity and £37M in debt
A startup founded by former Uber and Gett executives that is aiming to roll up independent real estate agencies across …
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
Mumbai-based digital payments processor BillDesk agrees to acquire the Indian business of Worldline for an equity value of ~$70M, set to close in H2 2026
Billdesk is set to acquire the India payments business of French payment giant Worldline for an estimated equity value of $70 million.
AMD plans to buy $150M in Nutanix stock and provide up to $100M to fund joint initiatives to develop an infrastructure platform for powering AI applications
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.
New Mexico's Meta lawsuit: some police officers testify that Meta's AI is sending a flood of “junk” CSAM reports that are draining resources and slowing cases
Court records: the FBI subpoenaed X for details about Grok prompts a man allegedly used to create 200+ sexual deepfakes of a woman he knew in real life
Tech companies are increasingly turning to GPU-backed debt, a model pioneered by CoreWeave, using SPVs to shift debt off their balance sheets
Sources: Saronic, which is building autonomous warships, is raising up to $1.5B at a ~$7.5B pre-money valuation; Saronic was last valued at $3.4B a year ago
Gambit Security: an unknown hacker used Claude to steal 150GB of Mexican government data, including 195M taxpayer records, in December 2025 and January 2026
Snowflake reports Q4 product revenue up 30% YoY to $1.23B, above $1.18B est., and forecasts Q1 and FY 2027 product revenue above estimates
Snowflake (SNOW.N) forecast fiscal 2027 product revenue above Wall Street estimates on Wednesday, a sign that new clients are turning …
Source: Amazon, Google, Meta, Microsoft, xAI, Oracle, and OpenAI will sign White House's initiative to build their own electricity supply for AI data centers
Google disrupts Chinese-linked group UNC2814, which breached 53+ organizations across 42 countries and utilized Google Sheets to manage targeting and data theft
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
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 …
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 …
Discord says it won't roll out age verification globally in March as previously planned, delaying the change until H2 2026 after it adds verification options
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 …
Open-source tool Scrapling gains traction with OpenClaw users who want their bots to scrape sites without permission and has 200K+ downloads since its release
Zoom reports Q4 revenue up 5.3% YoY to $1.25B, vs. $1.23B est., online revenue up 2.6% to $489.7M, and forecasts Q1 adjusted profit per share below estimates
Leaked Thrive deck: $26.8B in AUM as of June 30, 2025, deal value peaked in Q4 2021, and positive DPI for four early funds, including 2.4x for 2016's Thrive V
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%+ 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.
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 …
Anthropic unveils scheduled tasks in Cowork, enabling Claude to complete recurring tasks at specific times automatically
New in Cowork: scheduled tasks. Claude can now complete recurring tasks at specific times automatically: a morning brief, weekly spreadsheet updates, Friday team presentations. [video]
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 …
Perplexity launches Perplexity Computer, “a general-purpose digital worker” that can route work across 19 AI models, available initially for Max subscribers
Claude Code and OpenClaw have taken 2026 by storm by offering the first glimpses of personal AI agents.
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 …
Anthropic acquires Vercept, whose Vy desktop agent lets users control a Mac or PC with natural language, to “advance Claude's computer use capabilities”
Anthropic is acquiring Vercept, a Seattle startup founded by alumni of the Allen Institute for AI, in a move that illustrates …
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.
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.
Kalshi says it has suspended an editor for MrBeast and a former GOP California gubernatorial candidate for insider trading, its first public enforcement action
An editor who works for YouTube's biggest creator, MrBeast, has been suspended from the prediction market platform Kalshi …
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.
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 …
Samsung unveils the $1,299+ Galaxy S26 Ultra with a Privacy Display that limits side-angle screen legibility, a new agentic AI, improved night mode, and more
ZDNET's key takeaways — Samsung's Galaxy S26 series sports a much-needed design upgrade. — Top features include Privacy Display and truly useful AI.
Hands-on with Galaxy S26 Ultra's Privacy Display: the two sets of pixels that lets users toggle the viewing angle to prevent screen peeking is very impressive
New hardware features? At a time like this? … Maybe it's a reflection of just how slow hardware innovation has been …
Samsung announces the Galaxy S26 and S26 Plus, featuring a Snapdragon 8 Elite Gen 5 for Galaxy chipset, starting at $899 and $1099, respectively, a $100 hike
Privacy display, new Galaxy AI features, different prices, and moreTed Kritsonis /PetaPixel:Samsung's New Galaxy S26 Smartphones Look Very FamiliarTom Bedford /Digital Trends:I tried the Samsung Galax...
Samsung launches the $179 Galaxy Buds 4 and $249 Buds 4 Pro, keeping the AirPods-esque design, with better battery life and noise canceling, available March 11
and Best Buy is already offering a free gift card with your purchaseAlexander Maxham /Android Headlines:Samsung Galaxy Buds 4 Pro Release DatePreslav Kateliev /PhoneArena:The Galaxy Buds 4 Pro are her...
Google says Nano Banana 2 can create images with a resolution ranging from 512px to 4K, and will become the default image generation model in the Gemini app
Ivan Mehta /TechCrunch:
The Pentagon says it has offered compromises to Anthropic, including putting in writing that laws already bar the military from mass surveillance of Americans
Jennifer Jacobs /CBS News:NEW