Reading List

The most recent articles from a list of feeds I subscribe to.

A profile of Obsidian, a game studio Microsoft acquired in 2018, as it seeks to expedite game development and reduce costs after releasing three titles in 2025 (Jason Schreier/Bloomberg)

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An interview with Kai-Fu Lee on his startup 01.ai, which builds agentic AI tools for companies, why he thinks China will beat the US in consumer AI, and more (Eleanor Olcott/Financial Times)

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Sources: banks are marketing at least $56B in investment-grade data center construction loans tied to Oracle's leases, as they seek out new buyers for the loans (Michelle Chan/Financial Times)

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AMD reports $390M in revenue from MI308 AI chip sales in China in Q4; CEO Lisa Su says orders were "from very early in 2025" but shipped in Q4 after US approval (Nikkei Asia)

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Global fintech VC funding rose 27% YoY in 2025 to $51.8B; Y Combinator was the most active investor in the space, participating in 151 deals, up 24.8% YoY (Mary Ann Azevedo/Crunchbase News)

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Sources: Tokyo-based chipmaker Renesas agrees to sell its clocks and timing device business to Nasdaq-listed chip design company SiTime for ~$3B (Nikkei Asia)

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Sources: US Commerce Dept. has finished review of Nvidia's license to sell China H200s, but the State Dept. seeks tighter restrictions, delaying final approval (Financial Times)

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Recon: the US market share of Copilot as paid users' first choice fell from 18.8% in July 2025 to 11.5% in January 2026, while Gemini's rose from 12.8% to 15.7% (Sebastian Herrera/Wall Street Journal)

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Adobe reversed its plans to discontinue Animate after creators expressed frustration, stating it won't get new features but will remain available "indefinitely" (Jay Peters/The Verge)

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Filing: OpenAI accuses xAI of systematically destroying evidence in its antitrust case by directing employees to use auto-deleting "ephemeral messaging tools" (Madlin Mekelburg/Bloomberg)

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Alaffia Health, which provides AI tools for health plan claims operations, raised a $55M Series B led by Transformation Capital (Duncan Riley/SiliconANGLE)

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KKR and Singtel agree to acquire the remaining 82% stake in data center operator STT GDC for ~$5.1B, giving the company an enterprise value of ~$10.86B (Lee Ying Shan/CNBC)

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Source: Anthropic plans an employee tender offer at a valuation of at least $350B, the same valuation discussed in the company's ongoing $20B fundraising (Bloomberg)

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Sources: US-based Arcee AI is pitching investors on a $200M+ funding round valuing it at over $1B, as it plans to train an open-weight model with 1T+ parameters (Anna Tong/Forbes)

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Salesforce's Tableau chief, Ryan Aytay, leaves after 19 years at the company, just two months after Slack CEO Denise Dresser left for OpenAI (Brody Ford/Bloomberg)

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On an earnings call, AMD CEO Lisa Su says Microsoft's next-gen Xbox "is progressing well to support a launch in 2027" and will feature an AMD semi-custom SoC (Tom Warren/The Verge)

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Sources: Nvidia is nearing a deal to invest $20B in OpenAI as part of OpenAI's $100B funding round (Bloomberg)

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Software and data stocks plunge over fears that new developments in AI will supplant software; ADBE closed down 7.31%, CRM 6.85%, and Thomson Reuters 15.83% (Wall Street Journal)

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OpenAI names Dylan Scandinaro, who worked on AGI safety at Anthropic, as the company's head of preparedness (Alicia Tang/Bloomberg)

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US v. Google: the DOJ and a group of states will appeal the September 2025 ruling in the Search antitrust case in which Google dodged a forced sale of Chrome (Bloomberg)

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