Reading List

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

Diplomatic cable: US officials order diplomats to lobby against attempts to regulate how US tech companies handle foreigners' data, citing risks to AI services (Reuters)

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A top US export control official says Nvidia has yet to sell any H200 chips to China, two months after President Trump's decision to allow AI chip shipments (Maggie Eastland/Bloomberg)

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Sources: General Atlantic is selling a stake in ByteDance in a deal that values it at $550B, up 66% since September 2025, the first divestment since its US sale (Reuters)

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Sources: SAP investors and partners raise doubts about the company's AI products; VW tested SAP's flagship AI assitant Joule and did not find it mature enough (Christina Kyriasoglou/Bloomberg)

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DoorDash says it plans to exit Qatar, Singapore, Japan and Uzbekistan, winding down both Deliveroo and Wolt, and make limited operational changes elsewhere (Kimberley Kao/Wall Street Journal)

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Malaysia blocks access to Grindr's and Blued's websites and says it may engage with Google and Apple to curb the LGBTQ dating apps in the Muslim-majority nation (Anuradha Raghu/Bloomberg)

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Sources: Japan's FTC raids Microsoft's Japan offices as part of a probe into whether Azure customers were improperly hindered from using other cloud services (Nikkei Asia)

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Workday CEO Aneel Bhusri says Anthropic, Google, and OpenAI use Workday tools and "no amount of vibe coding" could replace them; WDAY is down about 40% YTD (Brody Ford/Bloomberg)

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Workday reports Q4 revenue up 14.5% YoY to $2.53B, vs. $2.52B est., and forecasts FY 2027 subscription revenue below estimates; WDAY drops 9%+ pre-market (Larry Dignan/Constellation Research)

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A look at TAT-8, the first transoceanic fiber-optic cable, which went into service in 1988, was retired in 2002, and is now being pulled up for recycling (Jane Ruffino/Wired)

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A look at Motif Technologies and Upstage, South Korean AI startups competing with SK Group and LG in the race for a national AI foundation model (Yoolim Lee/Bloomberg)

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Zetrix, a publicly traded Malaysian digital infrastructure provider, raised ~$40M from the World Bank's IFC and plans to list its AI unit on Nasdaq by end-2026 (Saritha Rai/Bloomberg)

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Sources: China's top chipmakers, with strong government backing, aim to increase advanced chip production capacity fivefold to 100K wafers within two years (Nikkei Asia)

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HP says memory now accounts for 35% of its PC bill of materials, up from 15% to 18% in Q4 2025, and expects RAM's share to rise through 2026 (Simon Sharwood/The Register)

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Analysis: overseas investors bought a net $2.77B of Taiwan equities on February 24, the most since December 2005, signaling confidence in an AI driven chip boom (Bloomberg)

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Sensor Tower: India was the largest market for GenAI app downloads in 2025, surging 207% YoY; India accounts for 20% of global installs but 1% of in-app revenue (Jagmeet Singh/TechCrunch)

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Australian freight software maker WiseTech plans to cut ~2,000 jobs, or ~30% of its workforce, this fiscal year and next, amid CEO Zubin Appoo's embrace of AI (Angus Whitley/Bloomberg)

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Koah, which embeds sponsored ads directly into AI chatbots and aims to build an AdSense for AI, raised a $20.5M Series A led by Theory Ventures (Trishla Ostwal/Adweek)

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SOTU: Trump says he told tech companies to build their own plants to power data centers; sources say the White House expects to formalize the effort in March (Richard Valdmanis/Reuters)

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A survey of US teens: 57% use AI chatbots to search for info, 54% use them to do schoolwork, 47% for fun or entertainment, 12% for emotional support, and more (Pew Research Center)

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