Reading List

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

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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OpenAI hires Arvind KC as chief people officer, replacing Julia Villagra who left in August 2025; KC has held senior roles at Roblox, Google, Palantir, and Meta (Agnee Ghosh/Bloomberg)

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A look at how both small and large companies are tracking and enforcing employees' AI usage and considering it during performance reviews (Wall Street Journal)

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Anthropic starts rolling out Remote Control for Claude Code, letting users control a session begun in the terminal from the Claude mobile app or the web (Claude/@claudeai)

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London-based self-driving startup Wayve raised a $1.2B Series D at an $8.6B post-money valuation, with Mercedes-Benz, Stellantis, and Nissan among investors (Financial Times)

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HP reports Q1 revenue up 6.9% YoY to $14.44B, vs. $13.94B est., and expects FY 2026 results to be at the low end of its forecasts; HPQ drops 6%+ after hours (Jaspreet Singh/Reuters)

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David Luan, the head of Amazon's AGI lab, is leaving the company less than two years after he joined through an acqui-hire deal of his startup Adept (Annie Palmer/CNBC)

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A US judge sentences ex-L3Harris exec Peter Williams to over 7 years in prison, after he pleaded guilty in 2025 to theft of trade secrets and selling exploits (Greg Otto/CyberScoop)

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The US Treasury sanctions Russian zero-day broker Operation Zero, its founder Sergey Zelenyuk, and others for acquiring and reselling stolen US defense exploits (Lorenzo Franceschi-Bicchierai/TechCrunch)

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