Reading List

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

Arm CEO Rene Haas says investor fears about AI hurting software companies are a "micro-hysteria" that exceeds the reality of how businesses are using AI tools (Michael Acton/Financial Times)

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Analog chipmaker SiTime agrees to acquire Tokyo-based Renesas' timing unit for $1.5B in cash and 4.13M shares in a ~$2.9B deal, set to close by the end of 2026 (Bloomberg)

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The UK says Microsoft, the UK government, academics, and experts plan to build a system to spot deepfakes online as part of an detection evaluation framework (Muvija M/Reuters)

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Wall Street's idea that a software pure play will "vanish" into an LLM is "nonsense": we need more software, and AI-enabled software moves up the product stack (Steven Sinofsky/@stevesi)

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Germany's Federal Cartel Office rules Amazon must stop enforcing price controls for retailers on its German marketplace and seizes €59M; Amazon can appeal (Karin Matussek/Bloomberg)

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A look at India's push to become a major provider of AI services, as US tech companies pledge tens of billions in Indian data center investments (Wall Street Journal)

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RapidFort, which develops tools for securing software supply chains, raised a $42M Series A led by Blue Cloud and ForgePoint, taking its total funding to ~$51M (Duncan Riley/SiliconANGLE)

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A look at the informal economy of rogue streaming box resellers, who sell hardware that offers free access to sports games, cable TV, and streaming services (Janko Roettgers/The Verge)

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Investor fears that software companies face an AI-driven extinction event are exaggerated, but the belief that they might be facing one is damaging their stocks (Dan Gallagher/Wall Street Journal)

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A look at Axiom, which is building AxiomProver, an "AI mathematician" it claims has solved at least four previously unsolved math problems (Will Knight/Wired)

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Sources: HP, Dell, Acer, and Asus are considering sourcing memory chips from Chinese chipmakers; HP and Dell are currently qualifying DRAM products from CXMT (Nikkei Asia)

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Cybersecurity company Varonis agrees to acquire AllTrue, which develops specialized tools for AI trust, risk, and security management, for $125M in cash (James Rundle/Wall Street Journal)

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TSMC plans to produce 3nm chips at its second plant in Kumamoto, Japan; sources say that is an upgrade from an original plan to produce 7nm chips by late 2027 (Bloomberg)

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Sony reports Q3 gaming and network services revenue down 4% YoY to $10.5B, profit up 19% YoY to ~$889M, and PlayStation 5 sales down 16% YoY to 8M units (Sam Nussey/Reuters)

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Sony reports Q3 revenue up 1% YoY to ~$23.7B, vs. ~$23.5B est., operating profit up 22% to ~$3.3B, vs. ~$3B est., and raises FY operating profit outlook by 8% (Dylan Butts/CNBC)

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Researchers say TikTok's server outage in late January disrupted all post categories, not just political content as users claimed, based on limited public data (Bobby Allyn/NPR)

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Snowboarder Maddie Mastro and other athletes are using a new AI tool powered by Google DeepMind's computer-vision models to prepare for the 2026 Winter Olympics (Isabelle Bousquette/Wall Street Journal)

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Filing: Baidu announces a stock buyback program of as much as $5B through the end of 2028, and plans to issue its first dividend in 2026 (Bloomberg)

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Adaption Labs, which aims to create AI systems that learn continuously and cost less to run, raised a $50M seed round led by Emergence Capital Partners (Jeremy Kahn/Fortune)

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Google says the Gemini app has 750M+ MAUs, up from 650M last quarter, and its first-party models process 10B+ tokens per minute via direct API use by customers (Lauren Forristal/TechCrunch)

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