Reading List

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

Amazon asks the FCC for a 2-year extension until July 30, 2028, to deploy half of the 3,232 satellites for its Leo internet system, citing a rocket shortage (Alan Boyle/GeekWire)

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Filing: Chinese AI chip designer Cambricon reports a $316M net profit in 2025, its first profitable year; rivals Moore Threads and MetaX narrowed their losses (Coco Feng/South China Morning Post)

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Documents and sources: Abu Dhabi's Sheikh Tahnoon bin Zayed Al Nahyan backed a $500M investment for a 49% stake in WLF, four days before Trump's inauguration (Wall Street Journal)

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Denver-based Northslope, which builds customized AI applications for Palantir OS, raised a $22M Series A led by Friends & Family Capital and Goldcrest Capital (Natalie Breymeyer/Axios)

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Nomura: total returns for software debt in collateralized loan obligations have been lower than all other sectors in 2026, amid fears about AI's impact on SaaS (Bloomberg)

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An interview with Nvidia's senior VP of hardware engineering, Andrew Bell, on continuing to provide Shield Android TV software updates a decade after its launch (Ryan Whitwam/Ars Technica)

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Sources: Waymo nears a $16B round, valuing it at $110B; Alphabet will contribute $12B+, with a16z, Dragoneer, Mubadala, Sequoia, and DST Global participating (Financial Times)

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Bitcoin has fallen to ~$78K, down ~7% in 24 hours, over 12% in the past week, and down ~37% since its ATH in Oct. 2025; Ethereum dropped ~18% in the past week (Bloomberg)

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How the music industry is split over AI; some labels signed licensing deals for AI that mirror revenue splits they use with YouTube for user-generated content (Anna Nicolaou/Financial Times)

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Filing: SpaceX is seeking FCC approval to launch 1M satellites into space; SpaceX claims the fleet will orbit the Earth and use the sun to power AI data centers (Reuters)

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Miami-based Indigo, which uses AI-powered underwriting tech to provide medical liability insurance to physicians, raised a $50M Series B led by Rubicon Founders (Brock E.W. Turner/Axios)

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Jensen Huang says Nvidia's OpenAI investment will be "the largest investment we've ever made", after a report said plans to invest $100B in OpenAI stalled (Debby Wu/Bloomberg)

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Q&A with AMD CTO Mark Papermaster, who says AMD is the first customer for TSMC's 2nm process, on AMD's rise since he joined in 2011, AI in chip design, and more (Dr. Ian Cutress/More Than Moore)

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Global Energy Monitor: over 97 GW of gas-fired power in the US pipeline were explicitly earmarked for data centers in 2025, compared with just 4 GW in 2024 (Molly Taft/Wired)

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Q&A with Gokul Rajaram, investor and a former product leader at Google, Meta, and others, on AI changing product development, building ad businesses, and more (Patrick O'Shaughnessy/Invest Like The Best on YouTube)

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Ant Group reports 30M MAUs for its AI health chatbot Ant Afu, which integrates appointments, test analysis, and insurance payments within Alipay's ecosystem (Viola Zhou/Rest of World)

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Global Net: three Chinese firms ranked among the world's top 20 chipmaking equipment manufacturers in 2025, up from one in 2022, with Naura Tech rising to fifth (Fumie Yaku/Nikkei Asia)

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TechCreate's shares surged ~1,995% in the past week; the payment software company says it is not aware of any info that would account for the trading activity (Luke Kawa/Sherwood News)

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Sandisk and Kioxia announce a five-year extension of their JV manufacturing contract from 2029 to 2034; the new deal involves SanDisk paying Kioxia $1.165B (Ryo Mukano/Nikkei Asia)

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Taiwan's GDP rose 12.68% in Q4 2025, its fastest quarterly growth since 1987; full-year GDP grew 8.63%, topping the 7.5% forecast on AI demand for tech products (Bloomberg)

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