Reading List

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

Letter: Rep. John Moolenaar, chair of the US House Select Committee on China, says Nvidia helped DeepSeek hone AI models later used by the Chinese military (Stephen Nellis/Reuters)

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DeepSeek job listings show it hopes to broaden its AI offerings with a search engine capable of supporting multiple languages and more emphasis on agents (Saritha Rai/Bloomberg)

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US-based AI startup Arcee releases Trinity Large, a 400B-parameter open-weight model that it says compares to Meta's Llama 4 Maverick 400B on some benchmarks (Julie Bort/TechCrunch)

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Sources: OpenAI is in talks to raise up to $30B from Nvidia, less than $10B from Microsoft, and $10B-$20B from Amazon as part of a $100B funding round (Sri Muppidi/The Information)

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Google agrees to pay $135M to settle a proposed class action lawsuit alleging that the tech giant programmed Android to illegally collect users' cellular data (Jonathan Stempel/Reuters)

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The UK's Advertising Standards Authority bans some Coinbase ads, finding them "irresponsible" for suggesting crypto as a solution to the cost of living crisis (Tom Knowles/The Guardian)

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LinkedIn's Q2 revenue rose 11% YoY, topping $5B for the first time, giving LinkedIn an annual run rate of $20B+; Satya Nadella said paid video ads grew 30% YoY (Todd Bishop/GeekWire)

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Samsung reports Q4 revenue up 24% YoY to ~$65.6B, vs. ~$65.28B est., and operating profit up 200%+ to ~$14.06B, driven by memory chip price surge and HBM demand (Dylan Butts/CNBC)

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Google says it took legal action to take down dozens of domains and disrupt the residential proxy network of Chinese company Ipidea, widely used by bad actors (Robert McMillan/Wall Street Journal)

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SK Hynix announces a new US-based "AI Company" from a restructuring of its California-based subsidiary Solidigm, and commits at least $10B to the new entity (Dylan Butts/CNBC)

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In Meta's Q4 earnings call, Mark Zuckerberg says it plans to start shipping new models and products throughout 2026 and hints at "agentic shopping tools" (Russell Brandom/TechCrunch)

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Satya Nadella says Windows 11 reached 1B users during Q2, growing over 45% YoY and at a faster rate than Windows 10 did (Tom Warren/The Verge)

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Sebastiaan de With, co-founder of the iPhone camera app Halide who previously freelanced for Apple, says he has joined Apple's Human Interface Design team (Chance Miller/9to5Mac)

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Sources: OpenAI is considering using biometric verification like World's eyeball scanning Orb for its planned social network to ensure its users are real people (Anna Tong/Forbes)

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Sources: the White House will meet with banks and crypto firms on Monday to discuss a path forward for crypto legislation stalled by a clash between the sectors (Hannah Lang/Reuters)

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ServiceNow reports Q4 revenue up 20.5% YoY to $3.57B, vs. $3.53B est., and subscription revenue up 21% YoY to $3.47B; NOW drops ~3% after hours (Samantha Subin/CNBC)

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Tesla says it agreed to invest $2B in xAI for preferred shares as part of xAI's Series E, despite a shareholder vote in November that failed to win approval (Kara Carlson/Bloomberg)

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Microsoft reports Azure Q2 revenue up 39% YoY, vs. 38.8% est.; Microsoft cloud's contracted backlog grew 110% to $625B, ~45% of which was driven by OpenAI alone (Reuters)

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PaleBlueDot, which operates a GPU capacity marketplace and designs GPU clusters for enterprises, raised a $150M Series B led by B Capital at a $1B+ valuation (Krystal Hu/Reuters)

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Microsoft says capital expenditures for Q2 hit $37.5B, exceeding analyst estimates for $36.2B; MSFT drops 4%+ after hours (Matt Day/Bloomberg)

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