Reading List

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

Amazon's $35M marketing campaign for Melania is ~10x the budget for similar documentaries like CNN's RBG; some suggest Amazon is currying favor with Trump (New York Times)

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SAP reports Q4 revenue up 3% YoY to €9.68B, adjusted operating profit up 27% to €2.83B, and forecasts 2026 cloud revenue to grow 23%+ to €25.8B; SAP falls 14%+ (Bloomberg)

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Airtable unveils Superagent, a service that can deploy AI agents in parallel for tasks like market analysis, its first standalone product in its 13-year history (Connie Loizos/TechCrunch)

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Jones Lang LaSalle projects Malaysia's operational data center capacity to increase from ~1,025 MW at the end of 2025 to ~2,100 MW by the end of 2026 (Norman Goh/Nikkei Asia)

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The US construction industry is adopting AI tools to improve project management and support site managers and foremen; IDC says 60% of firms use some form of AI (Belle Lin/Wall Street Journal)

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A look at Amazon's and Walmart's differing approaches to agentic AI shopping; Similarweb says Walmart doubled its AI referral share in the US to 32.5% in 2025 (Financial Times)

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Security researchers warn Moltbot, previously Clawdbot, requires a specialist skillset to use safely, as data exposure risks persist even when set up correctly (Connor Jones/The Register)

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A federal judge in Virginia ruled that Norfolk's use of ~200 Flock automated license plate scanners is constitutional and doesn't violate the Fourth Amendment (Cyrus Farivar/Ars Technica)

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Advantest shares hit a record high after the chip equipment maker beat Q3 earnings estimates and raised its FY operating profit forecast from $2.45B to $2.97B (Momoka Yokoyama/Bloomberg)

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SK Hynix surpassed Samsung in annual operating profit for the first time in 2025; SK Hynix posted a record profit of ~$33B in 2025 while Samsung posted ~$30.5B (Dylan Butts/CNBC)

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New York-based Sword Health, which develops AI-powered tech for managing pain and offers remote physical therapy, agrees to acquire rival Kaia Health for $285M (Henrique Almeida/Bloomberg)

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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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