Rafe Rosner-Uddin / Financial Times:
Current and former senior employees say AWS is undergoing a strategic shake-up amid fears it is losing ground to competitors in securing corporate AI contracts — Shake-up follows fears tech giant missed early AI boom as Microsoft and Google challenge cloud business
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Saturday, February 14, 2026
Current and former senior employees say AWS is undergoing a strategic shake-up amid fears it is losing ground to competitors in securing corporate AI contracts (Rafe Rosner-Uddin/Financial Times)
ByteDance launches Doubao 2.0, an "agent era" upgrade of China's most widely used AI app capable of executing multi-step tasks, ahead of the Lunar New Year (Eduardo Baptista/Reuters)
Eduardo Baptista / Reuters:
ByteDance launches Doubao 2.0, an “agent era” upgrade of China's most widely used AI app capable of executing multi-step tasks, ahead of the Lunar New Year — China's ByteDance has rolled out its Doubao 2.0 model, an upgrade of the country's most widely used artificial-intelligence app, the company said on Saturday.
Dealroom and NATO Innovation Fund: European defense, security, and resilience startup funding rose 55% YoY to a record $8.7B in 2025, with AI accounting for 44% (Ingrid Lunden/Resilience Media)
Ingrid Lunden / Resilience Media:
Dealroom and NATO Innovation Fund: European defense, security, and resilience startup funding rose 55% YoY to a record $8.7B in 2025, with AI accounting for 44% — Ahead of the big Munich Security Conference later this week, the analysts at Dealroom teamed up with the NATO Innovation Fund …
Friday, February 13, 2026
Sources: Meta plans to add facial recognition to its smart glasses as soon as 2026, and considers letting the glasses identify people with public Meta accounts (New York Times)
New York Times:
Sources: Meta plans to add facial recognition to its smart glasses as soon as 2026, and considers letting the glasses identify people with public Meta accounts — In an internal memo last year, Meta said the political tumult in the United States would distract critics from the feature's release.
Companies like Stripe, OpenAI, Anthropic, and SpaceX are letting workers cash out before their IPOs, a move once seen as taboo and lacking long-term commitment (Kate Clark/Wall Street Journal)
Kate Clark / Wall Street Journal:
Companies like Stripe, OpenAI, Anthropic, and SpaceX are letting workers cash out before their IPOs, a move once seen as taboo and lacking long-term commitment — Companies from Stripe to OpenAI, Anthropic, Databricks and SpaceX are increasingly giving employees the ability to sell some of their shares
Thursday, February 12, 2026
Samsung says it sent the first commercial HBM4 shipments to customers, as it seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron (Yoolim Lee/Bloomberg)
Yoolim Lee / Bloomberg:
Samsung says it sent the first commercial HBM4 shipments to customers, as it seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron — Samsung Electronics Co. claimed an early lead in the race to supply memory chips for Nvidia Corp. AI accelerators …
Meta's auditor Ernst & Young raised a red flag over the financial engineering Meta used to keep its $27B Hyperion data center project off its balance sheet (Jonathan Weil/Wall Street Journal)
Jonathan Weil / Wall Street Journal:
Meta's auditor Ernst & Young raised a red flag over the financial engineering Meta used to keep its $27B Hyperion data center project off its balance sheet — Meta Platforms' latest annual report contained an unusual, cautionary note for investors. — The tech giant's auditor …
Wednesday, February 11, 2026
Chinese video game giant NetEase reports Q4 revenue up 3% YoY to ~$4B and net profit down 29% to ~$903M, below ~$1.2B est., as it pushes self-developed games (Sherry Qin/Wall Street Journal)
Sherry Qin / Wall Street Journal:
Chinese video game giant NetEase reports Q4 revenue up 3% YoY to ~$4B and net profit down 29% to ~$903M, below ~$1.2B est., as it pushes self-developed games — Higher operating expenses and investment losses also weighed on the game maker's bottom line — Chinese videogame giant NetEase …
Mistral CEO Arthur Mensch says the startup's annualized revenue run rate was "north of $400M", up from $20M a year ago, and it is set to hit $1B ARR by 2026-end (Financial Times)
Financial Times:
Mistral CEO Arthur Mensch says the startup's annualized revenue run rate was “north of $400M”, up from $20M a year ago, and it is set to hit $1B ARR by 2026-end — French start-up is riding a growing wave of demand from European businesses for alternatives to US tech
Tuesday, February 10, 2026
Alibaba's DAMO Academy releases RynnBrain, an open-source foundation model to help robots perform real-world tasks like navigating rooms, trained on Qwen3-VL (Saritha Rai/Bloomberg)
Saritha Rai / Bloomberg:
Alibaba's DAMO Academy releases RynnBrain, an open-source foundation model to help robots perform real-world tasks like navigating rooms, trained on Qwen3-VL — Alibaba Group Holding Ltd. debuted an AI model that can help robots and other devices perform real-world tasks …
Chinese robotaxi operator Pony AI and Toyota begin commercial production of an autonomous Toyota bZ4X; Pony AI aims to have 3,000+ robotaxis by the end of 2026 (Chester Dawson/Bloomberg)
Chester Dawson / Bloomberg:
Chinese robotaxi operator Pony AI and Toyota begin commercial production of an autonomous Toyota bZ4X; Pony AI aims to have 3,000+ robotaxis by the end of 2026 — Chinese robotaxi operator Pony AI Inc. has started commercial production of a driverless vehicle in partnership with Toyota Motor Corp., one of its backers.
Monday, February 9, 2026
YouTube launches a Premium paywall for song lyrics on YouTube Music, after testing it in recent months; users get five free lyrics before they have to subscribe (Abner Li/9to5Google)
Abner Li / 9to5Google:
YouTube launches a Premium paywall for song lyrics on YouTube Music, after testing it in recent months; users get five free lyrics before they have to subscribe — After testing in recent months, YouTube Music looks to be widely rolling out a Premium paywall for lyrics.
Q&A with YouTube VP of Subscription Products Christian Oestlien on YouTube TV's future, the NFL and Oscars deals, its friendly rivalry with Netflix, and more (Lucas Shaw/Bloomberg)
Lucas Shaw / Bloomberg:
Q&A with YouTube VP of Subscription Products Christian Oestlien on YouTube TV's future, the NFL and Oscars deals, its friendly rivalry with Netflix, and more — YouTube is going to start selling cheaper TV bundles for sports fans, news junkies — Happy Super Bowl Sunday …
Sunday, February 8, 2026
Sources: iPhone 17e with MagSafe is coming soon; iOS 26.4 beta with updated Siri slated for the week of Feb. 23, M5 MacBook Pros as early as the week of Mar. 2 (Mark Gurman/Bloomberg)
Mark Gurman / Bloomberg:
Sources: iPhone 17e with MagSafe is coming soon; iOS 26.4 beta with updated Siri slated for the week of Feb. 23, M5 MacBook Pros as early as the week of Mar. 2 — Apple is going to begin a 2026 product blitz with the iPhone 17e, updated iPads and fresh Macs.
How Anthropic's bet on enterprise users is paying off; sources: Anthropic has guided investors that annualized revenue will exceed $30B by the end of 2026 (George Hammond/Financial Times)
George Hammond / Financial Times:
How Anthropic's bet on enterprise users is paying off; sources: Anthropic has guided investors that annualized revenue will exceed $30B by the end of 2026 — Start-up's bet on enterprise users is paying off as coding tools fuel revenue and investor frenzy — Anthropic achieved a breakout moment …
A deep dive into a global money-laundering ecosystem powered by crypto and messaging apps like WeChat and Telegram, used by drug cartels and criminal groups (Jessica Brice/Bloomberg)
Jessica Brice / Bloomberg : A deep dive into a global money-laundering ecosystem powered by crypto and messaging apps like WeChat and Tel...
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Amrith Ramkumar / Wall Street Journal : An interview with White House OSTP Director Michael Kratsios, a Peter Thiel protégé confirmed by ...
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