Tech

Sources: Intel and AMD have notified Chinese customers of supply shortages for server CPUs, with Intel warning of delivery lead times of up to six months (www.reuters.com)
2026-2-6 China Intel AMD

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 (www.ft.com)
2026-2-6 AI

Meituan agrees to buy Dingdong, a Chinese fresh grocery e-commerce company, for $717M in cash; Dingdong had 7M+ monthly transacting users as of September 2025 (www.scmp.com)
2026-2-6 China

Google Confirms AirDrop Sharing is Coming To Android Phones Beyond Pixels (it.slashdot.org)
2026-2-6 Android Google

Filing: Zuckerberg considered changing how Meta studies social issues after a WSJ story about Instagram and teen mental health, noting Apple faces less scrutiny (www.theverge.com)
2026-2-6 Apple Instagram Zuckerberg

How the SpaceX-xAI $1.25T merger deal was fast-tracked after SpaceX had a technical breakthrough in orbital data centers last fall (www.wsj.com)
2026-2-6 SpaceX

Sapiom, which is developing a financial layer for enterprises to let AI agents automatically buy the services they need, raised a $15M seed led by Accel (techcrunch.com)
2026-2-6 AI

French authorities charge four people with spying for China by allegedly seeking to obtain satellite data from Starlink and other critical entities (www.bloomberg.com)
2026-2-6 China France

AI Race Sends Big Tech's Capital Spending to Stratospheric High (www.bloomberg.com)
2026-2-6 AI

Tether acquires a 12% stake, worth $150M, in Gold.com, which enables access to physical and tokenized gold, and plans to integrate its gold-backed XAUT token (www.coindesk.com)
2026-2-6

Only 35 nations signed a declaration affirming “human responsibility over AI-powered weapons”, with the US and China opting out; the US endorsed prior pledges (www.reuters.com)
2026-2-6 China AI

A federal jury in Phoenix ordered Uber to pay $8.5M to a passenger who said a driver sexually assaulted her in 2023, the first case where Uber was found liable (www.nytimes.com)
2026-2-6 Uber

The European Commission Is Testing an Open Source Alternative To Microsoft Teams (slashdot.org)
2026-2-6 Europe Microsoft Open Source

Affirm reports Q2 revenue up 30% YoY to $1.12B, vs. $1.06B est., GMV up 36% to $13.8B, and forecasts Q3 revenue slightly above est.; AFRM drops 6%+ after hours (www.investors.com)
2026-2-6

Interviews with Anthropic executives and other tech industry leaders and engineers about Claude Code's success, which some say has been a long time coming (www.theverge.com)
2026-2-6

Court Rules That Ripping YouTube Clips Can Violate the DMCA (news.slashdot.org)
2026-2-6 YouTube

Strategy reports Q4 net loss grew to $12.4B from $671M a year earlier, as BTC trades below its ~$76K average purchase price; MSTR is down 68% in the past year (www.wsj.com)
2026-2-6 4Q

Sources: Apple wound down plans for an AI-based virtual health coach in recent weeks; Eddy Cue has told colleagues that Apple needs to move faster in health (www.bloomberg.com)
2026-2-6 AI Apple

Roblox reports Q4 bookings up 63% YoY to $2.2B vs. $2.05B est., DAUs up 69% to 144M, and forecasts FY 2026 bookings above estimates; RBLX jumps 18%+ after hours (www.reuters.com)
2026-2-6 4Q

NASA Will Finally Let Its Astronauts Bring iPhones To the Moon (science.slashdot.org)
2026-2-6 NASA

Amazon reports Q4 ad revenue up 23% YoY to $21.32B, slightly above expectations, and subscription services revenue up 14% to $13.12B (variety.com)
2026-2-6 Amazon 4Q

Reddit reports Q4 revenue up 70% YoY to $726M, vs. $665M est., DAUq up 19% to 121.4M, above est., forecasts Q1 revenue above est., announces a $1B share buyback (www.cnbc.com)
2026-2-6 4Q Reddit

Ransomware gang uses ISPsystem VMs for stealthy payload delivery (www.bleepingcomputer.com)
2026-2-6

Spain's Ministry of Science shuts down systems after breach claims (www.bleepingcomputer.com)
2026-2-6 Spain

Amazon reports Q4 AWS revenue up 24% YoY to $35.6B, vs. $34.9B est., AWS operating income up 17% YoY to $12.5B, and boosts capex in 2026 to $200B (www.cnbc.com)
2026-2-6 Amazon 4Q

Amazon.com Announces Fourth Quarter Results (www.businesswire.com)
2026-2-6 Amazon

Anthropic details how it used 16 parallel Claude Opus 4.6 agents to build a Rust-based 100,000-line C compiler, incurring ~$20K in API costs over 2,000 sessions (www.anthropic.com)
2026-2-6

How Anthropic's ruthless efficiency comes in part from its mission-obsessed culture, which eliminates the friction that tends to slow things down at Big Tech (www.bloomberg.com)
2026-2-6

Musk Predicts SpaceX Will Launch More AI Compute Per Year Than the Cumulative Total on Earth (science.slashdot.org)
2026-2-6 AI SpaceX

Why this is the worst crypto winter ever: AI crowds out crypto for mindshare and power grid access, crypto is mainstream, gold beats BTC as a safe haven, more (www.bloomberg.com)
2026-2-6 AI

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