Tech

A look at the informal economy of rogue streaming box resellers, who sell hardware that offers free access to sports games, cable TV, and streaming services (www.theverge.com)
2026-2-5

Fears that software companies are facing an AI-driven extinction event are exaggerated, but the belief that they might be facing one is damaging their stocks (www.wsj.com)
2026-2-5 AI

A look at Axiom, which is building AxiomProver, an “AI mathematician” it claims has solved at least four previously unsolved math problems (www.wired.com)
2026-2-5 AI Mathematics

Sources: HP, Dell, Acer, and Asus are considering sourcing memory chips from Chinese chipmakers; HP and Dell are currently qualifying DRAM products from CXMT (asia.nikkei.com)
2026-2-5 China

Cybersecurity company Varonis agrees to acquire AllTrue, which develops specialized tools for AI trust, risk, and security management, for $125M in cash (www.wsj.com)
2026-2-5 AI

TSMC plans to produce 3nm chips at its second plant in Kumamoto, Japan; sources say that is an upgrade from an original plan to produce 7nm chips by late 2027 (www.bloomberg.com)
2026-2-5 Japan

Valve's Steam Machine Has Been Delayed, and the RAM Crisis Will Impact Pricing (it.slashdot.org)
2026-2-5

Sony reports Q3 gaming and network services revenue down 4% YoY to $10.5B, profit up 19% YoY to ~$889M, and PlayStation 5 sales down 16% YoY to 8M units (www.reuters.com)
2026-2-5 Sony

Sony reports Q3 revenue up 1% YoY to ~$23.68B, vs. ~$23.53B est., operating profit up 22% to ~$3.28B, vs. ~$2.99B est., raises FY operating profit outlook 8% (www.cnbc.com)
2026-2-5 Sony

Researchers say TikTok's server outage in late January disrupted all post categories, not just political content as users claimed, based on limited public data (www.npr.org)
2026-2-5

Snowboarder Maddie Mastro and other athletes are using a new AI tool powered by Google DeepMind's computer-vision models to prepare for the 2026 Winter Olympics (www.wsj.com)
2026-2-5 Google AI

BMW Commits To Subscriptions Even After Heated Seat Debacle (tech.slashdot.org)
2026-2-5

Filing: Baidu announces a stock buyback program of as much as $5B through the end of 2028, and plans to issue its first dividend in 2026 (www.bloomberg.com)
2026-2-5

Adaption Labs, which aims to create AI systems that learn continuously and cost less to run, raised a $50M seed round led by Emergence Capital Partners (fortune.com)
2026-2-5 AI

Microsoft Adds Sysmon To Windows (tech.slashdot.org)
2026-2-5 Microsoft

Google says the Gemini app has 750M+ MAUs, up from 650M last quarter, and its first-party models process 10B+ tokens per minute via direct API use by customers (techcrunch.com)
2026-2-5 Google

Andy Jassy taps Dharmesh Mehta, Amazon VP of worldwide selling partner services, as technical advisor, a “shadow” role often leading to greater responsibilities (www.cnbc.com)
2026-2-5 Amazon

Hackers compromise NGINX servers to redirect user traffic (www.bleepingcomputer.com)
2026-2-5

Amazon MGM Studio plans to develop new AI tools via its “AI Studio” to speed TV and film production and cut costs, in collaboration with AWS and LLM providers (www.reuters.com)
2026-2-5 Amazon AI

Multicoin co-founder and Managing Partner Kyle Samani says he is stepping back from the VC firm and has transitioned to an advisory role (www.theblock.co)
2026-2-5

Filing: Workday is cutting ~400 employees, or ~2% of its workforce, primarily in customer-facing roles, saying the move will help it invest in priority areas (www.bloomberg.com)
2026-2-5

Qualcomm reports Q1 revenue up 5% YoY to $12.25B, vs. $12.21B est., and projects Q2 revenue below est. due to memory supply shortage; QCOM drops 9%+ after hours (www.reuters.com)
2026-2-5

Snap reports Q4 revenue up 10% YoY to $1.72B, vs. $1.7B est., DAUs up 5% to 474M, vs. 478M est., and announces a $500M share buyback; SNAP jumps 5%+ after hours (www.cnbc.com)
2026-2-5 4Q

Arm reports Q3 revenue up 26% YoY to $1.24B, vs. $1.22B est., and license and other revenue up 25% to $505M, vs. $519.9M est.; ARM drops 7%+ after hours (www.reuters.com)
2026-2-5

Critical n8n flaws disclosed along with public exploits (www.bleepingcomputer.com)
2026-2-5

Alphabet says it expects 2026 capex to be in the range of $175B to $185B, vs. ~$120B est., up from $91.4B in 2025; Q4 capex was $27.9B, up from $14B a year ago (www.ft.com)
2026-2-5 4Q Alphabet

Alphabet says it expects 2026 capex to be in the range of $175B to $185B, above estimates of about $115.26B (www.reuters.com)
2026-2-5 Alphabet

Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue surpassed $60B across ads and subscriptions (variety.com)
2026-2-5 YouTube 4Q Alphabet

Russian Spy Satellites Have Intercepted EU Communications Satellites (science.slashdot.org)
2026-2-5 Russia

Alphabet Announces Fourth Quarter and Fiscal Year 2025 Results (s206.q4cdn.com)
2026-2-5 Alphabet

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