Tech

German chipmaker Infineon reports Q1 revenue up 7% YoY €3.66B, above €3.62B est., expects to raise investments to €2.7B in 2026, and forecasts growing AI demand (www.bloomberg.com)
2026-2-4 Germany AI

Tether CEO Paolo Ardoino says initial plans to raise $15B to $20B were a “misconception”; sources say Tether's advisers have floated raising as little as $5B (www.ft.com)
2026-2-4

Pinterest fires two employees who it says “wrote custom scripts” that accessed confidential info to track which workers lost their jobs during recent layoffs (www.bbc.com)
2026-2-4 Layoffs

A US judge sentences Rui-Siang Lin, who pled guilty to operating the $105M+ dark web narcotics marketplace Incognito Market, to 30 years in US federal prison (www.coindesk.com)
2026-2-4 Darknet

Galaxy Digital reports a Q4 net loss of $482M, above $282M est., driven primarily by the crypto market crash, and says its trading volumes declined ~40% QoQ (www.bloomberg.com)
2026-2-4 4Q

Say Hello To GoogleSQL (developers.slashdot.org)
2026-2-4

A profile of Obsidian, a game studio Microsoft acquired in 2018, as it seeks to expedite game development and reduce costs after releasing three titles in 2025 (www.bloomberg.com)
2026-2-4 Microsoft

An interview with Kai-Fu Lee on his startup 01.ai, which builds agentic AI tools for companies, why he thinks China will beat the US in consumer AI, and more (www.ft.com)
2026-2-4 China Interview Startup AI

Sources: banks are marketing at least $56B in investment-grade data center construction loans tied to Oracle's leases, as they seek out new buyers for the loans (www.ft.com)
2026-2-4 Oracle

AMD reports $390M in revenue from MI308 AI chip sales in China in Q4; CEO Lisa Su says orders were “from very early in 2025” but shipped in Q4 after US approval (asia.nikkei.com)
2026-2-4 China AI 4Q AMD

OpenAI's Lead Is Contracting as AI Competition Intensifies (slashdot.org)
2026-2-4 AI

Global fintech VC funding rose 27% YoY in 2025 to $51.8B; Y Combinator was the most active investor in the space, participating in 151 deals, up 24.8% YoY (news.crunchbase.com)
2026-2-4 Fintech Y Combinator

Sources: Tokyo-based chipmaker Renesas agrees to sell its clocks and timing device business to Nasdaq-listed chip design company SiTime for ~$3B (asia.nikkei.com)
2026-2-4 Tokyo

Sources: US Commerce Dept. has finished review of Nvidia's license to sell China H200s, but the State Dept. seeks tighter restrictions, delaying final approval (www.ft.com)
2026-2-4 China Nvidia

Recon: the US market share of Copilot as paid users' first choice fell from 18.8% in July 2025 to 11.5% in January 2026, while Gemini's rose from 12.8% to 15.7% (www.wsj.com)
2026-2-4

Walmart Joins $1 Trillion Club (slashdot.org)
2026-2-4 Walmart

Adobe reversed its plans to discontinue Animate after creators expressed frustration, stating it won't get new features but will remain available “indefinitely” (www.theverge.com)
2026-2-4 Adobe

Filing: OpenAI accuses xAI of systematically destroying evidence in its antitrust case by directing employees to use auto-deleting “ephemeral messaging tools” (www.bloomberg.com)
2026-2-4

KKR and Singtel agree to acquire the remaining 82% stake in data center operator STT GDC for ~$5.1B, giving the company an enterprise value of ~$10.86B (www.cnbc.com)
2026-2-4

Alaffia Health, which provides AI tools for health plan claims operations, raised a $55M Series B led by Transformation Capital (siliconangle.com)
2026-2-4 AI

Sources: US-based Arcee AI is pitching investors on a $200M+ funding round valuing it at over $1B, as it plans to train an open-weight model with 1T+ parameters (www.forbes.com)
2026-2-4 AI

Source: Anthropic plans an employee tender offer at a valuation of at least $350B, the same valuation discussed in the company's ongoing $20B fundraising (www.bloomberg.com)
2026-2-4

Google Home Finally Adds Support For Buttons (tech.slashdot.org)
2026-2-4 Google

On an earnings call, AMD CEO Lisa Su says Microsoft's next-gen Xbox “is progressing well to support a launch in 2027” and will feature an AMD semi-custom SoC (www.theverge.com)
2026-2-4 Microsoft Xbox AMD

Salesforce's Tableau chief, Ryan Aytay, leaves after 19 years at the company, just two months after Slack CEO Denise Dresser left for OpenAI (www.bloomberg.com)
2026-2-4 Salesforce Slack

OpenAI names Dylan Scandinaro, who worked on AGI safety at Anthropic, as the company's head of preparedness (www.bloomberg.com)
2026-2-4

Software and data stocks plunge over fears that new developments in AI will supplant software; ADBE closed down 7.31%, CRM 6.85%, and Thomson Reuters 15.83% (www.wsj.com)
2026-2-4 AI CRM

Sources: Nvidia is nearing a deal to invest $20B in OpenAI as part of OpenAI's $100B funding round (www.bloomberg.com)
2026-2-4 Nvidia

US v. Google: the DOJ and a group of states will appeal the September 2025 ruling in the Search antitrust case in which Google dodged a forced sale of Chrome (www.bloomberg.com)
2026-2-4 Google Chrome

EA reports Q3 net bookings up 38% YoY to $3.05B, vs. $2.86B est., driven by strong sales of Battlefield 6, and net income of $88M, down from $293M a year ago (www.reuters.com)
2026-2-4

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