Articles from www.reuters.com

Articles from www.reuters.com

CoreWeave reports Q4 revenue up 110% YoY to $1.57B, vs. $1.55B est., and adjusted loss of $284M, vs. $258.9M est.; CRWV drops 5%+ after hours (www.reuters.com)
10 days ago 4Q

Dell reports Q4 revenue up 39% YoY to $33.4B, vs. $31.73B est., and forecasts FY 2027 revenue above estimates; DELL jumps 10%+ after hours (www.reuters.com)
10 days ago 4Q

IDC: global smartphone shipments will fall 12.9% YoY to 1.12B units in 2026, the market's largest-ever decline, as surging memory prices drive up device costs (www.reuters.com)
10 days ago

Sources: US semiconductor companies face worsening rare earth shortages, as shipments still rarely make it to the US despite an October 2025 detente with China (www.reuters.com)
10 days ago China

OpenAI says it will make London its largest research hub outside of the US, without giving specific details; OpenAI's European headquarters are in Dublin (www.reuters.com)
10 days ago Europe London

The UK's Virgin Media O2 launches Europe's first satellite-to-mobile service, powered by Starlink and initially available for £3/month on select Samsung devices (www.reuters.com)
11 days ago Europe Mobile Samsung

New York's AG sues Valve over its use of loot boxes, accusing the game developer of violating state gambling laws and threatening to addict children to gambling (www.reuters.com)
11 days ago New York

Snowflake reports Q4 product revenue up 30% YoY to $1.23B, vs. $1.18B est., and forecasts Q1 and FY 2027 product revenue above estimates (www.reuters.com)
11 days ago 4Q

Zoom reports Q4 revenue up 5.3% YoY to $1.25B, vs. $1.23B est., online revenue up 2.6% to $489.7M, and forecasts Q1 adjusted profit per share below estimates (www.reuters.com)
11 days ago 4Q

Sources: DeepSeek did not share its upcoming V4 model with US chipmakers, including AMD and Nvidia, but granted early access to Chinese companies like Huawei (www.reuters.com)
11 days ago China Nvidia AMD

Salesforce reports Q4 revenue up 12% YoY to $11.2B, vs. $11.18B est., forecasts Q1 revenue above estimates, and announces a $50B share repurchase program (www.reuters.com)
11 days ago 4Q Salesforce

Source: Google plans to test search changes in Europe, displaying results from competing vertical search services next to its own, seeking to avoid EU fines (www.reuters.com)
11 days ago Europe Google

Google disrupts Chinese-linked group UNC2814, which breached 53+ organizations across 42 countries and utilized Google Sheets to manage targeting and data theft (www.reuters.com)
11 days ago China Google

Diplomatic cable: US officials order diplomats to lobby against attempts to regulate how US tech companies handle foreigners' data, citing risks to AI services (www.reuters.com)
11 days ago AI

Sources: General Atlantic is selling a stake in ByteDance in a deal that values it at $550B, up 66% since September 2025, the first divestment since its US sale (www.reuters.com)
11 days ago

SOTU: Trump says he told tech companies they must build their own power plants for their data centers; sources: the WH expects to formalize the effort in March (www.reuters.com)
12 days ago Trump

HP reports Q1 revenue up 6.9% YoY to $14.44B, vs. $13.94B est., and expects FY 2026 results to be at the low end of its forecasts; HPQ drops 6%+ after hours (www.reuters.com)
12 days ago

Source: Anthropic has no intention of easing Claude usage restrictions for military purposes, following Dario Amodei's meeting with Pete Hegseth (www.reuters.com)
12 days ago

A California judge dismisses a lawsuit from xAI that accused OpenAI of stealing its trade secrets, with permission for xAI to refile the case at a later date (www.reuters.com)
12 days ago California

ASML researchers unveil a breakthrough in EUV light source power, increasing output from 600W to 1,000W, a jump that could yield 50% more chips by 2030 (www.reuters.com)
12 days ago

Filings: some Meta execs warned in 2019 that adding E2E encryption to Facebook and Instagram messaging would hinder the ability to flag CSAM to law enforcement (www.reuters.com)
13 days ago Facebook Instagram

A Trump administration official says DeepSeek's new model, expected next week, was trained on Nvidia Blackwell chips, in a potential US export control violation (www.reuters.com)
13 days ago Trump Nvidia

Internal memo: Lightricks, creator of photo editing app Facetune, is splitting its consumer app unit from its GenAI unit LTX to better capture the growth in AI (www.reuters.com)
13 days ago AI

Google announces a partnership with Sea to develop AI tools for Sea's Shopee, Southeast Asia's most dominant e-commerce platform, and Sea's gaming unit Garena (www.reuters.com)
16 days ago Google Asia AI Southeast Asia

Toronto-based chip startup Taalas, which hardwires AI models into custom silicon to achieve faster inference, raised $169M, bringing its total funding to $219M (www.reuters.com)
17 days ago Startup AI Toronto

Sources: the US State Department is developing an online portal at “freedom.gov” to let users in Europe and elsewhere view content banned by their governments (www.reuters.com)
18 days ago Europe

Microsoft says it is on pace to invest $50B by 2030 to help expand AI across the “Global South”; it unveiled $17.5B worth of AI investments in India in 2025 (www.reuters.com)
18 days ago India Microsoft AI

Raspberry Pi stock rose as much as 42% on Tuesday in a record two-day rally, amid demand for single-board computers to run low-cost AI agents like OpenClaw (www.reuters.com)
19 days ago Raspberry Pi AI

Qualcomm says UK consumer association Which? is withdrawing its chip royalties lawsuit that sought £480M for 29M iPhone and Samsung users, after a CAT trial (www.reuters.com)
19 days ago iPhone Samsung

Temporal, which builds open-source software to ensure “durable execution” of code, raised a $300M Series D at a $5B valuation, up from $2.5B in October 2025 (www.reuters.com)
19 days ago

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