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Techmeme - 2026-01-28T02:10:51-05:00

ASML reports Q4 net sales of €9.7B, vs. €9.6B est., and €2.84B net profit, vs. €3.01B est., and says it expects China to account for 20% of its total 2026 sales (Arjun Kharpal/CNBC) - 2026-01-28T02:10:02-05:00

Sources: Google's "cease and desist" letter forces Kantar and Barb to halt UK TV measurement service comparing YouTube viewership with linear TV and streamers (Daniel Thomas/Financial Times) - 2026-01-28T01:55:00-05:00

ASML reports Q4 bookings of €13.2B, beating analyst estimates of €6.32B, and projects its 2026 full-year sales of between €34B and €39B, compared with €35B est. (Reuters) - 2026-01-28T01:45:01-05:00

Sources: Hugging Face declined Nvidia's $500M investment offer at a $7B valuation in late 2025; Hugging Face says it does not want a single dominant investor (Melissa Heikkilä/Financial Times) - 2026-01-28T01:15:00-05:00

AI Whistleblower Initiative says OpenAI recently updated its whistleblower policy, addressing 8 of 13 recommendations and going further than Anthropic's policy (Rocket Drew/The Information) - 2026-01-28T00:55:01-05:00

Sources: Elon Musk has proposed timing SpaceX's IPO with a rare planetary alignment and his June birthday; SpaceX seeks as much as $50B at a ~$1.5T valuation (Financial Times) - 2026-01-28T00:45:01-05:00

Sources: Nvidia has allocated ~70% of its 2026 HBM4 demand to SK hynix; Counterpoint estimates SK hynix will account for 54% of the global HBM4 market in 2026 (Kang Yoon-seung/Yonhap News Agency) - 2026-01-28T00:25:01-05:00

Sources: C3.ai is in talks to merge with Automation Anywhere, which would go public in the deal; C3.ai's market cap is now ~$1.7B, a tenth of its 2020 valuation (The Information) - 2026-01-28T00:00:49-05:00

Sources: China approved its first batch of Nvidia H200 chips for import, covering several hundred thousand units, during Jensen Huang's visit to China this week (Reuters) - 2026-01-27T23:45:01-05:00

Amazon partners with Harris Farm to offer fresh food delivery in Australia for the first time, starting in inner Sydney, free for Prime members on AU$100 orders (Carrie LaFrenz/Australian Financial Review) - 2026-01-27T23:40:00-05:00

Sources: Anthropic raises its revenue forecasts to $18B in 2026, $55B in 2027, and $148B in 2029, delaying its cash flow positive expectations by a year to 2028 (Sri Muppidi/The Information) - 2026-01-27T23:15:00-05:00

Memo: Tim Cook told employees that he is "heartbroken by the events in Minneapolis" and calls for a "deescalation" (Mark Gurman/Bloomberg) - 2026-01-27T22:10:13-05:00

Amazon appears to mistakenly alert some AWS employees about planned layoffs in an email invite to a Wednesday "Project Dawn" meeting about company efficiency (Business Insider) - 2026-01-27T21:45:00-05:00

Internal documents from 2025: Microsoft expects its annual water consumption to reach 28B liters by 2030, up from 7.9B liters in 2020 and 10.4B liters in 2024 (New York Times) - 2026-01-27T20:15:00-05:00

Paolo Ardoino says Tether now holds ~140 tons of gold, worth ~$23B, has been buying one to two tons a week, and plans to keep doing so for the next few months (Jack Ryan/Bloomberg) - 2026-01-27T20:00:51-05:00