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Techmeme - 2026-02-04T00:40:50-05:00

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 (Nikkei Asia) - 2026-02-04T00:40:01-05:00

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 (Mary Ann Azevedo/Crunchbase News) - 2026-02-04T00:10:00-05:00

Sources: Tokyo-based chipmaker Renesas agrees to sell its clocks and timing device business to Nasdaq-listed chip design company SiTime for ~$3B (Nikkei Asia) - 2026-02-03T23:40:01-05:00

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 (Financial Times) - 2026-02-03T23:10:03-05:00

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% (Sebastian Herrera/Wall Street Journal) - 2026-02-03T22:10:08-05:00

Adobe reversed its plans to discontinue Animate after creators expressed frustration, stating it won't get new features but will remain available "indefinitely" (Jay Peters/The Verge) - 2026-02-03T21:15:01-05:00

Filing: OpenAI accuses xAI of systematically destroying evidence in its antitrust case by directing employees to use auto-deleting "ephemeral messaging tools" (Madlin Mekelburg/Bloomberg) - 2026-02-03T21:00:00-05:00

Alaffia Health, which provides AI tools for health plan claims operations, raised a $55M Series B led by Transformation Capital (Duncan Riley/SiliconANGLE) - 2026-02-03T20:20:02-05:00

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 (Lee Ying Shan/CNBC) - 2026-02-03T20:15:01-05:00

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 (Bloomberg) - 2026-02-03T19:50:01-05:00

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 (Anna Tong/Forbes) - 2026-02-03T19:45:00-05:00

Salesforce's Tableau chief, Ryan Aytay, leaves after 19 years at the company, just two months after Slack CEO Denise Dresser left for OpenAI (Brody Ford/Bloomberg) - 2026-02-03T19:05:04-05:00

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 (Tom Warren/The Verge) - 2026-02-03T18:50:02-05:00

Sources: Nvidia is nearing a deal to invest $20B in OpenAI as part of OpenAI's $100B funding round (Bloomberg) - 2026-02-03T18:40:01-05:00

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% (Wall Street Journal) - 2026-02-03T18:30:01-05:00