新科技/风口

US stocks drop on fears AI will hit software and analytics groups (www.ft.com)
2026-2-5 AI

As Software Stocks Slump, Investors Debate AI's Existential Threat (slashdot.org)
2026-2-5 AI

GitHub integrates Claude and Codex AI coding agents directly into GitHub, GitHub Mobile, and Visual Studio Code, for Copilot Pro Plus and Enterprise users (www.theverge.com)
2026-2-5 Mobile AI GitHub

EnFi, which makes AI agents that analyze and make decisions on credit applications, raised a $15M Series A led by Fintop, bringing its total funding to $22.5M (www.reuters.com)
2026-2-5 AI

AI Chipmaker Cerebras raised a $1B Series H led by Tiger Global at a $23B valuation, up from $8.1B in September 2025 (www.bloomberg.com)
2026-2-5 AI

Anthropic Pledges To Keep Claude Ad-free, Calls AI Conversations a 'Space To Think' (slashdot.org)
2026-2-5 AI

Adobe ramped up its ads in 2025, spending $1.4B amid AI competition and Wall Street skepticism, representing a significantly higher share of sales than rivals (www.bloomberg.com)
2026-2-5 AI Wall Street Adobe

AI voice startup ElevenLabs raised a $500M Series D led by Sequoia at an $11B valuation, taking its total funding to nearly $800M, and reports $330M in 2025 ARR (www.wsj.com)
2026-2-5 Startup AI

Bedrock, which aims to automate heavy construction equipment like excavators, raised $270M led by CapitalG and the Valor Atreides AI Fund at a $1.75B valuation (www.nytimes.com)
2026-2-5 AI

Resolve AI, which offers autonomous AI agents to monitor source code and infrastructure to resolve outages, raised $125M led by Lightspeed at a $1B valuation (www.bloomberg.com)
2026-2-5 AI

TRM Labs, which helps law enforcement and companies track crypto and blockchains, raised a $70M Series C led by Blockchain Capital at a $1B valuation (fortune.com)
2026-2-4 Blockchain

Anthropic plans a 30-second ad during the Super Bowl parodying the prospect of intrusive ads in AI conversations, and will also air a 60-second pre-game ad (www.wsj.com)
2026-2-4 AI

Tencent Cloud, DigitalOcean, and Alibaba Cloud add OpenClaw support, giving users access to the AI agent service; many OpenClaw users run it on a Mac mini (www.theregister.com)
2026-2-4 Alibaba AI Tencent

The married couple slaughtered by Putin: Wife is blown up fleeing advancing troops... then Russian drone pilot kills heartbroken husband who couldn't bare to leave her body behind (www.dailymail.co.uk)
2026-2-4 Russia Putin Drone

Prosus agrees to a multiyear AWS cloud and AI deal that runs into “hundreds of millions of dollars”, as it seeks to expand in Europe, India, and Latin America (www.bloomberg.com)
2026-2-4 Europe U.S. India AI Latin America

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

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

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

Tabularis – Free DataGrip alternative with AI query builder (github.com)
2026-2-4 AI

We Asked AI For An Opinion Piece On ScoMo Forcing A By-Election On Voters. Computer Says No. (newmatilda.com)
2026-2-4 AI

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

What to ask when choosing a career in the age of AI (www.lowyinstitute.org)
2026-2-4 AI Career

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

Microsoft launches the Publisher Content Marketplace in partnership with Condé Nast, Hearst, AP, and others, to let publishers license content to AI companies (searchengineland.com)
2026-2-4 Microsoft AI

At the Cisco AI Summit, Intel CEO Lip-Bu Tan says the company plans to build GPUs and has already hired a chief GPU architect (www.reuters.com)
2026-2-4 Intel AI Cisco

Tomorrow.io raised $175M at a $1B+ valuation to deploy an AI-driven LEO satellite network for weather forecasting, bringing its total funding to ~$500M (www.calcalistech.com)
2026-2-4 AI

Permalink to January 2026: AI updates from the past month (sdtimes.com)
2026-2-4 AI

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