Articles from www.reuters.com

Articles from www.reuters.com

Sources: OpenAI is unsatisfied with some of Nvidia's AI chips used for inference and has sought alternatives since last year, including from Cerebras and Groq (www.reuters.com)
4 hours ago AI Nvidia

Wiz says Moltbook had a major flaw that exposed private messages, emails, and credentials; Wiz co-founder Ami Luttwak called the flaw a byproduct of vibe coding (www.reuters.com)
10 hours ago

Alibaba plans to spend ~$431M in a Lunar New Year campaign starting February 6 to attract users to its Qwen AI app, above Tencent's ~$143.7M and Baidu's ~$71.8M (www.reuters.com)
16 hours ago Alibaba AI Tencent

French IT company Capgemini plans to sell its US subsidiary Capgemini Government Solutions, whose contract with the US ICE drew scrutiny from French lawmakers (www.reuters.com)
21 hours ago France

India to exempt foreign companies from being taxed when providing equipment to their contract manufacturers in the country, a rule change Apple lobbied for (www.reuters.com)
1 day ago India Apple

Filing: SpaceX is seeking FCC approval to launch 1M satellites into space; SpaceX claims the fleet will orbit the Earth and use the sun to power AI data centers (www.reuters.com)
2 days ago AI SpaceX

Sources: SpaceX generated about $8B in EBITDA on $15B to $16B of revenue last year; Starlink accounted for about 50% to 80% of the total revenue (www.reuters.com)
2 days ago SpaceX

Indian e-commerce platform Meesho reports Q3 net loss of Rs. 4.91B, or $53.4M, up from Rs. 374.3M a year ago, in its first earnings report since its IPO (www.reuters.com)
2 days ago India IPO

A US judge says her “tentative view” is to grant OpenAI's motion to dismiss xAI's lawsuit accusing OpenAI of stealing trade secrets by poaching xAI employees (www.reuters.com)
2 days ago

Shares of gaming companies plunge after Google released Project Genie, which lets users create interactive worlds; Unity closed down 24.2% and Take-Two 7.9% (www.reuters.com)
2 days ago Google

Report: Jensen Huang has privately criticized what he has described as a lack of discipline in OpenAI's business approach (www.reuters.com)
2 days ago

The Netherlands' consumer protection regulator launches an investigation into Roblox under the DSA over potential risks to underage users in the EU (www.reuters.com)
3 days ago Netherlands

Sources: China has given DeepSeek approval to buy Nvidia's H200 AI chips but imposes regulatory conditions, which are still being finalized (www.reuters.com)
3 days ago China AI Nvidia

Filing: Chinese AI chipmaker Axera aims to raise up to ~$379.2M in a Hong Kong IPO, offering 104.9M shares at ~$3.61 each; trading expected to start February 10 (www.reuters.com)
3 days ago China Hong Kong IPO AI

Apple expects Q2 revenue to grow 13% to 16% YoY, vs. 10% est.; it's currently constrained by iPhone processor supply and expects memory costs to rise after Q2 (www.reuters.com)
4 days ago iPhone Apple

Sources: the Pentagon is clashing with Anthropic over safeguards limiting the use of its tech to target weapons autonomously and conduct domestic surveillance (www.reuters.com)
4 days ago Pentagon

Source: SpaceX and xAI are in talks to merge ahead of a planned IPO this year; under the proposed deal, shares of xAI would be exchanged for shares in SpaceX (www.reuters.com)
4 days ago IPO SpaceX

Letter: Rep. John Moolenaar, chair of the US House Select Committee on China, says Nvidia helped DeepSeek hone AI models later used by the Chinese military (www.reuters.com)
4 days ago China AI Nvidia

Google agrees to pay $135M to settle a proposed class action lawsuit alleging that the tech giant programmed Android to illegally collect users' cellular data (www.reuters.com)
4 days ago Android Google

Sources: the White House will meet with banks and crypto firms on Monday to discuss a path forward for crypto legislation stalled by a clash between the sectors (www.reuters.com)
5 days ago

PaleBlueDot, which operates a GPU capacity marketplace and designs GPU clusters for enterprises, raised a $150M Series B led by B Capital at a $1B+ valuation (www.reuters.com)
5 days ago

Microsoft reports Azure Q2 revenue up 39% YoY, vs. 38.8% est.; Microsoft cloud's contracted backlog grew 110% to $625B, ~45% of which was driven by OpenAI alone (www.reuters.com)
5 days ago Microsoft

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. (www.reuters.com)
5 days ago 4Q

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 (www.reuters.com)
5 days ago China Nvidia

Seagate reports Q2 revenue up 22% YoY to $2.83B, vs. $2.73B est., forecasts Q3 results above estimates on strong data storage demand; STX jumps 8%+ after hours (www.reuters.com)
6 days ago

Texas Instruments reports Q4 revenue up 10% YoY to $4.42B, vs. $4.44B est., and forecasts Q1 revenue above estimates; TXN jumps 9%+ after hours (www.reuters.com)
6 days ago 4Q Texas

Revolut launches full banking operations in Mexico in its first expansion outside Europe, with capital of $100M+, more than double the regulatory minimum (www.reuters.com)
6 days ago Europe Mexico

Court filings: Mark Zuckerberg approved allowing minors to access AI chatbot companions that safety staffers warned were capable of sexual interactions (www.reuters.com)
6 days ago AI chatbot Zuckerberg

The UK government says it recruited a team of AI specialists to build AI tools to improve transport, public safety and defense, backed by Meta's funding (www.reuters.com)
6 days ago AI

WhatsApp launches Strict Account Settings, a high-security mode to protect high-risk users like journalists and public figures from sophisticated cyberattacks (www.reuters.com)
6 days ago WhatsApp

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