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Techmeme
18  février     02h15
YouTube services are partially resolved after a brief outage starting at 7:45pm ET due to a recommendations system issue; YouTube is working on a full fix (Ben Schoon 9to5Google)
   Ben Schoon 9to5Google: YouTube services are partially resolved after a brief outage starting at 7:45pm ET due to a recommendations system issue; YouTube is working on a full fix - If you’re trying to access YouTube right now and running into problems, you’re not alone, as a widespread outage...
    01h55
Anthropic expects to pay Amazon, Google, and Microsoft 80B total to run its models on their servers through 2029, plus an additional 100B for training costs (The Information)
   The Information: Anthropic expects to pay Amazon, Google, and Microsoft 80B total to run its models on their servers through 2029, plus an additional 100B for training costs - Anthropic expects to pay Amazon, Google and Microsoft at least 80 billion to run its Claude AI on their cloud servers...
    00h45
Emergent, which offers an AI-powered software development service, says it is generating annual run-rate revenue of 100M , just eight months after launch (TechCrunch)
   TechCrunch: Emergent, which offers an AI-powered software development service, says it is generating annual run-rate revenue of 100M , just eight months after launch - Indian vibe-coding platform Emergent was launched just eight months ago, and it now says it’s generating annual run-rate revenue .....
    00h30
Amazon shares close up 1.2%, snapping a nine-day slide that wiped out 450B in market valuation over concerns about Amazon’s plan to spend 200B in 2026 capex (Annie Palmer CNBC)
   Annie Palmer CNBC: Amazon shares close up 1.2%, snapping a nine-day slide that wiped out 450B in market valuation over concerns about Amazon’s plan to spend 200B in 2026 capex - Amazon shares closed up more than 1% on Tuesday, snapping a nine-day slide that shaved billions off of its market cap.
    00h05
Filing: Nvidia unloaded 1.1M Arm shares, worth about 140M based on Arm’s closing price on Tuesday, sometime in Q4, bringing Nvidia’s stake to zero (Ian King Bloomberg)
   Ian King Bloomberg: Filing: Nvidia unloaded 1.1M Arm shares, worth about 140M based on Arm’s closing price on Tuesday, sometime in Q4, bringing Nvidia’s stake to zero - Nvidia Corp. sold off the last of its stake in Arm Holdings Plc, a chip technology company that it tried and failed to acquire...
17  février     23h35
Google signs a power purchase agreement with Ormat to supply up to 150 MW of geothermal energy to its Nevada data centers through NV Energy starting in 2028 (Lauren Rosenthal Bloomberg)
   Lauren Rosenthal Bloomberg: Google signs a power purchase agreement with Ormat to supply up to 150 MW of geothermal energy to its Nevada data centers through NV Energy starting in 2028 - Alphabet Inc.’s Google plans to draw on geothermal power from renewable energy company Ormat Technologies to...
    22h50
Sources: Western Digital plans to raise 3.09B by selling a Sandisk stake at 535- 555 share, a 9.4% discount to Tuesday’s close; the offering is oversubscribed (Anthony Hughes Bloomberg)
   Anthony Hughes Bloomberg: Sources: Western Digital plans to raise 3.09B by selling a Sandisk stake at 535- 555 share, a 9.4% discount to Tuesday’s close; the offering is oversubscribed - Western Digital Corp. is seeking to raise 3.09 billion from the sale of a stake in Sandisk Corp., after the...
    22h45
Palo Alto Networks reports Q2 revenue up 15% YoY to 2.6B, vs. 2.58B est., and projects Q3 adjusted EPS below estimates; PANW drops 7% after hours (Elias Schisgall Wall Street Journal)
   Elias Schisgall Wall Street Journal: Palo Alto Networks reports Q2 revenue up 15% YoY to 2.6B, vs. 2.58B est., and projects Q3 adjusted EPS below estimates; PANW drops 7% after hours - The company’s jump in quarterly profit was driven by continued demand for cybersecurity services - Palo Alto...
    22h30
Quantum computing company Infleqtion closed at 15.59 in its trading debut, up 9% from its opening price of 14.25, after merging with a Michael Klein-led SPAC (Mackenzie Tatananni Barron’s Online)
   Mackenzie Tatananni Barron’s Online: Quantum computing company Infleqtion closed at 15.59 in its trading debut, up 9% from its opening price of 14.25, after merging with a Michael Klein-led SPAC - A new contender among quantum computing stocks has entered the ring. - Infleqtion went public on...
    21h45
Sources: AI legal software startup Legora is in talks to raise 400M at a 5B valuation, after raising 150M in October 2025 at a 1.8B valuation (Forbes)
   Forbes: Sources: AI legal software startup Legora is in talks to raise 400M at a 5B valuation, after raising 150M in October 2025 at a 1.8B valuation - As investors double down on the promise of automating legal work, the company is in talks to raise 400 million following two rounds in late 2025.
    21h30
Stripe’s stablecoin firm Bridge wins conditional approval from the US OCC to form a national trust bank, which would allow it to issue and manage stablecoins (Krisztian Sandor CoinDesk)
   Krisztian Sandor CoinDesk: Stripe’s stablecoin firm Bridge wins conditional approval from the US OCC to form a national trust bank, which would allow it to issue and manage stablecoins - What to know: ... Bridge, a stablecoin infrastructure firm owned by Stripe, said Tuesday it has received...
    21h25
Meta commits to buy millions of Nvidia Blackwell and Rubin GPUs in a multiyear deal; source: Meta’s in-house AI chip strategy has suffered technical challenges (Financial Times)
   Financial Times: Meta commits to buy millions of Nvidia Blackwell and Rubin GPUs in a multiyear deal; source: Meta’s in-house AI chip strategy has suffered technical challenges - Social media group will purchase millions of chips even as it tries to develop its own AI hardware
    21h15
Source: Benchmark’s 2020 fund is now worth 10x and 2024 fund is 3x what investors put in, based on cash distributions and the paper value of its investments (Natasha Mascarenhas Bloomberg)
   Natasha Mascarenhas Bloomberg: Source: Benchmark’s 2020 fund is now worth 10x and 2024 fund is 3x what investors put in, based on cash distributions and the paper value of its investments - Venture capitalist and entrepreneur Jack Altman has been hired by Benchmark as a general partner, just two...
    20h55
Benchmark hires Jack Altman, the founder of Alt Capital and Lattice, as its fifth general partner; three Alt Capital team members will join him at Benchmark (The Information)
   The Information: Benchmark hires Jack Altman, the founder of Alt Capital and Lattice, as its fifth general partner; three Alt Capital team members will join him at Benchmark - Benchmark on Tuesday said it had hired Jack Altman, the founder of early-stage firm Alt Capital and HR software company...
    20h11
Google schedules I O 2026 for May 19 to 20 in Mountain View, teasing the latest AI breakthroughs and updates in Gemini, Android, and more (Abner Li 9to5Google)
   Abner Li 9to5Google: Google schedules I O 2026 for May 19 to 20 in Mountain View, teasing the latest AI breakthroughs and updates in Gemini, Android, and more - Following the puzzle this morning, Google has announced that I O 2026 is taking place May 19-20. - I O 2026 will feature ...