Tech
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Micron, which has undertaken a $200B US expansion, says it can currently meet about 50%-66% of demand for some key customers, as AI drives memory chip demand (Robbie Whelan/Wall Street Journal)
Featured Podcasts Lenny’s Podcast: Sequoia CEO coach: Why it’s never been easier to start a company, and never been harder to scale one | Brian Halligan (co-founder, HubSpot) Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product. Subscribe to Lenny’s Podcast. Big Technology Podcast: Is Something Big…
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A court filing in the iyO-OpenAI trademark case reveals OpenAI won’t use the name “io” for its AI device, which isn’t expected to ship before February 2027 (Maxwell Zeff/Wired)
Featured Podcasts Grit: The Truth Behind Automation Claims in Customer Support | Cresta CEO Ping Wu Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Lenny’s Podcast: The rise of the professional vibe coder (a new AI-era job) | Lazar Jovanovic (Professional Vibe Coder) Interviews with world-class product leaders and growth experts to uncover…
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Sources: Telefónica and Liberty Global, co-owners of Virgin Media O2, are set to lead a ~£2B acquisition of UK's fourth-largest broadband network, Netomnia (Kieran Smith/Financial Times)
Kieran Smith / Financial Times: Sources: Telefónica and Liberty Global, co-owners of Virgin Media O2, are set to lead a ~£2B acquisition of UK’s fourth-largest broadband network, Netomnia — Telefónica and Liberty Global are leading a takeover of Netomnia in a deal to close gap with BT’s Openreach Source link
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Micron plans to invest $24B over the next decade to build a 700,000 square foot memory chip facility in Singapore, with wafer output starting in H2 2028 (Reuters)
Featured Podcasts Acquired: The NFL (2026 Update) Learn the playbooks that built the world’s greatest companies – and how you can apply them as a founder, operator, or investor. Subscribe to Acquired. The Talk Show With John Gruber: ‘A Mitigated Disaster’, With Daniel Jalkut The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.…
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xAI has faced a growing outcry from global regulators over Grok’s generation of non-consensual explicit photos, but has faced little regulatory action in the US (Kurt Wagner/Bloomberg)
Featured Podcasts Lenny’s Podcast: The non-technical PM’s guide to building with Cursor | Zevi Arnovitz (Meta) Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product. Subscribe to Lenny’s Podcast. Big Technology Podcast: Is Google’s Gemini Winning?, Thinking Machines Drama, Claude Cowork’s Potential The Big Technology Podcast takes…
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The NYC token, launched by ex-New York City Mayor Eric Adams on January 12, saw its market cap drop from ~$600M to ~$100M after suspicious liquidity activity (Decrypt)
Decrypt: The NYC token, launched by ex-New York City Mayor Eric Adams on January 12, saw its market cap drop from ~$600M to ~$100M after suspicious liquidity activity — On-chain data shows unexplained liquidity withdrawals as Eric Adam’s NYC token’s market cap continues to bleed. — In brief Source link
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Analysts expect Samsung's Q4 operating profit to jump 160% YoY to ~$11.7B, driven by a severe global shortage of memory chips amid booming AI demand (Hyunjoo Jin/Reuters)
Hyunjoo Jin / Reuters: Analysts expect Samsung’s Q4 operating profit to jump 160% YoY to ~$11.7B, driven by a severe global shortage of memory chips amid booming AI demand — Samsung Electronics (005930.KS) is expected to flag a 160% jump in its fourth-quarter operating profit spurred by a severe chip shortage … Source link
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Sources: Meta is buying Manus for $2B+, after approaching the startup during a fundraising at a $2B valuation; Manus CEO Xiao Hong will report to Javier Olivan (Wall Street Journal)
Wall Street Journal: Sources: Meta is buying Manus for $2B+, after approaching the startup during a fundraising at a $2B valuation; Manus CEO Xiao Hong will report to Javier Olivan — The deal for more than $2 billion is one of the first in which a major U.S. tech company has bought a startup with Chinese roots Source link
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Sources reveal inconsistencies in Megaspeed's chip inventory, as the US probes the Singapore AI startup over alleged Chinese ownership and Nvidia chip smuggling (Bloomberg)
Bloomberg: Sources reveal inconsistencies in Megaspeed’s chip inventory, as the US probes the Singapore AI startup over alleged Chinese ownership and Nvidia chip smuggling — Singapore-based Megaspeed has imported tens of thousands more chips than Nvidia saw when checking its data centers. Source link
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Shares in Chinese companies critical to AI infrastructure surged in 2025, with CATL up 45% and Sungrow up 130%, as exports boost margins despite Trump’s tariffs (William Sandlund/Financial Times)
Featured Podcasts Grit: How Evan Spiegel Is Building the Future of Computing Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Acquired: 10 Years of Acquired (with Michael Lewis) Learn the playbooks that built the world’s greatest companies – and how you can apply them as a founder, operator, or investor. Subscribe to Acquired.…
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