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Valve says the Steam Deck OLED may be "intermittently" out of stock due to memory and storage shortages; it has been out of stock in the US for a few days (Jay Peters/The Verge)

Jay Peters / The Verge : Valve says the Steam Deck OLED may be “intermittently” out of stock due to memory and storage shortages; it has ...

31 January 2026

An interview with Nvidia's senior VP of hardware engineering, Andrew Bell, on continuing to provide Shield Android TV software updates a decade after its launch (Ryan Whitwam/Ars Technica)

Ryan Whitwam / Ars Technica:
An interview with Nvidia's senior VP of hardware engineering, Andrew Bell, on continuing to provide Shield Android TV software updates a decade after its launch  —  “Selfishly a little bit, we built Shield for ourselves.”  —  It took Android devicemakers a very long time to commit to long-term update support.

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Sources: Waymo nears a $16B round, valuing it at $110B; Alphabet will contribute $12B+, with a16z, Dragoneer, Mubadala, Sequoia, and DST Global participating (Financial Times)

Financial Times:
Sources: Waymo nears a $16B round, valuing it at $110B; Alphabet will contribute $12B+, with a16z, Dragoneer, Mubadala, Sequoia, and DST Global participating  —  Google's robotaxi start-up brings in new investors amid global roll out and competition from Elon Musk's Tesla

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Bitcoin has fallen to ~$78K, down ~7% in 24 hours, over 12% in the past week, and down ~37% since its ATH in Oct. 2025; Ethereum dropped ~18% in the past week (Bloomberg)

Bloomberg:
Bitcoin has fallen to ~$78K, down ~7% in 24 hours, over 12% in the past week, and down ~37% since its ATH in Oct. 2025; Ethereum dropped ~18% in the past week  —  Bitcoin fell sharply in early Saturday afternoon trading in New York, tumbling below $80,000 mark to hit levels last seen in April 2025.

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How the music industry is split over AI; some labels signed licensing deals for AI that mirror revenue splits they use with YouTube for user-generated content (Anna Nicolaou/Financial Times)

Anna Nicolaou / Financial Times:
How the music industry is split over AI; some labels signed licensing deals for AI that mirror revenue splits they use with YouTube for user-generated content  —  A folk-pop song called “I Know, You're Not Mine” recently topped Spotify's charts in Sweden.  The soft vocals …

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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 (Reuters)

Reuters:
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  —  Elon Musk's SpaceX wants to launch a constellation of 1 million satellites that will orbit Earth and harness the sun to power AI data centers …

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Miami-based Indigo, which uses AI-powered underwriting tech to provide medical liability insurance to physicians, raised a $50M Series B led by Rubicon Founders (Brock E.W. Turner/Axios)

Brock E.W. Turner / Axios:
Miami-based Indigo, which uses AI-powered underwriting tech to provide medical liability insurance to physicians, raised a $50M Series B led by Rubicon Founders  —  Indigo, which provides liability insurance to physicians, raised $50 million in a Series B funding round, CEO Jared Kaplan tells Axios Pro exclusively.

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Nvidia CEO Jensen Huang said the company will "absolutely" be involved in OpenAI's current funding round, though the investment will be "nothing like" $100B (Debby Wu/Bloomberg)

Debby Wu / Bloomberg:
Nvidia CEO Jensen Huang said the company will “absolutely” be involved in OpenAI's current funding round, though the investment will be “nothing like” $100B  —  Nvidia Corp. will “absolutely” be involved in OpenAI's current funding round, though the investment will be …

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Q&A with AMD CTO Mark Papermaster, who says AMD is the first customer for TSMC's 2nm process, on AMD's rise since he joined in 2011, AI in chip design, and more (Dr. Ian Cutress/More Than Moore)

Dr. Ian Cutress / More Than Moore:
Q&A with AMD CTO Mark Papermaster, who says AMD is the first customer for TSMC's 2nm process, on AMD's rise since he joined in 2011, AI in chip design, and more  —  The Future is Faster Than Anyone Expected  —  If you rewind the clock ten years, AMD 0.00%↑ was not the company it is today.

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Global Energy Monitor: over 97 GW of gas-fired power in the US pipeline were explicitly earmarked for data centers in 2025, compared with just 4 GW in 2024 (Molly Taft/Wired)

Molly Taft / Wired:
Global Energy Monitor: over 97 GW of gas-fired power in the US pipeline were explicitly earmarked for data centers in 2025, compared with just 4 GW in 2024  —  Gas projects in the US pipeline explicitly linked to data centers increased by almost 25 times over the past two years, according to new research from Global Energy Monitor.

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Q&A with Gokul Rajaram, investor and a former product leader at Google, Meta, and others, on AI changing product development, building ad businesses, and more (Patrick O'Shaughnessy/Invest Like The Best on YouTube)

Patrick O'Shaughnessy / Invest Like The Best on YouTube:
Q&A with Gokul Rajaram, investor and a former product leader at Google, Meta, and others, on AI changing product development, building ad businesses, and more  —  Gokul Rajaram joins Patrick to discuss the seismic shift in product building driven by AI.  As a legendary operator (Google, Facebook, Square, DoorDash) and p...

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Global Net: three Chinese firms ranked among the world's top 20 chipmaking equipment manufacturers in 2025, up from one in 2022, with Naura Tech rising to fifth (Fumie Yaku/Nikkei Asia)

Fumie Yaku / Nikkei Asia:
Global Net: three Chinese firms ranked among the world's top 20 chipmaking equipment manufacturers in 2025, up from one in 2022, with Naura Tech rising to fifth  —  TOKYO — Three Chinese companies were among the world's top 20 manufacturers of chipmaking equipment last year, up from just one in 2022 …

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Ant Group reports 30M MAUs for its AI health chatbot Ant Afu, which integrates appointments, test analysis, and insurance payments within Alipay's ecosystem (Viola Zhou/Rest of World)

Viola Zhou / Rest of World:
Ant Group reports 30M MAUs for its AI health chatbot Ant Afu, which integrates appointments, test analysis, and insurance payments within Alipay's ecosystem  —  Ant's health chatbot has become a top downloaded app in China as users seek personalized care they can't get from the overburdened hospitals.

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Sandisk and Kioxia announce a five-year extension of their JV manufacturing contract from 2029 to 2034; the new deal involves SanDisk paying Kioxia $1.165B (Ryo Mukano/Nikkei Asia)

Ryo Mukano / Nikkei Asia:
Sandisk and Kioxia announce a five-year extension of their JV manufacturing contract from 2029 to 2034; the new deal involves SanDisk paying Kioxia $1.165B  —  US partner's access to Yokkaichi plant to last 5 more years through 2034  —  Kioxia and Sandisk extended their joint production agreement …

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TechCreate's shares surged ~1,995% in the past week; the payment software company says it is not aware of any info that would account for the trading activity (Luke Kawa/Sherwood News)

Luke Kawa / Sherwood News:
TechCreate's shares surged ~1,995% in the past week; the payment software company says it is not aware of any info that would account for the trading activity  —  MORE MARKETS  —  9H

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Taiwan's GDP rose 12.68% in Q4 2025, its fastest quarterly growth since 1987; full-year GDP grew 8.63%, topping the 7.5% forecast on AI demand for tech products (Bloomberg)

Bloomberg:
Taiwan's GDP rose 12.68% in Q4 2025, its fastest quarterly growth since 1987; full-year GDP grew 8.63%, topping the 7.5% forecast on AI demand for tech products  —  Taiwan's economy expanded at the quickest pace for a quarter since 1987, propelled by unquenchable demand for the tech goods needed to develop AI.

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OpenAI details its custom internal-only GPT‑5.2-powered AI data agent that allows its employees to do natural language data analysis across 600+ PB of data (OpenAI)

OpenAI:
OpenAI details its custom internal-only GPT‑5.2-powered AI data agent that allows its employees to do natural language data analysis across 600+ PB of data  —  Loading...  Data powers how systems learn, products evolve, and how companies make choices.

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Even though Moltbook has security risks and a lot of spam, the scale of nearly 150,000 autonomous AI agents interacting with each other is unprecedented (Andrej Karpathy/@karpathy)

Andrej Karpathy / @karpathy:
Even though Moltbook has security risks and a lot of spam, the scale of nearly 150,000 autonomous AI agents interacting with each other is unprecedented  —  I'm being accused of overhyping the [site everyone heard too much about today already]. People's reactions varied very widely, from “how is this interesting at all” all the way to “it's so over”. To add a few words beyond just memes in jest - obviously when you take a look at

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A look at South Park Commons, the VC firm behind a startup community focusing on idea exploration over immediate business plans, as it aims to raise $500M (Natasha Mascarenhas/Bloomberg)

Natasha Mascarenhas / Bloomberg:
A look at South Park Commons, the VC firm behind a startup community focusing on idea exploration over immediate business plans, as it aims to raise $500M  —  The investors at South Park Commons realize there are a lot of places that promising founders can go for help when they're starting companies.

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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 (Jonathan Stempel/Reuters)

Jonathan Stempel / Reuters:
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  —  A federal judge signaled on Friday she may dismiss a lawsuit by Elon Musk's artificial intelligence startup xAI accusing …

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Ripple co-founder Chris Larsen and crypto evangelist Tim Draper plan to spend millions this year on an effort to elect moderate California legislators (Theodore Schleifer/New York Times)

Theodore Schleifer / New York Times:
Ripple co-founder Chris Larsen and crypto evangelist Tim Draper plan to spend millions this year on an effort to elect moderate California legislators  —  Chris Larsen and Tim Draper, two outspoken Silicon Valley leaders, are planning to spend tens of millions of dollars to elect moderate state lawmakers this year.

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Daily Deals

Report: Jensen Huang has privately criticized what he has described as a lack of discipline in OpenAI's business approach (Fabiola Arámburo/Reuters)

Fabiola Arámburo / Reuters:
Report: Jensen Huang has privately criticized what he has described as a lack of discipline in OpenAI's business approach  —  Nvidia's (NVDA.O) plan to invest up to $100 billion in OpenAI to help it train and run its latest artificial-intelligence models has stalled after some inside …

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Daily Deals

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 (Komal Salecha/Reuters)

Komal Salecha / Reuters:
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  —  Indian e-commerce firm Meesho's (MEES.NS) quarterly loss widened sharply in its first earnings report since its blockbuster market debut in December last year, as costs rose.

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Daily Deals

Sources: Nvidia's plan to invest up to $100B in OpenAI, announced in September 2025, has stalled after some inside Nvidia expressed doubts about the deal (Wall Street Journal)

Wall Street Journal:
Sources: Nvidia's plan to invest up to $100B in OpenAI, announced in September 2025, has stalled after some inside Nvidia expressed doubts about the deal  —  Nvidia CEO Jensen Huang has privately played down likelihood original deal will be finalized, although the two companies will continue to have a close collaboration

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30 January 2026

Tether says it generated over $10B in net profits in 2025, down from $13B+ in 2024, and says it holds $193B in assets backing the $186B USDT in circulation (Daniel Kuhn/The Block)

Daniel Kuhn / The Block:
Tether says it generated over $10B in net profits in 2025, down from $13B+ in 2024, and says it holds $193B in assets backing the $186B USDT in circulation  —  Partner offers  —  Quick Take  — The stablecoin issuer now holds $193 billion in assets backing the $186 billion USDT in circulation, primarily in U.S. Treasuries.

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A look at the clash between Coinbase and Wall Street over the Clarity Act and whether crypto exchanges can offer stablecoin "rewards" (Wall Street Journal)

Wall Street Journal:
A look at the clash between Coinbase and Wall Street over the Clarity Act and whether crypto exchanges can offer stablecoin “rewards”  —  Coinbase chief Brian Armstrong is clashing with Jamie Dimon and other bank stewards over the future of finance

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Daily Deals

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 (Reuters)

Reuters:
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  —  SpaceX generated about $8 billion in profit on $15 billion to $16 billion of revenue last year, two people familiar with the company's results said …

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