China approves first batch of Nvidia H200 chip imports

J.D. Capelouto / semafor - China began allowing purchases of Nvidia’s powerful H200 chips for the first time, pointing to a nascent US-China rapprochement ahead of a planned visit by President Donald Trump in April.

5 wks / bbc

Mark Zuckerberg is all in on AI as the new social media

5 wks / theverge / Emma Roth

Zuckerberg teases agentic commerce tools and major AI rollout in 2026

5 wks / techcrunch / Russell Brandom

IBM stock soars after-hours on strong revenue performance

Paul Gillin / siliconangle - Nearly five years to the day after being named chief executive of IBM Corp., Arvind Krishna joined Chief Financial Officer James Kavanaugh in taking a victory lap today as the company posted strong fourth-quarter and full-year results, driven primarily by…

#ai #cloud #enterprise #genai #stockmarket #earnings #business #technology

IBM says AI is insane in the mainframe as z17 sales surge

5 wks / theregister / Joe Fay

IBM Stock Gains as AI Revenue Drives Massive Earnings Beat

5 wks / parameter / Trader Edge

IBM (IBM) Stock: Flat After Volatile After-Hours as Wall Street Eyes AI Growth, Fed Exposure

5 wks / parameter / Newton Kitonga

IBM stock soars after-hours on strong revenue performance

5 wks / siliconangle / Paul Gillin

(PR) IBM Releases Fourth-Quarter 2025 Results

5 wks / techpowerup

IBM jumps 8% on earnings beat

5 wks / cnbc

IBM beats Q4 earnings expectations, stock rises

5 wks / sherwood / Matt Phillips

ServiceNow falls 6% despite better-than-expected fourth-quarter results

cnbc - ServiceNow announced an expanded partnership with Anthropic about a week after it inked a similar deal with competitor OpenAI.

#ai #cloud #saas #enterprise #anthropic #openai #genai #stockmarket #earnings #business

ServiceNow CEO on the stock’s swoon: “You can give us back the market cap”

5 wks / sherwood / Luke Kawa

ServiceNow and Anthropic ink multi-year deal to integrate Claude models

5 wks / dataconomy / Kerem Gülen

ServiceNow’s stock slides on iffy subscription revenue forecast

5 wks / siliconangle / Mike Wheatley

ServiceNow partners with Anthropic just a week after announcing a partnership with OpenAI as the company takes a multi-model approach.

5 wks / bsky / @techcrunch.com / techcrunch.com

ServiceNow boasts about years of sweat equity that went into making its AI agents smarter

5 wks / theregister / O'Ryan Johnson

ServiceNow falls 6% despite better-than-expected fourth-quarter results

5 wks / cnbc

ServiceNow slips despite beating Q4 earnings expectations

5 wks / sherwood / Matt Phillips

ServiceNow inks another AI partnership, this time with Anthropic

5 wks / techcrunch / Rebecca Szkutak

Meta Platforms (META) Stock: Gains Momentum on Earnings Beat as Ottawa Moves to Restore News Access

Yasmin Werner / parameter - TLDR Meta stock jumps after earnings as Canada reopens talks on news access Canada restarts talks with Meta as earnings boost stock momentum Meta rallies after earnings beat amid Canada news access negotiations Strong Meta earnings fuel stock surge as Can…

#ai #meta #genai #stockmarket #earnings #business #canada #technology #advertising

Aggressive AI spending plans (6)
Meta vs. Microsoft showdown (4)
Regulatory & news access developments (2)
Strong earnings & record sales (4)
All Other Stories

Aggressive AI spending plans

Meta leans on improved ad business to fuel massive AI spending

5 wks / techxplore

Zuckerberg Shrugs Off Wall Street Fears and Pledges Up to $135B for AI

5 wks / pymnts / PYMNTS

Meta's Mark Zuckerberg gets green light from Wall Street to keep pouring money into AI

5 wks / cnbc

Meta crushed the quarter, then sounded a $135 billion alarm

5 wks / qz / Shannon Carroll

Meta Forecasts Spending of at Least $115 Billion This Year

5 wks / nytimes / Eli Tan and Mike Isaac

Meta says spending could nearly double to $135bn in AI investment boom

5 wks / ft

Meta vs. Microsoft showdown

Meta rises 8%, Microsoft sinks 11% as megacap tech stocks diverge after earnings

5 wks / cnbc

Why Meta is ripping higher after earnings while Microsoft craters

5 wks / sherwood / Luke Kawa

Meta Overshadows Microsoft by Showing AI Payoff in Ad Business

5 wks / wsj / Dan Gallagher

Meta and Microsoft continue going big on AI Spending. Here's how bitcoin miners could benefit

5 wks / coindesk / Helene Braun

(PR) Microsoft Announces Second Quarter Fiscal Year 2026 Results

techpowerup - Microsoft Corp. today announced the following results for the quarter ended December 31, 2025, as compared to the corresponding period of last fiscal year:Revenue was $81.3 billion and increased 17% (up 15% in constant currency)Operating income was $38.3 …

#ai #cloud #saas #microsoft #genai #stockmarket #earnings #business #datacenter #azure

AI & Cloud Investment Milestones (4)
Earnings Highlights (7)
Gaming and Hardware Decline (1)
Investor Concerns (6)
All Other Stories

AI & Cloud Investment Milestones

Microsoft Cloud Hits $50B Milestone as OpenAI Drives Growth

5 wks / winbuzzer / Markus Kasanmascheff

Microsoft, Meta report AI-driven growth

5 wks / semafor / Tom Chivers

Microsoft’s AI Growth Drives Both Revenue and Massive Capital Expenditure

5 wks / pymnts / PYMNTS

Microsoft Continues to Spend Big on A.I. While Profit Jumps 60 Percent

5 wks / nytimes / Natallie Rocha

Earnings Highlights

(PR) Microsoft Announces Second Quarter Fiscal Year 2026 Results

5 wks / techpowerup

Microsoft’s latest earnings show how high the AI bar has risen

5 wks / qz / Shannon Carroll

Microsoft’s Earnings Surge, Elevated by Cloud Business

5 wks / wsj / Sebastian Herrera

Microsoft Revenues Up 17 Percent to $81.3 Billion

5 wks / thurrott / Paul Thurrott

Microsoft profits jump as AI services demand boosts cloud sales

5 wks / ft

Microsoft reports strong cloud earnings in Q2 as gaming declines

5 wks / theverge / Tom Warren

Microsoft earnings: Cloud growth and capex numbers in focus for Q2

5 wks / cnbc

Gaming and Hardware Decline

Microsoft Reports a 9% Overall Drop in Xbox Revenue for Q2/FY26, Hardware Down 32%

5 wks / wccftech / David Carcasole

Investor Concerns

Microsoft (MSFT) Stock: Why Beating Estimates Wasn’t Enough For Wall Street

5 wks / parameter / Trader Edge

Microsoft just delivered a big blow to Michael Burry’s AI bear case

5 wks / sherwood / Luke Kawa

Microsoft’s AI offensive clashes with investors’ patience

5 wks / techzine / Mels Dees

Microsoft investors sweat cloud giant's OpenAI exposure

5 wks / theregister / Tobias Mann

Microsoft’s stock declines after Azure cloud growth dips below 40%

5 wks / siliconangle / Mike Wheatley

Microsoft beats Q2 earnings and revenue, but stock falls on ballooning capex

5 wks / sherwood / Jon Keegan

All Other Stories

Microsoft Q2 2026 - Gaming revenue down 9% - Xbox content + services revenue down 5% - Hardware revenue down 32% YoY www.theverge.com/news/869493/...

5 wks / bsky / @knoebel.bsky.social / knoebel.bsky.social

From Clawdbot to Moltbot: How This AI Agent Went Viral, and Changed Identities, in 72 Hours

Macy Meyer / cnet - An AI tool that can text you and use your apps? It blew up online. What came next involved crypto scammers, IP lawyers and more.

#ai #cybersecurity #dataprivacy #enterprise #genai #security #scam #assistant #intellectualproperty #crypto

Developer Tools & Integration Innovations (4)
Moltbot Security Flaws on the ground (6)
Other: Market and Use-Case Perspectives (2)
Rapid Rebrand, Crypto Scams & Legal Tussles (2)
All Other Stories

Developer Tools & Integration Innovations

China’s cloud giants race to support Moltbot, the ‘AI that actually does things’

5 wks / scmp

Chrome gets agentic AI upgrade

5 wks / therundown / Zach Mink

I made a one-liner to deploy your own AI assistant (Moltbot) to Fly.io with WhatsApp integration

5 wks / reddit / /u/PoetSad977

Made a free tool to help you setup and secure Molt bot

5 wks / reddit / /u/crowkingg

Moltbot Security Flaws on the ground

Moltbot Punched Through Every Security Wall. Attackers Followed.

5 wks / implicator / Marcus Schuler

The viral Clawdbot AI agent can do a lot for you, but security experts warn of risks

5 wks / digitaltrends

Moltbot/Clawdbot: an expensive and insecure AI agent that doesn’t work

5 wks / pivot-to-ai / David Gerard

Everyone Really Needs to Pump the Brakes on That Viral Moltbot AI Agent

5 wks / gizmodo / AJ Dellinger

Viral Moltbot AI assistant raises concerns over data security

5 wks / bleepingcomputer / Bill Toulas

Give Your Problems (and Passwords) to Moltbot, Then Watch It Go

5 wks / wired / Will Knight

Other: Market and Use-Case Perspectives

Cloudflare (NET) Stock: Slides 10% as AI Buzz Fades

5 wks / parameter / Newton Kitonga

Automation of day to day tasks

5 wks / reddit / /u/Dangerous_Block_2494

Rapid Rebrand, Crypto Scams & Legal Tussles

Clawdbot Chaos: A Forced Rebrand, Crypto Scam and 24-Hour Meltdown

5 wks / decrypt / Jose Antonio Lanz

From Clawdbot to Moltbot: How This AI Agent Went Viral, and Changed Identities, in 72 Hours

5 wks / cnet / Macy Meyer

All Other Stories

Everyone Really Needs to Pump the Brakes on That Viral Moltbot AI Agent

5 wks / bsky / @gizmodo.com / gizmodo.com

A viral new virtual assistant formerly known as Clawdbot is complex and brings security risks—but some early adopters say it feels like the future. www.wired.com/story/clawdb...

5 wks / bsky / @wired.com / wired.com

Google launches Major Gemini AI Update for Chrome in Canada: What’s New

Austin Blake / iphoneincanada - Google is rolling out new AI features for Chrome that bring its Gemini assistant directly into the browser, starting on macOS, Windows, and Chromebook Plus, according to the company on Wednesday. The update adds a new Gemini side panel in Chrome that lets…

#ai #automation #google #browsers #genai #creativity #ux #assistant #updates #gemini

Auto Browse Innovations (10)
Side Panel and Nano Banana Enhancements (12)
All Other Stories

Auto Browse Innovations

One-Minute Daily AI News 1/28/2026

5 wks / reddit / /u/Excellent-Target-847

Chrome Now Browses for You

5 wks / theresanaiforthat / There's An AI For That

Google Says AI Agent Can Now Browse on Users' Behalf

5 wks / slashdot / BeauHD

Google adds Gemini AI-powered ‘auto browse’ to Chrome

5 wks / theverge / Emma Roth

New Gemini in Chrome brings ‘auto browse’ and side panel

5 wks / mobilesyrup / Dean Daley

Chrome introduces AI-driven auto browse to handle multi-step online actions

5 wks / digitaltrends

New Google Chrome AI Agent Navigates Web for Users

5 wks / pymnts / PYMNTS

Google Unleashes AI in Chrome with ‘Auto Browse’

5 wks / gizmodo / AJ Dellinger

Google begins rolling out Chrome's "Auto Browse" AI agent today

5 wks / arstechnica / Ryan Whitwam

Google’s New Chrome ‘Auto Browse’ Agent Attempts to Roam the Web Without You

5 wks / wired / Reece Rogers

Side Panel and Nano Banana Enhancements

Google to foist Gemini pane on Chrome users in automated browsing push

5 wks / theregister / Thomas Claburn

Chrome Adds Gemini AI Sidebar and Auto Browse to Counter Rivals

5 wks / winbuzzer / Markus Kasanmascheff

Google adds AI image generation to Chrome browser, side panel option for virtual assistant

5 wks / techxplore

Google launches Major Gemini AI Update for Chrome in Canada: What’s New

5 wks / iphoneincanada / Austin Blake

Google adds AI image generation to Chrome, side panel option for virtual assistant

5 wks / go

Google Gives Chrome an AI Side Panel and Lets Gemini Browse for You

5 wks / cnet / Macy Meyer

5 Big Changes Coming To Google Chrome In 2026 (Whether You Like It Or Not)

5 wks / bgr

Google lets the browser take control with major updates to Gemini in Chrome

5 wks / siliconangle / Kyt Dotson

Google Issues Major Updates to Gemini in Chrome

5 wks / thurrott / Paul Thurrott

Google brings more Gemini AI features to Chrome browser

5 wks / cnbc

Chrome takes on AI browsers with tighter Gemini integration, agentic features for autonomous tasks

5 wks / techcrunch / Ivan Mehta

Google brings its Nano Banana image generator to Chrome

5 wks / engadget / Igor Bonifacic

All Other Stories

Image post - please click to view at origin

5 wks / bsky / @arstechnica.com / arstechnica.com

Google’s latest addition to its Chrome browser puts generative AI behind the wheel and you in the passenger seat. www.wired.com/story/google...

5 wks / bsky / @wired.com / wired.com

NEW: Google’s “Auto Browse” AI tool includes a warning that attributes responsibility to users for the bot’s actions. “Use Gemini carefully and take control if needed,” reads a disclaimer on the demo version. “You are responsible for Gemini’s actions dur

5 wks / bsky / @thiccreese.bsky.social / thiccreese.bsky.social

Google’s latest addition to its Chrome browser puts generative AI behind the wheel and you in the passenger seat. www.wired.com/story/google...

5 wks / bsky / @thependrake.bsky.social / thependrake.bsky.social

I feel a disturbance in the Force. As if millions of security consultants were slamming their heads repeatedly on their desks. www.wired.com/story/google...

5 wks / bsky / @brucebuckman.bsky.social / brucebuckman.bsky.social

Google Chrome is adding Gemini in sidebar and is rolling out an agentic feature for AI Pro and Ultra users

5 wks / bsky / @techcrunch.com / techcrunch.com

Apple and Nvidia considering Intel for 2028 chip production, report claims — non-core products may be outsourced, driven by tariffs and geopolitical concerns

tomshardware - Apple and Nvidia are reportedly working with Intel to produce some of their products in the U.S., but it is an open question which of their products Intel can actually make.

#ai #genai #business #internet #apps #ux #media #technology #assistant

Apple and Nvidia considering Intel for 2028 chip production, report claims — non-core products may be outsourced, driven by tariffs and geopolitical concerns

5 wks / tomshardware

Yahoo launches Scout beta to bring conversational AI to its 250 million users

5 wks / dataconomy / Aytun Çelebi

New Yahoo Scout AI Search Delivers The Classic Search Flavor People Miss via @sejournal, @martinibuster

5 wks / searchenginejournal / Roger Montti

U.K. Competition Watchdog Plans New Rules for Google’s AI Overviews Under Tech Law

Edith Hancock / wsj - Under the plans, publishers could stop their content being used to power AI Overviews, or to train AI models outside of Google search and make sure their content is properly cited in AI results.

#ai #techpolicy #google #antitrust #aiethics #genai #uk #media #regulation #copyright

Google May Offer Publishers More Options to Control AI’s Use of Content

5 wks / pymnts / PYMNTS

CMA proposes first-ever conduct requirements under DMCC

5 wks / globalcompetitionreview / Francesca McClimont

UK proposes forcing Google to let publishers opt out of AI summaries

5 wks / techxplore

UK proposes forcing Google to let publishers opt out of AI summaries

5 wks / go

Google May Let Sites Opt Out Of AI Search Features via @sejournal, @MattGSouthern

5 wks / searchenginejournal / Matt G. Southern

U.K. Competition Watchdog Plans New Rules for Google’s AI Overviews Under Tech Law

5 wks / wsj / Edith Hancock

UK wants to give web publishers a 'fairer' deal with Google's AI overviews

5 wks / engadget / Steve Dent

Google told by UK regulators to make AI search fairer

5 wks / uktech / Oscar Hornstein

SoftBank Group (SFTBY) Stock: Eyes Massive $30B Bet to Tighten Grip on OpenAI

Yasmin Werner / parameter - TLDR SoftBank plans a $30B OpenAI push to drive massive AI growth and scale. New funding talks could lift OpenAI’s valuation sharply toward $830B. AI infrastructure demand fuels one of tech’s biggest funding rounds. SoftBank aims to anchor future AI domin…

#ai #startups #openai #genai #privateequity #business #economy #technology #softbank #japan

SoftBank in discussions for up to $30bn additional investment in OpenAI

5 wks / techmonitor / Anwesha Pattanaik

SoftBank Eyes $30 Billion Infusion for OpenAI as Valuation Nears $1 Trillion

5 wks / techstrong / Jon Swartz

SoftBank Considers Adding $30 Billion to Investment in OpenAI

5 wks / pymnts / PYMNTS

Moltbot Melts Down. SoftBank Goes All In on Altman.

5 wks / implicator / Marcus Schuler

SoftBank goes all in on OpenAI and expands AI ambitions

5 wks / techzine / Mels Dees

SoftBank Group (SFTBY) Stock: Eyes Massive $30B Bet to Tighten Grip on OpenAI

5 wks / parameter / Yasmin Werner

Masayoshi Son Is Betting Everything on Sam Altman. Credit Agencies Are Starting to Flinch.

5 wks / implicator / Maria Garcia

SoftBank close to agreeing additional $30bn investment in OpenAI

5 wks / ft

Amazon cutting another 16,000 jobs

Ben Berkowitz / axios - Amazon said Wednesday it will cut another 16,000 jobs, just three months after slashing 14,000 roles across the company in a broad efficiency drive.The big picture: Companies have become outspoken about trying to do more with fewer people, for a mix of re…

#ai #ecommerce #amazon #genai #business #jobs #economy #layoffs #technology

AI-Powered Strategic Cuts (7)
General Layoff Announcements (6)
Internal Reorganization Efforts (7)
All Other Stories

AI-Powered Strategic Cuts

Amazon to cut 16,000 jobs as it shifts resources to AI

5 wks / mashable

Amazon axes 16,000 jobs as it pushes AI and efficiency

5 wks / ycombinator

Amazon is laying off 16,000 more workers as AI accelerates tech job losses

5 wks / qz / Catherine Baab

Amazon cuts 16,000 jobs amid AI shift, post-pandemic restructuring

5 wks / scmp

Amazon cuts 16,000 jobs globally as AI spending rises

5 wks / siliconrepublic / Suhasini Srinivasaragavan

Amazon to Cut 16,000 Jobs in Latest Round of Layoffs

5 wks / nytimes / Karen Weise

Amazon to axe another 16,000 corporate jobs

5 wks / ft

General Layoff Announcements

Amazon lays off 16,000 employees to prioritize growth areas

5 wks / siliconangle / Maria Deutscher

Amazon lays off another 16,000 corporate jobs in second round cuts

5 wks / mobilesyrup / Dean Daley

Amazon is Laying Off 16,000 Employees

5 wks / thurrott / Laurent Giret

Amazon says it is laying off 16,000 employees

5 wks / techcrunch / Ivan Mehta

Amazon to Lay Off Around 16,000 Corporate Employees

5 wks / wsj / Sean McLain

Amazon cuts another 16,000 roles, after laying off 14,000 workers in October

5 wks / sherwood / Rani Molla

Internal Reorganization Efforts

Amazon Layoffs 2026: 16,000 More Jobs Cut in Massive Corporate Restructuring

5 wks / iphoneincanada / Austin Blake

Amazon Laying Off 16,000 as It Increases ‘Ownership’ and Removes ‘Bureaucracy’

5 wks / gizmodo / Bruce Gil

Amazon Cuts 16,000 Jobs in Broad Organizational Restructuring

5 wks / pymnts / PYMNTS

Amazon's latest round of layoffs will affect 16,000 workers

5 wks / engadget / Mariella Moon

Amazon laying off about 16,000 corporate workers in latest anti-bureaucracy push

5 wks / cnbc

Amazon cutting another 16,000 jobs

5 wks / axios / Ben Berkowitz

Amazon Cuts Another 16,000 Jobs

5 wks / slashdot / msmash

All Other Stories

$AMZN reducing layers

5 wks / bsky / @ruoshuiresearch.bsky.social / ruoshuiresearch.bsky.social

Spend millions on a Melania documentary that is a huge FLOP, then the layoffs hit. www.cnbc.com/2026/01/28/a...

5 wks / bsky / @intoxination.bsky.social / intoxination.bsky.social

what, if anything, would be the way to validate the alleged “AI efficiency gains” inside big tech companies chopping down headcount? (16,000 people is like the entire undergrad student body of a pretty large college.) www.cnbc.com/2026/01/28/a...

5 wks / bsky / @lorak.bsky.social / lorak.bsky.social

#TrumpJobsCrisis update: - Amazon to cut 16,000 jobs - The company eliminated 14,000 jobs in October www.cnbc.com/2026/01/28/a...

5 wks / bsky / @thedailyedge.bsky.social / thedailyedge.bsky.social

Amazon Cuts Another 16,000 Jobs https://slashdot.org/story/26/01/28/1043253/amazon-cuts-another-16000-jobs?utm_source=rss1.0mainlinkanon&utm_medium=feed

5 wks / bsky / @slashdot.org / slashdot.org

ASML bookings nearly double expectations on AI demand

Erik van Klinken / techzine - ASML reported record quarterly bookings of 13.2 billion euros in Q4 2025, nearly doubling analyst predictions. The Dutch chip equipment maker’s results highlight once more that the AI infrastructure buildout shows no signs of slowing down. The Veldhoven-b…

#ai #semiconductors #chips #genai #stockmarket #earnings #business #supplychain #manufacturing #technology

ASML slashes 1,700 jobs even as demand for chipmaking machines hits record highs

5 wks / techspot

ASML’s record orders show chipmakers are still betting big on AI data centers.

5 wks / bsky / @techcrunch.com / techcrunch.com

Wall Street thinks the next bottleneck in AI is chip equipment

5 wks / sherwood / Matt Phillips

The AI infrastructure boom shows no sign of slowing down

5 wks / techcrunch / Russell Brandom

ASML Holding (ASML) Stock: Record Orders Smash Forecasts as AI Demand Soars

5 wks / parameter / Trader Edge

(PR) ASML Reports €32.7 Billion Total Net Sales and €9.6 Billion Net Income in 2025

5 wks / techpowerup

ASML made record $11.5 billion profit in 2025 thanks to AI-driven demand, plans to cut 1,700 jobs

5 wks / techxplore

ASML made record $11.5 billion profit in 2025 thanks to AI-driven demand, plans to cut 1,700 jobs

5 wks / go

ASML rises on revenue beat and rosy topline outlook, outweighing slightly softer margins

5 wks / sherwood / Luke Kawa, David Crowther

ASML bookings nearly double expectations on AI demand

5 wks / techzine / Erik van Klinken

ASML forecasts bumper sales on back of AI boom

5 wks / ft

Chip giant ASML posts record orders and upbeat 2026 guidance as AI boom continues

5 wks / cnbc

Kimi Open-Sources K2.5 Model, Adding Advanced Vision Understanding, Coding, and Agent Cluster Capabilities

pandaily - Moonshot AI has open-sourced its new Kimi K2.5 model, bringing native multimodal reasoning, advanced coding support, and scalable Agent cluster capabilities to developers and enterprises.

#ai #ml #opensource #computervision #genai #assistant #api #developertools #moonshot #kimi

Moonshot’s newest release narrows US-China AI model development gap: analysts

5 wks / scmp

Moonshot AI releases Kimi K2.5, claims most powerful open-weight model with 100-agent coordination

5 wks / the-decoder / Jonathan Kemper

[AINews] Moonshot Kimi K2.5 - Beats Sonnet 4.5 at half the cost, SOTA Open Model, first Native Image+Video, 100 parallel Agent Swarm manager

5 wks / latent / Latent.Space

Kimi Open-Sources K2.5 Model, Adding Advanced Vision Understanding, Coding, and Agent Cluster Capabilities

5 wks / pandaily

Moonshot AI releases open-source Kimi K2.5 model with 1T parameters

5 wks / siliconangle / Maria Deutscher

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