Techmeme
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Alphabet says it expects 2026 capex to be in the range of $175B to $185B, vs. ~$120B est., up from $91.4B in 2025; Q4 capex was $27.9B, up from $14B a year ago (Financial Times)
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Alphabet says it expects 2026 capex to be in the range of $175B to $185B, above estimates of about $115.26B (Deborah Sophia/Reuters)
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Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue surpassed $60B across ads and subscriptions (Todd Spangler/Variety)
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Alphabet reports Q4 revenue up 18% YoY to $113.8B, Google Cloud revenue up 48% to $17.7B, Google Services revenue up 14% to $95.9B, net income up 30% to $34.46B (Alphabet)
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Internal memos: Meta said Avocado is its "most capable pre-trained base model" and achieves 10x compute efficiency "wins" on text tasks vs. Llama 4 Maverick (Jyoti Mann/The Information)
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Sam Altman says Anthropic's Super Bowl ads are funny but "dishonest", and Anthropic serves a "product to rich people" while OpenAI is "committed to free access" (Sam Altman/@sama)
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Lunar Energy, which develops software that syncs batteries across homes into "virtual power plants" and began deploying its own batteries in 2025, raised $232M (Coco Liu/Bloomberg)
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Google teases the Pixel 10a in a new 15-second video, revealing a completely flat dual-camera system on the back, and says preorders begin on February 18 (Abner Li/9to5Google)
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Microsoft integrates Claude and Codex AI coding agents directly into GitHub, GitHub Mobile, and Visual Studio Code, for Copilot Pro Plus and Enterprise users (Tom Warren/The Verge)
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Microsoft says cybersecurity head Charlie Bell will move into a position focused on engineering quality; Hayete Gallot will return from Google to run security (Jordan Novet/CNBC)
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Roblox launches a "4D generation" feature in open beta, letting creators generate interactive objects with individual moving parts rather than static 3D models (Lauren Forristal/TechCrunch)
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EnFi, which makes AI agents that analyze and make decisions on credit applications, raised a $15M Series A led by Fintop, bringing its total funding to $22.5M (Tatiana Bautzer/Reuters)
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AI chipmaker Cerebras raised a ~$1B Series H led by Tiger Global at a $23B valuation, up from $8.1B in September 2025; Benchmark, Fidelity, and AMD invested too (Ian King/Bloomberg)
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Uber promotes Balaji Krishnamurthy, its former VP of strategic finance and investor relations, to be its CFO, replacing Prashanth Mahendra-Rajah (Ram Iyer/TechCrunch)
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Mistral debuts Voxtral Transcribe 2, a family of speech-to-text models with speaker diarization and ultra-low latency, under the Apache 2.0 open-weight license (Sabrina Ortiz/The Deep View)