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for: Wednesday, February 04, 2026



Valve’s Steam Machine has been delayed, and the RAM crisis will impact pricing

Jay Peters / theverge - When Valve first announced its impressive-looking Steam Machine, Steam Frame, and Steam Controller hardware in November, the company said the products would begin shipping in early 2026. Some journalists were told "Q1 2026" specifically. But because of th…


Chinese memory shifts stir global tech supplies

Major PC Manufacturers Are Surprisingly Exploring the Integration of Chinese Memory Into Their Products as Shortages Leave No Other Alternative

29 days / wccftech / Muhammad Zuhair

China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels

4 wks / reddit / /u/Andreioh


Valve delays launch amid RAM crisis

Valve delays Steam Machine due to component shortages

29 days / mobilesyrup / Bradly Shankar

The Steam Machine Is Now Delayed (And May Cost Even More Than We Thought)

29 days / slashgear

Valve has good news (and bad news) on Steam Machine and VR headset release

29 days / mashable

My worst fears about the Steam Machine are coming true

29 days / pocket-lint / Craig Donaldson

Valve Delays Steam Machine and Steam Frame Due to Memory and Storage Shortages

29 days / thurrott / Laurent Giret

Steam Machine and Steam Frame delays are the latest product of the RAM crisis

29 days / arstechnica / Andrew Cunningham

The Memory Shortage Has Come for Valve’s Steam Machine

29 days / gizmodo / Kyle Barr

Valve pushes back Steam Machine launch due to storage and memory shortage

29 days / engadget / Mariella Moon

Valve delays Steam Machine and Steam Frame as memory prices surge

29 days / techspot

Valves Steam Machine Faces Delays Due to RAM Shortage

29 days / iphoneincanada / Steve Vegvari

The Steam Machine may cost you more as Valve rethinks pricing amid the memory shortage

29 days / digitaltrends

Valve delays Steam Machine and says it is reconsidering pricing — critical component shortage and costs behind the move

29 days / tomshardware

Your Steam Machine delay is about parts, not plans

29 days / digitaltrends

Steam Machine Actually Gets Slight Delay (Despite AMD’s Statement) as RAM Shortage Forces Valve to Revisit Shipping Schedule and Pricing

29 days / wccftech / Alessio Palumbo

Valve's Steam Machine has been delayed, and the RAM crisis will impact pricing

29 days / ycombinator

Valve's Steam Machine Has Been Delayed, and the RAM Crisis Will Impact Pricing

4 wks / slashdot / msmash

Valve Steam Machine, Controller, Frame Hit by Memory Crisis

4 wks / techpowerup

Valve’s Steam Machine has been delayed, and the RAM crisis will impact pricing

4 wks / reddit / /u/PaiDuck

Steam Hardware: Launch timing and other FAQs [pricing and launch date delayed]

4 wks / reddit / /u/FragmentedChicken

Valve’s Steam Machine has been delayed, and the RAM crisis will impact pricing

4 wks / theverge / Jay Peters


All Other Stories

Valve delays Steam Machine and Steam Frame as memory prices surge – Memory shortages could also lead to higher prices www.techspot.com/news/111205-...

29 days / bsky / @techspot.bsky.social / techspot.bsky.social

Valve’s Steam Machine has been delayed, and the RAM crisis will impact pricing. Valve is now aiming to launch its Steam Machine in the first half of 2026, rather than early 2026. How much will it cost, though? www.theverge.com/games/874196...

4 wks / bsky / @tomwarren.co.uk / tomwarren.co.uk

The Steam Machine has been delayed (from Q1 to H1, so maybe only a month or three) and Valve is going to have to reset pricing expectations entirely. Dang. www.theverge.com/games/874196...

4 wks / bsky / @seanhollister.bsky.social / seanhollister.bsky.social

www.theverge.com/games/874196... @jefftroidvania.com

4 wks / bsky / @stevoyah.bsky.social / stevoyah.bsky.social

Back to Top / Wednesday, February 4, 2026, 8:20 pm / permalink 18775 / 26 stories in 4 wks


(PR) Qualcomm Announces Record Revenues of $12.3 Billion for Q1 2026

techpowerup - Qualcomm Incorporated (NASDAQ: QCOM) today announced results for its fiscal first quarter ended December 28, 2025."We are pleased to deliver strong quarterly results, with record total company revenues," said Cristiano Amon, President and CEO of Qualcomm …

#iot #semiconductors #stockmarket #earnings #business #supplychain #qualcomm #memory #automotive

Qualcomm stock sinks 10% as company issues dire warning on memory shortage

29 days / cnbc

Qualcomm (QCOM) Stock: Expansion Into AI and Cars Offsets Smartphone Risks

29 days / parameter / Newton Kitonga

AI’s lust for memory drags down the smartphone industry, and Qualcomm with it

4 wks / theregister / Simon Sharwood

Shares of Arm plunge 8% after licensing revenue misses estimates, Qualcomm outlook adds pressure

4 wks / cnbc

Shares of Qualcomm and Arm slide following latest earnings reports

4 wks / siliconangle / Mike Wheatley

Qualcomm Revenues Up 5 Percent to $12.25 Billion

4 wks / thurrott / Paul Thurrott

Qualcomm (QCOM) Stock: Falls as Profit Drop Outshines Automotive and IoT Growth

4 wks / parameter / Yasmin Werner

(PR) Qualcomm Announces Record Revenues of $12.3 Billion for Q1 2026

4 wks / techpowerup

Qualcomm stock sinks as memory shortage drags on forecast

4 wks / cnbc

Qualcomm tumbles after releasing gloomy Q2 guidance thanks to memory chip supply crunch

4 wks / sherwood / Luke Kawa

Back to Top / Wednesday, February 4, 2026, 7:22 pm / permalink 18774 / 10 stories in 4 wks


Rent-a-Human wants AI Agents to hire humans as gig workers

mashable - Rent-a-Human wants AI agents to hire you. It's TaskRabbit for the AI era.

#ai #startups #automation #innovation #techpolicy #aiethics #genai #business #jobs #technology

Morning Minute: Are Humans Ready to Work for Robots?

29 days / decrypt / Tyler Warner

Fractional hiring, distilled

4 wks / e27 / Rachel Lee

Rent-a-Human wants AI Agents to hire humans as gig workers

4 wks / mashable

This bizarre job site lets AI agents hire humans and pay them for tasks

4 wks / digitaltrends

The "Meatspace Layer": New marketplace allows autonomous AI agents to hire humans for physical tasks

4 wks / reddit / /u/ldsgems

Back to Top / Wednesday, February 4, 2026, 7:22 pm / permalink 18773 / 5 stories in 4 wks


Blizzard Rebrands Overwatch 2 to "Overwatch," Adds 10 New Heroes, and Revamps Game Systems

techpowerup - Despite the success of the first game in the series, Overwatch 2 has had a rough time of it, with reviews on Steam rating the game "Mostly Negative," with 34% of its reviews being of a positive nature. It seems as though Blizzard is trying to change this.…

#gaming #entertainment #business #culture #community #videogames #updates

Blizzard Rebrands Overwatch 2 to "Overwatch," Adds 10 New Heroes, and Revamps Game Systems

4 wks / techpowerup

‘Overwatch 2’ Rebrands, and Its Messy Arc Is Complete

4 wks / gizmodo / Justin Carter

Overwatch will drop the '2' as Jetpack Cat and four other heroes arrive on February 10

4 wks / engadget / Kris Holt

Back to Top / Wednesday, February 4, 2026, 5:20 pm / permalink 18771 / 3 stories in 4 wks


Google adds $55bn to capex plans as it boosts AI spending

ft - Search giant reported second straight quarter of more than $100bn in revenue


Explosive AI Capex Surge

Part of the reason for Google’s huge capex plans: It has a $240 billion revenue backlog

29 days / sherwood / Jon Keegan

Alphabet to double infrastructure spending as it bets on AI

29 days / semafor / Tom Chivers

Google Leans Hard Into Its AI-Winner Status

29 days / wsj / Dan Gallagher

It's bubble or nothing for Google as search giant looks to plow ~$180B into datacenters this year

29 days / reddit / /u/nimicdoareu

CNBC Daily Open: Alphabet could more than double its capex in 2026, unsettling investors

29 days / cnbc

It's bubble or nothing for Google as search giant looks to plow ~$180B into datacenters this year

4 wks / theregister / Tobias Mann

CNBC Daily Open: Alphabet capex plans spook investors, while AMD has a brutal day in markets

4 wks / cnbc

Alphabet resets the bar for AI infrastructure spending

4 wks / cnbc

Alphabet Bets $185B on Gemini, Agentic Commerce and Enterprise AI

4 wks / pymnts / PYMNTS

Google Plans to Double Spending Amid A.I. Race

4 wks / nytimes / Tripp Mickle

Alphabet to ramp up AI spending as Google Cloud and ad business revenues shine

4 wks / siliconangle / Mike Wheatley

Google parent Alphabet predicts a sharp surge in 2026 capital spending on AI

4 wks / fastcompany / Reuters

Broadcom, Nvidia shares rise on surging Google capital expenditures for AI

4 wks / cnbc

Google blows nearly everything out of the water — including its AI budget

4 wks / qz / Shannon Carroll

Alphabet (GOOG) Stock: Shares Slide Despite Strong Q4 Beat and Cloud Growth

4 wks / parameter / Yasmin Werner

Broadcom soars on Google’s plans for up to $185 billion in capex this year

4 wks / sherwood / Luke Kawa

Google adds $55bn to capex plans as it boosts AI spending

4 wks / ft


Record Ad & Revenue Growth

Analysts like Google’s earnings report, even if investors didn’t

29 days / sherwood / Rani Molla

Google’s subscriptions rise in Q4 as YouTube pulls $60B in yearly revenue

29 days / techcrunch / Ivan Mehta

YouTube Posts Record $60 Billion Revenue in 2025, 34% More Than Netflix

29 days / mediaplaynews / Erik Gruenwedel

Google Search Hits $63B, Details AI Mode Ad Tests via @sejournal, @MattGSouthern

4 wks / searchenginejournal / Matt G. Southern

Google’s annual revenue tops $400 billion for the first time

4 wks / theverge / Emma Roth

Alphabet/Google Revenues Up 18 Percent to $113.8 Billion

4 wks / thurrott / Paul Thurrott

Google to Double Spending as Earnings Beat Wall Street Expectations

4 wks / wsj / Katherine Blunt

Google Ad Revenue Up 14% - Google's Biggest Revenue & Ad Revenue Yet

4 wks / seroundtable / barry@rustybrick.com (Barry Schwartz)

Alphabet beat earnings and revenue expectations

4 wks / sherwood / Rani Molla


All Other Stories

The company said it now has 325 million paying users across Google One and YouTube Premium, up from 300 million users three months earlier.

29 days / bsky / @techcrunch.com / techcrunch.com

Google parent Alphabet beat Wall Street’s expectations for its fourth quarter but a new, high bar for expected spending on artificial intelligence infrastructure tempered enthusiasm. www.cnbc.com/2026/02/04/a...

4 wks / bsky / @jennelias.bsky.social / jennelias.bsky.social

I think we’re gonna need some more TPUs. $AVGO sherwood.news/markets/broa...

4 wks / bsky / @ljkawa.bsky.social / ljkawa.bsky.social

Back to Top / Wednesday, February 4, 2026, 4:20 pm / permalink 18769 / 29 stories in 4 wks


ElevenLabs raises $500M, says building towards IPO

John Reynolds / tech - Hyped AI-audio generator ElevenLabs has raised $500m in a Series D funding round, valuing it at $11bn, with its CEO saying it is building towards an IPO. The $11bn valuation marks more than a tripli...


IPO Momentum: Blueprint for ElevenLabs’ public debut and future.

Nvidia-backed AI voice startup ElevenLabs hits $11 billion valuation in fresh fundraise, as it eyes IPO

4 wks / cnbc

ElevenLabs raises $500M, says building towards IPO

4 wks / tech / John Reynolds


Mixed Industry update: Multiple players amid funding rounds.

[AINews] ElevenLabs $500m Series D at $11B, Cerebras $1B Series H at $23B, Vibe Coding -> Agentic Engineering

29 days / latent / Latent.Space


Tech dollar details: ElevenLabs funding highlights and valuation numbers.

ElevenLabs valued at $11bn after Series D megaround

29 days / uktech / Oscar Hornstein

ElevenLabs hit $11bn valuation with $500m series D funding round

29 days / siliconrepublic / Ann O’Dea

ElevenLabs Raises $500M At $11B Valuation To Expand Conversational AI

29 days / startuprise / Kailee Rainse

Voice AI startup ElevenLabs more than triples valuation in $500M round

4 wks / siliconangle / Maria Deutscher

ElevenLabs raises $500M at $11 billion valuation led by Sequoia

4 wks / dataconomy / Kerem Gülen

ElevenLabs Lands $500 Million to Expand AI Voice Platform

4 wks / pymnts / PYMNTS

Nvidia-Backed ElevenLabs Valuation Soars to $11 Billion After $500M Funding Round

4 wks / parameter / Trader Edge

ElevenLabs raises $500M from Sequioia at a $11 billion valuation

4 wks / techcrunch / Ivan Mehta

ElevenLabs raises $500m Series D led by Sequoia

4 wks / sifted

ElevenLabs triples valuation to $11B with $500m from Sequoia

4 wks / techfundingnews / Sofia Chesnokova

Voice AI Startup ElevenLabs Raises $500 Million

4 wks / wsj / Kate Clark

Back to Top / Wednesday, February 4, 2026, 10:20 am / permalink 18747 / 14 stories in 4 wks


Anthropic pledges no ads for Claude

Jon Keegan / sherwood - The move defines Anthropic’s AI offering as an alternative to competitors planning to integrate ads in AI chats.


Anthropic's Ad-Free Commitment

Should AI chatbots have ads? Anthropic says no.

4 wks / arstechnica / Benj Edwards

Anthropic Says AI Assistant Claude Will Remain Ad-Free

4 wks / pymnts / PYMNTS

Anthropic cements its position as the not-OpenAI with no-ads pledge

4 wks / theregister / Thomas Claburn

Anthropic Vows to Keep Claude AI Ad-Free

4 wks / iphoneincanada / Usman Qureshi

Anthropic says it won't bring ads to Claude, unlike rival ChatGPT

4 wks / engadget / Lawrence Bonk

Anthropic Pinky-Promises It Won't Add Ads to Claude

4 wks / cnet / Katelyn Chedraoui

Anthropic pledges to keep Claude ad-free while OpenAI moves forward with ChatGPT advertising

4 wks / the-decoder / Matthias Bastian

Anthropic Pledges To Keep Claude Ad-free, Calls AI Conversations a 'Space To Think'

4 wks / slashdot / msmash

Anthropic pledges no ads for Claude

4 wks / sherwood / Jon Keegan

Anthropic Advertises That Claude Will Remain Advertising-Free

4 wks / thurrott / Paul Thurrott

Anthropic says no to ads on Claude chatbot, weeks after OpenAI made move to test them

4 wks / cnbc


Claude Integration and Product Updates

Claude Sonnet 5 release expected imminently. What we know.

4 wks / mashable

Claude Code for Infrastructure

4 wks / ycombinator

Apple adds Claude Agent SDK and Codex into Xcode 26.3

4 wks / testingcatalog / Erin

GitHub adds Claude and Codex AI coding agents

4 wks / theverge / Tom Warren


Other AI Developments

We Need to Talk About AI

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


Super Bowl Campaign and Rivalry

Claude and the Super Bowl: Finally, the first piece of effective AI brand strategy

4 wks / mumbrella / Hal Crawford

Sam Altman Responds to Anthropic Ad Campaign

4 wks / ycombinator

Anthropic’s hilarious Super Bowl ad jibe about ChatGPT’s ads hits a nerve

4 wks / siliconangle / Mike Wheatley

Anthropic Mocks ChatGPT Ads in Super Bowl Spot, Altman Fires Back [Video]

4 wks / iclarified

Sam Altman responds to Anthropic's "Ads are coming to AI. But not to Claude" ads

4 wks / ycombinator

Sam Altman got exceptionally testy over Claude Super Bowl ads

4 wks / techcrunch / Julie Bort

Anthropic Promises Claude Will Remain Ad-Free, Mocks ChatGPT Ads in Super Bowl Commercial

4 wks / macrumors / Juli Clover

Anthropic Trolls OpenAI's ChatGPT in Super Bowl Ad Campaign

4 wks / decrypt / Jason Nelson

Sam Altman responds to Anthropic’s ‘funny’ Super Bowl ads

4 wks / theverge / Richard Lawler

Anthropic is going after ChatGPT in a buzzy new ad campaign

4 wks / qz / Shannon Carroll


All Other Stories

He posted a novella-sized rant that devolved into to calling his rival "dishonest" and "authoritarian."

4 wks / bsky / @techcrunch.com / techcrunch.com

Image post - please click to view at origin

4 wks / bsky / @arstechnica.com / arstechnica.com

The OpenAI boss said Anthropic’s portrayal of how ads impact ChatGPT is ‘clearly dishonest.’

4 wks / bsky / @theverge.com / theverge.com

The move defines Anthropic’s AI offering as an alternative to competitors planning to integrate ads in AI chats. https://sherwood.news/tech/anthropic-pledges-no-ads-for-claude/

4 wks / bsky / @sherwood.news / sherwood.news

Back to Top / Wednesday, February 4, 2026, 10:20 am / permalink 18746 / 30 stories in 4 wks


Crypto analytics firm TRM Labs reaches unicorn status following $70M Blockchain Capital-led Series C

Naga Avan-Nomayo / theblock - TRM Labs has reached unicorn status after closing a $70 million funding round that values the crypto crime-fighting startup at $1 billion.

#startups #vc #blockchain #cybersecurity #fintech #crypto #analytics #business #cybercrime #crypto

TRM Labs raises $70M at $1B valuation as demand surges for blockchain intelligence

4 wks / siliconangle / Duncan Riley

TRM Labs Reaches $1 Billion Valuation in $70 Million Funding Round

4 wks / pymnts / PYMNTS

TRM Labs Raises $70 Million To Expand Blockchain Crime Intelligence

4 wks / ventureburn / Clinton

Crypto analytics firm TRM Labs reaches unicorn status following $70M Blockchain Capital-led Series C

4 wks / theblock / Naga Avan-Nomayo

TRM Labs Raises $70M in Series C Funding

4 wks / finsmes / FinSMEs

Back to Top / Wednesday, February 4, 2026, 9:21 am / permalink 18744 / 5 stories in 4 wks


KU Leuven spinout Runeasi lands €1M to scale movement analysis

Vignesh R / techfundingnews - Belgian AI startup Runeasi has raised €1 million in fresh funding to expand its running and movement analysis…

#ai #startups #vc #ml #computervision #sports #business #fitness #europe #research

KU Leuven spinout Runeasi lands €1M to scale movement analysis

4 wks / techfundingnews / Vignesh R

Leuven-based AI running analysis startup Runeasi secures €1M to fuel global expansion

4 wks / startuprise / Kailee Rainse

Leuven-based AI running analysis platform Runeasi raises €1M for global growth

4 wks / tech / Tamara Djurickovic

Back to Top / Wednesday, February 4, 2026, 7:20 am / permalink 18742 / 3 stories in 4 wks


Spotify-backed Soundtrack acquires Tunify and Ambie to combine local expertise with global scale

Kailee Rainse / startuprise - Soundtrack Technologies has acquired Tunify, a B2B music provider operating in Belgium and the Netherlands, along with Ambie, a UK-based background music service focused on the hospitality sector. Ambie’s client base includes global brands such as Rocco F…

#startups #enterprise #streaming #business #music #acquisitions #media #spotify

Spotify-backed Soundtrack acquires Tunify and Ambie to combine local expertise with global scale

4 wks / startuprise / Kailee Rainse

Soundtrack amplifies music-for-business market consolidation, acquires UK’s Ambie and Belgium’s Tunify

4 wks / eu-startups / Rahul Raj

Spotify-backed Soundtrack acquires Tunify and Ambie to build local power with global scale

4 wks / tech / Cate Lawrence

Back to Top / Wednesday, February 4, 2026, 6:21 am / permalink 18738 / 3 stories in 4 wks


Linda AI secures €2.6M to scale AI-powered workflows for dental practices

Kailee Rainse / startuprise - Linda AI, a healthtech startup that automates front-desk operations for dental clinics, has raised €2.6 million in a pre-seed funding round led by 6 Degrees Capital. The funding comes at a time when voice AI is being adopted rapidly across service-heavy i…

#ai #startups #vc #automation #innovation #ml #saas #digitalhealth #health #business

Irish sisters’ AI start-up raises €2.6m

4 wks / siliconrepublic / Tim Barnwell

Linda AI secures €2.6M to scale AI-powered workflows for dental practices

4 wks / startuprise / Kailee Rainse

Linda AI raises €2.6M to expand AI workflows for dental practices

4 wks / tech / Tamara Djurickovic

Back to Top / Wednesday, February 4, 2026, 5:20 am / permalink 18737 / 3 stories in 4 wks


Madrid-based BCAS secures €30M in debt funding to expand flexible, barrier-free education financing

Kailee Rainse / startuprise - BCAS, a Madrid-based EdTech startup focused on flexible education financing, has announced the closing of a €30 million debt funding round led solely by Spanish neobank MyInvestor. The fresh capital will be used to scale BCAS’s operations, launch traditio…

#startups #vc #fintech #elearning #banking #business #education #europe

BCAS secured €30M to strengthen its position in flexible student financing

4 wks / tech / Tamara Djurickovic

Madrid-based BCAS secures €30M in debt funding to expand flexible, barrier-free education financing

4 wks / startuprise / Kailee Rainse

Madrid’s BCAS raises €30 million debt to cover the A–Z of barrier-free education with flexible financing solution

4 wks / eu-startups / Rahul Raj

Spanish edtech BCAS raises €30M debt to scale student ISAs

4 wks / techfundingnews / Sofia Chesnokova

Back to Top / Wednesday, February 4, 2026, 3:20 am / permalink 18734 / 4 stories in 4 wks


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BUSINESS Heatmap

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U.S. prepares strict export controls on AI accelerators, curbing foreign sales

U.S. authorities are drafting new export rules requiring government approval for certain AI accelerators before overseas sales, aiming to limit adversaries’ access to advanced chips. The Commerce Department confirmed a tough approach that stops short of prior proposals but signals significant restrictions, forcing vendors and customers to navigate fresh geopolitical red tape. More...


Pentagon labels Anthropic a supply‑chain risk; company vows legal fight

The Pentagon has designated Anthropic and its products as a “supply‑chain risk,” prompting the company to announce a court challenge. Experts warn the move could chill collaboration and talent flows into AI, while Anthropic insists it will contest the determination to protect its operations and customers. More...


Oracle and OpenAI scrap Texas data-center expansion; Meta eyes the spare capacity

Oracle and OpenAI have abandoned plans to expand a flagship Texas data center, leaving substantial compute capacity up for grabs. Nvidia reportedly brokered interest from Meta to take the unused slots as OpenAI downscales that particular buildout, a move that rattled markets and highlights shifting demand for large-scale on-prem AI infrastructure. More...


SoftBank seeks massive $40B loan to back OpenAI investment, courting big risk

SoftBank is reportedly seeking up to a $40 billion loan to finance its planned stake in OpenAI, an audacious use of leverage to double down on the AI boom. The move would be one of the largest single‑company financing gambits in recent memory, raising questions about balance‑sheet strain versus potential upside. More...


OpenAI launches Codex Security agent to automatically detect software vulnerabilities

OpenAI rolled out Codex Security, an AI agent that scans codebases to find complex vulnerabilities, suggests actionable fixes, and uses sandbox testing to limit false positives. The tool has already flagged issues in major projects and aims to compete with traditional application security tooling by automating deep, contextual code review. More...


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