News
Arm reports Q3 revenue up 26% YoY to $1.24B, vs. $1.22B est., and license and other revenue up 25% to $505M, vs. $519.9M est.; ARM drops 7%+ after hours
54+ min ago (50+ words) Reuters: Arm reports Q3 revenue up 26% YoY to $1.24B, vs. $1.22B est., and license and other revenue up 25% to $505M, vs. $519.9M est.; ARM drops 7%+ after hours This is a Techmeme archive page. It shows how the site appeared at 4:45 PM ET, February 4, 2026....
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
1+ hour, 4+ min ago (57+ words) Stephen Morris / Financial Times: 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 This is a Techmeme archive page. It shows how the site appeared…...
Alphabet says it expects 2026 capex to be in the range of $175B to $185B, above estimates of about $115.26B
1+ hour, 19+ min ago (43+ words) Deborah Sophia / Reuters: Alphabet says it expects 2026 capex to be in the range of $175B to $185B, above estimates of about $115.26B This is a Techmeme archive page. It shows how the site appeared at 4:25 PM ET, February 4, 2026....
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
1+ hour, 24+ min ago (47+ words) Todd Spangler / Variety: 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 This is a Techmeme archive page. It shows how the site appeared at 4:15 PM ET, February 4, 2026....
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
1+ hour, 35+ min ago (50+ words) Alphabet: 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 This is a Techmeme archive page. It shows how the site appeared at 4:25 PM ET, February 4, 2026....
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
1+ hour, 44+ min ago (50+ words) Jyoti Mann / The Information: 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 This is a Techmeme archive page. It shows how the site appeared at…...
Sam Altman says the Anthropic Super Bowl ads are funny but “dishonest”, and Anthropic serves a “product to rich people” while OpenAI is committed to free access
2+ hour, 18+ min ago (50+ words) Sam Altman / @sama: Sam Altman says the Anthropic Super Bowl ads are funny but "dishonest, and Anthropic serves a "product to rich people while OpenAI is committed to free access This is a Techmeme archive page. It shows how the…...
Lunar Energy, which develops software that syncs home batteries into “virtual power plants” and began deploying its own batteries last year, raised $232M
2+ hour, 54+ min ago (46+ words) Coco Liu / Bloomberg: Lunar Energy, which develops software that syncs home batteries into "virtual power plants" and began deploying its own batteries last year, raised $232M This is a Techmeme archive page. It shows how the site appeared at 2:45 PM ET,…...
GitHub integrates Claude and Codex AI coding agents directly into GitHub, GitHub Mobile, and Visual Studio Code, for Copilot Pro Plus and Enterprise users
4+ hour, 39+ min ago (48+ words) Tom Warren / The Verge: GitHub integrates Claude and Codex AI coding agents directly into GitHub, GitHub Mobile, and Visual Studio Code, for Copilot Pro Plus and Enterprise users This is a Techmeme archive page. It shows how the site appeared…...
Microsoft says cybersecurity head Charlie Bell will move into a position focused on engineering quality; Hayete Gallot will return from Google to run security
4+ hour, 49+ min ago (47+ words) Jordan Novet / CNBC: Microsoft says cybersecurity head Charlie Bell will move into a position focused on engineering quality; Hayete Gallot will return from Google to run security This is a Techmeme archive page. It shows how the site appeared at…...