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Study: most AI-generated videos on social media about the war in Iran push pro-Iranian views, often exaggerating its military capabilities and sophistication (New York Times)
Tether, flush with cash, has been investing in diverse sectors ranging from sleep tech company Eight Sleep to humanoid robotics company Neura Robotics (PitchBook)
San Francisco's housing market is seeing a big rebound, driven by the AI boom; Apartment List says rents rose 14% YoY in February, the fastest growth in the US (Katherine Bindley/Wall Street Journal)
Zendesk agrees to acquire Forethought, which makes AI-powered customer support software, for an undisclosed sum; Forethought has raised $115M (Julie Bort/TechCrunch)
The gaming industry is shaping up to be one of the AI boom's biggest casualties, from job losses to rising console prices due to the global RAM shortage (Helen Vogelsong-Donahue/Wired)
Kaiko: cumulative trading volume on crypto exchange Hyperliquid's perpetual oil futures surged to ~$7.3B on March 12 from $339M on February 28 amid the Iran war (Vicky Ge Huang/Wall Street Journal)
Drones caused a Qatari Helium-producing energy hub to shutter; crucial in chipmaking, Bloomberg says the closed hub makes up ~33% of global Helium production (Ines Ferré/Yahoo Finance)
A preview of Nvidia's 2026 GTC, which kicks off on March 16, where the company is expected to unveil new agentic-optimized CPUs, a CPU-only rack, and more (Katie Tarasov/CNBC)
Takeaways from the 2026 Game Developers Conference: a high volume of job seekers amid layoffs, AI was the hot buzzword, more outsourcing than ever, and more (Jason Schreier/Bloomberg)
TSMC's N3 logic wafer capacity has become one of the AI industry's biggest constraints, which could push customers to explore greater foundry diversification (SemiAnalysis)
A survey of 1,000 hiring managers: 59% say they stress AI's role in layoffs or hiring freezes "because it plays better"; only 9% say AI has fully replaced roles (Gautam Mukunda/Bloomberg)
Sources: ByteDance suspended the global launch of Seedance 2.0 amid copyright disputes with Hollywood studios and streamers; it was launched in China last month (The Information)
Palantir software demos and DOD records show how the military may be using AI chatbots, including the kinds of queries and the data used to generate responses (Caroline Haskins/Wired)
Mobile internet blackouts hit Moscow as the Kremlin tightens control; Roskomnadzor data shows average daily traffic is down ~20% in March compared to February (Anastasia Stognei/Financial Times)
An excerpt from the upcoming book Project Maven details how the Pentagon enlisted Silicon Valley to build AI-powered tools of war, now playing out in Iran (Katrina Manson/Bloomberg)
An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more (Dwarkesh Patel/Dwarkesh Podcast)
A US judge questions Elon Musk's $134B claim for damages in his lawsuit against OpenAI and Microsoft but rules he can still make his case to a jury (Elon Musk/Financial Times)
Sources: Meta plans sweeping layoffs that could affect 20% or more of the company, amid mounting AI infrastructure costs; it had ~79,000 employees as of Dec. 31 (Reuters)
A US government website shows the Commerce Department withdrew a planned rule tightening AI chip exports; a draft was sent to agencies for feedback in February (Karen Freifeld/Reuters)
The US Army awards Anduril a 10-year contract worth up to $20B to buy its software, hardware, and services; the deal includes a 5-year optional ordering period (Jen Judson/Bloomberg)

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