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Sam Altman says the DOD affirmed that OpenAI's tools wouldn't be used by agencies like the NSA, and services to them would need a further contract modification (Dylan Butts/CNBC)
Senator Ron Wyden, the top Democrat on the Senate Finance Committee, vows to "pull out all the stops" to fight back after the US moved to bar Anthropic (Steven T. Dennis/Bloomberg)
Investigation: Sama data annotators in Nairobi say they often view private footage from Meta's Ray-Ban glasses, like bathroom visits; some footage is blurred (SvD)
Sources: Samsung Foundry has frequently delayed the timeline for its plant in Taylor, Texas, with its mass production plans moving from early 2026 to early 2027 (Lee Jae-Lim/Korea Joongang Daily)
Google unveils Home updates to fix a long list of annoyances and idiosyncrasies, and debuts Live Search to let Gemini analyze and describe live camera feeds (Thomas Ricker/The Verge)
A profile of Palmer Luckey and his startup Anduril, which has more than $6B in global contracts, had roughly $2B in revenue last year, and is valued at ~$31B (New York Times)
ByteDance shares details about its "Project Swan" headset, set to launch this year with a 4,000-PPI micro-OLED display, and unveils Pico OS 6, its new XR OS (David Heaney/UploadVR)
Sources: SoftBank-owned Japanese payments app PayPay delays its IPO roadshow that was scheduled to launch Monday, as markets were rattled by the strikes in Iran (Echo Wang/Reuters)
Alibaba releases the open-weight Qwen3.5 Small Model Series in 0.8B, 2B, 4B, and 9B sizes, claiming the 9B model rivals OpenAI's gpt-oss-120b on some benchmarks (Carl Franzen/VentureBeat)
New York-based Ease Health, which is building an AI-native OS for behavioral health providers, emerged from stealth and raised a $41M Series A led by a16z (Vignesh R/Tech Funding News)
Iranians turn to Starlink, decentralized messaging apps, and VPNs to circumvent an internet blackout; NetBlocks says connectivity is at 1% of ordinary levels (Bloomberg)
Sources: US considers limiting Chinese companies to 75K Nvidia H200 chips each, less than half of what some want to buy; AMD MI325 chips also count toward a cap (Bloomberg)
The US Treasury Department, State Department, and federal housing agency are ending use of Anthropic products; State Department says it will switch to OpenAI (Reuters)
Source: Cursor's annualized revenue topped $2B in February, doubling from three months earlier, and about 60% of the revenue is coming from corporate customers (Rachel Metz/Bloomberg)
Filing: PayPay is seeking to raise up to $1.1B at a valuation of up to $13.4B in its US IPO, selling nearly 55M shares priced between $17 and $20 apiece (Arasu Kannagi Basil/Reuters)
Sources: amid negotiations with the DOD, Anthropic submitted a bid to compete in a $100M DOD contest to develop voice-controlled, autonomous drone swarming tech (Katrina Manson/Bloomberg)
MongoDB reports Q4 revenue up 27% YoY to $695.1M, vs. $670M est., and forecasts Q1 adjusted earnings per share below estimates; MDB drops 22%+ after hours (Angela Palumbo/Barron's Online)
Sources: X and xAI are set to repay ~$17.5B of debt in full; X took on ~$12.5B of debt during Musk's purchase, and xAI borrowed $5B via bonds and loans in June (Bloomberg)
Anthropic brings Claude's memory feature to free users, after launching it for paid users in 2025 (Igor Bonifacic/Engadget)
OpenAI and the DOD have agreed to add more surveillance protections to a recent AI deal; sources: Sam Altman approached DOD's Emil Michael to rework the deal (Maria Curi/Axios)

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