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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)
The US-led Iran bombing campaign causes longer delivery times for Amazon, Shein, and others in the Middle East, one of the fastest-growing e-commerce markets (Bloomberg)
ASML CTO Marco Pieters says ASML plans to expand beyond EUV into advanced packaging, bonding, and connecting, and is building AI-based machine inspection tools (Max A. Cherney/Reuters)
Kalshi CEO Tarek Mansour says the company would void certain bets related to Iran's Ali Khamenei and claims it doesn't "list markets directly tied to death" (Terrence O'Brien/The Verge)
Anthropic says "a fix has been implemented" at 15:25 UTC after elevated errors on claude.ai, Claude Code, and some API methods starting at 11:49 UTC (Mayank Parmar/BleepingComputer)
Qualcomm forms a "strategic coalition" to launch 6G in 2029 and unveils FastConnect 8800, an "AI-native" Wi-Fi 8-ready NIC that doubles peak speeds over Wi-Fi 7 (Will Sattelberg/9to5Google)
Anthropic's concerns are legitimate, but its position is intolerable and misaligned with a reality where US foes are developing autonomous fighting capabilities (Ben Thompson/Stratechery)
Nvidia says it plans to invest $2B each in photonic product makers Lumentum and Coherent to support the companies' R&D and manufacturing operations in the US (Zaheer Kachwala/Reuters)
AWS plans to invest €18B more in Aragon, Spain, taking its investment in the region to €33.7B; its Aragon facilities have used 100% renewable energy since 2022 (Cristina Cueto/DatacenterDynamics)
Apple unveils the iPhone 17e, offering a 6.1-inch display, a 3nm A19 chip, a C1X modem, a 48MP Fusion camera, and more, for $599+ and shipping from March 11 (Apple)
Apple updates the iPad Air with M4, featuring an 8-core CPU, 9-core GPU, 12GB of unified memory, an N1 networking chip, for $599+ and $799+ in 11" or 13" sizes (Apple)
Sources: at Apple's request, Google investigated hosting servers inside its data centers to run a Gemini-based Siri while abiding by Apple's privacy standards (The Information)
Sources: OpenAI agreed to follow US laws that have allowed for mass surveillance in the past, and the DOD didn't budge from its demands over bulk analyzing data (Hayden Field/The Verge)
A look at the rights AI companies have in US government contracts, such as the "any lawful use" standard, amid the Anthropic-DOD dispute and the OpenAI-DOD deal (Jessica Tillipman)
The Anthropic-DOD skirmish is the first major public debate on control over frontier AI, and institutions behaved erratically, maliciously, and without clarity (Dean W. Ball/Hyperdimensional)
SCOTUS declines to hear a dispute over copyrights for AI-generated material, in a case where a computer scientist was denied a copyright for AI-generated art (Blake Brittain/Reuters)

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