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Techmeme

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US data center demand has driven stock surges of contractors and equipment makers like Corning, Sterling Infrastructure, Comfort Systems USA, and Carrier Global (Wall Street Journal)
Chinese regulators fined Kuaishou $17.2M for failing to curb illegal content; pornographic content appeared on Kuaishou during its December 2025 cyberattacks (Bloomberg)
Kalshi and Polymarket have facilitated over $800M in Super Bowl contracts, as pro gamblers shift to prediction markets and adopt Wall Street-style strategies (Bloomberg)
New US rules banning Chinese software in internet-connected vehicles from March 17 add urgency to industrywide efforts to reduce reliance on Chinese components (Stephen Wilmot/Wall Street Journal)
An interview with Kalshi CEO Tarek Mansour about the "wisdom of the crowd", political polarization, having Trump Jr. as an adviser, casino comparisons, and more (Oliver Roeder/Financial Times)
Apple, whose capital expenditure is just a fraction of its peers, is the only Big Tech company that saw capex decline YoY in Q4, decreasing 19% to $2.37B (Rani Molla/Sherwood News)
Tether froze $544M in alleged illicit income at Turkey's request, part of its push to aid governments in crackdowns against crypto use in alleged crimes (Bloomberg)
Trump-linked World Liberty Financial's stablecoin, USD1, hit $5B in total circulation in January with 85% held in Binance accounts; Trump pardoned CZ in October (David Yaffe-Bellany/New York Times)
DOJ-released emails: Jeffrey Epstein helped Ian Osborne, founder of London-based fund Hedosophia, after Osborne's outreach to help Epstein fix his image in 2011 (Financial Times)
Palmer Luckey's Erebor becomes the first newly created bank to receive a national charter under the second Trump administration, launching with $635M in capital (Wall Street Journal)
Trump Mobile execs showcase the T1 Phone's new design and specs, and say the phones go through "final assembly" in Miami and full assembly in the US is a "goal" (Dominic Preston/The Verge)
US tech stocks and bitcoin rally after three days of selling; Nasdaq Composite closed up 2.18%, Broadcom 7.22%, Strategy 26.11%, and bitcoin rebounded to ~$70K (Emily Herbert/Financial Times)
New York lawmakers propose a bill to impose a three-year moratorium on data center development, making NY at least the sixth state to introduce such legislation (Molly Taft/Wired)
A look at the state of AI agents, the evolution of thinking models, the staggering need for inference compute in the coming years, automated research, and more (Eric Jang/Evjang.com)
South Korean cryptocurrency exchange Bithumb says it accidentally sent $44B worth of bitcoin to customers as promotional rewards and has recovered 99.7% of it (Hyunjoo Jin/Reuters)
Amazon, Google, and Microsoft reported a collective $1.1T backlog of cloud computing revenue in their latest quarterly earnings, including Microsoft's $625B (Jon Keegan/Sherwood News)
Waymo says it is using DeepMind's Genie 3 to create realistic digital worlds for its autonomous driving technology to train on edge-case scenarios (Natalie Lung/Bloomberg)
Sources: OpenAI is working with G42 to build a ChatGPT version tuned for the UAE that accommodates local language, political outlook, and speech restrictions (Reed Albergotti/Semafor)
Crypto.com co-founder Kris Marszalek buys the domain AI.com for $70M, the highest disclosed price for a domain name, as he plans a site offering an AI agent (Tim Bradshaw/Financial Times)
London-based Bound, an automated FX risk management platform, raised a $24.5M Series A led by AlbionVC as it seeks to expand across Europe (Tamara Djurickovic/Tech.eu)

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