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Techmeme

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Slice, which uses AI agents to encode tax policies and legal rules across 60+ countries, raised a $25M Series A led by Insight, taking its total funding to $32M (Mary Ann Azevedo/This Week in Fintech)
Internal documents from 2025: Microsoft expects its annual water consumption to reach 28B liters by 2030, up from 7.9B liters in 2020 and 10.4B liters in 2024 (New York Times)
Amazon appears to mistakenly alert some AWS employees about planned layoffs in an email invite to a Wednesday "Project Dawn" meeting about company efficiency (Business Insider)
Memo: Tim Cook told employees that he is "heartbroken by the events in Minneapolis" and calls for a "deescalation" (Mark Gurman/Bloomberg)
Sources: Anthropic raises its revenue forecasts to $18B in 2026, $55B in 2027, and $148B in 2029, delaying its cash flow positive expectations by a year to 2028 (Sri Muppidi/The Information)
Amazon partners with Harris Farm to offer fresh food delivery in Australia for the first time, starting in inner Sydney, free for Prime members on AU$100 orders (Carrie LaFrenz/Australian Financial Review)
Sources: China approved its first batch of Nvidia H200 chips for import, covering several hundred thousand units, during Jensen Huang's visit to China this week (Reuters)
Sources: C3.ai is in talks to merge with Automation Anywhere, which would go public in the deal; C3.ai's market cap is now ~$1.7B, a tenth of its 2020 valuation (The Information)
Sources: Nvidia has allocated ~70% of its 2026 HBM4 demand to SK hynix; Counterpoint estimates SK hynix will account for 54% of the global HBM4 market in 2026 (Kang Yoon-seung/Yonhap News Agency)
Sources: Elon Musk has proposed timing SpaceX's IPO with a rare planetary alignment and his June birthday; SpaceX seeks as much as $50B at a ~$1.5T valuation (Financial Times)
AI Whistleblower Initiative says OpenAI recently updated its whistleblower policy, addressing 8 of 13 recommendations and going further than Anthropic's policy (Rocket Drew/The Information)
Sources: Hugging Face declined Nvidia's $500M investment offer at a $7B valuation in late 2025; Hugging Face says it does not want a single dominant investor (Melissa Heikkilä/Financial Times)
ASML reports record quarterly bookings of €13.2B in Q4, beating €6.32B est., and projects its 2026 full-year sales of between €34B and €39B, vs. €35B est. (Reuters)
Sources: Google's "cease and desist" letter forces Kantar and Barb to halt UK TV measurement service comparing YouTube viewership with linear TV and streamers (Daniel Thomas/Financial Times)
ASML reports Q4 net sales of €9.7B, vs. €9.6B est., and €2.84B net profit, vs. €3.01B est., and says it expects China to account for 20% of its total 2026 sales (Arjun Kharpal/CNBC)
A look at "neolabs" such as Safe Superintelligence and Humans&, which give priority to long-term AI R&D over immediate profits; dozens have become unicorns (Kate Clark/Wall Street Journal)
An interview with Mozilla president Mark Surman about plans to deploy its ~$1.4B in reserves to fund an AI "rebel alliance" to challenge companies like OpenAI (Ashley Capoot/CNBC)
Cloudflare stock surged 9.2% on Monday and ~9% on Tuesday as users of Moltbot, previously Clawdbot, adopt the Cloudflare Tunnel tool to secure their connections (Nate Wolf/Barron's Online)
Sources: Anthropic is set to raise about $20B led by Singapore's GIC and Coatue, double the amount it had targeted, at a $350B valuation (Financial Times)
Tether launches USAT, a US-regulated stablecoin issued by Anchorage Digital Bank, marking the company's direct return to the US market that it left in 2018 (Emily Nicolle/Bloomberg)

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