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Techmeme

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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)
Revolut launches full banking operations in Mexico in its first expansion outside Europe, with capital of $100M+, more than double the regulatory minimum (Yamini Kalia/Reuters)
Meta blocks users from sharing links to ICE List, which compiles names of DHS staffers; Meta cites a policy against "asking for personally identifiable" info (David Gilbert/Wired)

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