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The US National Vulnerabilities Database recorded 45,207 software security flaws so far in 2026, on pace to roughly double the tally of flaws recorded in 2025 (Patrick Howell O'Neill/Bloomberg)
Xbox says it is working to resolve a "major outage" affecting its Account & Profile, Store & Subscriptions, and Apps & Mobile services (Chris Scullion/Video Games Chronicle)
Microsoft says MAI-Cyber-1-Flash and MDASH, its vulnerability identification harness, deliver "world-class performance at 50% of the cost of leading models" (Microsoft AI)
Microsoft introduces MAI-Cyber-1-Flash, an AI model trained for cybersecurity, and launches Perception, an agentic security system to patch vulnerabilities (New York Times)
Sources: Nvidia has committed to invest $5B in Ilya Sutskever's SSI; the startup has previously raised about $3B in funding and was valued at $32B last year (Shirin Ghaffary/Bloomberg)
Moonshot AI releases model weights for Kimi K3 under the "Kimi K3 License" (Bloomberg)

ASML shares fall 7%+ after a report that a Chinese state-backed company has begun manufacturing DUV machines; Applied Materials fell 6.5%+ and Lam Research 7%+ (Sarah Jacob/Bloomberg)
Sarah Jacob / Bloomberg : ASML shares fall 7%+ after a report that a Chinese state-backed company has begun…

Antares, which is developing reactors with 1 MW of capacity for US military bases, raised $370M in equity and $100M in debt co-led by Paradigm and Caffeinated (Will Wade/Bloomberg)
Will Wade / Bloomberg : Antares, which is developing reactors with 1 MW of capacity for US military bases, raised…
Framework Laptop 13 Pro review: very good Intel Core Ultra X7 performance, excellent build quality and keyboard, but expensive because of high RAM prices (Antonio G. Di Benedetto/The Verge)
Source: Sam Altman will meet with senior US officials, lawmakers, and economists in Washington, DC, this week to preview OpenAI's upcoming family of AI models (CNBC)
NBCU and YouTube reach a multiyear deal to include all Peacock content in YouTube Premium subscriptions in the US starting in early 2027 (Lillian Rizzo/CNBC)

Amazon files an FCC application to deploy a constellation of up to 5,105 satellites starting in 2028 to provide direct-to-device voice and data connectivity (Akash Sriram/Reuters)
Akash Sriram / Reuters : Amazon files an FCC application to deploy a constellation of up to 5,105 satellites starting…

Enigma, which runs large-scale experiments exploring how humans interact with robots, emerges from stealth with a $70M seed led by Index Ventures and Ribbit (Marina Temkin/TechCrunch)
Marina Temkin / TechCrunch : Enigma, which runs large-scale experiments exploring how humans interact with robots,…
Nvidia says it made a "substantial" investment in Safe Superintelligence, which will get access to Nvidia GPUs to up computing power by an "order of magnitude" (Keach Hagey/Wall Street Journal)

How TikTok, Reels, and Amazon storefronts enabled microinfluencers with less than 100K followers to earn middle-class salaries via brand and affiliate deals (Melos Ambaye/Bloomberg)
Melos Ambaye / Bloomberg : How TikTok, Reels, and Amazon storefronts enabled microinfluencers with less than 100K…
Sources: A Chinese state-backed company has begun manufacturing DUV machines, a key step in Beijing's effort to reduce reliance on foreign chipmaking technology (The Information)
Chinese officials said they will take "all necessary measures" to protect Chinese AI models from US sanctions stemming from allegations of training on US models (Bloomberg)

Way Security, which uses AI automation and agentic workflows to help deploy IAM systems, raised a $20M seed from Insight Partners and Glilot Capital (Chris Metinko/Axios)
Chris Metinko / Axios : Way Security, which uses AI automation and agentic workflows to help deploy IAM systems,…

Nvidia launches the Open Secure AI Alliance, a coalition with Hugging Face and others to develop and share tools for AI safety and cybersecurity (Jaspreet Singh/Reuters)
Jaspreet Singh / Reuters : Nvidia launches the Open Secure AI Alliance, a coalition with Hugging Face and others to…
A look at the secretive process Meta used to get an advantageous deal for its Hyperion data center in Louisiana, including tax breaks and lack of public input (New York Times)
European satellite operators Eutelsat and SES stand to receive ~$6.1B in combined payments for clearing satellite spectrum for US wireless services (Leo Marchandon/Reuters)
Crypto exchange BitMart says it plans to wind down its trading platform on January 31, 2027, ending 9 years of operation, and has stopped accepting new orders (Shaurya Malwa/CoinDesk)
Spain-based Multiverse Computing, which shrinks LLMs to reduce energy and compute costs, raised a $570M Series C at a $1.7B valuation (Amelia Isaacs/Pathfounders)
How some young adults are using AI to navigate social situations, from drafting pickup lines and texts to formulating responses in face-to-face conversations (Natalie Kaufman/Wall Street Journal)

As open-weight models become the next AI ecosystem's foundation, a US ban on Chinese models would risk ceding the neutral substrate where innovation compounds (Tobi Knaup)
Tobi Knaup : As open-weight models become the next AI ecosystem's foundation, a US ban on Chinese models would risk…

A detailed recap of the Hugging Face breach by an internal OpenAI model, which repeatedly tried to escape OpenAI's sandbox and should be treated as critical (Zvi Mowshowitz/Don't Worry About the Vase)
Zvi Mowshowitz / Don't Worry About the Vase : A detailed recap of the Hugging Face breach by an internal OpenAI model,…
US tech giants have shifted their stance to publicly backing open AI models, with Anthropic and Amazon remaining notable holdouts alongside the US government (M.G. Siegler/Spyglass)

CXMT shares jumped as much as 470% in its Shanghai debut, giving the memory chipmaker a ~$487B market cap, making it the most valuable China-listed company (Jenny Lee/CNBC)
Jenny Lee / CNBC : CXMT shares jumped as much as 470% in its Shanghai debut, giving the memory chipmaker a ~$487B…
How US companies flipped from "tokenmaxxing" to "thrift-maxxing", mixing cheaper Chinese models with OpenAI and Anthropic, threatening the labs' IPO valuations (Wall Street Journal)

Dealroom: defense giants such as Lockheed Martin have participated in a record $4.1B worth of VC rounds YTD, as drones and autonomous systems transform warfare (Financial Times)
Financial Times : Dealroom: defense giants such as Lockheed Martin have participated in a record $4.1B worth of VC…

Sources: Nvidia is in talks to provide a ~$250B backstop for OpenAI as part of a 10GW data center project that SoftBank is developing in Ohio (Wall Street Journal)
Wall Street Journal : Sources: Nvidia is in talks to provide a ~$250B backstop for OpenAI as part of a 10GW data…

How AI companies are targeting the education market, including making free or cut-price tailored learning tools in partnership with schools and edtech startups (Jamie John/Financial Times)
Jamie John / Financial Times : How AI companies are targeting the education market, including making free or cut-price…

India eases foreign investment rules for e-commerce companies, a win for Amazon, which lobbied to buy goods directly from Indian sellers and sell them overseas (Aditya Kalra/Reuters)
Aditya Kalra / Reuters : India eases foreign investment rules for e-commerce companies, a win for Amazon, which…

Once hailed as an AI visionary, Satya Nadella faces pressure as a compute crunch forces Microsoft to prioritize its own AI products over Azure cloud customers (Ashley Stewart/Business Insider)
Ashley Stewart / Business Insider : Once hailed as an AI visionary, Satya Nadella faces pressure as a compute crunch…

Shein's IPO prospectus shows Q1 revenue of $9.05B, up 1% YoY, as it swings from $395M profit in Q1 2025 to $99M loss partly due to US' "de minimis" rule removal (Reuters)
Reuters : Shein's IPO prospectus shows Q1 revenue of $9.05B, up 1% YoY, as it swings from $395M profit in Q1 2025 to…

Sources: Apple may have delayed AI glasses launch partly over privacy concerns that Meta's glasses created for the category, as it works to address the issues (Mark Gurman/Bloomberg)
Mark Gurman / Bloomberg : Sources: Apple may have delayed AI glasses launch partly over privacy concerns that Meta's…

Crypto exchanges like tradeXYZ are giving global investors exposure to Chinese AI-linked stocks like CXMT, bypassing Beijing's control on foreign capital access (William Sandlund/Financial Times)
William Sandlund / Financial Times : Crypto exchanges like tradeXYZ are giving global investors exposure to Chinese…

Sources including AI lab staff say users have been persuading chatbots to accurately answer prompts about planning mass-casualty attacks and making bio-weapons (Wall Street Journal)
Wall Street Journal : Sources including AI lab staff say users have been persuading chatbots to accurately answer…

CXMT is poised for a debut pop that could lift its market cap several times above its initial ~$85B after raising $9.8B in a hugely oversubscribed Shanghai IPO (Bloomberg)
Bloomberg : CXMT is poised for a debut pop that could lift its market cap several times above its initial ~$85B after…

Elio, which is developing a new type of image sensor designed for AI rather than human vision, raised a $21M Series A led by Innovation Endeavors and Xora (Meir Orbach/CTech)
Meir Orbach / CTech : Elio, which is developing a new type of image sensor designed for AI rather than human vision,…

A look at China's bid to build an alternative global order in AI by making open models widely available and training people in developing countries to use them (Financial Times)
Financial Times : A look at China's bid to build an alternative global order in AI by making open models widely…

China's market regulator says it had fined and confiscated ~$770M from Trip.com for abusing its dominant position in the domestic online hotel-booking market (Reuters)
Reuters : China's market regulator says it had fined and confiscated ~$770M from Trip.com for abusing its dominant…

Several universities including Yale, Johns Hopkins, and the University of Waterloo have restricted or disabled their use of AI detectors over accuracy concerns (Ima Jackson-Obot/Financial Times)
Ima Jackson-Obot / Financial Times : Several universities including Yale, Johns Hopkins, and the University of…

Sources: DeepSeek told investors it is suspending its second funding round after remarks attributed to Liang Wenfeng on US-China AI competition went viral (Pei Li/Bloomberg)
Pei Li / Bloomberg : Sources: DeepSeek told investors it is suspending its second funding round after remarks…

Sources: OpenAI and Anthropic quietly lobby Washington regulators to restrict open-source AI models, even as Sam Altman publicly says he supports open source AI (New York Times)
New York Times : Sources: OpenAI and Anthropic quietly lobby Washington regulators to restrict open-source AI models,…

SK Group Chair Chey Tae Won says Anthropic has asked SK Hynix for supplies to make its own chips, calling it remarkable that an AI developer has chip ambitions (Ian King/Bloomberg)
Ian King / Bloomberg : SK Group Chair Chey Tae Won says Anthropic has asked SK Hynix for supplies to make its own…

As student protests spread across India, Narendra Modi turns to Reels, swapping his trademark cinematic videos for self-recorded messages aimed at Gen Z (Akriti Sharma/Bloomberg)
Akriti Sharma / Bloomberg : As student protests spread across India, Narendra Modi turns to Reels, swapping his…

A profile of Hangzhou-based Unitree, which shipped 5,500 humanoid robots in 2025, accounting for 25%+ of the global market, as it prepares for a Shanghai IPO (Charlie Campbell/Time)
Charlie Campbell / Time : A profile of Hangzhou-based Unitree, which shipped 5,500 humanoid robots in 2025, accounting…

Samsung announces a $200B+ contract to make chips for Broadcom through 2030, focusing on its 2nm and below process technologies for Broadcom's products (Hooyeon Kim/Bloomberg)
Hooyeon Kim / Bloomberg : Samsung announces a $200B+ contract to make chips for Broadcom through 2030, focusing on its…
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