Techmeme: Documents and sources: the Trump administration cut 170 staff at the National Science Foundation, threatening AI research and US competitiveness (Jackie Davalos/Bloomberg)

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March 3, 2025, 9:20 PM

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Shirin Ghaffary / Bloomberg:

Anthropic raised a $3.5B Series E led by Lightspeed at a $61.5B valuation; source: its annual revenue run rate has grown by 30% in 2025, from ~$1B in late 2024 — The company is said to have increased its run-rate revenue by 30% so far this year. — OpenAI rival Anthropic has officially closed …

Jordan Novet / CNBC:

CoreWeave, which provides cloud-based GPUs, files for an IPO on the Nasdaq under the symbol CRWV, says it generated $1.9B in revenue in 2024, up 737% YoY — CoreWeave, a provider of cloud-based Nvidia processors to companies including Meta and Microsoft, is headed for the public market.

More: SiliconANGLE, The Information, U.S. Securities and Exchange Commission, Investor's Business Daily, and CoinDesk

Bluesky: @edzitron.com and @stevekovach

X: @everettrandle, @darinfeinstein, @julianklymochko, @chiraag_deora, @shaig, @josephjacks_, @byrnehobart, and @andrewbenson

Bailey Lipschultz / Bloomberg:

CoreWeave's S-1 shows ~77% of its $1.9B revenue in 2024 came from its top two customers, one of them being Microsoft, which accounted for 62% of total sales

More: The Information, PitchBook, Wall Street Journal, CoreWeave, and Reuters. Forums: r/wallstreetbets

Axios:

At a press conference with Trump, TSMC CEO CC Wei says the company plans to invest $100B+ in the US over four years, in addition to its current $65B investment — - It's also part of the bipartisan U.S. national security push to increase domestic chips production and accelerate the AI economy.

More: Wall Street Journal, Taiwan Semiconductor …, 9to5Mac, Reuters, SiliconANGLE, TechCrunch, CBS News, Ars Technica, Fierce Electronics, The Information, Associated Press, The White House, One America News Network, The Verge, Washington Times, Tom's Hardware, The Gateway Pundit, Washington Examiner, Al Jazeera, Politico, Yahoo Finance, PCMag, Telegraph, Wall Street Pit, Nikkei Asia, Financial Times, Barron's Online, BusinessLIVE, Senator Mark Kelly, CNBC, iClarified, The Hill, New York Post, AppleInsider, New York Times, Washington Post, Proactive, The Irish Times, Patently Apple, The Guardian, CNN, Benzinga, The Post Millennial, and The Daily Wire

Forums: r/technology, r/news, r/intelstock, r/hardware, and r/apple

Jay Peters / The Verge:

Google updates Google Play on Android to highlight apps with widgets, adding a widget search filter, widget badges on app pages, and a curated editorial page — There will be a new search filter for widgets, widget gadgets on app detail pages, and a curated editorial page.

More: Android Developers Blog, How-To Geek, Android Authority, 9to5Google, Android Authority, Android Police, TechCrunch, and Phone Scoop

X: @androiddev. Forums: Slashdot

Chance Miller / 9to5Mac:

Tim Cook posts that “this week” there's “something in the AIR”, likely referring to an M4 MacBook Air launch; a new iPad Air is expected around this spring — In a new post on social media today, Tim Cook says Apple has a new product launch coming this week.

More: Moneycontrol, Livemint, The Verge, Appuals, Press Start, 9to5Mac, VICE, Forbes, Brian Tong on YouTube, Business Insider, CNET, iThinkDifferent, Investopedia, Tom's Guide, Redmond Pie, MobileSyrup, iPhone in Canada Blog, Engadget, Laptop Mag, Trusted Reviews, Mashable, T.H.E, Macworld, ZDNET, TechPowerUp, BGR, Pocket-lint, PCMag, Stuff, Cult of Mac, TechRadar, PhoneArena, SlashGear, eWeek, AppleInsider, The Shortcut, The Apple Post, Business Today, Thurrott, iDownloadBlog.com, Appleosophy, Digital Trends, KnowTechie, Daring Fireball, MacRumors, Notebookcheck, and Wccftech

Bluesky: @chirag, @trevor, and @stevekovach. Threads: @parkert

X: @tim_cook, @tom_krikorian, @dylanmcd8, and @markgurman

Forums: r/macbookair, r/apple, r/macbook, r/mac, and r/technology

Reuters:

Sources: Nvidia and Broadcom are running 18A manufacturing tests with Intel, and AMD is also evaluating whether Intel's 18A process is suitable for its needs — Chip designers Nvidia (NVDA.O) and Broadcom (AVGO.O) are running manufacturing tests with Intel (INTC.O), two sources familiar …

More: TheStreet, ZDNET, Investor's Business Daily, Bloomberg, Yahoo Finance, Investing.com, Proactive, TechPowerUp, ZeroHedge News, Benzinga, Motley Fool, Quartz, Patently Apple, The Decoder, PC Gamer, Wall Street Pit, Seeking Alpha, Tom's Hardware, and CTech

X: @benbajarin, @firstadopter, and @jukanlosreve

LinkedIn: Jackie Sturm, Michał Dżoga, and Max A. Cherney

Forums: r/nvidia, r/hardware, r/intel, r/wallstreetbets, r/AMD_Stock, r/intelstock, and Slashdot

Kif Leswing / CNBC:

Nvidia shares fell 8.69% amid fears about tariffs and increased scrutiny of GPU shipments that may be in violation of US export controls — Nvidia shares fell nearly 9% on Monday after President Donald Trump confirmed that tariffs from Canada and Mexico will go into effect on Tuesday.

More: The Information, Yahoo Finance, The Motley Fool, and TipRanks Financial

X: @ns123abc, @unusual_whales, and @goth600

Wall Street Journal:

Chinese traders are selling servers with Nvidia chips, like Blackwell and H200, via third parties in Vietnam, Taiwan, and others; some promise six-week delivery

More: CNBC, PC Guide, Forbes, The Decoder, Fortune, Business Insider, BitcoinWorld, Proactive, The Information, Wall Street Pit, Tom's Hardware, TechCrunch, TipRanks Financial, and Yahoo Finance

Owen Walker / Financial Times:

Singapore charges three men in a case suspected to involve Nvidia chip sales that breach US export controls, after a tip-off the chips were exported to Malaysia

More: TechCrunch, Bloomberg, FXStreet, Quartz, Motley Fool, ZeroHedge News, and Reuters

Abner Li / 9to5Google:

Google updates the iOS Gemini app, adding six new widgets for the lock screen and the Control Center, including one for its conversational mode Gemini Live — Following last week's homescreen redesign, the Google Gemini app on iPhone has been updated with lockscreen widgets and direct access in Control Center.

More: The Verge, MacStories, TechCrunch, ZDNET, Tom's Guide, Android Central, MakeUseOf, and Android Headlines

Sarah Perez / TechCrunch:

Mozilla rewrites Firefox's Terms of Use, after recent changes with overly broad language about user data sparked user backlash — After fielding user backlash over its new Terms of Use last week, Firefox browser maker Mozilla has rewritten its policy to address issues around the overly broad language it had previously used.

More: The Verge, Hackread, HotHardware, and TechRepublic

X: @brendaneich, @theo, @joeldeteves, and @theo

Forums: r/firefox, r/technology, and r/browsers

Ivan Mehta / TechCrunch:

Google demos new Gemini features, such as video search and Screenshare, which lets users ask questions based on their phone's screen, coming later in March 2025 — Google is adding new features to its AI assistant, Gemini, that let users ask it questions using video and content on the screen in real time.

More: The Keyword, Android Authority, TestingCatalog, 9to5Google, TechSpot, Droid Life, BitcoinWorld, Business Insider, Gizmodo, Android Central, Android Headlines, and WinBuzzer

Sahil Patel / The Information:

Sources: YouTube is preparing a Netflix-like redesign of its TV app, with paid content from other streamers like Max and Paramount+ on the homepage — It should have been easy. — YouTube in late 2022 began including in its app video-streaming services operated by other media companies …

More: Android Authority, Tubefilter, Android Headlines, Pocket-lint, Tom's Guide, and The Verge

Bluesky: @curiouscitizen. X: @gavinpurcell

Ashley Capoot / CNBC:

Microsoft unveils Dragon Copilot, a voice-activated AI assistant for doctors combining Dragon dictation tool Medical One and ambient listening tool DAX Copilot — Microsoft is giving its health-care artificial intelligence tools a makeover. — The company on Monday unveiled …

More: Microsoft, The Verge, Microsoft Industry Blogs, eWeek, HIT Consultant, Business News Australia, Benzinga, Healthcare IT News, Healthcare Dive, and Neowin

Bluesky: @tomwarren.co.uk. Mastodon: @Jeremiah@alpaca.gold. X: @mustafasuleyman, @satyanadella, @minchoi, @msftnews, and @shawnjskim. Forums: Slashdot

Ingrid Lunden / TechCrunch:

Deutsche Telekom and Perplexity announce they are working on an “AI Phone” priced at under $1K, first aimed at the European market and slated to launch in 2026 — It was inevitable that this year at MWC in Barcelona, at least one carrier would announce a major effort at building a smartphone with a top AI company.

More: Deutsche Telekom, How-To Geek, PhoneArena, Digital Trends, BGR, Maginative, and The Verge

Bluesky: @timtrautmann.com and @radiobeartime.com

X: @localghost, @kimmonismus, @ns123abc, and @perplexity_ai

LinkedIn: John Sviokla and Krzysztof Rutczynski

Craig Barrett / Fortune:

A former CEO and chair of Intel says the company shouldn't be broken up since its foundry unit now has the tech and manufacturing know-how to compete with TSMC — Four former Intel board members have written two opinion pieces for Fortune arguing that the only solution to Intel's problems …

More: Tom's Hardware, The Register, Yahoo Finance, PC Gamer, Computerworld, and Fierce Electronics

X: @danielnewmanuv, @underfox3, @patrickmoorhead, and @benbajarin. LinkedIn: Patrick Moorhead

Forums: r/intel and Slashdot

Mary Ann Azevedo / TechCrunch:

Source: Ramp crossed $700M in annualized revenue in January 2025, up from $300M in August 2023; its CEO says it's not profitable by choice as it reinvests — Fintech startup Ramp has crossed $700 million in annualized revenue as of January of this year, according to a source familiar with the company's internal operations.

X: @eglyman

George Hammond / Financial Times:

NYC-based corporate payments startup Ramp hit a $13B valuation in a $150M share sale to GIC, Stripes, Thrive, Khosla, and others, up from $7.65B in April 2024

More: The Information, Finextra, Ramp, TechCrunch, Reuters, Axios, FinTech Global, CNBC, PitchBook, and FinSMEs

X: @nikmilanovic, @eglyman, and @austin_rief. LinkedIn: Josiah Tarrant

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From Mediagazer

Dominick Mastrangelo / The Hill:

The AP says its journalists were barred from an Oval Office event featuring Trump and El Salvador President Nayib Bukele in defiance of a court injunction

New York Times:

Sources: the White House plans to ask Congress to rescind $1.1B in federal funding for the Corporation for Public Broadcasting, which funds NPR, PBS, and others

Michael Wolff / New York Magazine:

How David Zaslav became an “accidental mogul” who is navigating WBD out of its cultural, generational, and technological obsolescence during the Trump era

More News

Amanda Silberling / TechCrunch:

Creator monetization platform Passes and its CEO, Lucy Guo, are sued for allegedly distributing CSAM; the suit claims Guo intervened to override safety measures

More: The Information, Clark Smith Villazor LLP, Forbes, South Florida Business Journal, Inc, New York Post, and Daily Business Review

Threads: @wongmjane. X: @lucy_guo, @jasminericegirl, @jasminericegirl, @jasminericegirl, @zck, @lucy_guo, @jasminericegirl, @jasminericegirl, and @lucy_guo

Bloomberg:

A deep dive into how Facebook, Messenger, WhatsApp, Tinder, and Airbnb are being used to facilitate cross-border underage sex trafficking in Colombia

Bluesky: @natalielung.com. LinkedIn: Antonia Mufarech

Alexandra S. Levine / Bloomberg:

Docs: TikTok generated $1.7B globally in sales from TikTok Live in one 2023 quarter, with $400M+ from the US, projects Live will generate $77B globally by 2027

More: NBC News

Earlier Picks

Kyle Wiggers / TechCrunch:

Stability AI partners with Arm to bring Stability's Stable Audio Open, an AI model that can generate audio including sound effects, to Arm-based mobile devices

More: Stability AI, Arm Newsroom, The Decoder, and Thurrott. Forums: r/artificial

Alexandra Heal / Financial Times:

Builder.ai CEO Sachin Dev Duggal steps down, replaced by Jungle Ventures' Manpreet Ratia; Builder.ai has raised $450M to use AI to develop apps and websites

More: Tech.eu. Bluesky: @emilprotalinski

Antoine Gara / Financial Times:

Guggenheim Partners CEO Mark Walter and ex-Legendary Entertainment owner Thomas Tull launch TWG Global to invest in AI, sources say with nearly $40B in assets

Mariella Moon / Engadget:

MWC 2025: Lenovo unveils new laptops, including the $1,799+ Yoga Pro 9i Aura Edition, with generative AI features, next-gen ThinkPads, and new device concepts

More: Lenovo StoryHub, eWeek, The Verge, Liliputing, PCWorld, Thurrott, The Verge, The Shortcut, Tom's Hardware, 9to5Google, The Verge, and The Verge. Bluesky: @tomwarren.co.uk

Abram Brown / The Information:

How Anthropic monitoring its AI models playing Pokémon games is helping the startup's researchers hone their thinking around the development of its agentic tech

Reuters:

The UK ICO says it is investigating how TikTok uses 13 to 17-year-olds' personal data for content suggestions, and how Reddit and Imgur verify child users' ages

More: UK ICO, BBC, Engadget, BleepingComputer, Mashable, CMU, AzerNews, iPhone in Canada Blog, TechCrunch, Malwarebytes, Livemint, The Hacker News, UPI, Associated Press, and Android Headlines

Bluesky: @carolinevoadenmp. X: @iconews, @iconews, and @iconews

Forums: r/unitedkingdom and r/europe

Jim Carlton / Wall Street Journal:

A look at ALERTCalifornia, a UC San Diego program that has deployed 1,150+ AI-equipped cameras to monitor wildfires, mudslides, and other natural disasters

Bluesky: @skynetandchill.com

CoinDesk:

President Trump names Bitcoin, Ethereum, XRP, Solana, and Cardano as assets to be included in a strategic US crypto reserve, causing significant price surges

More: Citation Needed, CNBC, Reuters, CoinDesk, The Hill, Le Monde, San Francisco Business Times, Sydney Morning Herald, Bitcoinist.com, HuffPost, Bloomberg, Motley Fool, Daily Kos, CBS News, CNBC, New York Magazine, Forbes, Blockchain News, crypto.news, Vox, Quartz, CryptoPotato, Gizmodo, Coinpedia Fintech News, The Coin Republic, Yahoo Finance, DL News, Cryptopolitan, CoinGape, Benzinga, Barron's Online, Cointelegraph, ZyCrypto, Fortune, The Crypto Basic, The Daily Wire, The Block, Crypto Briefing, CoinJournal, NewsBTC, Bloomberg, Financial Times, TechCrunch, Cointelegraph, The Block, Washington Post, The Information, CoinDesk, The Block, The Block, The Block, and Bloomberg

Truth Social: @realDonaldTrump … and @realDonaldTrump …. Mastodon: @briankrebs@infosec.exchange

Threads: @vocino, @carnage4life, and @carnage4life

X: @davidsacks, @davidsacks47, @bgarlinghouse, @brian_armstrong, @peterschiff, @cryptohayes, @hhorsley, @naval, @cz_binance, @bitcoinnewscom, @dmartkc, @saylor, @robert_e_kelly, @stockviking, @can, @krystalball, @thestalwart, @1914ad, @epsilontheory, @johncoogan, @ryangrim, @jtlonsdale, @a_stille, @buccocapital, @gaborgurbacs, @obrien, @apompliano, @pitdesi, @parkerconrad, @nikitabier, @gilduran76, @dmartkc, @jbsdc, @jason, @thestalwart, @thestalwart, @svdate, @armanddoma, @el33th4xor, @buccocapital, @devahaz, @jakluge, @cyberspartanx, @martiniguyyt, @functi0nzer0, @bennpeifert, @jason, @luke_metro, @mimidancer, @buccocapital, @modestproposal1, @francissuarez, @profa06, @buccocapital, @yashar, @geiger_capital, @cburniske, @jtlonsdale, @plantmath1, @fed_speak, @unfilteredboss1, @patdennis, @0xgaut, @jconorgrogan, @0xgaut, @0xgaut, @silvermanjacob, @austinreid21, @2ragu, and @cz_binance