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Techmeme
March 3, 2025, 3:35 PM

Top News

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.
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.
Kyle Wiggers / TechCrunch:
Anthropic raised a $3.5B Series E at a $61.5B post-money valuation led by Lightspeed Venture Partners; it has now raised $18.2B in total funding, per Crunchbase  —  AI startup Anthropic today announced that it raised $3.5 billion at a $61.5 billion post-money valuation, led by Lightspeed Venture Partners.
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 …
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.
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  —  The watchdog said it is probing how ByteDance's short-form video-sharing platform TikTok uses 13-17-year-olds' personal information to suggest content in their feed.
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  —  Traders offer servers containing the company's Blackwell chips by routing them through third parties in nearby regions
Owen Walker / Financial Times:
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 proof of concepts  —  They will soon be available in North America.  —  Lenovo has announced new laptops with generative AI features …

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Google:
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