Techmeme
March 3, 2025, 6:15 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.
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 …
Wall Street Journal:
Owen Walker / Financial Times:
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.
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:
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 …
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.
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.
George Hammond / 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 new device concepts  —  They will soon be available in North America.  —  Lenovo has announced new laptops with generative AI features …

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Ashley Capoot / CNBC:
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