Alphabet has lined up banks to sell a rare 100-year bond, stepping up a borrowing spree by Big Tech companies racing to fund their vast investments in AI this year. From a report: The so-called century bond will form part of a debut sterling issuance this week by Google's parent company, according to people familiar with the matter. Alphabet was also selling $15bn of dollar bonds on Monday and lining up a Swiss franc bond sale, the people said.

Century bonds -- long-term borrowing at its most extreme -- are highly unusual, although a flurry were sold during the period of very low interest rates that followed the financial crisis, including by governments such as Austria and Argentina. The University of Oxford, EDF and the Wellcome Trust -- the most recent in 2018 -- are the only issuers to have previously tapped the sterling century market.

Such sales are even rarer in the tech sector, with most of the industry's biggest groups issuing up to 40 years, although IBM sold a 100-year bond back in 1996. Big Tech companies and their suppliers are expected to invest almost $700bn in AI infrastructure this year and are increasingly turning to the debt markets to finance the giant data centre build-out. Michael Burry, writing on Substack: Alphabet looking to issue a 100-year bond. Last time this happened in tech was Motorola in 1997, which was the last year Motorola was considered a big deal.

At the start of 1997, Motorola was a top 25 market cap and top 25 revenue corporation in America. Never again. The Motorola corporate brand in 1997 was ranked #1 in the US, ahead of Microsoft. In 1998, Nokia overtook Motorola in cell phones, and after the iPhone it fell out of the consumer eye. Today Motorola is the 232nd largest market cap with only $11 billion in sales.

Discord said today it's rolling out age verification on its platform globally starting next month, when it will automatically set all users' accounts to a "teen-appropriate" experience unless they demonstrate that they're adults. From a report: Users who aren't verified as adults will not be able to access age-restricted servers and channels, won't be able to speak in Discord's livestream-like "stage" channels, and will see content filters for any content Discord detects as graphic or sensitive. They will also get warning prompts for friend requests from potentially unfamiliar users, and DMs from unfamiliar users will be automatically filtered into a separate inbox.

[...] A government ID might still be required for age verification in its global rollout. According to Discord, to remove the new "teen-by-default" changes and limitations, "users can choose to use facial age estimation or submit a form of identification to [Discord's] vendor partners, with more options coming in the future." The first option uses AI to analyze a user's video selfie, which Discord says never leaves the user's device. If the age group estimate (teen or adult) from the selfie is incorrect, users can appeal it or verify with a photo of an identity document instead. That document will be verified by a third party vendor, but Discord says the images of those documents "are deleted quickly -- in most cases, immediately after age confirmation."

"How Chinese is your car?" asks the Wall Street Journal. "Automakers are racing to work it out." Modern cars are packed with internet-connected widgets, many of them containing Chinese technology. Now, the car industry is scrambling to root out that tech ahead of a looming deadline, a test case for America's ability to decouple from Chinese supply chains. New U.S. rules will soon ban Chinese software in vehicle systems that connect to the cloud, part of an effort to prevent cameras, microphones and GPS tracking in cars from being exploited by foreign adversaries.

The move is "one of the most consequential and complex auto regulations in decades," according to Hilary Cain, head of policy at trade group the Alliance for Automotive Innovation. "It requires a deep examination of supply chains and aggressive compliance timelines."

Carmakers will need to attest to the U.S. government that, as of March 17, core elements of their products don't contain code that was written in China or by a Chinese company. The rule also covers software for advanced autonomous driving and will be extended to connectivity hardware starting in 2029. Connected cars made by Chinese or China-controlled companies are also banned, wherever their software comes from...

The Commerce Department's Bureau of Industry and Security, which introduced the connected-vehicle rule, is also allowing the use of Chinese code that is transferred to a non-Chinese entity before March 17. That carve-out has sparked a rush of corporate restructuring, according to Matt Wyckhouse, chief executive of cybersecurity firm Finite State. Global suppliers are relocating China-based software teams, while Chinese companies are seeking new owners for operations in the West.
Thanks to long-time Slashdot reader schwit1 for sharing the article.

It's the first "AI" Super Bowl, argues the tech/business writer at Slate, with AI company advertisements taking center stage, even while consumers insist to surveyors that they're "mostly negative" about AI-generated ads.

Last year AI companies spent over $1.7 billion on AI-related ads, notes the Washington Post, adding the blitz this year will be "inescapable" — even while surveys show Americans "doubt the technology is good for them or the world..."

Slate wonders if that means history will repeat itself... The sheer saturation of new A.I. gambits, added to the mismatch with consumer priorities, gives this year's NFL showcase the sector-specific recession-indicator vibes that have defined Super Bowls of the past. 2022 was a pride-cometh-before-the-fall event for the cryptocurrency bubble, which collapsed in such spectacular fashion later that year — thanks largely to Super Bowl ad client Sam Bankman-Fried — that none of its major brands have ever returned to the broadcast. (... the coins themselves are once again crashing, hard.) Mortgage lender Ameriquest was as conspicuous a presence in the mid-2000s Super Bowls as it was an absence in the later aughts, having folded in 2007 when the risky subprime loans it specialized in helped kick off the financial crisis. And then there were all those bowl-game commercials for websites like Pets.com and Computer.com in 2000, when the dot-com rush brought attention to a slew of digital startups that went bust with the bubble.

Does this Super Bowl's record-breaking A.I. ad splurge also portend a coming pop? Look at the business environment: The biggest names in the industry are swapping unimaginable stacks of cash exclusively with one another. One firm's stock price depends on another firm's projections, which depend on another contractor's successes. Necessary infrastructure is meeting resistance, and all-around investment in these projects is riskier than ever. And yet, the sector is still willing to break the bank for the Super Bowl — even though, time and again, we've already seen how this particular game plays out.
People are using AI apps. And Meta has aired an ad where a man in rural New Mexico "says he landed a good job in his hometown at a Meta data center," notes the Washington Post. "It's interspersed with scenes from a rodeo and other folksy tropes, in one of . The TV commercial (and a similar one set in Iowa), aired in Washington, D.C., and a handful of other communities, suggesting it's aimed at convincing U.S. elected officials that AI brings job opportunities.

But the Post argues the AI industry "is selling a vision of the future that Americans don't like." And they offer cite Allen Adamson, a brand strategist and co-founder of marketing firm Metaforce, who says the perennial question about advertising is whether it can fix bad vibes about a product.

"The answer since the dawn of marketing and advertising is no."

An anonymous reader shared this report from Bloomberg: An Asian cyber-espionage group has spent the past year breaking into computer systems belonging to governments and critical infrastructure organizations in more than 37 countries, according to the cybersecurity firm Palo Alto Networks, Inc. The state-aligned attackers have infiltrated networks of 70 organizations, including five national law enforcement and border control agencies, according to a new research report from the company. They have also breached three ministries of finance, one country's parliament and a senior elected official in another, the report states. The Santa Clara, California-based firm declined to identify the hackers' country of origin.

The spying operation was unusually vast and allowed the hackers to hoover up sensitive information in apparent coordination with geopolitical events, such as diplomatic missions, trade negotiations, political unrest and military actions, according to the report. They used that access to spy on emails, financial dealings and communications about military and police operations, the report states. The hackers also stole information about diplomatic issues, lurking undetected in some systems for months. "They use highly-targeted and tailored fake emails and known, unpatched security flaws to gain access to these networks," said Pete Renals, director of national security programs with Unit 42, the threat intelligence division of Palo Alto Networks....

Palo Alto Networks researchers confirmed that the group successfully accessed and exfiltrated sensitive data from some victims' email servers.
Bloomberg writes that according to the cybersecurity firm, this campaign targeted government entities in the Czech Republic and the Ministry of Mines and Energy of Brazil, and also "likely compromised" a device associated with a facility operated by a joint venture between Venezuela's government and an Asian tech firm.

The cyberattackers are "also suspected of being active in Germany, Poland, Greece, Italy, Cyprus, Indonesia, Malaysia, Mongolia, Panama, Greece and other countries, according to the report."

Fortune reports on "a watershed moment" in American's nuclear power industry: In January, Meta partnered with Gates' TerraPower and Sam Altman-backed Oklo to develop about 4 gigawatts of combined SMR projects — enough to power almost 3 million homes — for "clean, reliable energy" both for Meta's planned Prometheus AI mega campus in Ohio and beyond. Analysts see Meta as the start of more Big Tech nuclear construction deals — not just agreements with existing plants or restarts such as the now-Microsoft-backed Three Mile Island. "That was the first shot across the bow," said Dan Ives, head of tech research for Wedbush Securities, of the Meta deals. "I would be shocked if every Big Tech company doesn't make some play on nuclear in 2026, whether a strategic partnership or acquisitions."

Ives pointed out there are more data centers under construction than there are active data centers in the U.S. "I believe clean energy around nuclear is going to be the answer," he said. "I think 2030 is the key threshold to hit some sort of scale and begin the next nuclear era in the United States." Smaller SMR reactors can be built in as little as three years instead of the decade required for traditional large reactors. And they can be expanded, one or two modular reactors at a time, to meet increasingly greater energy demand from 'hyperscalers,' the companies that build and operate data centers. "There's major risk if nuclear doesn't happen," Oklo chairman and CEO Jacob DeWitte told Fortune, citing the need for emission-free power and consistent baseload electricity to meet skyrocketing demand. "The hyperscalers, as the ultimate consumers of power are, are looking at the space and seeing that the market is real. They can play a major role in helping make that happen," DeWitte said, speaking in his fast-talking, Silicon Valley startup mode.

Neocities founder Kyle Drake has spent weeks trapped in Microsoft's automated support loop after discovering that Bing quietly blocked all 1.5 million websites hosted on his platform, a free web-hosting service that has kept the spirit of 1990s GeoCities alive since 2013.

Drake first noticed the issue last summer and thought it was resolved, but a second complete block went into effect in January, cratering Bing traffic from roughly half a million daily visitors to zero. He submitted nearly a dozen tickets through Bing's webmaster tools but could not get past the AI chatbot to reach a human. After Ars Technica contacted Microsoft, the company restored the Neocities front page within 24 hours but most subdomains remain blocked. Microsoft cited policy violations related to low-quality content yet declined to identify the offending sites or work directly with Drake to fix the problem.

Waymo's robotaxis have racked up at least 24 safety violations involving school buses in Austin since the start of the 2025 school year, and a voluntary software recall the company issued in December after a federal investigation has not fixed the problem.

Austin Independent School District initially reported at least 19 incidents of Waymo vehicles failing to stop for buses during loading and unloading -- illegal in all 50 states -- prompting NHTSA to open a probe. At least four more violations have occurred since the software update, including a January 19th incident where a robotaxi drove past a bus as children waited to cross the street and the stop arm was extended.

Waymo also acknowledged that one of its vehicles struck a child outside a Santa Monica elementary school on January 23rd, causing minor injuries. Austin ISD has asked Waymo to stop operating near schools during bus hours until the issue is resolved. Waymo refused. Three federal investigations have been opened in three months.

An anonymous reader shares a report: Amazon, Google, and Microsoft each reported hundreds of billions in RPO (remaining performance obligations) -- signed contracts for cloud computing services that can't yet be filled and haven't yet hit the books. Collectively, the big three cloud providers reported a $1.1 trillion backlog of revenue.

Valve has pushed back the launch of its Steam Machine, Steam Frame and Steam Controller hardware from its original Q1 2026 window to a vaguer "first half of the year" target, blaming the ongoing memory and storage shortage that has been squeezing the tech industry.

The company said in a post today that rising component prices and limited availability forced it to revisit both its shipping schedule and pricing plans. Valve had previously indicated the Steam Machine would be priced at the entry level of the PC space.

BMW may have retreated from its controversial plan to charge monthly fees for heated seats, but the German automaker is pressing ahead with subscription-based vehicle features through its ConnectedDrive platform.

A company spokesperson told The Drive that BMW "remains fully committed" to ConnectedDrive as part of its global aftersales strategy. Features requiring data connectivity will likely carry recurring fees.

Google's much-anticipated plan to merge Android and ChromeOS into a single operating system called Aluminium is shaping up to be a drawn-out, complicated transition that could leave existing Chromebook users behind, according to previously unreported court documents in the Google search antitrust case.

The new OS won't be compatible with all existing Chromebook hardware, and Google will be forced to maintain ChromeOS through at least 2033 to honor its 10-year support commitment to current users -- meaning two parallel operating systems running for years.

The timeline itself is messier than Google has let on publicly, the filings suggest. Sameer Samat, Google's head of Android, called the merger "something we're super excited about for next year" last September, but court filings describe the "fastest path" to market as offering Aluminium to "commercial trusted testers" in late 2026 before a full release in 2028.

Enterprise and education customers -- the segments where Chromebooks currently dominate -- are slated for 2028 as well. Columbia computer science professor Jason Nieh, who interviewed Google engineers as a witness in the case, testified that Aluminium requires a heavier software stack and more powerful hardware to run.

Adobe is no longer planning to discontinue Adobe Animate on March 1st. From a report: In an FAQ, the company now says that Animate will now be in maintenance mode and that it has "no plans toâdiscontinue or remove access" to the app.

Animate will still receive "ongoing security and bug fixes" and will still be available for "both new and existing users," but it won't get new features. Many creators expressed frustration after Adobe's original discontinuation announcement from earlier this week, and the application is still used by creators like David Firth, the person behind the animated web series Salad Fingers. Now, Adobe says that "We are committed to ensuring Animate usersâalways have access to their content regardless of the state of development of the application."

Walmart's market cap surpassed $1 trillion on Tuesday, putting the largest U.S. retail chain in an exclusive club dominated by tech groups. Bloomberg adds: The Bentonville, Arkansas-based chain -- a longtime favorite of bargain-hunting consumers -- has flexed its massive scale and supplier network to keep prices low and grab market share across the income spectrum. While Walmart has maintained its appeal to households looking for value, its online offerings are drawing new, wealthier shoppers seeking convenience.

An anonymous reader shares a report: Google Home users, your long nightmare is over. The platform has finally added support for buttons. The release notes for a February 2 update state that several new starter conditions for automations are now available, including "Switch or button pressed."

Smart buttons are physical, programmable switches that you can press to trigger automations or control devices in your smart home, such as turning lights on or off, opening and closing shades, running a Good Night scene, or starting a robot vacuum. A great alternative to voice and app control when you want to control multiple devices, smart buttons are often wireless and generally have several ways to press them: single press, double press, and long press, meaning one button can do multiple things.

Alphabet is plotting to dramatically expand its presence in India [non-paywalled source], with the possibility of taking millions of square feet in new office space in Bangalore, India's tech hub. From a report: Google's parent company has leased one office tower and purchased options on two others in Alembic City, a development in the Whitefield tech corridor, totaling 2.4 million square feet, according to people familiar with the deal. The first tower is expected to open to employees in the coming months, while construction on the remaining two is set to conclude next year.

Options in the real estate industry give would-be tenants the exclusive right to rent, or in some cases buy, a property at a predetermined price within a specific time frame. It's also possible Alphabet will not exercise the option to use the additional towers. If it does take all of the space, the complex could accommodate as many as 20,000 additional staff, which could more than double the company's footprint in India, said the people, asking not to be identified because the plans aren't public. Alphabet currently employs around 14,000 in the country, out of a global workforce of roughly 190,000.

[...] US President Donald Trump's visa restrictions have made it harder to bring foreign talent to America, prompting some companies to recruit more staff overseas. India has become an increasingly important place for US companies to hire, particularly in the race to dominate artificial intelligence.

The U.S. laid fiber-optic cables to a record number of homes last year as billions of dollars in federal broadband grants and a surge in data-center construction fueled an enormous buildout, but the industry does not have enough workers to sustain the pace.

A 2024 report by the Fiber Broadband Association and the Power & Communication Contractors Association projects 58,000 new fiber jobs between 2025 and 2032 and estimates 120,000 workers will leave the field in that period, mostly through retirement -- a combined shortage of 178,000. The gap is especially acute among splicers, who fuse hair-thin filaments by hand, and directional drill operators.

Telecommunications line installers and repairers earned annual median wages of $70,500 for the year ended May 2024, according to the Bureau of Labor Statistics, against a $49,500 national median. Push, a utility-construction firm, raised hourly pay for fiber crews by 5% to 8% in each of the past several years and expects the pace to quicken.

The New York Times lists other reasons a company lays off people. ("It didn't meet financial targets. It overhired. Tariffs, or the loss of a big client, rocked it...")

"But lately, many companies are highlighting a new factor: artificial intelligence. Executives, saying they anticipate huge changes from the technology, are making cuts now." A.I. was cited in the announcements of more than 50,000 layoffs in 2025, according to Challenger, Gray & Christmas, a research firm... Investors may applaud such pre-emptive moves. But some skeptics (including media outlets) suggest that corporations are disingenuously blaming A.I. for layoffs, or "A.I.-washing." As the market research firm Forrester put it in a January report: "Many companies announcing A.I.-related layoffs do not have mature, vetted A.I. applications ready to fill those roles, highlighting a trend of 'A.I.-washing' — attributing financially motivated cuts to future A.I. implementation...."

"Companies are saying that 'we're anticipating that we're going to introduce A.I. that will take over these jobs.' But it hasn't happened yet. So that's one reason to be skeptical," said Peter Cappelli, a professor at the Wharton School... Of course, A.I. may well end up transforming the job market, in tech and beyond. But a recent study... [by a senior research fellow at the Brookings Institution who studies A.I. and work] found that AI has not yet meaningfully shifted the overall market. Tech firms have cut more than 700,000 employees globally since 2022, according to Layoffs.fyi, which tracks industry job losses. But much of that was a correction for overhiring during the pandemic.

As unpopular as A.I. job cuts may be to the public, they may be less controversial than other reasons — like bad company planning.
Amazon CEO Jassy has even said the reason for most of their layoffs was reducing bureaucracy, the article points out, although "Most analysts, however, believe Amazon is cutting jobs to clear money for A.I. investments, such as data centers."

"Technology companies spent part of the 2010s trying to convince us that we would want an 8K display one day..." writes Ars Technica.

"However, 8K never proved its necessity or practicality." LG Display is no longer making 8K LCD or OLED panels, FlatpanelsHD reported today... LG Electronics was the first and only company to sell 8K OLED TVs, starting with the 88-inch Z9 in 2019. In 2022, it lowered the price-of-entry for an 8K OLED TV by $7,000 by charging $13,000 for a 76.7-inch TV. FlatpanelsHD cited anonymous sources who said that LG Electronics would no longer restock the 2024 QNED99T, which is the last LCD 8K TV that it released.

LG's 8K abandonment follows other brands distancing themselves from 8K. TCL, which released its last 8K TV in 2021, said in 2023 that it wasn't making more 8K TVs due to low demand. Sony discontinued its last 8K TVs in April and is unlikely to return to the market, as it plans to sell the majority ownership of its Bravia TVs to TCL.

The tech industry tried to convince people that the 8K living room was coming soon. But since the 2010s, people have mostly adopted 4K. In September 2024, research firm Omdia reported that there were "nearly 1 billion 4K TVs currently in use." In comparison, 1.6 million 8K TVs had been sold since 2015, Paul Gray, Omdia's TV and video technology analyst, said, noting that 8K TV sales peaked in 2022. That helps explain why membership at the 8K Association, launched by stakeholders Samsung, TCL, Hisense, and panel maker AU Optronics in 2019, is dwindling. As of this writing, the group's membership page lists 16 companies, including just two TV manufacturers (Samsung and Panasonic). Membership no longer includes any major TV panel suppliers. At the end of 2022, the 8K Association had 33 members, per an archived version of the nonprofit's online membership page via the Internet Archive's Wayback Machine.
"It wasn't hard to predict that 8K TVs wouldn't take off," the article concludes. "In addition to being too expensive for many households, there's been virtually zero native 8K content available to make investing in an 8K display worthwhile..."

The Wall Street Journal says that Meta "might be reaping some of the richest benefits from the AI boom so far." Meta's revenue grew 22% year over year in 2025 to $201 billion, and the company expects even bigger gains in the current quarter, potentially as high as 34%. That is huge growth for a company that brought in nearly $60 billion in the latest three-month period. And Zuckerberg signaled that Meta was just scratching the surface of AI's potential. "Our world-class recommendation systems are already driving meaningful growth across our apps and ads business. But we think that the current systems are primitive compared to what will be possible soon," he said on a call with investors and analysts...

[Meta's Chief Financial Officer Susan] Li said the company doubled the number of graphics-processing units that it used to train its ad-ranking model in the fourth quarter and adopted a new learning architecture. Those actions led users to click on ads on Facebook 3.5% more often and to a gain of more than 1% in conversions, meaning purchases, subscriptions or leads, on Instagram, she said. Other AI-related improvements led to a 3% increase in conversions across its family of apps. On the ad-buying side, Meta has also been working toward using AI to automate ad creation for businesses that want to advertise their products or services on Facebook and Instagram. On the call, Li said the combined revenue run rate of video-generation tools hit $10 billion in the fourth quarter.
In short, CNBC reported, Meta's stock price surged over 10% this week "after showing signs that AI investments are boosting the bottom line."

Benjamin Black, an internet analyst at Deutsche Bank, explained the connection to the Wall Street Journal. "The more compute the ad platform gets, the far better it performs, and that's a real structural advantage that Meta has. If you can see that yesterday's spend is driving this month's growth, then as a good business person, you're going to continue to feed the beast."

CNBC says now Meta "plans to spend between $115 billion and $135 billion on its AI build-out this year. That's nearly double what it spent in 2025."