Good evening!
Happy new-Taylor-Swift-album Day to all who observe!
Here are the 7 things you missed today:
1. 🤝 Nvidia and Fujitsu strike AI partnership in Japan
Under an expanded collaboration, the companies will co-develop full-stack AI infrastructure and an AI agent platform for sectors like healthcare, manufacturing, and robotics. Fujitsu says the stack will integrate FUJITSU-MONAKA CPUs and NVIDIA GPUs via NVLink Fusion. The initiative aims to establish foundational AI infrastructure for Japan by 2030, with scope to expand globally as snnounced in Kawasaki today.(Yahoo Finance)
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3. 💰 Supabase hits $5B valuation four months after $2B round
A $100M Series E led by Accel and Peak XV values the Postgres-based platform at $5B, just months after a $200M Series D at $2B. The company says it has 4M developers, and its stack powers tools used by Figma, Replit, Cursor, and Claude Code. Total funding now stands at $500M. Community members were also allowed to buy shares in this round. (Tech Crunch)
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5. 👀 Salesforce denies core breach after hacker group claims 1B records
A group calling itself “Scattered LAPSUS$ Hunters” claimed theft of nearly 1 billion records from Salesforce customers. Salesforce said there is “no indication” its platform was compromised, and Reuters could not verify the claims. Attackers described using “vishing” tactics and a modified Salesforce Data Loader, according to Google TAG. A leak site listing ~40 firms was posted; previous targets include Marks & Spencer, Co-op, and Jaguar Land Rover. (Reuters)
6. 🛰️ Jeff Bezos pitches space-based data centers at Italian Tech Week
Speaking in Turin, Bezos said gigawatt-scale data centers could be built in orbit within 10–20 years, tapping continuous solar power and avoiding weather disruptions. He linked the vision to surging AI/cloud energy demand on Earth. Challenges include launch costs, maintenance, upgrades, and operational risk. Bezos compared AI’s rise to the internet boom, urging caution in separating hype from lasting advances. (Yahoo Finance)
7. 📈 Wall Street ends higher; Dow hits record while tech lags
The Dow climbed 242 points (0.52%) to 46,761.72, setting a record close, while the S&P 500 inched up just 0.01% and the Nasdaq slipped 0.28%. Tech stocks weighed on the market after Applied Materials warned of a $600M revenue hit in 2026. Investors also faced uncertainty as the U.S. shutdown stretched into its third day. Meanwhile, the ISM services employment index fell for the fourth month in a row, pointing to labor market weakness. (Reuters)
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