Reading List

The most recent articles from a list of feeds I subscribe to.

Sources: Shenzhen government-owned chip equipment maker SiCarrier, a key Huawei supplier, is seeking ~$2.8B at an $11B valuation in its first fundraising round (Reuters)

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Tencent reports Q1 revenue up 13% YoY to ~$25B, above ~$24.3B est., net profit up 14% YoY to ~$6.6B, below ~$7.3B est., driven by its gaming business' growth (Arjun Kharpal/CNBC)

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Foxconn reports Q1 revenue up 24% YoY to ~$54B, net profit up 91% YoY to ~$1.38B, above est.,; cloud and networking, like AI servers, was 34% of its Q1 revenue (Sherry Qin/Wall Street Journal)

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How Finland's district heating systems are harvesting heat from data centers; Microsoft's project near Helsinki will be the largest of its kind when completed (Bloomberg)

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Sony reports Q4 revenue down 24% YoY to ~$17.7B, PlayStation 5 units sold in FY 24 down 11% YoY to 18.5M, and expects a ~$700M impact from US tariffs in FY 25 (Bloomberg)

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Q&A with Marc Benioff on how AI is disrupting work, Salesforce's AI agent platform Agentforce, the Trump administration's tariffs and economic policy, and more (Stephen Morris/Financial Times)

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Appfigures: mobile gamers spent $65.4B in 2024, up 4% YoY, but less than $4B went to games released in 2024; studios launched 126K games in 2024, down 43% YoY (Vlad Savov/Bloomberg)

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Sources including former AbleGamers staff detail abuse, financial mismanagement, and other issues at the influential nonprofit promoting gaming accessibility (Grant Stoner/IGN)

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A profile of Tether Chief Investment Officer Richard Heathcote, who manages a $150B asset portfolio and has helped deepen Tether's ties with Cantor Fitzgerald (Ryan Weeks/Bloomberg)

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The US Commerce Department issues guidance stating that "using Huawei Ascend chips anywhere in the world violates US export controls" due to the use of US tech (Financial Times)

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Microsoft extends support for Microsoft 365 apps on Windows 10 until October 10, 2028, after previously announcing plans to end support by October 14, 2025 (Tom Warren/The Verge)

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Source: Arista plans to acquire Broadcom's VeloCloud, which provides SD-WAN tech to telecoms, for less than $1B; VMware bought VeloCloud for ~$450M in 2017 (Kevin McLaughlin/The Information)

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The EU's Vulnerability Database project, first announced in June 2024, is now fully operational, while the US's NVD struggles with a backlog of submissions (Jessica Lyons/The Register)

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Filing: Cantor Equity Partners bought $458.7M in BTC as part of a pending merger with Twenty One Capital, the BTC investment vehicle backed by Tether and others (Krisztian Sandor/CoinDesk)

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Sea reports Q1 revenue up 29.6% YoY to $4.84B vs $4.89B est., net profit of $403M vs $23M net loss in Q1 2024, and e-commerce revenue up 28.3% YoY to $3.5B (Tsubasa Suruga/Nikkei Asia)

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Sources: Baidu plans to test its Apollo Go robotaxi service in Switzerland by the end of 2025, its first expansion in Europe, and also launch it in Turkey (Wall Street Journal)

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UK-based Space Forge, which aims to develop ultra-efficient semiconductors and other materials in orbit, raised a $30M Series A led by the NATO Innovation Fund (Alan Neuhauser/Axios)

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Amazon's Zoox offers free robotaxi rides to employees and other invited users in Las Vegas, after receiving approval to accept paying customers in Clark County (Alex Perry/The Information)

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Former DeepSeek employees, analysts, VCs, and executives detail how the Chinese AI company works and how it fits into China's broader AI ambitions (Bloomberg)

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Sources: TikTok is working on a new feature to let US users share photos over DMs inside the app, and also plans to introduce voice messaging (The Information)

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