• Anduril raised a $5B Series H led by Thrive and a16z at a $61B valuation, up from $30.5B in June 2025, taking its total funding to $6.82B, and may IPO in 2027 (Sheera Frenkel/New York Times)
• Q&A with Amazon SVP of Devices and Alexa Panos Panay on Alexa+, the company's focus on devices for the home, its Leo satellite broadband business, and more (Rafe Rosner-Uddin/Financial Times)
• How the Strait of Hormuz blockade is disrupting global chip supply chains, affecting supplies of helium, bromine, sulfur, and thinners essential to chipmaking (Bloomberg)
• China's move to block Meta's Manus acquisition challenges the "Singapore washing" model, as major Chinese tech companies build significant Singapore presences (Owen Walker/Financial Times)
• How the "Facebook House" in Los Altos, Mark Zuckerberg's former residence, became a hub for Chinese AI talent, who are a key part of Silicon Valley's AI boom (Viola Zhou/Rest of World)
• Analysts say AI fervor in the US and Asia has spread to Europe, boosting stocks like STMicro and Nokia as investors seek the AI boom's pick-and-shovel stocks (Financial Times)
• An analysis of Tokenomist.ai data: Trump family members made ~$1.55B from sales of World Liberty Financial's WLFI tokens, lifting their total fortune by ~$660M (Bloomberg)
• China's CSI AI Index, which tracks AI supply chain companies, is up 28%+ YTD, while HK's Hang Seng Tech Index, which includes Alibaba and Tencent, is down 8% (William Sandlund/Financial Times)
• Analysis: contract prices for NAND chips are up 600%+ since late September 2025, while those for DRAM chips are up ~400%, with analysts expecting further gains (Winnie Hsu/Bloomberg)
• Config, which is building a data layer for robotics foundation models, raised a $27M seed at a $200M+ valuation led by Samsung Venture Investment (Kate Park/TechCrunch)
• Metis TechBio, a biotech company using AI to deliver and formulate drugs, surged as much as 185% in its Hong Kong market debut after raising ~$270M in its IPO (Amber Tong/Bloomberg)
• Paymentology, which provides real-time card and payment processing technology for banks and fintechs, raised $175M co-led by Apis Partners and Aspirity Partners (Tamara Djurickovic/Tech.eu)
• Sources: Sam Altman recently discussed launching an AI compute company that is majority-owned by OpenAI, similar to Stargate's original data center initiative (Alex Heath/Sources)
• Nvidia says Jensen Huang is joining President Trump on his China trip; a source says Trump asked Huang to join him after seeing media coverage of his absence (CNBC)
• Waymo recalls ~3,800 robotaxis in the US to fix software issues that may cause them to drive onto flooded roads, after some were seen stalled on flooded streets (Lora Kolodny/CNBC)
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