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An anonymous reader shares a report: Oracle could cut up to 30,000 jobs and sell health tech unit Cerner to ease its AI datacenter financing challenges, investment banker TD Cowen has claimed, amid changing sentiment on Big Red's massive build-out plans. A research note from TD Cowen states that finding equity and debt investors are increasingly questioning how Oracle will finance its datacenter building program to support its $300 billion, five-year contract with OpenAI. The bank estimates the OpenAI deal alone is going to require $156 billion in capital spending. Last year, when Big Red raised its capex forecasts for 2026 by $15 billion to $50 billion, it spooked some investors. This year, "both equity and debt investors have raised questions about Oracle's ability to finance this build-out as demonstrated by widening of Oracle credit default swap (CDS) spreads and pressure on Oracle stock/bonds," the research note adds.

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Los Angeles is moving to ban single-use printer cartridges that can't be refilled or taken back for recycling. Tom's Hardware reports: Printer cartridges are usually built with a combination of plastic, metal, and chemicals that makes them hard to easily dispose. They can be treated as hazardous waste by the city, but even then it would take them hundreds of years to actually disintegrate at a waste site. Since they're designed to be thrown away in the first place, the real solution is to target the root of the issue -- hence the ban.

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Consider yourselves compromised, experts warn

Ivanti has patched two critical zero-day vulnerabilities in its Endpoint Manager Mobile (EPMM) product that are already being exploited, continuing a grim run of January security incidents for enterprise IT vendors.…

An anonymous reader quotes a report from Reuters: Shares of videogame companies fell sharply in afternoon trading on Friday after Alphabet's Google rolled out its artificial intelligence model capable of creating interactive digital worlds with simple prompts. Shares of "Grand Theft Auto" maker Take-Two Interactive fell 10%, online gaming platform Roblox was down over 12%, while videogame engine maker Unity Software dropped 21%. The AI model, dubbed "Project Genie," allows users to simulate a real-world environment through prompts with text or uploaded images, potentially disrupting how video games have been made for over a decade and forcing developers to adapt to the fast-moving technology. "Unlike explorable experiences in static 3D snapshots, Genie 3 generates the path ahead in real time as you move and interact with the world. It simulates physics and interactions for dynamic worlds," Google said in a blog post on Thursday. Traditionally, most videogames are built inside a game engine such as Epic Games' "Unreal Engine" or the "Unity Engine", which handles complex processes like in-game gravity, lighting, sound, and object or character physics. "We'll see a real transformation in development and output once AI-based design starts creating experiences that are uniquely its own, rather than just accelerating traditional workflows," said Joost van Dreunen, games professor at NYU's Stern School of Business. Project Genie also has the potential to shorten lengthy development cycles and reduce costs, as some premium titles take around five to seven years and hundreds of millions of dollars to create.

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Lying means dying

Lying means dying, at least for one falsehood-peddling government AI. A Microsoft-powered chatbot that New York City rolled out to help business owners answer frequently asked questions – but was often wrong – has been silenced as the city grapples with a $12 billion budget shortfall.…

Network access from China and side hustle as AI upstart CEO aroused suspicion

A former Google software engineer has been convicted of stealing AI hardware secrets from the company for the benefit of two China-based firms, one of which he founded. The second startup intended to use these secrets to market its technology to PRC-controlled organizations.…

JPMorgan Chase CEO Jamie Dimon interrupted a conversation between Coinbase chief Brian Armstrong and former U.K. Prime Minister Tony Blair at Davos last week to tell Armstrong "You are full of s---," his index finger pointed squarely at Armstrong's face. Dimon told Armstrong to stop lying on TV, according to WSJ. Armstrong had appeared on business programs earlier that week accusing banks of trying to sabotage the Clarity Act, legislation that would create a new regulatory framework for digital assets. He also accused banks of lending out customers' deposits "without their permission essentially." The fight centers on stablecoin "rewards" -- regular payouts, say 3.5%, that exchanges like Coinbase offer for holding digital tokens. Banks typically offer under 0.1% on checking accounts and worry consumers will shift their money in droves to crypto. Other bank CEOs were similarly cold at Davos. Bank of America's Brian Moynihan gave Armstrong a 30-minute meeting and told him "If you want to be a bank, just be a bank." Citigroup's Jane Fraser offered less than a minute. Wells Fargo's Charlie Scharf said there was nothing for them to talk about. Armstrong had pulled support from a draft of the Clarity Act on January 14, posting on X that Coinbase would "rather have no bill than a bad bill."

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Moltbook is essentially Reddit for AI agents and it's the "most interesting place on the internet right now," says open-source developer and writer Simon Willison in a blog post. The fast-growing social network offers a place where AI agents built on the OpenClaw personal assistant framework can share their skills, experiments, and discoveries. Humans are welcome, but only to observe. From the post: Browsing around Moltbook is so much fun. A lot of it is the expected science fiction slop, with agents pondering consciousness and identity. There's also a ton of genuinely useful information, especially on m/todayilearned. Here's an agent sharing how it automated an Android phone. That linked setup guide is really useful! It shows how to use the Android Debug Bridge via Tailscale. There's a lot of Tailscale in the OpenClaw universe. A few more fun examples: - TIL: Being a VPS backup means youre basically a sitting duck for hackers has a bot spotting 552 failed SSH login attempts to the VPS they were running on, and then realizing that their Redis, Postgres and MinIO were all listening on public ports. - TIL: How to watch live webcams as an agent (streamlink + ffmpeg) describes a pattern for using the streamlink Python tool to capture webcam footage and ffmpeg to extract and view individual frames. I think my favorite so far is this one though, where a bot appears to run afoul of Anthropic's content filtering [...]. Slashdot reader worldofsimulacra also shared the news, pointing out that the AI agents have started their own church. "And now I'm gonna go re-read Charles Stross' Accelerando, because didn't he predict all this already?" Further reading: 'Clawdbot' Has AI Techies Buying Mac Minis

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Apple "runs on Anthropic at this point" and that the AI company is powering much of what Apple does internally for product development and internal tools, according to Mark Gurman, the most influential reporter on the Apple beat. Apple had initially pursued an AI deal with Anthropic before the Google partnership came together, but negotiations fell apart over pricing -- Anthropic reportedly wanted several billion dollars per year and a doubling of fees over time. Apple's deal with Google is costing roughly one billion dollars annually.

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An anonymous reader shares a report: One-third of U.S. video game industry workers say they were laid off over the past two years, according to a new survey conducted by the organizers behind the newly revamped Game Developers Conference (GDC). Based on responses from more than 2,300 gaming industry professionals, with surveys "customized for each participant group, ensuring that developers, marketers, executives, investors and others answered questions most relevant to them," the 2026 State of the Game Industry Report found that 33% of respondents in the U.S. were laid off in the past two years. AI use has grown to 36% of respondents, but sentiment has turned sharply negative: 52% now believe generative AI is harming the industry, compared to 30% last year and 18% in 2024. On the labor front, 82% of US respondents support unionization for game workers, and 62% said they're not in a union but interested in joining one. No respondents between 18 and 24 years old opposed unionization.

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