Jordan Novet
@jordannovet.cnbc.com
Technology reporter @cnbc.com in San Francisco. jordan.novet@versantmedia.com
now that's a fumble
February 9, 2026 at 3:02 AM
now that's a fumble
Berkeley, California
February 9, 2026 at 12:26 AM
Berkeley, California
oh this one has movie potential www.sfchronicle.com/crime/articl...
February 8, 2026 at 4:14 PM
oh this one has movie potential www.sfchronicle.com/crime/articl...
right on time for the big game
February 8, 2026 at 4:09 PM
right on time for the big game
where the marketing dollars are going, other than Super Bowl ads
February 7, 2026 at 10:50 PM
where the marketing dollars are going, other than Super Bowl ads
"There's this notion that the tool in the software industry is in decline, and will be replaced by AI .... It is the most illogical thing in the world, and time will prove itself." -Jensen Huang www.reuters.com/business/nvi...
Nvidia's Huang dismisses fears AI will replace software tools as stock selloff deepens
Huang said AI will rely on existing software rather than rebuild basic tools from scratch.
www.reuters.com
February 5, 2026 at 5:08 PM
"There's this notion that the tool in the software industry is in decline, and will be replaced by AI .... It is the most illogical thing in the world, and time will prove itself." -Jensen Huang www.reuters.com/business/nvi...
the CIA says today that the World Factbook was a "high-profile site" that "garnered millions of views each year." then why would the agency take the publication offline? www.cia.gov/stories/stor...
Spotlighting The World Factbook as We Bid a Fond Farewell - CIA
www.cia.gov
February 5, 2026 at 1:29 AM
the CIA says today that the World Factbook was a "high-profile site" that "garnered millions of views each year." then why would the agency take the publication offline? www.cia.gov/stories/stor...
the company is looking at $175 billion to $185 billion in 2026 capex
Google parent Alphabet beat Wall Street’s expectations for its fourth quarter but a new, high bar for expected spending on artificial intelligence infrastructure tempered enthusiasm. www.cnbc.com/2026/02/04/a...
Alphabet resets the bar for AI infrastructure spending
The search giant's proposed capex spend for 2026 exceeds that of its hyperscalers peers.
www.cnbc.com
February 5, 2026 at 1:03 AM
the company is looking at $175 billion to $185 billion in 2026 capex
Charlie Bell was once a candidate to be AWS CEO. he joined Microsoft to run security in 2021, and now is becoming an individual contributor working on engineering quality www.cnbc.com/2026/02/04/m...
Microsoft brings back executive Hayete Gallot to run cybersecurity, as Charlie Bell takes new role
Under Charlie Bell, Microsoft's cybersecurity business grew, but the company also dealt with the fallout from cyberattacks.
www.cnbc.com
February 4, 2026 at 5:17 PM
Charlie Bell was once a candidate to be AWS CEO. he joined Microsoft to run security in 2021, and now is becoming an individual contributor working on engineering quality www.cnbc.com/2026/02/04/m...
four people made EVP under Judson Althoff at Microsoft today www.cnbc.com/2026/02/03/m...
Microsoft promotes sales leaders as company pursues AI growth
Judson Althoff, CEO of Microsoft's commercial business, wants to reduce the customer feedback loop as the company sells artificial intelligence services.
www.cnbc.com
February 4, 2026 at 12:05 AM
four people made EVP under Judson Althoff at Microsoft today www.cnbc.com/2026/02/03/m...
"As companies transition to more AI code writing with human supervision, humans may not possess the necessary skills to validate and debug AI-written code if their skill formation was inhibited by using AI in the first place."
The latest from Anthropic: using Anthropic's products makes you worse at your job
How AI assistance impacts the formation of coding skills
Anthropic is an AI safety and research company that's working to build reliable, interpretable, and steerable AI systems.
www.anthropic.com
January 31, 2026 at 3:14 AM
"As companies transition to more AI code writing with human supervision, humans may not possess the necessary skills to validate and debug AI-written code if their skill formation was inhibited by using AI in the first place."
"Court records suggest that the companies didn’t see it as practical to gain direct permission from publishers and authors to use their work. Instead, Anthropic, Meta and other companies found ways to acquire books in bulk without the authors’ knowledge ..., including by downloading pirated copies."
It's called Project Panama. The goal? "Destructively scan all the books in the world."
The kind of deep reporting with @willoremus.com and @nitasha.bsky.social that I love doing at @washingtonpost.com. wapo.st/4rjXAMQ
The kind of deep reporting with @willoremus.com and @nitasha.bsky.social that I love doing at @washingtonpost.com. wapo.st/4rjXAMQ
How Silicon Valley built AI: Buying, scanning and destroying millions of books
Court filings reveal how AI companies raced to obtain more books to feed chatbots, including by buying, scanning and disposing of millions of titles.
wapo.st
January 29, 2026 at 5:37 AM
"Court records suggest that the companies didn’t see it as practical to gain direct permission from publishers and authors to use their work. Instead, Anthropic, Meta and other companies found ways to acquire books in bulk without the authors’ knowledge ..., including by downloading pirated copies."
can you take me higher
January 28, 2026 at 10:11 PM
can you take me higher
"Morgan Stanley estimates that hyperscalers and their adjacent companies will raise $400bn from the US high-grade market in 2026, a dramatic increase from $170bn last year and just $44bn in 2024." www.ft.com/content/8264...
January 27, 2026 at 5:34 PM
"Morgan Stanley estimates that hyperscalers and their adjacent companies will raise $400bn from the US high-grade market in 2026, a dramatic increase from $170bn last year and just $44bn in 2024." www.ft.com/content/8264...
indicator www.nytimes.com/2026/01/26/b...
Goodwill Thrives as Americans Stretch Their Dollars
www.nytimes.com
January 26, 2026 at 8:57 PM
indicator www.nytimes.com/2026/01/26/b...
"Many data centers and manufacturing plants have tens of industrial diesel generators on hand in case power goes out and they need to generate their own electricity. The administration’s idea is to take advantage of that power capacity during demand spikes." www.wsj.com/business/ene...
Trump Administration Taps Data Centers for Backup Power Ahead of Snowstorm
The move is unusual because data-center operators and other businesses generally don’t distribute energy to the grid.
www.wsj.com
January 23, 2026 at 9:40 PM
"Many data centers and manufacturing plants have tens of industrial diesel generators on hand in case power goes out and they need to generate their own electricity. The administration’s idea is to take advantage of that power capacity during demand spikes." www.wsj.com/business/ene...
Autodesk CEO Andrew Anagnost writes in memo to employees on cutting 7% of company's workforce: "I want to be clear that this will not become an annual process at Autodesk and these changes are not driven by the external environment or an effort to replace people with AI." www.sec.gov/Archives/edg...
Document
www.sec.gov
January 23, 2026 at 12:06 AM
Autodesk CEO Andrew Anagnost writes in memo to employees on cutting 7% of company's workforce: "I want to be clear that this will not become an annual process at Autodesk and these changes are not driven by the external environment or an effort to replace people with AI." www.sec.gov/Archives/edg...
"Two-thirds of nonmanagement staffers said they saved less than two hours a week or no time at all with AI. More than 40% of executives, in contrast, said the technology saved them more than eight hours of work a week." www.wsj.com/lifestyle/wo...
CEOs Say AI Is Making Work More Efficient. Employees Tell a Different Story.
How much time workers say the technology saves them on the job is vastly different from what executives report.
www.wsj.com
January 21, 2026 at 6:02 PM
"Two-thirds of nonmanagement staffers said they saved less than two hours a week or no time at all with AI. More than 40% of executives, in contrast, said the technology saved them more than eight hours of work a week." www.wsj.com/lifestyle/wo...
"Written by humans for humans"
January 19, 2026 at 10:29 PM
"Written by humans for humans"
overheard on MUNI: "I'm already old, so. I'm 24."
January 16, 2026 at 5:10 AM
overheard on MUNI: "I'm already old, so. I'm 24."
PSA i have no connection to Novee Cyber Security Ltd
January 15, 2026 at 12:16 AM
PSA i have no connection to Novee Cyber Security Ltd
big win for Cerebras today after Nvidia picked team Groq www.cnbc.com/2026/01/14/c...
Cerebras scores OpenAI deal worth over $10 billion ahead of AI chipmaker's IPO
The deal will help diversify Cerebras away from the United Arab Emirates G42, which accounted for 87% of revenue in the first half of 2024.
www.cnbc.com
January 14, 2026 at 8:20 PM
big win for Cerebras today after Nvidia picked team Groq www.cnbc.com/2026/01/14/c...
"The California-based company is planning a 1.2-gigawatt power campus in Ohio, a site chosen in part for the availability of workers, Chief Executive Officer Jacob DeWitte said Wednesday" www.bloomberg.com/news/article...
Labor Shortages May Hinder Power-Plant Buildout, Oklo CEO Says
Nuclear company Oklo Inc. is warning that shortages of skilled workers are threatening to become a bottleneck in efforts to build new power plants.
www.bloomberg.com
January 14, 2026 at 5:47 PM
"The California-based company is planning a 1.2-gigawatt power campus in Ohio, a site chosen in part for the availability of workers, Chief Executive Officer Jacob DeWitte said Wednesday" www.bloomberg.com/news/article...
Reposted by Jordan Novet
NEW: I have exclusive new data on whether local resistance is slowing down the data center buildout.
Heatmap’s comprehensive review finds that 25 data centers were cancelled last year after sustained local opposition. That’s quadruple the number from a year prior.
heatmap.news/politics/dat...
Heatmap’s comprehensive review finds that 25 data centers were cancelled last year after sustained local opposition. That’s quadruple the number from a year prior.
heatmap.news/politics/dat...
January 13, 2026 at 4:59 PM
NEW: I have exclusive new data on whether local resistance is slowing down the data center buildout.
Heatmap’s comprehensive review finds that 25 data centers were cancelled last year after sustained local opposition. That’s quadruple the number from a year prior.
heatmap.news/politics/dat...
Heatmap’s comprehensive review finds that 25 data centers were cancelled last year after sustained local opposition. That’s quadruple the number from a year prior.
heatmap.news/politics/dat...
"Crucially, Google still avoids AI Overviews for all but 3% hard news queries. AI answers are much more likely to appear on queries related to science (22%), health (20%), or people and society (19%)." www.inma.org/blogs/reader...
Search disruption: Don’t panic, estimate the risk, plan your response
Data shows search accounted for about 33% of pageviews for the median news site and about 28% of subscription conversion. News companies should analyse this disruption and strengthen what they can con...
www.inma.org
January 13, 2026 at 2:57 PM
"Crucially, Google still avoids AI Overviews for all but 3% hard news queries. AI answers are much more likely to appear on queries related to science (22%), health (20%), or people and society (19%)." www.inma.org/blogs/reader...