Daily Digest - 2026-02-04

Today in one line
Today: Can Tesla make its own chips? · Nvidia's $100 billion OpenAI deal has seemingly vanished.

Top 10 — News

  1. Can Tesla make its own chips?
    Tech industry | Financial Times - Technology | 2026-02-04 00:01 UTC
    A look at Tesla's push toward custom chips and the value-destruction risks of vertical integration.
  2. Nvidia’s $100 billion OpenAI deal has seemingly vanished
    Tech industry | Ars Technica | 2026-02-03 22:44 UTC
    Reports suggest Nvidia's headline-grabbing proposed OpenAI investment plan has fizzled.
  3. Walmart becomes first retailer to hit $1tn market value
    Business & economy | BBC News - Business | 2026-02-03 18:12 UTC
    Walmart hits a $1T market value milestone, reflecting its scale and continued reinvention.
  4. Homeland Security is trying to force tech companies to hand over data about Trump critics
    Security & privacy | TechCrunch | 2026-02-03 18:35 UTC
    TechCrunch reports DHS using administrative subpoenas to seek data about anonymous accounts tracking ICE operations.
  5. Department of Justice appeals Google search monopoly ruling
    Tech industry | The Verge | 2026-02-03 22:40 UTC
    The U.S. DOJ and states appeal the Google Search monopoly decision, keeping antitrust pressure on Google.
  6. Notepad++ supply chain attack breakdown
    Security & privacy | Hacker News (front page) | 2026-02-03 22:35 UTC
    A post-mortem breaks down a supply-chain compromise affecting Notepad++ distribution and how it was detected.
  7. AliSQL: Alibaba’s open-source MySQL with vector and DuckDB engines
    Tech industry | Hacker News (front page) | 2026-02-03 18:40 UTC
    Alibaba open-sources AliSQL, a MySQL variant that adds vector and DuckDB engines for hybrid workloads.
  8. US stocks drop on fears AI will hit software and analytics groups
    Business & economy | Financial Times - Markets | 2026-02-03 22:20 UTC
    U.S. stocks drop as investors worry new AI tools could pressure software and analytics business models.
  9. Xcode 26.3 adds support for Claude, Codex, and other agentic tools via MCP
    Tech industry | Ars Technica | 2026-02-03 18:01 UTC
    Apple updates Xcode to integrate multiple coding agents via the Model Context Protocol (MCP).
  10. Google court filings suggest ChromeOS has an expiration date
Tech industry | Ars Technica | 2026-02-03 18:25 UTC
Court filings suggest Google may wind down ChromeOS after existing support commitments expire.

AI tools & model updates

  1. ComfyUI v0.12.1
    AI tools & model releases | GitHub Releases - comfyanonymous/ComfyUI | 2026-02-03 21:27 UTC
    ComfyUI ships v0.12.1; see the release notes for workflow changes and fixes.
  2. Xcode 26.3 unlocks agentic coding (official announcement)
    AI tools & model releases | Apple Newsroom | 2026-02-03 18:04 UTC
    Apple announces Xcode 26.3 capabilities for agentic coding; see the official post for details.
  3. Accelerating long-context model training in JAX and XLA
    AI tools & model releases | NVIDIA Developer Blog | 2026-02-03 17:30 UTC
    NVIDIA outlines techniques to speed up long-context training using JAX/XLA.
  4. Introducing Holo2 (UI localization model)
    AI tools & model releases | Hugging Face Blog | 2026-02-03 17:40 UTC
    Hugging Face introduces Holo2, a model aimed at UI localization tasks.
Full list — News (10)
Tech industry · Financial Times - Technology · 2026-02-04 00:01 UTC
A look at Tesla's push toward custom chips and the value-destruction risks of vertical integration.
Business & economy · Financial Times - Markets · 2026-02-03 22:20 UTC
U.S. stocks drop as investors worry new AI tools could pressure software and analytics business models.
Tech industry · Ars Technica · 2026-02-03 22:44 UTC
Reports suggest Nvidia's headline-grabbing proposed OpenAI investment plan has fizzled.
Business & economy · BBC News - Business · 2026-02-03 18:12 UTC
Walmart hits a $1T market value milestone, reflecting its scale and continued reinvention.
Tech industry · Ars Technica · 2026-02-03 18:01 UTC
Apple updates Xcode to integrate multiple coding agents via the Model Context Protocol (MCP).
Security & privacy · TechCrunch · 2026-02-03 18:35 UTC
TechCrunch reports DHS using administrative subpoenas to seek data about anonymous accounts tracking ICE operations.
Tech industry · Ars Technica · 2026-02-03 18:25 UTC
Court filings suggest Google may wind down ChromeOS after existing support commitments expire.
Tech industry · The Verge · 2026-02-03 22:40 UTC
The U.S. DOJ and states appeal the Google Search monopoly decision, keeping antitrust pressure on Google.
Security & privacy · Hacker News (front page) · 2026-02-03 22:35 UTC
A post-mortem breaks down a supply-chain compromise affecting Notepad++ distribution and how it was detected.
Tech industry · Hacker News (front page) · 2026-02-03 18:40 UTC
Alibaba open-sources AliSQL, a MySQL variant that adds vector and DuckDB engines for hybrid workloads.
Full list — AI tools & model updates (4)
AI tools & model releases · GitHub Releases - comfyanonymous/ComfyUI · 2026-02-03 21:27 UTC
ComfyUI ships v0.12.1; see the release notes for workflow changes and fixes.
AI tools & model releases · Apple Newsroom · 2026-02-03 18:04 UTC
Apple announces Xcode 26.3 capabilities for agentic coding; see the official post for details.
AI tools & model releases · NVIDIA Developer Blog · 2026-02-03 17:30 UTC
NVIDIA outlines techniques to speed up long-context training using JAX/XLA.
AI tools & model releases · Hugging Face Blog · 2026-02-03 17:40 UTC
Hugging Face introduces Holo2, a model aimed at UI localization tasks.