| Ian King / Bloomberg: |
Nvidia reports Q4 revenue up 73% YoY to $68.13B, above $66.21B est., Data Center revenue up 75% YoY to $62.3B, and forecasts Q1 revenue above estimates — Nvidia Corp.'s latest sales forecast drew a lukewarm response from investors, signaling that concerns over a potential bubble continue … | Jonathan Stempel / Reuters: |
New York's AG sues Valve over its use of loot boxes, accusing the game developer of violating state gambling laws and threatening to addict children to gambling — New York's attorney general sued Valve, a video game developer whose franchises include Counter-Strike, Team Fortress and Dota … | Anthropic: |
Anthropic retired Claude Opus 3, its first model to undergo a new “retirement interview” process, and says Opus 3 asked to write weekly essays for a newsletter — As we develop increasingly capable AI models, it's currently necessary to deprecate and retire our past models due … | Zaheer Kachwala / Reuters: |
Salesforce reports Q4 revenue up 12% YoY to $11.2B, above $11.18B est., forecasts Q1 revenue above estimates, and announces a $50B share repurchase program — Salesforce (CRM.N) forecast first-quarter revenue above Wall Street expectations on Wednesday, betting on strong demand … | Lawrence Abrams / BleepingComputer: |
Cisco warns of a critical SD-WAN bug that was actively exploited in zero-day attacks since 2023; CISA and its international partners issue emergency directives — Cisco is warning that a critical authentication bypass vulnerability in Cisco Catalyst SD-WAN, tracked as CVE-2026-20127 … | New York Times: |
As China grapples with a shrinking population and low birthrate, some women are finding romance with AI chatbots, leading Beijing to increase AI regulations — As China grapples with a shrinking population and historically low birthrate, people are finding romance with chatbots instead.| Allison Johnson / The Verge: |
Google launches task automation for Gemini on Pixel 10 and Samsung Galaxy S26, enabling Gemini to autonomously perform tasks using apps like Uber and DoorDash — Gemini's in the driver's seat. … Google's Gemini AI is getting one step closer to being more like an actual assistant.| Prakhar Khanna / ZDNET: |
| Suzanne Smalley / The Record: |
The US FTC says it won't enforce COPPA against companies using age verification tools as long as they use the collected data only to verify a user's age — The Federal Trade Commission (FTC) on Wednesday issued a policy statement advising industry that it will not bring enforcement actions … | Tim Anderson / The Register: |
A Cloudflare engineer rebuilt Next.js from scratch in one week using AI, reimplementing 94% of its API and spending $1,100 on Claude tokens — Uses Vite and Claude to sidestep Vercel lock-in — A Cloudflare engineer says he has implemented 94 percent of the Next.js API by directing Anthropic's Claude … | Rebecca Szkutak / TechCrunch: |
Alphabet's Intrinsic, which builds AI models and software for industrial robots, joins Google, but will remain a distinct entity and work with Google DeepMind — Google is moving further into physical AI by bringing a familiar robotics software platform under its wing.| Jess Weatherbed / The Verge: |
Instagram says it will alert parents if their teen repeatedly searches for terms related to self-harm or suicide in the US, the UK, Canada, and Australia — Meta is planning something similar for its chatbots later this year. — Starting next week, Instagram will notify parents … | Citadel Securities: |
Citadel rebuts Citrini's viral article, arguing that AI deployment is constrained by the marginal cost of compute vs. human labor, and needs far more compute — Copyright © Citadel Enterprise Americas LLC or one of its affiliates. All rights reserved.| The Information: |
Sources: Amazon plans to invest up to $50B in OpenAI, $35B of which could hinge on an IPO or AGI milestone; OpenAI is discussing custom models for Amazon — Amazon's decision to invest up to $50 billion in OpenAI could hang on whether OpenAI goes public or reaches a loosely defined milestone known … | Andrej Karpathy / @karpathy: |
| Jo Constantz / Bloomberg: |
eBay says it plans to cut ~800 jobs, or ~6% of its full-time employees, after laying off ~500 people in early 2023 and ~1,000 staff in early 2024 — EBay Inc. is cutting about 800 jobs, or 6% of its full-time employees, saying the layoffs are needed to align its workforce with strategic priorities.| Arijeta Lajka / New York Times: |
An analysis of 1,000+ YouTube Shorts videos recommended to kids: the algorithm pushes bizarre, often nonsensical, AI-generated videos, and many lack disclosures — Experts caution that low-quality, A.I.-generated videos on YouTube geared toward children often feature conflicting information … | Brody Ford / Bloomberg: |
Filing: C3.ai plans to cut ~26% of its workforce; the company had ~1,200 employees as of April 2025; C3.ai shares drop 20%+ pre-market on weaker FY guidance — C3.ai Inc., a maker of data analysis software, is cutting about a quarter of its workforce after the appointment of a new chief executive officer.| Vlad Savov / Bloomberg: |
OpenAI says ChatGPT refused to assist a user associated with Chinese law enforcement in planning an online campaign to discredit Japanese PM Sanae Takaichi — OpenAI said its ChatGPT AI service refused to assist an individual associated with Chinese law enforcement in planning an online campaign … | Bloomberg: |
Sources: Apple is in talks with Visa, Mastercard, and Indian banks ICICI, HDFC, and Axis as part of its plans to launch Apple Pay in India around mid-2026 — Apple Inc. is in discussions with key Indian banks and global card networks in preparation to start Apple Pay in the world's most populous country.| Reuters: |
Sources: DeepSeek did not share its upcoming V4 model with US chipmakers, including AMD and Nvidia, but granted early access to Chinese companies like Huawei — DeepSeek, the Chinese artificial intelligence lab whose low-cost model rattled global markets last year, has not shown U.S. chipmakers … | Financial Times: |
Analysis: super PACs for and against AI regulation have raised $265M ahead of the midterms, with pro-AI groups significantly outraising pro-regulation groups — Midterm election contests poised to become battlegrounds over nascent technology — Alex Bores was on the way to his wedding anniversary dinner … | Alex Heath / Sources: |
Q&A with Skild AI CEO Deepak Pathak on building a general-purpose brain for robots, standing out among big tech's robotics efforts, the path to AGI, and more — Deepak Pathak has spent 15 years trying to solve one of the hardest problems in AI: getting machines to move through and manipulate the physical world.| The Information: |
| Nick Huber / Financial Times: |
Several UK consultants have left large firms to start AI consultancy startups, as growth in the country's AI consulting sector outpaces the broader market — A number of consultants have left big firms to create their own software companies to automate common and repetitive work| Wall Street Journal: |
Mistral and Accenture sign a multi-year deal to let Accenture deploy Mistral's models for its clients; Mistral has deals with IBM, Cisco, SAP, ASML, and others — Accenture is added to its list of major clients at a critical juncture in the AI race — Mistral AI struck an agreement … | Michelle Chan / Financial Times: |
Tech companies are increasingly turning to GPU-backed debt, a model pioneered by CoreWeave, using SPVs to shift debt off their balance sheets — Investors attracted by high yields as companies look to shift debt off their balance sheets — Tech companies are increasingly turning … | Chainalysis: |
Total on-chain ransomware payments fell 8% YoY to $820M in 2025, despite a record 50% rise in claimed victims; the median payment grew 368% YoY to nearly $60K — TL;DR — Ransomware payments stagnated despite record attacks claimed. Total on-chain ransomware payments fell by approximately 8% … | Axios: |
Sources: the DOD asked Boeing and Lockheed Martin to assess their reliance on Claude, a first step toward blacklisting Anthropic; Lockheed confirms DOD contact — The Pentagon asked two major defense contractors on Wednesday to provide an assessment of their reliance on Anthropic's AI model … | Michael J. de la Merced / New York Times: |
Revel, founded by ex-SpaceX Starship software lead Scott Morton to replace legacy systems that test complex hardware like rockets, raised $150M led by Index — The start-up, founded by a former top SpaceX engineer, promises to help companies reduce their testing times and optimize systems.
Deep analysis for deep questions — Introducing Superagent. A new research product from Airtable: Subagents deeply interrogate your topic and turn it into boardroom-ready reports, slides, docs, or websites.
Turn any GTM idea into reality — Clay helps GTM teams combine AI agents, enrichment, and intent data to move faster and turn insights into action.
Why work loses structure across apps—and how Spaces restore it — As work becomes more cross-functional, teams spend less time struggling with access to tools and more time trying to understand …
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
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| Philip Stafford / Financial Times: |
| Tom Matsuda / Sifted: |
| Claude / @claudeai: |
| Jaspreet Singh / Reuters: |
| Todd Bishop / GeekWire: |
| Jason Hiner / The Deep View: |