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May 6, 2026, 6:55 AM

Top News

The Information:
Source: Anthropic plans to spend ~$200B on Google's Cloud and chips over five years, representing 40%+ of the “revenue backlog” that Google disclosed last week  —  When Google last month said it would supply Anthropic with an astonishing five gigawatts of server capacity …
Hugh Langley / Business Insider:
Document and sources: Google is testing an agent in the Gemini app, codenamed Remy, that can integrate with Google services to take actions on a user's behalf  —  - Google is working on an AI agent codenamed “Remy,” according to an internal document.  — Remy is described as a …
Michael Acton / Financial Times:
Dan Goodin / Ars Technica:
Kaspersky says Daemon Tools, a widely used app for mounting disk images, has been backdoored in a monthlong compromise that has pushed malicious updates  —  Daemon Tools, a widely used app for mounting disk images, has been backdoored in a monthlong compromise that has pushed malicious updates …
Jyoti Mann / The Information:
Sources: Meta is building an OpenClaw-inspired agent, internally called Hatch and powered by its Muse Spark model, and an agentic shopping tool in Instagram  —  Meta Platforms is building a consumer version of the AI agent OpenClaw and a new agentic shopping tool, people familiar with the efforts said …
Reuters:
AMD reports Q1 revenue up 38% YoY to $10.25B, above $9.89B est., Data Center revenue up 57% to $5.8B, forecasts Q2 revenue above est.; AMD jumps 7%+ pre-market  —  Advanced Micro Devices (AMD.O) forecast second-quarter revenue above Wall Street expectations on Tuesday, helped by keen demand …
Politico:
Sources: the White House is mulling EOs to address advanced AI security risks, including barring companies from “interfering” with the government's model usage  —  A White House spokesperson said any official policy announcement would come directly from President Donald Trump …
OpenAI:
OpenAI launches GPT-5.5 Instant, which it says is smarter, with more accurate and personalized responses, replacing GPT-5.3 Instant as ChatGPT's default model  —  We're updating ChatGPT's default model, available to everyone, to be smarter and more accurate, with clearer, more concise answers that feel better tailored to you.
Financial Times:
Sources: DeepSeek is in talks to raise funds, and the Big Fund, China's biggest state-backed chip fund, is seeking to lead the investment at a ~$45B valuation  —  Value soars in ongoing fundraising discussions as investors including Tencent seek slice of AI lab
Bloomberg:
Musk v. Altman: Greg Brockman testified about tense negotiations with Musk in 2017, saying “he knows rockets, he knows electric cars” but “does not know AI”  —  OpenAI President Greg Brockman testified that Elon Musk called a ChatGPT predecessor “stupid,” …
Emil Ryd / @emilaryd:
Study: using weaker AI models to supervise a more capable model could prevent the stronger model from deliberately underperforming on benchmarks and evaluations  —  New paper from MATS, Redwood, and Anthropic! If a capable model is strategically sandbagging, can we train it to stop when the only supervision we have comes from weaker models? We find that we can! Work done as part of the Anthropic-Redwood MATS stream. [image]
Bloomberg:
Sources: Denver-based, Blue Owl Capital-owned Stack Infrastructure is considering selling all or some of its Asia data center operations in an up to $30B deal  —  Stack Infrastructure Inc., a data center company owned by Blue Owl Capital, is considering options including a sale of its Asia operations …
More: Reuters
Sangmi Cha / Bloomberg:
Samsung reaches a $1T valuation, making it only the second Asian company after TSMC to hit the mark, after its stock rose 4x+ over the past year on the AI boom  —  Samsung Electronics Co. has reached a $1 trillion market valuation after booming demand for chips used in artificial intelligence saw …
Financial Times:
DefiLlama: investors pulled ~$14B from the DeFi sector after North Korea-linked hackers stole $290M from Aave in April, weeks after stealing $280M from Drift  —  DeFi was once touted as the future of finance but traders have grown concerned over the security of these projects
Todd Feathers / Wired:
A medical student reverse-engineered AI tools used by medical colleges on suspicion they were filtering his applications, highlighting AI-driven hiring concerns  —  Armed with some Python and a white-hot sense of injustice, one medical student spent six months trying to figure out whether an algorithm trashed his job application.
Jordan Novet / CNBC:
Memo: Xbox CEO Asha Sharma overhauls the group's leadership, including bringing over executives from Microsoft's CoreAI engineering unit where she worked before  —  Microsoft Xbox CEO Asha Sharma told employees in a Tuesday memo that she's appointing new leaders, as the software company looks to return its video game unit to growth.
Bloomberg:
Sources: Alphabet sold its biggest-ever euro-denominated bonds, raising €9B, and its first Canadian dollar notes, raising CA$8.5B, months after raising $20B  —  Alphabet Inc. needs to borrow heavily to fund investments in artificial intelligence, and it's increasingly tapping every market to do so.
Niantic Spatial:
World models need real-world data  —  Scaniverse is the gateway to spatial services — self-serve and built for AI and robotics.  Large-area 3D reconstruction from 360° cameras and precise localization, anywhere machines operate.
Sponsor Post
Dana Goldstein / New York Times:
Study: US schools with strict cellphone bans in class have not seen higher test scores on average so far, but students reported a greater sense of well-being  —  Cellphone bans got devices out of students' hands, according to the first large study.  But behavior and academics have not improved, at least so far.

Sponsor Posts

Niantic Spatial:
World models need real-world data  —  Scaniverse is the gateway to spatial services — self-serve and built for AI and robotics.  Large-area 3D reconstruction from 360° cameras and precise localization, anywhere machines operate.
Zoho:
The link between workplace clarity and employee well-being  —  Workplace well-being isn't only influenced by workload or policies, but also by how clear and organized everyday work feels.
IDrive:
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.
Anuma:
The Private AI That Remembers  —  Anuma is the all-in-one AI platform with private, portable memory.  Chat, text, create, build, and solve across every model.

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Kyt Dotson / SiliconANGLE:
Sara Fischer / Axios:
Mark Gurman / Bloomberg:
Jonathan Stempel / Reuters:
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