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May 7, 2026, 6:55 AM
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| xAI: |
SpaceX signs an agreement with Anthropic to provide access to Colossus 1, and says Anthropic expressed interest in partnering for orbital compute capacity — SpaceXAI has signed an agreement with Anthropic to provide access to Colossus 1, one of the world's largest and fastest-deployed AI supercomputers.
More: DatacenterDynamics, Wall Street Journal, Axios, Silicon UK, Spyglass, Coin Edition, The Information, Gizmodo, Decrypt, Reuters, Semafor, Neowin, TESLARATI, Dow Jones Newswires, Forbes, Yahoo Finance, Financial Times, and Bloomberg
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| Axios: |
Anthropic says it signed a deal with SpaceX to use “all of the compute capacity” at Colossus 1, giving it access to over 300 MW of new capacity within the month — Anthropic said Wednesday it has struck a deal to gain access to compute capacity from Elon Musk's SpaceX …
More: Hürriyet Daily News, Reuters, The Indian Express, Al Jazeera, Australian Financial Review, Barron's Online, and Yahoo Finance. Forums: r/wallstreetbets
| Anthropic: |
Following its SpaceX deal, Anthropic doubles Claude Code's five-hour rate limits for paid plans and removes peak hours limit reduction for Pro and Max plans — We've agreed to a partnership with SpaceX that will substantially increase our compute capacity.
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Forums: Hacker News, r/ClaudeAI, and Ars OpenForum
| Lauren Goode / Wired: |
Elon Musk says he spent time with Anthropic “to understand what they do to ensure Claude is good for humanity”; Musk called Anthropic “evil” and “misanthropic” — In an unexpected turn, the two companies signed a deal for Anthropic to use computing resources from Elon Musk's xAI.
More: Business Insider, Axios, Seoul Economic Daily, Yahoo Finance, Crypto Briefing, and Reuters
| Natallie Rocha / New York Times: |
At Anthropic's developer conference, Dario Amodei says the company could grow by 80x in 2026, and its growth rate is “crazy” and “too hard to handle” — The chief executive, Dario Amodei, said the rapid growth had exponentially increased the start-up's need for more computing power.
More: The Information and Benzinga
| Carly Nairn / Courthouse News Service: |
Musk v. Altman: Shivon Zilis testifies her relationship with Musk didn't influence her duties as an OpenAI board member; she left in 2023 after Musk started xAI — “When the father of your babies starts a competitive effort and starts recruiting from OpenAI there is nothing to be done,” …
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Forums: r/fuckelonmusk, r/UnderReportedNews, r/Fauxmoi, and r/EnoughMuskSpam
| Jay Peters / The Verge: |
Musk v. Altman: Mira Murati testifies that Sam Altman lied to her about the safety standards for a new OpenAI model and that he made her work more difficult — OpenAI's former CEO testified under oath that Altman lied to her. … Mira Murati, OpenAI's former CTO, has testified under oath …
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| Jonathan Vanian / CNBC: |
Snap reports Q1 revenue up 12% YoY to $1.53B, in line with est., and says it ended its $400M Perplexity deal announced in November; SNAP drops 4%+ pre-market — Snap shares dropped about 4% in extended trading after the company reported first-quarter earnings on Wednesday … | Koyena Das / Reuters: |
DoorDash reports Q1 revenue up 33% YoY to $4.04B, below $4.14B est., and forecasts Q2 marketplace gross order value above estimates; DASH jumps 11%+ pre-market — DoorDash (DASH.O) on Wednesday forecast second-quarter marketplace gross order value above analysts' estimates … | Diana Novak Jones / Reuters: |
Filing: Meta asks a judge to overturn the jury's verdict in the Los Angeles social media addiction trial or order a new trial, citing Section 230 protections — Meta Platforms (META.O) has asked a Los Angeles judge to throw out a jury's verdict finding the company liable for a woman's depression … | Michael Acton / Financial Times: |
Arm reports Q4 revenue up 20% YoY to $1.5B and says AGI CPU demand will drive $2B in sales in 2027 and 2028, over 2x its guidance; ARM jumps 11%+ pre-market — SoftBank-backed UK group says its first in-house semiconductor has drawn strong demand — Arm on Wednesday said demand …
More: The Register, Benzinga, Motley Fool, Yahoo Finance, Arm Newsroom, DigiTimes, SiliconANGLE, Arm Newsroom, and Bloomberg
| Neil J Kanatt / Reuters: |
Instacart reports Q1 revenue up 14% YoY to $1.02B, GTV up 13% YoY to $10.29B, and orders up 10%, compared with a 16% growth in Q1 2025; CART closed down 8.18% — Instacart (CART.O) on Wednesday forecast second-quarter gross transaction value above Wall Street expectations and said shoppers …
More: PYMNTS, Instacart, and Wall Street Journal
| Daniel Tudor / Financial Times: |
Source: Samsung offered to allocate ~13% of operating profit to chip division staff; unions threaten an 18-day walkout, seeking a 15% share and a 7% wage hike — South Korean unions threaten strike action in battle for big bonuses and higher wages — Samsung Electronics is locked in a feud … | Bloomberg: |
Specialist chipmaker Silex raised ~$220M in a Stockholm IPO and jumps nearly 160% in trading, the strongest open for a sizable European IPO in almost five years — Silex Microsystems AB surged in its first day of trading on Nasdaq Stockholm after an initial public offering that raised …
More: The Next Web
| Ben Schoon / 9to5Google: |
Google Chrome silently installs a ~4GB Gemini Nano model on desktop devices; Google says it has been there since 2024 and users can “turn off and remove” it — The ongoing march of AI features continues to go on, whether you want it to or not, and a recent update …
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Forums: r/TechHardware, r/enshittification, and r/DelusionsOfAdequacy
| Bloomberg:NEW |
UK-based Quantum Motion, which builds quantum computers on silicon chips, raised a $160M Series C; EU-backed growth fund Kembara made its first investment — Kembara, a technology growth fund backed by the European Union, made its first investment, supporting a British startup that builds quantum computers running on silicon chips.| Sangmi Cha / Bloomberg: |
Analysis: South Korea's equity market overtakes Canada's as the world's seventh largest, driven by Samsung and SK Hynix, whose stocks have more than doubled YTD — South Korea's equity market has overtaken Canada's as the world's seventh largest, propelled by insatiable demand for chips powering artificial intelligence.
More: Dow Jones Newswires and Korea Joongang Daily
Forums: r/worldnews, r/CanadianInvestor, r/CanadaPolitics, and r/Baystreetbets
| Zheping Huang / Bloomberg: |
Moonshot, the Chinese AI startup behind Kimi chatbot, raised ~$2B at a $20B+ valuation led by Meituan's venture arm; Moonshot's ARR topped $200M in April 2026 — Moonshot AI has raised about $2 billion in its latest funding round, signaling growing investor appetite for Chinese startups rivaling Silicon Valley's leaders.| Lingling Wei / Wall Street Journal: |
Sources: the US and China are considering recurring talks on AI security risks, with Scott Bessent leading the US side; Trump and Xi Jinping meet next week — Washington and Beijing recognize that powerful AI models could trigger crises neither side is prepared to manage| Jagmeet Singh / TechCrunch: |
Bengaluru-based Pronto, an on-demand home-help service, raised a $20M Series B extension from Lachy Groom at a $200M valuation, up from $100M in March — Lachy Groom, one of Silicon Valley's most closely watched solo investors, decided to back Indian startup Pronto just 20 minutes into his first meeting with its 24-year-old founder.
More: VCCircle, Reuters, The Economic Times, Entrackr, and Inc42
| Brian Halligan / @bhalligan: |
As founders race to make their companies “legible” to AI, they must keep the things that make them hard to copy “illegible”, or risk commoditizing their moat — The Case for Strategic Illegibilty
X: @villi, @annimaniac, @buccocapital, @alfred_lin, and @hil_666
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| Adrià Calatayud / Wall Street Journal: |
Swiss pharmaceutical group Roche agrees to acquire US-based PathAI, which makes AI diagnostic tools, for up to $1.05B, with $750M upfront, closing in H2 2026 — The pharma giant has agreed to pay $750 million upfront, with up to $300 million in additional payments subject to targets| Anthropic: |
Anthropic researchers detail “model spec midtraining”, which adds a stage between pretraining and fine-tuning to improve generalization from alignment training — Sara Price2, Samuel Marks2,†, Jon Kutasov2,† — 1Anthropic Fellows Program; 2Anthropic; †Equal advising
More: arXiv.org. X: @lordofblocks, @realsigridjin, @clippocampus, @saprmarks, @iamjuscelino, @owainevans_uk, @anthropicai, @anthropicai, and @anthropicai
| Kate O'Keeffe / Bloomberg: |
The Pentagon's mishandled blacklisting of Alibaba and Baidu in February shows how the Trump administration is often at odds with itself on how to approach China — A mishandled blacklisting of tech giants Alibaba and Baidu gives a rare window into an administration often at odds with itself on how to approach BeijingSponsor Posts
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Anuma:
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Bloomberg:
UK-based Quantum Motion, which builds quantum computers on silicon chips, raised a $160M Series C; EU-backed growth fund Kembara made its first investmentFind
6 minutes ago
Natallie Rocha / New York Times:
At Anthropic's developer conference, Dario Amodei says the company could grow by 80x in 2026, and its growth rate is “crazy” and “too hard to handle”Find
21 minutes ago
Lauren Goode / Wired:
Elon Musk says he spent time with Anthropic “to understand what they do to ensure Claude is good for humanity”; Musk called Anthropic “evil” and “misanthropic”Find
30 minutes ago
Brian Halligan / @bhalligan:
As founders race to make their companies “legible” to AI, they must keep the things that make them hard to copy “illegible”, or risk commoditizing their moatFind
41 minutes ago
Adrià Calatayud / Wall Street Journal:
Swiss pharmaceutical group Roche agrees to acquire US-based PathAI, which makes AI diagnostic tools, for up to $1.05B, with $750M upfront, closing in H2 2026Find
51 minutes ago
Bloomberg:
Specialist chipmaker Silex raised ~$220M in a Stockholm IPO and jumps nearly 160% in trading, the strongest open for a sizable European IPO in almost five yearsFind
66 minutes ago
Kate O'Keeffe / Bloomberg:
The Pentagon's mishandled blacklisting of Alibaba and Baidu in February shows how the Trump administration is often at odds with itself on how to approach ChinaFind
1½ hours ago
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