Techmeme
May 4, 2026, 10:15 AM

Top News

Lauren Thomas / Wall Street Journal:
Bloomberg:
eBay's stock jumps 6%+ to ~$111, below GameStop's $125/share acquisition offer, in a sign investors see hurdles to completing a deal; GameStop's stock drops ~4%  —  Meme Stock GameStop Pitches $56 Billion eBay Takeover  —  Video Player is loading.  —  Unmute  —  Current Time 0:00 Loaded: 36.28% Playback Rate
Wall Street Journal:
Sources: Anthropic is finalizing a deal for a $1.5B JV with Blackstone, Goldman Sachs, Hellman & Friedman, and others to sell AI tools to PE-backed companies  —  Anthropic, Blackstone and Hellman & Friedman each expected to invest around $300 million; Goldman Sachs also an investor
Reuters:
Cerebras seeks a valuation of up to $26.62B in its US IPO, aiming to raise $3.5B by selling 28M shares at $115 to $125 apiece in its second attempt to go public  —  Nvidia-rival Cerebras is seeking a valuation of as much as $26.62 billion in its U.S. initial public offering …
Seth Fiegerman / Bloomberg:
Source: OpenAI has raised over $4B at a $10B pre-money valuation for The Deployment Company, a new joint venture to help businesses adopt OpenAI tools  —  OpenAI has raised more than $4 billion for a new joint venture that will focus on helping businesses adopt its artificial intelligence software …
More: The Decoder
Anton Shilov / Tom's Hardware:
Jensen Huang said Nvidia's market share of AI accelerators in China has “now dropped to zero” and that the US' export policy “has already largely backfired”  —  US export restrictions bite. … Nvidia CEO Jensen Huang said that the company's market share of AI accelerators in China has now dropped to 0%.
Financial Times:
Sources: some lenders are exploring private deals to sell their data center debt, and some banks are seeking to offload their Oracle-linked loans at a discount  —  Global lenders explore private deals and risk transfers to cut exposure to AI boom  —  Banks are hunting for new ways …
More: The DecoderLinkedIn: Chris Adams and Mark Butcher
Choe Sang-Hun / New York Times:
How AI tools such as SuperBrain and Naver's Talking Buddy are helping South Korea's elderly ease loneliness, detect emergencies, and slow cognitive decline  —  In the world's fastest aging society, artificial intelligence is being used to make care calls to older adults who live alone and to fight dementia.
More: Newser
Rashi Shrivastava / Forbes:

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Featured Podcasts

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Sources:
Baseten's CEO on why every company will want to own its AI
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
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Training Data:
Box's Aaron Levie: On Reinventing Yourself in the AI Age and Enterprise Diffusion
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Uncapped with Jack Altman:
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Conversations with people I admire about things I'm genuinely interested in.
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Earlier Picks

Michael Acton / Financial Times: