Nvidia is investing $500M in Corning as part of its partnership to expand US manufacturing of fiber optics for AI infrastructure; GLW jumps 20%+ pre-market  —  Corning will boost its U.S.-based optical connectivity manufacturing capacity by ten times  —  Nvidia is investing $500 million …

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 …

Sources and a document: Google is testing a “personal agent” codenamed Remy in the Gemini app that integrates with Google services to take actions for users  —  - Google is working on an AI agent codenamed “Remy,” according to an internal document.

Kaspersky says Daemon Tools, a widely used app for mounting disk images, was backdoored on April 8 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 …

Apple reaches a $250M settlement in a California federal court in a false advertising class action lawsuit over its 2024 announcement of a “personalized” Siri  —  iPhone buyers sued the tech giant for touting features in 2024 that have yet to launch

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 …

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 …

Source: Alphabet is in talks with Blackstone, KKR, and EQT to let their portfolio companies access its models, after OpenAI's and Anthropic's JVs with PE firms  —  Private equity firms Blackstone, KKR and EQT are in talks with Alphabet to get their portfolio companies access to Google's AI models …

Morgan Stanley rolls out a crypto trading pilot on E*Trade, charging clients lower prices than Coinbase and Robinhood, ahead of a wider launch later in 2026  —  Morgan Stanley is rolling out cryptocurrency trading on its E*Trade platform with a dig at rivals: cheaper pricing.

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

Uber reports Q1 revenue up 14% YoY to $13.2B, below $13.3B est., Gross Bookings up 25% YoY to $53.7B, trips up 20% YoY to 3.6B, and a $1B revenue UK tax law hit  —  Ride-hailing company posts weaker than expected first-quarter revenues but issues optimistic outlook

A profile of David Sacks, the White House's AI and crypto adviser since December 2024, who is ruthlessly devoted to self-interest and helped pass the GENIUS Act  —  How David Sacks and the new tech right went full MAGA and captured Washington  —  the courtship between Silicon Valley and MAGA …

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 …

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 …

DefiLlama: investors pulled nearly $14B from the DeFi space after North Korea-tied 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

OpenAI launches GPT-5.5 Instant, which it says is smarter and has 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.

Coupang reports Q1 revenue up 8% YoY to $8.5B and a net loss of $266M following a 2025 Korean customer data breach, its largest loss since Q4 2021  —  US-listed e-commerce giant Coupang Inc. said Wednesday it swung to a net loss in the first quarter amid fallout from a massive customer data breach in South Korea.

Apple's R&D spending hit 10.3% of revenue in Q2, up from 7.6% in Q1 and 9% in Q2 2025, amid the AI boom; Q2 revenue rose 17% YoY, while R&D jumped 34% YoY  —  For the first time in at least 30 years, Apple is spending more than 10 cents of every dollar it brings in on research and development …

reMarkable Paper Pure review: the new $399 e-paper slate has a great display, responsiveness, and design, but no backlight or typing, and some software issues  —  rating : 8.3 / 10  — Class-leading handwriting - Better responsiveness  —  There's a lot riding on reMarkable's Paper Pure …

Sources: in a reshuffle, LinkedIn CEO Ryan Roslansky will lead Microsoft's new Work Experiences Group, including Teams, after 35-year veteran Rajesh Jha retired  —  The departure of veteran executive Rajesh Jha has triggered big organizational changes inside Microsoft.

Super Micro reports Q3 revenue up 123% YoY to $10.24B, below $12.33B est., and forecasts Q4 revenue and adjusted profit above est.; SMCI jumps 17%+ pre-market  —  Super Micro Computer (SMCI.O) on Tuesday forecast fourth-quarter revenue above Wall Street estimates, banking on robust demand …

OpenAI partners with Microsoft, AMD, Broadcom, Nvidia, and Intel researchers to detail the Multipath Reliable Connection (MRC) protocol to help scale compute  —  OpenAI is getting creative to deal with the industry's imminent compute crunch. … The protocol, which has been in the works for two years …

Instacart reports Q1 revenue up 14% YoY to $1.02B, above $1.01B est., GTV up 13% YoY to $10.3B, and orders up 10% YoY to 91.2M, as users focus on affordability  —  First-quarter revenue rose 14% to $1.02 billion  —  Instacart reported higher first-quarter revenue and said consumers …

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]

Google quietly shuts down Project Mariner, its AI agent that navigated Chrome and completed tasks on a user's behalf, after highlighting it onstage at I/O 2025  —  NEW: Google quietly shut down Project Mariner yesterday, the web-browsing AI agent it highlighted onstage last year at Google IO. I reported for WIRED, nearly 2 months ago, that Google had moved staffers off the Project Mariner team as it responded to OpenClaw-style agents. [image]

Finnish AI lab QuTwo, led by ex-AMD Silo AI CEO Peter Sarlin, raised a €25M angel round at a €325M valuation, and secures $23M in committed partnership revenue  —  QuTwo, the Finnish AI lab founded by former AMD Silo AI CEO Peter Sarlin, is now valued at €325 million …

Security camera companies are embracing AI to give customers detailed descriptions of surveillance footage that are often spot on but can also be wildly wrong  —  AI descriptions, designed to give customers more detail than generic motion alerts, are mistaking brake lights for house fires and humans for bears

Crypto miner Hut 8 signs a lease worth $9.8B+ over 15 years to provide computing power to a “high-investment-grade company” at its Nueces County, Texas campus  —  Hut 8 Corp., a cryptocurrency miner that is shifting to developing artificial intelligence data center capacity …

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.

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 …