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May 5, 2026, 11:10 PM
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| The Information: |
Source: Anthropic plans to spend about $200B on Google's cloud and chips over five years, representing 40%+ of the “revenue backlog” Google disclosed last week — When Google last month said it would supply Anthropic with an astonishing five gigawatts of server capacity …
More: Reuters, Engadget, Sherwood News, and The Motley Fool
| Bloomberg: |
The US Commerce Department's CAISI says Google, Microsoft, and xAI join OpenAI and Anthropic in granting early access to evaluate models prior to public release — Alphabet Inc.'s Google, Microsoft Corp. and xAI have agreed to give the US government early access to their artificial intelligence models …
More: NIST, Reuters, Washington Post, Wall Street Journal, SiliconANGLE, Tom's Hardware, Axios, Financial Times, CNN, UPI, Tech Brew, Decrypt, The Information, Crypto Briefing, CIO Dive, and New York Times
X: @andrewcurran_, @_nathancalvin, @jtillipman, @jimstewartson, @_nathancalvin, @nist, @the_danielking, @deredleritt3r, @joebotxyz, @s_oheigeartaigh, @allinallnotbad, @deanwball, @googlepubpolicy, @shakeelhashim, @matvelloso, @bitcoinconner, @basedjensen, @emollick, @shakeelhashim, @ashleyrgold, @thomas_woodside, and @blainedilli
LinkedIn: Chris Lehane and Christopher Okpala
Bluesky: @ericjgeller.com, @karlbode.com, and @karlbode.com
| 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.
More: VentureBeat, SiliconANGLE, MacRumors, PCWorld, Mashable, Neowin, Digital Trends, The Tech Portal, The New Stack, TestingCatalog, and The Deep View
X: @openai, @michpokrass, @jp54362, @alexeheath, @mikelecheve, @sam_badawi, @sama, @masterwang34, @openai, @conor_d_dart, @mark_k, @enginron, @deryatr_, @sama, @openai, @teksedge, and @anushabalak. Bluesky: @davidcrespo
Forums: Hacker News, r/OpenAI, and MacRumors Forums
| 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 … | Michael Acton / Financial Times: |
Apple reaches a $250M settlement in a CA federal court to resolve a false advertising class action lawsuit over the launch of a “personalized” Siri in 2024 — iPhone buyers sued the tech giant for touting features in 2024 that have yet to launch
More: The Verge, New York Times, Gizmodo, The Economic Times, 9to5Mac, CNET, Engadget, MacRumors, Tech Times, Malay Mail, The Asia Business Daily, BBC, Notebookcheck, AppleInsider, Bloomberg Law, Reuters, iPhone in Canada, Türkiye Today, and US District Court for the Northern District of California. X: @9to5mac
| Reuters: |
Coinbase CEO Brian Armstrong announces the company is cutting ~700 jobs, or ~14% of its global workforce, to reduce costs, saying “AI is changing how we work” — Coinbase (COIN.O) said on Tuesday it will cut about 700 jobs, or about 14% of its global workforce …
More: Coinbase, New York Times, Fortune, TechCrunch, Engadget, The Information, CNBC, Barron's Online, Yahoo Finance, Business Insider, Bitcoin News, The Coin Republic, The Straits Times, Los Angeles Times, Wall Street Journal, The American Bazaar, The Business Times, Gizmodo, ZyCrypto, SFist, Fast Company, crypto.news, Newsweek, CryptoSlate, American Banker, SFGATE, CoinGape, and Silicon Republic
X: @brian_armstrong, @hackinglz, @stevehou, @tomsteyer, @_nathancalvin, @jon_stokes, @danprimack, @dkthomp, @felix_fan, @ashleymayer, @aaalexhl, @lisaabramowicz1, @0xsisyphus, @doodlestein, @luke_metro, @nkulw, @jbsdc, @jamessurowiecki, @geoffreyhuntley, @sm, @monetsupply, @gergelyorosz, @jbulltard1, @sudoraohacker, @gergelyorosz, @evgenygaevoy, @vxunderground, @pcaversaccio, @brian_armstrong, @mikeisaac, @grahamhelton3, @regulatorynerd, @parikpatelcfa, @adamscochran, @theprimeagen, @adamscochran, and @aadvark89. LinkedIn: Marcus Ribeiro. Threads: @carnage4life
Forums: r/programare, r/Buttcoin, and r/BetterOffline
| Reuters: |
AMD reports Q1 revenue up 38% YoY to $10.25B, vs. $9.89B est., Data Center revenue up 57% to $5.8B, forecasts Q2 revenue above est.; AMD jumps 7%+ after hours — Advanced Micro Devices (AMD.O) forecast second-quarter revenue above Wall Street expectations on Tuesday, helped by keen demand …
More: Advanced Micro Devices, Reuters, SiliconANGLE, Key Context, The Straits Times, DigiTimes, CNBC, Quartz, Bloomberg, and Wall Street Journal
X: @benbajarin, @zephyr_z9, @yahoofinance, @zerohedge, @rwang07, @kristinaparts, @divestech, @iancutress, @supbagholder, @stocksavvyshay, @stocksavvyshay, @patrickmoorhead, @kristinaparts, @patrickmoorhead, and @stocksavvyshay. LinkedIn: Siva Kotipalli. Forums: r/hardware
| 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.
More: Engadget, Dexerto, The Verge, Kotaku, XDA Developers, Neowin, GeekWire, MobileSyrup, PC Gamer, The Game Post, Digital Trends, Aftermath, and Pure Xbox
X: @asha_shar, @jaredpalmer, @synthpotato, @gergelyorosz, @peer_rich, @thekitze, @therooster, @neogoose_btw, @theo, @shinobi602, @grummz, @tomwarren, and @tomwarren
Forums: Hacker News, r/Games, r/gamingnews, r/consoles, r/xbox, r/gaming, and r/technology
| Jay Peters / The Verge: |
More: IGN, Windows Central, Kotaku, Polygon.com, The Game Post, Pure Xbox, and Liliputing
X: @juicehead33, @tomwarren, @interneth0f, @g27status, @theprimeagen, @videotech, @pirat_nation, @bdsams, @mr_rebs_, @paultassi, @kahliefadams, @colteastwood, @jacobandreou, @vicious696, and @gergelyorosz. Bluesky: @tomwarren.co.uk
Forums: r/technology and r/BetterOffline
| Juby Babu / Reuters: |
Super Micro reports Q3 revenue up 123% YoY to $10.24B, vs. $12.33B est., forecasts Q4 revenue and adjusted profit above estimates; SMCI jumps 17%+ after hours — Super Micro Computer (SMCI.O) on Tuesday forecast fourth-quarter revenue above Wall Street estimates, banking on robust demand …
More: Reuters, DigiTimes, MarketWatch, Wall Street Journal, CNBC, SiliconANGLE, Yahoo Finance, Sherwood News, and Supermicro
| 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,” …
More: The Economic Times, The Guardian, Business Insider, The Verge, The Information, Platformer, Puck, New York Times, Wired, CNBC, NBC Bay Area, Forbes, BBC, New York Post, Quartz, and Fortune
X: @mikeisaac, @mikeisaac, @hadas_gold, @mikeisaac, @mikeisaac, @katiemiller, @michelletomkim, @garymarcus, @mikeisaac, @mikeisaac, @mikeisaac, and @garymarcus. Bluesky: @wowbaggert
| Hugh Langley / Business Insider: |
Doc and sources: Google is testing an agent in the Gemini app, internally named 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 … | Jyoti Mann / The Information: |
Sources: Meta is building an OpenClaw-inspired agent internally called Hatch, to be 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 …
More: Financial Times and PYMNTS
X: @jyoti_mann1. Bluesky: @jphoyt, @wardqnormal, @daniloc.xyz, @darthbluesky, @darthbluesky, @rusty.todayintabs.com, and @darthbluesky
| Politico: |
Sources: the WH is mulling EOs to address security risks from advanced AI, including barring companies from “interfering” with the government's use of models — A White House spokesperson said any official policy announcement would come directly from President Donald Trump … | Shirin Ghaffary / Bloomberg: |
Anthropic unveils 10 new AI agents for the financial sector, including for drafting pitch decks, reviewing financial statements, and escalating compliance cases — Anthropic PBC unveiled a set of new artificial intelligence agents designed to handle a broader mix of financial services tasks …
More: Anthropic, Forbes, Yahoo Finance, Wall Street Journal, Decrypt, Blockonomi, and eMarketer
X: @scaling01, @madisonmills22, @timhaldorsson, @dejavucoder, @linusekenstam, @claudeai, @andrewcurran_, @claudeai, @kimmonismus, @karankendre, and @0xarslan. LinkedIn: Cameron Karagitz
Forums: r/Accounting and r/auscorp
| Sara Fischer / Axios: |
OpenAI rolls out a beta version of its new Ads Manager tool to advertisers in the US, making it easier for SMBs to buy ChatGPT ads on a cost-per-click basis — OpenAI has launched a self-serve advertising platform, executives said, marking a significant step in its goal of generating $2.5 billion … | Lola Murti / CNBC: |
Micron closes up 11% after announcing its highest-capacity SSD has started to ship, lifting its market cap past $700B for the first time; Sandisk closes up 12% — Micron's historic rally continued on Tuesday, with shares of the memory maker surging 11%, lifting the company's market cap past $700 billion for the first time.
More: Barron's Online, Motley Fool, and Blockonomi
| Patrick Seitz / Investor's Business Daily: |
GlobalFoundries reports Q1 revenue up 3% YoY to $1.63B, in line with est., and forecasts Q2 revenue and adjusted earnings above estimates; GFS closes up 9.28% — Contract chipmaker GlobalFoundries (GFS) on Tuesday beat earnings estimates on in-line sales for the first quarter.| Samantha Kelly / Bloomberg: |
Match Group reports Q1 revenue up 4% YoY to $864M, vs. $855M est., as Tinder's new user registrations grew for the first time since 2024, up 1% — Match Group Inc. reported first-quarter revenue that beat analysts' estimates as a decline in Tinder users moderated, suggesting its turnaround strategy is resonating with younger daters.
More: Reuters, Match Group, Wall Street Journal, and Yahoo Finance
| Emma Roth / The Verge: |
Meta is using AI on Facebook and Instagram to detect under-13 users by analyzing bone structure, height, and visual cues, but says it's “not facial recognition” — ‘We want to be clear: this is not facial recognition,’ Facebook says. … Facebook and Instagram have a new way to detect …
More: Meta Newsroom, Social Media Today, The Tech Portal, Thurrott, Help Net Security, iPhone in Canada, Neowin, and Digital Trends
X: @akarnokd, @mattjay, @matthew_d_green, @kettanaito, @taylorlorenz, and @pmarca. LinkedIn: Joel Kaplan
Forums: r/privacy and r/accelerate
| Mark Gurman / Bloomberg: |
Sources: Apple plans to let users choose from multiple third-party AI models to perform tasks like generating and editing text and images in iOS 27 — Apple Inc. will let users choose from a range of outside artificial intelligence services to power features across its software …
More: Gizmodo, TWiT.tv, PYMNTS, TechCrunch, 9to5Mac, Reuters, iClarified, Digital Trends, and The Tech Portal
X: @markgurman, @markgurman, @bengeskin, @markgurman, @markgurman, and @zerohedge
Forums: r/apple, r/iphone, and MacRumors Forums
| 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.
More: Reuters and Sherwood News
| Alexandra Alter / New York Times: |
Hachette, Macmillan, McGraw Hill, Elsevier, and Cengage, alongside novelist Scott Turow, file a class-action copyright lawsuit against Meta and Mark Zuckerberg — The class-action lawsuit accuses the tech giant and its founder and chief executive of infringing on authors' copyrights.
More: Associated Press, Variety, Wall Street Journal, Reuters, Telegraph, Washington Post, NPR, Digital Music News, The Hill, Originally Reported …, The Next Web, Publishers Weekly, Financial Times, The Independent, CNET, The Verge, Newser, and AM New York
Forums: r/technology and r/books
| Jonathan Stempel / Reuters: |
Pennsylvania sues Character.AI, alleging that one of its characters posed as a psychiatrist, as the state seeks to prevent chatbots from impersonating doctors — Pennsylvania has sued the artificial intelligence company behind Character.AI to stop its chatbot from posing as doctors.
More: Commonwealth of Pennsylvania, Ars Technica, TechCrunch, NPR, UPI, Engadget, StateScoop, eMarketer, New York Sun, Decrypt, and The Verge
| Kyt Dotson / SiliconANGLE: |
Subquadratic launches with a $29M seed and debuts SubQ, an LLM that uses a subquadratic sparse attention architecture to achieve a 12M-token context window — Subquadratic, a company developing a novel generative artificial intelligence model, launched today with $29 million in seed funding.
More: VentureBeat, Subquadratic, The New Stack, and Subquadratic
| Yogita Khatri / The Block: |
a16z crypto raised $2.2B for its fifth fund, down from its record $4.5B Fund 4 in May 2022, taking its total capital raised across five funds to ~$9.8B — Quick Take — a16z crypto has raised $2.2 billion for its fifth fund as the venture capital firm points to growing use of stablecoins …
More: a16z crypto, Bloomberg, Forbes, Fortune, Quartz, Bitcoin News, and CryptoPotato
X: @cdixon, @digiii, @0xsharvil, @meigga, @0xnairolf, @packym, @a16zcrypto, and @sungmo_apac16z
| The Korea Herald: |
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.| New York Times: |
US labor experts and economists warn US unemployment benefits are unlikely to protect against AI job losses, and the GOP-led Congress is doing little to prepare — Economists aren't sure if or when artificial intelligence will cause widespread job losses. But they do agree on one thing … Sponsor Posts
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