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May 14, 2026, 11:35 AM
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Mediagazer
memeorandum
WeSmirchTop News
| Reuters: |
Sources: the US has cleared ~10 Chinese companies, including Alibaba, Tencent, ByteDance, and JD.com, to buy Nvidia H200 chips, but no deliveries have been made — The U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200, but not a single delivery …
More: International Business Times, The National, Ars Technica, CNBC, Proactive, Blockonomi, The Decoder, Engadget, New York Times, Modern Diplomacy, PC Gamer, Neowin, The Information, Benzinga, CGTN, Yahoo Finance, Sherwood News, The Next Web, Seoul Economic Daily, Semafor, China Money Network, and Mercury News
Forums: r/AMD_Stock and r/NVDA_Stock
| Jordan Novet / CNBC: |
Cisco reports Q3 revenue up 12% YoY to $15.84B, above $15.56B est., raises its FY 2026 AI orders forecast, and is cutting fewer than 4,000 jobs; CSCO jumps 15%+ — Cisco shares soared 15% after the networking company issued results and guidance that topped Wall Street's projections on Wednesday after the bell.
More: TechCrunch, Cisco Blogs, Cisco, Tech Monitor, Moneycontrol, Bloomberg, ZeroHedge News, Fast Company, The Tech Portal, Reuters, Benzinga, Yahoo Finance, TechRadar, Siebert Blog, HealthcareInfoSecurity.com, The Motley Fool, Silicon Valley Business …, diginomica, Seoul Economic Daily, Business Today, The Register, Network World, People Matters, Fox Business, Tech in Asia, Dow Jones Newswires, San Francisco Chronicle, SiliconANGLE, SFGATE, Originally Reported …, U.S. Home, The Information, CRN, Business Insider, Bloomberg Television on YouTube, Seeking Alpha, Investor's Business Daily, Constellation Research, Reuters, CNBC, Morningstar, Barron's Online, Blockonomi, and The Stack
X: @rogoswami, @layoffai, @beffjezos, @edzitron, @stevejang, @danielnewmanuv, @neilksethi, @divestech, @brettkessler__, @edludlow, @cisco, @thetranscript_, @trmnl_data, and @thetranscript_. LinkedIn: Sujith Joseph. Mastodon: @zackwhittaker@mastodon.social
Forums: r/antiwork, r/technology, and r/StockMarket
| Emma Roth / The Verge: |
Microsoft updates Edge with new AI features, including letting Copilot gather information from open tabs and use browsing history for more relevant answers — The new features include AI podcasts, summaries, and quizzes based on what you're browsing.| Tim Craig / Washington Post: |
Gallup: 71% of Americans oppose local AI data center construction, citing water and electricity issues, with opposition higher among Democrats than Republicans — The survey found that Republicans and Democrats are uncomfortable living near a data center, but opposition is especially intense among Democrats.
More: Tom's Hardware, The Verge, HotHardware, The Register, Gallup, Benzinga, Bisnow, The Hill, Semafor, CNET, NewsMax.com, Forbes, Techstrong IT, Washington Times, Business Insider, and The Daily Caller
Bluesky: @mamasissiesays, @johngramlich, @moreperfectunion, @johngramlich, and @kostyack
| Wired: |
As Meta prepares to lay off ~10% of its staff on May 20, sources say morale is low, and it moved 1,000+ engineers to an AI unit to build generative AI models — Next week, Meta is cutting about 10 percent of its staff. WIRED spoke with more than a dozen current and former employees …
More: Moneycontrol, Futurism, TechRadar, and International Business Times
Bluesky: @laurengoode, @parismarx.com, @shiraovide, and @brbarrett
Forums: Hacker News, r/TrueReddit, r/technology, and Slashdot
| Zac Hall / 9to5Mac: |
Spotify says it will adopt Apple's HTTP Live Streaming tech later in 2026, helping Spotify creators distribute video podcast shows on Apple Podcasts and Spotify — Spotify is making two video podcast announcements today, including one related to Apple's big video podcast enhancement.
Bluesky: @johnspurlock.com
| Carl Franzen / VentureBeat: |
Anthropic unveils Claude Agent SDK credits for paid plans, which users can allocate for programmatic usage of third-party agents like OpenClaw, starting June 15 — Good news, OpenClaw fans — you can once again use your Claude AI subscription to power the hit, open source, autonomous AI agentic harness!
More: Claude, Axios, The Decoder, and XDA Developers
X: @claudedevs, @alexalbert__, @noahzweben, @lydiahallie, @theo, @claudedevs, @kunchenguid, @jeremyphoward, @omarsar0, @benhylak, @claudedevs, @quinnypig, @austen, @claudedevs, @lydiahallie, @weswinder, @austen, @theo, @mattpocockuk, @brennerspear, @jinjingliang, @michaelarnaldi, @elvissun, @dexhorthy, @andersonbcdefg, @claudedevs, @theo, @voooooogel, @aarondfrancis, @mattyp, @benhylak, @claudedevs, @nickadobos, @daniellefong, @0xgaut, @banteg, @josevalim, @shoyer, @jconorgrogan, @theo, @theo, and @theo. Threads: @ericflo
Forums: r/ZedEditor, r/ClaudeAI, r/conductorbuild, r/ClaudeAI, and r/ClaudeCode
| Jess Weatherbed / The Verge: |
AT&T, T-Mobile, and Verizon sign an “agreement in principle” to form a joint venture that aims to end wireless dead zones in the US, without giving many details — A new joint venture has been proposed to pool spectrum resources and improve satellite capacity.| Wall Street Journal: |
Foxconn reports Q1 revenue up 29% YoY to ~$67B and net profit up 19% YoY to ~$1.6B, meeting est., as it boosts AI server production, its largest revenue source — Cloud and networking products—including AI servers—remained the company's largest revenue contributor
More: Reuters, BusinessDay, MacDailyNews, Dow Jones Newswires, Focus Taiwan, and The Economic Times. X: @dnystedt
| Ivan Mehta / TechCrunch: |
Wirestock, which says it provides multi-modal data to six of the largest foundation AI labs, raised a $23M Series A, bringing its total funding to $26M — In the past few years, creative marketplaces and platforms have realized that they are sitting on a data goldmine …
LinkedIn: Ashot Mnatsakanyan and Mikayel Khachatryan
| AI Security Institute: |
Claude Mythos Preview is the first AI model to complete both of AISI's cyber ranges, which measure AI models' cyberattack capabilities; GPT-5.5 solved only one — In February 2026, we internally estimated that the length of cyber tasks AI models could complete had doubled every 4.7 months since late 2024 …
More: The Register, Metacurity, XBOW, Axios, Digit, SecurityWeek, ITPro, The Decoder, Help Net Security, and CyberScoop
X: @logangraham, @aisecurityinst, @mooncat_is, @deanwball, @iruletheworldmo, @koltregaskes, @aisecurityinst, @andrewcurran_, @chatgpt21, @matthewclifford, @arozenshtein, @newton_cheng, @aisecurityinst, @daniel_mac8, @sammcallister, @giansegato, @scaling01, @bcherny, @emollick, @emollick, @boazbaraktcs, and @xbow
Bluesky: @timkellogg.me and @davidcrespo
| Sam Rutherford / Engadget: |
Motorola Razr Fold review: good performance and screen, great battery life, sharp cameras, and stylus support, but heavier than the Z Fold 7 and lackluster AI — rating : 8.8 / 10 — Big, bright screens - Great battery life - Surprisingly sharp cameras - Native stylus support - Good performance
More: HotHardware, CNET, ZDNET, Ars Technica, 9to5Google, PCMag, Android Authority, Bloomberg, Digital Trends, The Shortcut, Mashable, Trak.in, and Digit
| Max A. Cherney / Reuters: |
Filing: Jensen Huang's foundation bought $108.3M worth of AI computing time from CoreWeave and is donating it to universities and other nonprofit institutes — The foundation of Nvidia (NVDA.O) CEO Jensen Huang and his wife, Lori, is buying computing time from CoreWeave (CRWV.O) …
More: The Information, Benzinga, TheStreet, and Fresno Bee
| Jordan Novet / CNBC: |
Cerebras prices its IPO at $185 per share, above the expected range of $150 to $160 per share, raising $5.55B and valuing it at $56.4B on a fully diluted basis — Cerebras Systems, a maker of artificial intelligence chips, priced its IPO at $185 a share on Wednesday, above the expected range …
More: Financial Times, DatacenterDynamics, Benzinga, TelecomTV, HPCwire, CoinDesk, Silicon Republic, Blockonomi, Wall Street Journal, Bloomberg, Yahoo Finance, Fast Company, Reuters, Implicator.ai, The Next Web, The Economic Times, Cerebras, SiliconANGLE, Crunchbase News, The Circuit, Barchart.com, and Tech Funding News
X: @altcap, @tw1nkd3str0yer, @firstadopter, @tuttlecapital, @mtslive, and @cryptohayes. Forums: r/wallstreetbets
| Antonio G. Di Benedetto / The Verge: |
Razer updates the Blade 18 with an Intel Core Ultra 9 290HX Plus chip, starting at $4000 with an Nvidia RTX 5070 Ti, up $500 from the comparable 2025 model — RAMageddon has come for the Blade 18 — and the Blade 16, too. … Razer just announced a new Blade 18 gaming laptop with an Intel Core Ultra 9 290HX Plus chip.| Alex Heath / Sources: |
Sources: Google plans to announce a new Gemini model at its I/O conference next week; the model will land roughly in the class of GPT-5.5, but short of Mythos — Sources say that Google plans to announce a new Gemini model at its annual I/O conference on Tuesday.| Kurt Wagner / Bloomberg: |
Meta President Dina Powell McCormick went with President Trump on his China trip and met King Charles III in April, indicating she's Meta's new global emissary — The social media company's vice chair is part of the group traveling with Trump to China … Tech Across the Globe
More: The Information, The Daily Upside, and CBS News
| Aisha Malik / TechCrunch: |
TikTok launches TikTok GO in the US for users to book hotels, attractions, and experiences directly in the app, partnering with Booking.com, Expedia, and others — TikTok announced on Tuesday that it's launching TikTok GO, a way for users to discover and book hotels, attractions, and experiences directly within its app.| Kenrick Cai / Reuters: |
Musk v. Altman filing: Sam Altman holds $2B+ in stakes in companies that have done business with OpenAI, including a $1.7B stake in fusion startup Helion Energy — OpenAI Chief Executive Sam Altman holds more than $2 billion in companies that have done business with the artificial intelligence company …
More: Fortune, Moneycontrol, Blockonomi, Seoul Economic Daily, and GeekWire
| Maggie Eastland / Bloomberg: |
OpenAI says it would support a global AI governance body that is led by the US and includes China as a member, similar to the International Atomic Energy Agency — OpenAI would support the creation of a global governance body for artificial intelligence led by the US and including China as a member … | Wall Street Journal: |
Zhaopin: Chinese graduates returning home from abroad rose 12% YoY in 2025, fueling Beijing's plans to take on Silicon Valley; China is offering big incentives — More Chinese nationals who return home after working in the U.S., called ‘sea turtles,’ are fueling Beijing's efforts to take on Silicon ValleySponsor Posts
Subquadratic:
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Zoho:
Ask an Expert: How to effectively recover stuck TDS refunds with reduced TDS reconciliation time — The 26AS/Form 168 gets updated quarterly and often gets checked only during the time of ITR filing.
Ask an Expert: How to effectively recover stuck TDS refunds with reduced TDS reconciliation time — The 26AS/Form 168 gets updated quarterly and often gets checked only during the time of ITR filing.
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.
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.
Soxton:
Fast, affordable law for startups — Soxton automates startup legal so founders can move faster and sleep better. We handle incorporation, advisor, employment and commercial contracts. Join the waitlist for early access!
Fast, affordable law for startups — Soxton automates startup legal so founders can move faster and sleep better. We handle incorporation, advisor, employment and commercial contracts. Join the waitlist for early access!Featured Podcasts
Training Data:
Google's AI Infrastructure Chief, Amin Vahdat, on the Physics & Economics of Frontier AI
Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
Subscribe to Training Data.
Invest Like the Best:
Andrew Huberman - The Frontier of Neurotechnology
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
Big Technology Podcast:
Who Wins The AI Assistant Wars? + Why Didn't Google Build Muse?
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Sources:
Reflection's founders on building a DeepSeek of the West
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.
Subscribe to Sources.
Grit:
How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser
Grit explores what it takes to create, build and scale world-class organizations.
Subscribe to Grit.
Lenny's Podcast:
OpenAI's Head of ChatGPT: We're entering a new era of AI (again) | Tibo Sottiaux
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
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