Techmeme
June 4, 2026, 10:35 AM

Top News

Carl Franzen / VentureBeat:
Google releases Gemma 4 12B, an 11.95B-parameter unified, encoder-free open multimodal model that can run locally on devices with 16GB of VRAM or unified memory  —  While many AI open source model providers are pursuing larger and more powerful models, Google is still giving attention to the smaller, more local side of the market.
Google Developers Blog:
Meghan Bobrowsky / Wall Street Journal:
Sources: Meta has repeatedly delayed Muse Spark API's release from April due to bugs and infrastructure needs; Meta now says it plans to release the API in June  —  The shifting timeline is a setback for Meta's ability to monetize its massive investments in building frontier AI models
Emily Mullin / Wired:
Sam Altman and Dario Amodei are among the signatories on a public letter urging improved tracking of synthetic DNA that could be used in AI-developed bioweapons  —  Leading AI labs, executives, and scientists are sending a letter to lawmakers urging them to improve tracking of synthetic DNA sequences that could be used for bioweapons.
Bailey Lipschultz / Bloomberg:
Filing: SpaceX aims to raise $75B in its IPO, selling 555.6M shares for $135 each, which would value it at almost $1.77T, eclipsing Aramco's $29.4B IPO in 2019  —  SpaceX is seeking to raise $75 billion in an initial public offering that would be the biggest of all time, as Elon Musk's rocket …
Financial Times:
Public First: 26% of Americans support increased data center construction, the lowest share among 15 large countries, such as Brazil, Japan, the UK, and Canada  —  Americans are far more likely to oppose the construction of AI data centres than citizens of other big economies …
Debby Wu / Bloomberg:
TSMC CEO C.C. Wei says the company won't be able to fulfill the demand led by US customers even as more capacity comes online in the US over the next few years  —  Taiwan Semiconductor Manufacturing Co.'s global chip supply will fall short of AI-fueled demand for years to come …
Ted Chiang / The Atlantic:
A look at AI consciousness debates; LLM conversations are cleverly disguised examples of sentence continuation, but that doesn't deny how impressive LLMs can be  —  Anthropic is regarded as a giant among AI companies, but perhaps what it really excels in is anthropomorphism.
Sarah White / Financial Times:
Ben Thompson / Stratechery:
Q&A with Satya Nadella on Microsoft's competitive position, MAI models, OpenAI, the software business, GitHub Copilot, Project Solara, data centers, and more  —  An interview with Microsoft CEO Satya Nadella about figuring out Microsoft's role in AI, the relationship with OpenAI, Capex …
Jason Koebler / 404 Media:
Moderators of the r/biohackers subreddit claim that peptide companies are spamming their forum to get AI chatbots to scrape their posts and change their answers  —  Peptide companies have been doing AI-engine optimization by spamming the biohackers subreddit to manipulate ChatGPT and Google.
Daniel Nishball / SemiAnalysis:
A deep dive into the case for data centers in space, as SpaceX prepares to go public: Elon Musk's claims, the wider debate, power supply issues, costs, and more  —  Space DC Total Cost of Ownership Explained.  Unpacking constraints from Terrestrial DCs and Chip Production.
Reuters:
Broadcom reports Q2 revenue up 48% YoY to $22.19B, below $22.27B est., and forecasts AI semiconductor revenue of $16B in Q3, below $16.36B est.; AVGO drops 10%+  —  Broadcom (AVGO.O) missed Wall Street expectations for second-quarter revenue on Wednesday, as increased competition …
Bloomberg:
In an SITC report, UK lawmakers call on the government to end a £330M NHS deal with Palantir and disclose more details of a military contract with the company  —  British members of parliament are calling on the government to end a major deal with Palantir Technologies Inc. and disclose …
Juli Clover / MacRumors:
Apple says users in Texas must confirm they are 18 years or older or get parental consent to create an Apple Account from June 4, after an appeals court ruling  —  Apple today said App Store rules in Texas are changing due to the enforcement of SB 2420, a law that adds age assurance requirements for app marketplaces and developers.
Wen-Yee Lee / Reuters:
Foxconn says it will work with Intel to jointly develop and deploy next-gen AI infrastructure, including server racks with Intel Xeon processors and AI chips  —  Foxconn (2317.TW) said on Thursday it will work with U.S. chipmaker Intel (INTC.O) to jointly develop and deploy next-generation AI infrastructure …
Brendan Bordelon / Politico:
OpenAI diverges from Trump's AI EO in a new policy paper, proposing cyber risk evaluations for advanced AI systems be mandatory and led by CAISI, not the NSA  —  OpenAI's new proposal comes as its CEO Sam Altman descends on Washington for a series of Wednesday meetings with White House officials …
Carmen Reinicke / Bloomberg:
Quantinuum raised $1.68B in an upsized US IPO, selling 28M shares for $60 each, priced above its marketed range of $53 to $55, valuing the company at $15.6B  —  Quantinuum Inc., a quantum computing company backed by Honeywell International Inc., raised $1.68 billion in its upsized US initial public offering …
Stephanie Findlay / Financial Times:
SpaceX wins a property tax exemption for its planned $55B Terafab chip facility in Texas, despite Texans threatening legal action, amid local opposition to AI  —  Elon Musk's Terafab plant sparks fierce opposition and threat of legal action from residents of Texas county
Samantha Subin / CNBC:
CrowdStrike reports Q1 revenue up 26% YoY to $1.39B, above $1.36B est., and forecasts Q2 revenue of ~$1.44B, above $1.43B est.; CRWD drops 10%+  —  CrowdStrike narrowly beat Wall Street's fiscal first-quarter estimates after the bell on Wednesday, but shares slid 10% following the report.

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