| Anthropic: |
| 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 … | Bloomberg: |
Corporate spending management platform Ramp raised $750M at a $44B valuation led by Iconiq, Singapore's GIC, and the OTPP, taking its total funding to $3B — Ramp, a corporate spending management platform, has raised $750 million in a new funding round at a $44 billion valuation … | Cloudflare: |
Cloudflare acquires VoidZero, the company behind Vite, Vitest, Rolldown, Oxc, and Vite+ frameworks, and says the projects will stay open source — VoidZero, the company behind Vite, Vitest, Rolldown, Oxc, and Vite+, is joining Cloudflare. As part of this change, all team members of VoidZero are joining Cloudflare, too.| John Ainger / Bloomberg: |
In a letter to Utah Senate President, Kevin O'Leary says he will cut a 40,000-acre AI data center project in Utah by roughly half, after backlash from lawmakers — A proposed Utah data center that would have been almost three times the size of Manhattan will be drastically scaled back after pressure from lawmakers.| Nivedita Balu / Reuters: |
Canada unveils its AI strategy that it says will help create 250,000 jobs by 2031, with a CA$500M tech fund to invest in homegrown AI startups — Canada unveiled a new artificial intelligence strategy on Thursday that it says will help create 250,000 jobs by 2031 and includes a new C$500 million … | Jay Peters / The Verge: |
Google now lets big creators and publishers in the US claim and customize dedicated Search profiles to aggregate their content from multiple platforms — Big creators and publishers can claim dedicated Search profiles that let them highlight everything they do online.| CJ Haddad / CNBC: |
Supabase, which provides backend tools for building AI apps, raised a $500M Series F led by GIC at a $10B pre-money valuation, up from $5B in October 2025 — Vibe coding needs infrastructure. Supabase is trying to provide it. — The startup, which makes back-end tools … | Bloomberg: |
Unsealed 2020 lawsuit: ex-IBM VP of threat intelligence alleges that IBM and AT&T concealed foreign cyber breaches to maintain eligibility for federal contracts — International Business Machines Corp. and AT&T Inc.'s computer systems were repeatedly breached by foreign hackers … | Ben Thompson / Stratechery: |
| Tom Dotan / Newcomer: |
Founders Fund launches a TV-style game show featuring A-list founders and investors, including Sam Altman and Palmer Luckey, playing a game of Mafia — Do people want to watch the likes of Sam Altman, Trae Stephens & Palmer Luckey compete in a party game? We'll soon find out. — ∙ Paid| Bloomberg: |
Sources: Brian Chesky is starting a new AI lab and considering a focus on user interaction and design; he will remain Airbnb CEO and will not be the lab's CEO — Airbnb Inc. Chief Executive Officer Brian Chesky is starting a new artificial intelligence lab, according to several people familiar … | Financial Times: |
Sources: Anthropic has embedded around half a dozen forward-deployed engineers within the NSA to help the agency deploy Mythos for offensive cyber operations — Arrangement comes as AI lab is locked in legal battle with Pentagon over Claude model| 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.| Steven Levy / Wired: |
Flourish, which is building Cortex AI, a brain-like synthetic intelligence system that uses less power than LLMs, raised $500M, including $100M from Jeff Bezos — With $500 million in funding and a reported $2.5 billion valuation, Flourish wants to reinvent AI by putting real neurons under the microscope.| 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.| Jennifer Valentino-DeVries / New York Times: |
Internal docs from lawsuits by 1,400 school districts show how social media companies targeted kids: Meta paid “teen ambassadors”, Snap sent school-hour alerts — Internal documents show how tech giants grabbed children's attention throughout the day, a strategy that schools say has undermined education.| CNBC: |
Quantinuum closed up 0.63% in its Nasdaq debut on Thursday, with a market value of $15.7B, after raising $1.68B in an upsized IPO — Quantinuum closed little changed in its Nasdaq debut on Thursday, bringing its market value to $15.7 billion. — Shares opened trading at $68 per share, hitting a session high of $71.35 a share.| Jennifer Hiller / Wall Street Journal: |
Arizona Public Service, the state's largest utility, proposes a 45% electricity-rate increase for data centers to ensure “that they are paying their fair share” — State's largest utility is proposing a 45% electricity-rate increase for data centers and a 14.5% hike for households.| Yogita Khatri / The Block: |
Coinbase and Better fund the first Fannie Mae-backed mortgage that uses bitcoin as collateral, with a nationwide rollout planned in the coming months — Quick Take — Coinbase and Better have funded the first Fannie Mae-backed mortgage using bitcoin as collateral, with a nationwide rollout planned in the coming months.| Sarah White / Financial Times: |
France secured €110B+ of proposed AI and data center investments this week, amounting to ~10 GW of new computing capacity, equivalent to ~10 nuclear reactors — Investors warn approvals and local opposition could slow France's massive data centre build-out| Lily Mae Lazarus / Fortune: |
Honeycomb, which offers an AI-powered insurance platform for multi-unit residential properties, raised $40M led by Zeev, bringing its total funding to $95M — Itai Ben-Zaken might be one of the only insurance tech founders who doesn't need investors' money—but he'll still take it.| Google Developers Blog: |
Google releases macOS versions of AI Edge Gallery, which lets users run open models on their devices, and AI Edge Eloquent, an on-device voice dictation app — Google DeepMind's latest open model, Gemma 4 12B, is designed to bring agentic, multimodal intelligence directly to your laptop.| Jonathan M. Gitlin / Ars Technica: |
A study of Waymo robotaxi data for 13.8M trips from August 2023 to December 2025: the share of miles driven with a passenger on board climbed from 36% to 56% — The age of robotaxis, long the preserve of science fiction, is now a reality, at least in a handful of American cities.| 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.| Sarah Perez / TechCrunch: |
Poke, which lets users access AI agents via text message, becomes the first AI agent approved for Apple's Messages for Business platform — Poke, a startup that turns using AI agents into something as simple as sending a text message, has become the first AI agent approved to run on Apple's Messages for Business platform.| Sarah Perez / TechCrunch: |
Meta's Oversight Board says Meta's account deactivations lack due process, violations are flagged without clarity, and there's little support for appeals — Meta's Oversight Board, the independent governing body that makes policy recommendations to the tech company, said Thursday … | Robert Hart / The Verge: |
Amazon unveils its next-gen Proteus warehouse robot, adding AI-powered language capabilities that let workers assign it tasks, rolling out in Europe in H1 2027 — The company insists its robot investments are designed to support, not replace, warehouse workers.| Dina Bass / Bloomberg: |
Robotics startup Generalist, which released its GEN-1 model to complete short physical tasks in April, raised $400M led by Radical Ventures at a $2B valuation — The company raised $400 million in a funding round led by Radical Ventures — Generalist AI, a robotics startup … | Emily Birnbaum / Bloomberg: |
Sam Altman says he has no plans to put money into the 2026 US midterms; OpenAI has tried to distance itself from the Greg Brockman-backed Leading the Future PAC — OpenAI Chief Executive Officer Sam Altman says he has no plans to make any financial contributions toward this year's US elections … | John Kruzel / Reuters: |
SCOTUS sides with the FCC in its clash with wireless carriers, upholding the agency's in-house system for levying fines for regulatory violations — The U.S. Supreme Court backed the Federal Communications Commission's system for levying fines, ruling on Thursday against wireless carriers AT&T … | 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
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Meet the all-new Zia: Your AI-powered HR for smarter work — HR is evolving. It's no longer just about managing processes like hiring, attendance, payroll, and performance. Today, it's about delivering better …
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.
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| Wen-Yee Lee / Reuters: |
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