SpaceXAI signs an agreement with Anthropic to provide access to Colossus 1, and says Anthropic expressed interest in partnering for orbital AI compute capacity
SpaceXAI has signed an agreement with Anthropic to provide access to Colossus 1, one of the world's largest and fastest-deployed AI supercomputers.
Musk v. Altman: Shivon Zilis testifies her relationship with Musk didn't influence her duties as an OpenAI board member; she left in 2023 after Musk started xAI
“When the father of your babies starts a competitive effort and starts recruiting from OpenAI there is nothing to be done,” …
Google Chrome for desktop silently installs a ~4GB Gemini Nano model; Google says Gemini has been in Chrome since 2024, and users can “turn off and remove” it
The ongoing march of AI features continues to go on, whether you want it to or not, and a recent update …
Google rebrands Fitbit Premium as Google Health Premium, adding Gemini-powered coaching and other features, and raises its annual price from $79.99 to $99.99
The rebranded service includes Gemini-powered coaching, adaptive fitness plans, deeper sleep insights, and more. — • — TL;DR
DoorDash reports Q1 revenue up 33% YoY to $4.04B, below $4.14B est., $184M net income, and forecasts Q2 marketplace gross order value above est.; DASH jumps 4%+
DoorDash (DASH.O) on Wednesday forecast second-quarter marketplace gross order value above analysts' estimates …
FanDuel CEO Amy Howe departs after five years, succeeded by President Christian Genetski, as parent company Flutter reports MAUs fell 3% YoY to 14.4M in Q1 2026
Howe presided over FanDuel during a boom in sports betting, even as the rise of prediction-market companies posed increasing competition
Snap reports Q1 revenue up 12% YoY to $1.53B, matching est., net loss down 36% YoY to $88.95M, and says it ended its $400M Perplexity deal announced in November
Snap shares dropped about 4% in extended trading after the company reported first-quarter earnings on Wednesday …
Anthropic researchers detail “model spec midtraining”, which adds a stage between pretraining and fine-tuning to improve generalization from alignment training
Sara Price2, Samuel Marks2,†, Jon Kutasov2,† — 1Anthropic Fellows Program; 2Anthropic; †Equal advising
Arm reports Q4 revenue up 20% YoY to $1.49B and says demands for its new AGI CPU will drive $2B in sales in 2027 and 2028, doubling its guidance; ARM drops 5%+
SoftBank-backed UK group says its first in-house semiconductor has drawn strong demand — Arm on Wednesday said demand …
Khosla-backed robotics startup Genesis AI unveils GENE-26.5, its first model, which can control robotic hands that it designed in-house to do tasks like cooking
Genesis AI, a startup that raised a $105 million seed round to build foundational AI for robotics, has unveiled its first model …
A US appeals court strikes down a 2023 FCC rule banning broadband access discrimination based on income, race, and more; Chair Brendan Carr welcomes the ruling
An appeals court today struck down federal rules that prohibit discrimination in access to broadband services, delivering a victory to telecom and cable lobby groups.
Instacart reports Q1 revenue up 14% YoY to $1.02B, GTV up 13% YoY to $10.29B, and orders up 10% YoY, vs. 16% YoY in Q1 2025; CART closed down 8.18% on May 6
Instacart (CART.O) on Wednesday forecast second-quarter gross transaction value above Wall Street expectations and said shoppers …
Cloudflare reports Q1 revenue up 34% YoY to $639.8M, plans to cut 1,100+ jobs as it shifts to an “agentic AI-first operating model”; NET drops 13%+ after hours
Cloudflare Inc. plans to cut more than 1,100 jobs globally as it accelerates its shift to an agentic AI-first operating model.
Spotify launches Save to Spotify, a command-line tool that allows AI agents to upload AI-generated audio summaries and personal podcasts to a user's account
A new command-line tool lets AI agents save audio alongside your other podcasts. … Save to Spotify is a new command-line tool designed specifically …
AWS unveils Amazon Bedrock AgentCore Payments and partners with Coinbase and Stripe to enable AI agents to execute transactions using stablecoins
Quick Take — Amazon Web Services has partnered with Coinbase and Stripe to enable AI agents to execute transactions using stablecoins.
Analysis: South Korea's equity market overtakes Canada's as the world's seventh largest, driven by Samsung and SK Hynix, whose stocks have more than doubled YTD
South Korea's equity market has overtaken Canada's as the world's seventh largest, propelled by insatiable demand for chips powering artificial intelligence.
EU legislators reach a deal to postpone restrictions on high-risk AI until December 2027 and to exempt the use of AI in industrial applications from the AI Act
Deal marks first significant delay of digital rules amid pressure from the U.S. — Restrictions on high-risk uses …
Filing: Meta asks a judge to throw out the jury's verdict in the Los Angeles social media addiction trial or order a new trial, citing Section 230 protections
Meta Platforms (META.O) has asked a Los Angeles judge to throw out a jury's verdict finding the company liable for a woman's depression …
Cologne-based AI translation startup DeepL plans to cut ~25% of its workforce, or ~250 staff, saying adapting to AI “means fewer layers” and “faster decisions”
DeepL, the German startup building translation tools, announced plans to cut approximately 25% of its workforce …
Sources: the US and China are considering recurring talks about AI security risks, with Scott Bessent leading the US side; Trump and Xi Jinping meet next week
Washington and Beijing recognize that powerful AI models could trigger crises neither side is prepared to manage
Sources: AirPods with cameras reached an advanced testing stage; the cameras will feed data to Siri to help answer questions, rather than take photos or video
Apple Inc. has reached the late stages of development for new AirPods with built-in cameras, a significant milestone for what will likely …
Kalshi raised $1B led by Coatue at a $22B valuation, its third round in seven months after raising $1B and $300M+, and hits $178B in annualized trading volume
The platform for betting on sports, politics, the weather and more has raised $1 billion and sees big financial firms as a key source of growth.
Samsung says it is ceasing sales of TVs and appliances in China amid fierce competition from local brands; Samsung's TV and appliance unit lost ~$138M in 2025
The company will continue to sell smartphones and computer chips in China — Samsung Electronics is ceasing sales of televisions …
UK-based Quantum Motion, which builds quantum computers on silicon chips, raised a $160M Series C; EU-backed growth fund Kembara made its first investment
Kembara, a technology growth fund backed by the European Union, made its first investment, supporting a British startup that builds quantum computers running on silicon chips.
Meta challenges Ofcom in UK High Court over the Online Safety Act, which calculates levies based on global, not UK, revenue, in a case scheduled for October
Facebook and Instagram owner Meta (META.O) is challenging Britain's media regulator Ofcom over how fees and penalties under …
Google releases Multi-Token Prediction drafters for its Gemma 4 models, which use a form of speculative decoding to guess future tokens for faster inference
Bengaluru-based Pronto, an on-demand home-help service, raised a $20M Series B extension from Lachy Groom at a $200M valuation, up from $100M in March
Lachy Groom, one of Silicon Valley's most closely watched solo investors, decided to back Indian startup Pronto just 20 minutes into his first meeting with its 24-year-old founder.
Corgi, which provides insurance for startups and uses AI to generate quotes, manage claims, and more, raised a $160M Series B led by TCV at a $1.3B valuation
Sources: DeepSeek is in talks to raise $3B to $4B led by China's national AI fund, valuing it at up to $50B; Tencent is also in talks to invest in DeepSeek
Following its SpaceX deal, Anthropic doubles Claude Code's five-hour rate limits for paid plans and removes the peak hours limit reduction for Pro and Max plans
We've agreed to a partnership with SpaceX that will substantially increase our compute capacity.
Anthropic updates Claude Managed Agents with “dreaming”, a scheduled process that reviews recent sessions and updates Claude's memory, in research preview
Goldman Sachs: Alphabet and Amazon generated “other income” totaling $53B in Q1, or ~60% of their Q1 income; $49B was due to equity stakes in private companies
The AI “hyperscalers” reported bumper earnings for the first quarter, with both sales and profits beating expectations.
Researchers: 5,000+ web apps built using AI coding tools like Lovable, Base44, and Replit have little to no authentication, and ~40% exposed sensitive data
Companies like Lovable, Base44, Replit, and Netlify use AI to let anyone build a web app in seconds—and in thousands of cases …
Coinbase reports Q1 revenue down 31% YoY to $1.41B, vs. $1.52B est., and a loss of $1.49 per share, vs. a $0.27 profit est.; COIN drops 4%+ after hours
Coinbase posted lower-than-expected results for the first quarter as crypto prices fell, weighing on one of the companies' major revenue drivers — spot trading in digital assets .
Sources: Microsoft is considering delaying or dropping its 2030 goal of matching its hourly power use with renewable energy purchases, amid the data center boom
OpenAI launches three voice models in the API: GPT-Realtime-2 with GPT-5-class reasoning, GPT-Realtime-Whisper for transcription, and GPT-Realtime-Translate
OpenAI has just released three new realtime voice models that it says will “unlock a new class of voice apps for developers.”
SCOTUS rejects Apple's request to temporarily block a judicial order in the Epic Games lawsuit that found Apple in violation of court-mandated App Store changes
Kraken parent Payward agrees to buy Hong Kong-based Reap, which connects financial systems with digital assets, for $600M, and issues stock at a $20B valuation
The owner of crypto exchange Kraken has agreed to pay $600 million for Reap Technologies, a stablecoin-oriented provider of cross-border and business payments services.
Amazon plans to merge MX Player into Prime Video in India, combining free and paid streaming catalogs on a single platform over the next few months
MediaTek launches the first phase of its Taiwan data center for R&D, powered by Nvidia's B200 AI chip platform and built on Nvidia's DGX SuperPOD infrastructure
MIAOLI, Taiwan — MediaTek, the world's leading mobile chip developer, is building Taiwan's most advanced AI data center …
Bristol Myers Squibb's Massachusetts facility boosted drug production volume for clinical and commercial use by ~40% with AI, a bright spot in US manufacturing
A Bristol Myers Squibb plant that makes cancer drugs was the only manufacturer in the U.S. recognized for innovation by the World Economic Forum this year.
Nvidia and data center operator IREN announce a deal to deploy up to 5 GW of AI infrastructure; Nvidia can invest $2.1B into IREN; IREN jumps 9%+ after hours
IREN shares popped 13% in extended-trading on Thursday after the data center operator announced a partnership with semiconductor giant Nvidia.
CoreWeave reports Q1 revenue up 112% YoY to $2.08B, vs. $1.97B est., a $99.4B revenue backlog, forecasts Q2 revenue below estimates; CRWV drops 8%+ after hours
CoreWeave shares tumbled 10% in extended trading on Thursday after the AI infrastructure provider issued light revenue guidance …
Google DeepMind takes a minority stake in the maker of Eve Online, a multiplayer role playing game set in outer space, and plans to train its tech on the game
Google updates AI Mode and AI Overviews to add “a preview of perspectives” from firsthand sources like social media and Reddit, presented as “Expert Advice”
Musk v. Altman: Mira Murati testifies that Sam Altman lied to her about the safety standards for a new OpenAI model and that he made her work more difficult
OpenAI's former CEO testified under oath that Altman lied to her. … Mira Murati, OpenAI's former CTO, has testified under oath …
Tessera Labs, which uses AI agents to automate enterprise IT migrations and ERP transformations, raised a $60M Series A led by a16z at a $320M valuation
Kabir Nagrecha is tackling the $1.4 trillion “consulting tax” on the IT transformation market with AI agents built to do something …
OpenAI launches Trusted Contact, an optional safety feature for ChatGPT that lets adult users assign an emergency contact for mental health and safety concerns
The feature expands existing teenage safety options to anyone over 18. … OpenAI is launching an optional safety feature …
Airbnb reports Q1 revenue up 18% YoY to $2.68B, vs. $2.62B est., Nights and Seats Booked up 9% to 156.2M, vs. 155.77M est., lifts 2026 revenue growth guidance
Airbnb reported mixed first-quarter results after the bell on Thursday and warned of regional weakness spurred by the war in Iran.
As founders race to make their companies “legible” to AI, they must keep the things that make them hard to copy “illegible”, or risk commoditizing their moat
The Case for Strategic Illegibilty
The Pentagon's mishandled blacklisting of Alibaba and Baidu in February shows how the Trump administration is often at odds with itself on how to approach China
A mishandled blacklisting of tech giants Alibaba and Baidu gives a rare window into an administration often at odds with itself on how to approach Beijing
Scale AI wins a $500M DOD contract via the US Chief Digital and AI Office to help sift through data and assist with decisions, after its $100M DOD deal in 2025
Google launches the Google Fitbit Air, a $100 Whoop-like screenless wearable with Gemini-powered features like Google Health Coach, available from May 26
The Whoop-like wearable that Google teased in March has just been unveiled. Called the Google Fitbit Air, it's a screenless device that you can put …
Moonshot, the Chinese AI startup behind the Kimi chatbot, raised ~$2B at a $20B+ valuation led by Meituan's venture arm; Moonshot's ARR hit $200M in April 2026
Moonshot AI has raised about $2 billion in its latest funding round, signaling growing investor appetite for Chinese startups rivaling Silicon Valley's leaders.
Lyft reports Q1 revenue up 14% YoY to $1.65B, vs. $1.63B est., gross bookings up 19% to $4.95B, vs. $4.91B est., and rides up 8.5% to 236.9M, vs. 241.2M est.
The company's revenue climbed 14% to $1.65 billion in the first quarter — Lyft logged higher revenue in its latest quarter as rides grew …
Swiss pharmaceutical group Roche agrees to acquire US-based AI diagnostics tool developer PathAI for up to $1.05B, paying $750M upfront, set to close in H2 2026
The pharma giant has agreed to pay $750 million upfront, with up to $300 million in additional payments subject to targets
Source: Samsung offered to allocate ~13% of operating profit to chip division staff; unions threaten an 18-day walkout, seeking a 15% share and a 7% wage hike
Uber reports Q1 revenue up 14% YoY to $13.2B vs. $13.3B est., gross bookings up 25% to $53.7B vs. $52.9B est., forecasts Q2 bookings above est.; UBER jumps 8.5%
OpenAI partners with Microsoft, AMD, Broadcom, Nvidia, and Intel researchers to detail the Multipath Reliable Connection (MRC) protocol to help scale compute
Specialist chipmaker Silex raised ~$220M in its Stockholm IPO, trading up as high as 159%, the strongest open for a sizable European IPO in almost five years
Silex Microsystems AB surged in its first day of trading on Nasdaq Stockholm after an initial public offering that raised …
Nova Intelligence, which is building agentic AI for SAP ahead of a 2030 migration, raised a $31.5M Series A led by Chemistry, taking its total funding to $40M+
An estimated 77% of the world's transactions touch an SAP system at some point. And most of that code is decades old …
Sources: Ramp told investors it is raising $750M co-led by Iconiq Capital and GIC at a valuation of $40B+ before the investment, up from $32B in November 2025
The financing target represents a more than 30% increase from six months ago — The corporate card and expense management startup Ramp …
Elon Musk says SpaceX reserves “the right to reclaim the compute” from Anthropic if its “AI engages in actions that harm humanity”
Elon Musk /@elonmusk:NEW
Sources: OpenAI and Broadcom discuss terms for Broadcom to finance initial custom chip production for ~$18B, conditioned on Microsoft buying ~40% of the chips
When OpenAI and chip designer Broadcom announced last fall that they would make custom artificial intelligence chips together, they positioned it as a done deal.
Morgan Stanley rolls out a crypto trading pilot on E*Trade, charging less than Coinbase, Robinhood, and Charles Schwab, ahead of a wider launch later in 2026
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
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
Filing: OnlyFans owner Leonid Radvinsky's wife assumed significant control of OnlyFans holding company Fenix in March following the death of Radvinsky
Leonid Radvinsky's widow has surfaced as a beneficiary of the business empire behind adult-content platform OnlyFans, the latest example of …
Anthropic researchers detail “natural language autoencoders”, which convert LLM activations, the numbers encoding a model's thoughts, into natural language text
called activations—encode Claude's thoughts, but not in a language we can read. Here, we train Claude to translate its activations into human-readable text. [video]@anthropicai:NLA training doesn't gu...
Elon Musk says he spent time with Anthropic employees “to understand what they do to ensure Claude is good for humanity”; earlier, he called Anthropic “evil”
In an unexpected turn, the two companies signed a deal for Anthropic to use computing resources from Elon Musk's xAI.
London-based Ethos, which lets companies use AI for hiring, including for voice interviews and profile analysis, raised a $22.75M Series A led by a16z
An interview with Google VP for Health and Home Rishi Chandra on shutting down Fit by the end of 2026, Fitbit's rebrand to Google Health, Health Coach, and more
here's what to knowStephen Schenck /Android Authority:Fitbit is now Google Health — and it's not just a simple rebrandTyler Lee /Phandroid:The Fitbit app is dead — long live Google HealthTaylor Helgre...
Anthropic says it signed a deal with SpaceX to use “all of the compute capacity” at Colossus 1, giving it access to 300+ MW of new capacity “within the month”
Anthropic said Wednesday it has struck a deal to gain access to compute capacity from Elon Musk's SpaceX …
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
How lidar and other tech developed for autonomous vehicles is now used in smart city systems, in-home elder care services, and major shipyards like in Rotterdam
While Anthropic will use the Colossus 1 data center, which has a really bad environmental record, xAI retains the larger Colossus 2 for its own AI training
There weren't a lot of big new announcements from Anthropic at yesterday's Code w/ Claude event, but the biggest by far …
The UK FCA says it is investigating PayPal, Mastercard, and Visa for alleged anti-competitive behavior; Visa says it is “regarding the PayPal digital wallet”
Anthropic's SpaceX deal helps it address a severe compute deficit and comes amid Elon Musk's OpenAI lawsuit; Grok never grew to utilize xAI's Colossus 1
Dario Amodei says Anthropic had planned to grow ~10x in 2026 but saw “crazy” 80x annualized growth in revenue and usage in Q1, calling it “too hard to handle”
The chief executive, Dario Amodei, said the rapid growth had exponentially increased the start-up's need for more computing power.