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9 May 2026

OpenAI president Greg Brockman's journal has emerged as a star witness in the Musk v. Altman trial; Brockman says he stopped writing about OpenAI in it in 2023 (Ben Cohen/Wall Street Journal)

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Ben Cohen / Wall Street Journal: OpenAI president Greg Brockman's journal has emerged as a star witness in the Musk v. Altman trial; Brockman says he stopped writing about OpenAI in it in 2023 — The j

Palo Alto Networks says in its testing, three weeks of frontier AI-assisted analysis matched a full year of manual penetration testing, with broader coverage (Sam Rubin/Palo Alto Networks Blog)

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Sam Rubin / Palo Alto Networks Blog: Palo Alto Networks says in its testing, three weeks of frontier AI-assisted analysis matched a full year of manual penetration testing, with broader coverage — For

Sales of PC motherboards are expected to fall 25%+ YoY in 2026, as PC users delay their upgrades amid AI-driven price surges for memory, storage, and processors (Jowi Morales/Tom's Hardware)

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Jowi Morales / Tom's Hardware: Sales of PC motherboards are expected to fall 25%+ YoY in 2026, as PC users delay their upgrades amid AI-driven price surges for memory, storage, and processors — Fewer

Source: Mistral AI and TML's founding member Devendra Chaplot, who was considered a marquee hire when he joined xAI in March, exited xAI after roughly a month (The Information)

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The Information: Source: Mistral AI and TML's founding member Devendra Chaplot, who was considered a marquee hire when he joined xAI in March, exited xAI after roughly a month — Cursor is already star

Sources: ByteDance plans to increase its 2026 capex to more than $30B, up at least 25% from a preliminary plan, amid the AI boom and rising memory chip costs (South China Morning Post)

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South China Morning Post: Sources: ByteDance plans to increase its 2026 capex to more than $30B, up at least 25% from a preliminary plan, amid the AI boom and rising memory chip costs — TikTok owner B

8 May 2026

A hack of Instructure's Canvas locked out students at schools and universities across the US in the middle of finals period; some US colleges postponed exams (Associated Press)

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Associated Press: A hack of Instructure's Canvas locked out students at schools and universities across the US in the middle of finals period; some US colleges postponed exams — Schools and universiti

Akamai says it struck a seven-year cloud computing deal with a 'leading frontier model provider'; sources: the deal was with Anthropic and is worth $1.8B (Rachel Metz/Bloomberg)

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Rachel Metz / Bloomberg: Akamai says it struck a seven-year cloud computing deal with a “leading frontier model provider”; sources: the deal was with Anthropic and is worth 1.8B — Anthropic PBC has si

Beijing-based humanoid robotics company Robotera raised over 200M led by SF Group, after raising ~146M in March at a ~$1.47B valuation (Du Zhihang/Caixin Global)

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Du Zhihang / Caixin Global: Beijing-based humanoid robotics company Robotera raised over 200M led by SF Group, after raising ~146M in March at a ~1.47B valuation — Chinese humanoid-robot startup Robot

EU warns that VPNs are being used to bypass online age-verification systems, calling their use 'a loophole in the legislation that needs closing' (Alex Lekander/CyberInsider)

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Alex Lekander / CyberInsider: EU warns that VPNs are being used to bypass online age-verification systems, calling their use “a loophole in the legislation that needs closing” — The European Parliamen

Honeywell's Quantinuum files for a US IPO, reporting a 136.6M net loss on revenue of 5.2M for the three months ended March 31; sources: it could raise $1.5B+ (Carmen Reinicke/Bloomberg)

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Carmen Reinicke / Bloomberg: Honeywell's Quantinuum files for a US IPO, reporting a 136.6M net loss on revenue of 5.2M for the three months ended March 31; sources: it could raise $1.5B+ — Quantinuum

Impressions of China's AI ecosystem after visiting many leading AI labs there, and the similarities and differences in working on LLMs in China and the West (Nathan Lambert/Interconnects AI)

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Nathan Lambert / Interconnects AI: Impressions of China's AI ecosystem after visiting many leading AI labs there, and the similarities and differences in working on LLMs in China and the West — Lesson

Sources: Apollo Global and Blackstone are among private credit lenders in talks with Broadcom over a ~$35B financing deal to fund the development of AI chips (Bloomberg)

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Bloomberg: Sources: Apollo Global and Blackstone are among private credit lenders in talks with Broadcom over a ~$35B financing deal to fund the development of AI chips — Apollo Global Management Inc.

Sources: Cerebras plans to raise its IPO price range from 115-125 per share to 125-135 after drawing orders for more than 20x the number of shares available (Bloomberg)

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Bloomberg: Sources: Cerebras plans to raise its IPO price range from 115-125 per share to 125-135 after drawing orders for more than 20x the number of shares available — Cerebras Systems Inc. is set t

Sources: Isomorphic Labs, an AI-powered drug discovery company spun out of Google DeepMind, is in advanced talks to raise $2B+ led by Thrive Capital (Bloomberg)

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Bloomberg: Sources: Isomorphic Labs, an AI-powered drug discovery company spun out of Google DeepMind, is in advanced talks to raise $2B+ led by Thrive Capital — Isomorphic Labs, an AI-powered drug di

Sources: WH is preparing to order US agencies to partner with AI companies on cybersecurity; the EO wouldn't require pre-release model testing by the government (Bloomberg)

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Bloomberg: Sources: WH is preparing to order US agencies to partner with AI companies on cybersecurity; the EO wouldn't require pre-release model testing by the government — The Trump administration i

The FCC says foreign-made routers and drones can now receive software updates at least until 2029, extending its earlier 2027 cutoff (Michael Kan/PCMag)

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Michael Kan / PCMag: The FCC says foreign-made routers and drones can now receive software updates at least until 2029, extending its earlier 2027 cutoff — The FCC's bans on foreign-made Wi-Fi routers

Trump Media and Technology Group reports Q1 net sales up 6% YoY to 871,200 and a 405.9M net loss; DJT is down 35% so far in 2026 for a market cap of ~$2.47B (Todd Spangler/Variety)

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Todd Spangler / Variety: Trump Media and Technology Group reports Q1 net sales up 6% YoY to 871,200 and a 405.9M net loss; DJT is down 35% so far in 2026 for a market cap of ~$2.47B — Trump Media and

7 May 2026

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 (Samantha Subin/CNBC)

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Samantha Subin / CNBC: 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 mi

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 (Julian Chokkattu/Wired)

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Julian Chokkattu / Wired: 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 — Google is s

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 (Sangmi Cha/Bloomberg)

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Sangmi Cha / Bloomberg: 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

Anthropic researchers detail 'natural language autoencoders', which convert LLM activations, the numbers encoding a model's thoughts, into natural language text (Anthropic)

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Anthropic: Anthropic researchers detail “natural language autoencoders”, which convert LLM activations, the numbers encoding a model's thoughts, into natural language text — When you talk to an AI mod

Arm expects the AGI CPU, its own AI chip for data centers, to drive $2B in sales in FY2027 and FY2028, doubling its March 2026 sales guidance for the period (Simon Sharwood/The Register)

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Simon Sharwood / The Register: Arm expects the AGI CPU, its own AI chip for data centers, to drive 2B in sales in FY2027 and FY2028, doubling its March 2026 sales guidance for the period — Someone oth

AWS unveils Amazon Bedrock AgentCore Payments and partners with Coinbase and Stripe to enable AI agents to execute transactions using stablecoins (RT Watson/The Block)

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RT Watson / The Block: 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 Servi

Block reports Q1 revenue up 5% YoY to 6.1B, vs. 5.9B est., and raises its 2026 gross profit forecast above estimates; XYZ jumps 7%+ after hours (Isabelle Lee/Bloomberg)

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Isabelle Lee / Bloomberg: Block reports Q1 revenue up 5% YoY to 6.1B, vs. 5.9B est., and raises its 2026 gross profit forecast above estimates; XYZ jumps 7%+ after hours — Block Inc. offered a sunnier

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 (Ignacio Gonzalez/Bloomberg)

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Ignacio Gonzalez / Bloomberg: 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 — Cloudfla

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 (CNBC)

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CNBC: 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

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' (Amy Thomson/Bloomberg)

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Amy Thomson / Bloomberg: 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 Ge

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 (Jordan Novet/CNBC)

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Jordan Novet / CNBC: 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 tu

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)

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Elon Musk / @elonmusk: Elon Musk says SpaceX reserves “the right to reclaim the compute” from Anthropic if its “AI engages in actions that harm humanity” — @MobofJoggers @nottombrown Just as SpaceX la

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 (Pieter Haeck/Politico)

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Pieter Haeck / Politico: 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 fi

Filing: OnlyFans owner Leonid Radvinsky's wife assumed significant control of OnlyFans holding company Fenix in March following the death of Radvinsky (Bloomberg)

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Bloomberg: 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 surface

French prosecutors escalate an investigation into Elon Musk and X, focused on alleged algorithmic manipulation and sexual deepfakes, to a criminal probe (Lora Kolodny/CNBC)

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Lora Kolodny / CNBC: French prosecutors escalate an investigation into Elon Musk and X, focused on alleged algorithmic manipulation and sexual deepfakes, to a criminal probe — French cybercrime author

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 (Robin Wigglesworth/Financial Times)

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Robin Wigglesworth / Financial Times: 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 — Th

Google launches the Google Fitbit Air, a $100 Whoop-like screenless wearable with Gemini-powered features like Google Health Coach, available from May 26 (Cherlynn Low/Engadget)

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Cherlynn Low / Engadget: 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 wear

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 (Adamya Sharma/Android Authority)

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Adamya Sharma / Android Authority: 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 reb

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 (Michael J. de la Merced/New York Times)

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Michael J. de la Merced / New York Times: 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 — Th

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 (Anna Heim/TechCrunch)

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Anna Heim / TechCrunch: 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

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 (Crystal Tse/Bloomberg)

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Crystal Tse / Bloomberg: 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 cr

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. (Kelly Cloonan/Wall Street Journal)

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Kelly Cloonan / Wall Street Journal: 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 com

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 (Sam Tobin/Reuters)

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Sam Tobin / Reuters: 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 Instagr

Moonshot, the Chinese AI startup behind Kimi chatbot, raised ~2B at a 20B+ valuation led by Meituan's venture arm; Moonshot's ARR topped $200M in April 2026 (Zheping Huang/Bloomberg)

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Zheping Huang / Bloomberg: Moonshot, the Chinese AI startup behind Kimi chatbot, raised ~2B at a 20B+ valuation led by Meituan's venture arm; Moonshot's ARR topped 200M in April 2026 — Moonshot AI has

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+ (Lily Mae Lazarus/Fortune)

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Lily Mae Lazarus / Fortune: 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

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 (Jonathan Vanian/CNBC)

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Jonathan Vanian / CNBC: 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 surg

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 (Andy Greenberg/Wired)

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Andy Greenberg / Wired: 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 Lov

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 (Mark Gurman/Bloomberg)

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Mark Gurman / Bloomberg: 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

Sources: OpenAI and Broadcom discuss terms for Broadcom to finance initial custom chip production for ~$18B, conditioned on Microsoft buying ~40% of the chips (Anissa Gardizy/The Information)

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Anissa Gardizy / The Information: 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

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 (Kate Clark/Wall Street Journal)

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Kate Clark / Wall Street Journal: 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 fin

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 (Terrence O'Brien/The Verge)

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Terrence O'Brien / The Verge: 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 comma

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 (Anna Tong/Forbes)

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Anna Tong / Forbes: 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

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 (Simon Willison/Simon Willison's Weblog)

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Simon Willison / Simon Willison's Weblog: 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 —

6 May 2026

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 (Jon Brodkin/Ars Technica)

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Jon Brodkin / Ars Technica: 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

Anthropic researchers detail 'model spec midtraining', which adds a stage between pretraining and fine-tuning to improve generalization from alignment training (Anthropic)

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Anthropic: 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,

Anthropic says it signed a deal with SpaceX to use 'all of the compute capacity' at Colossus 1, giving it access to over 300 MW of new capacity within the month (Axios)

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Axios: Anthropic says it signed a deal with SpaceX to use “all of the compute capacity” at Colossus 1, giving it access to over 300 MW of new capacity within the month — Anthropic said Wednesday it ha

Arm reports Q4 revenue up 20% YoY to 1.5B, says AGI CPU demand will drive 2B in sales in 2027 and 2028, over 2x its prior guidance; ARM jumps 11%+ after hours (Michael Acton/Financial Times)

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Michael Acton / Financial Times: Arm reports Q4 revenue up 20% YoY to 1.5B, says AGI CPU demand will drive 2B in sales in 2027 and 2028, over 2x its prior guidance; ARM jumps 11%+ after hours — SoftBa

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 (Jagmeet Singh/TechCrunch)

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Jagmeet Singh / TechCrunch: 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 S

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 (Farah Stockman/New York Times)

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Farah Stockman / New York Times: 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 Bri

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 (Richard Nieva/Forbes)

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Richard Nieva / Forbes: 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 — Named after the co

DoorDash reports Q1 revenue up 33% YoY to 4.04B, vs. 4.14B est., and forecasts Q2 marketplace gross order value above estimates; DASH jumps 11%+ after hours (Koyena Das/Reuters)

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Koyena Das / Reuters: DoorDash reports Q1 revenue up 33% YoY to 4.04B, vs. 4.14B est., and forecasts Q2 marketplace gross order value above estimates; DASH jumps 11%+ after hours — DoorDash (DASH.O) o

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 (Christopher Kuo/Wall Street Journal)

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Christopher Kuo / Wall Street Journal: 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

Filing: Meta asks a judge to overturn the jury's verdict in the Los Angeles social media addiction trial or order a new trial, citing Section 230 protections (Diana Novak Jones/Reuters)

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Diana Novak Jones / Reuters: Filing: Meta asks a judge to overturn the jury's verdict in the Los Angeles social media addiction trial or order a new trial, citing Section 230 protections — Meta Platfo

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