Search: “techmeme”

Bloomberg: Sources: Cerebras is seeking to raise as much as 4B in its IPO and is targeting a valuation of about 40B — Cerebras Systems Inc. is seeking to raise as much as $4 billion in its initial pub

Wall Street Journal: Sources: Coatue formed Next Frontier in 2025 to buy land for data centers; Next Frontier has a JV with neocloud Fluidstack that has raised $5.7B via junk bonds — Philippe Laffont'

Zijing Wu / Financial Times: Sources: Huawei expects AI chip revenue to hit ~12B in 2026, up 60% from 7.5B in 2025, as orders for its Ascend 950PR chip surge and Nvidia stalls in China — Chinese tech

Natasha Mascarenhas / Bloomberg: Sources: Peter Thiel's Founders Fund raised 6B for a fund to invest in later-stage companies, marking its largest haul ever; 4.5B comes from limited partners — Peter T

Katrina Manson / Bloomberg: Sources: the US DOD strikes agreements with Nvidia, Microsoft, Reflection AI, and AWS to use their AI tools on classified military networks for “lawful” use — The Pentagon

Lisa Richwine / Reuters: The Academy of Motion Picture Arts and Sciences issues new rules saying acting and writing must be performed by humans and not AI to be eligible for Oscars — Academy Awards or

Pierluigi Paganini / Security Affairs: The FBI warns of rising cyber cargo theft, where attackers hack freight brokers' accounts and dupe carriers; 2025 cargo theft losses in N. America rose 60% YoY —

Issie Lapowsky / Bloomberg: The gender gap in AI use may be a matter of visibility more than usage, as data suggests women face more judgment for using AI and are less likely to admit it — Women are u

Mike Stone / Reuters: The US Navy awards Domino Data Lab a contract worth up to $100M for AI software that teaches underwater drones to identify new mines in the Strait of Hormuz — The U.S. Navy is ra

Greg Otto / CyberScoop: The US, UK, Australia, Canada, and New Zealand publish guidance on orgs' use of agentic AI systems, saying many give AI more access than can be safely monitored — The guidance

Juli Clover / MacRumors: Tim Cook says that the Mac Studio and the Mac mini, which many are buying for AI and agentic tools, “may take several months to reach supply demand balance” — During today's e

Aarian Marshall / Wired: Waymo says it is continuing to “refine” its system preventing kids under 18 from riding alone, after adult riders reported new age-verification checks — As adult riders report

Carl Franzen / VentureBeat: xAI launches Grok 4.3, featuring “always-on reasoning”, 1M token context window, and low API pricing, and releases a voice cloning suite called Custom Voices — While Elon M

Will Knight / Wired: A look at Eka, which trains its robotic claw on a “vision-force-action model” incorporating realistic joints, motors, and physics principles into its simulation — From sorting chi

Annie Palmer / CNBC: Alphabet's stock climbed 10% on Thursday and 34% in April, its best month since 2004; Meta's stock plunged 8.5% on Thursday, its steepest drop since October — Alphabet's stock sur

Financial Times: Analysis: Meta, Alphabet, Microsoft, and Amazon's combined capex hit a record 130B in Q1, and it is set to reach 725B in 2026, up 77% from $410B in 2025 — Meta stock drops on capex in

Anthropic: Anthropic unveils BioMysteryBench to test Claude's bioinformatics skills against human experts, and says Mythos solved ~30% of 23 questions that stumped experts — In this post, Brianna, a r

Mark Gurman / Bloomberg: Apple forecasts Q3 revenue above estimates and reports Q2 results above projections in China but below expectations in the Americas and Europe regions — Apple Inc. delivered a

Jennifer Elias / CNBC: Apple Q2: iPhone up 22% YoY to 56.99B, vs. 57.21B est., Mac up 6% to 8.4B, iPad up 8% to 6.91B, and Wearables, Home, and Accessories up 5% to $7.9B — Apple issued a better-than-

Todd Spangler / Variety: Apple reports Q2 revenue from Services, which includes the App Store, Apple TV, Apple Music, and more, grew 16.3% YoY to 30.98B, beating estimates of 30.4B — Apple hit another

Apple: Apple reports Q2 revenue up 17% YoY to 111.18B, vs. 109.66B est., net income up 19% to 29.6B, and authorizes an additional 100B share buyback program — March quarter records for total company r

Counterpoint Research: Apple shipped 71.6% of all smartphones with satellite connectivity in 2025; smartphones with satellite connectivity to reach 46% of global shipments by 2030 — - Driven by premiu

Anhata Rooprai / Reuters: Atlassian reports Q3 revenue up 32% YoY to 1.79B, vs. 1.69B est., and raises its annual revenue forecast; TEAM jumps 17%+ after hours — Atlassian (TEAM.O) raised its annual r

Chloe Meley / Bloomberg: European software companies, including SAP, Capgemini, Nemetschek, Hexagon, and Dassault, report better-than-expected earnings despite AI fears and the Iran war — Europe's sof

Olivia Poh / Bloomberg: GoTo reports net income of ~$15M for Q1 2026, its first ever, after job cuts and unit disposals helped Indonesia's largest internet company reduce costs — GoTo Group shares jum

Bloomberg: How Kosovo's tech industry, driven by local companies like business outsource provider SPEEEX, is helping cut youth unemployment and changing Pristina's skyline — From the rooftop terrace o

Hyonhee Shin / Bloomberg: Hyundai unveils Pleos Connect, a next-generation infotainment system with Gleo AI voice assistant, debuting in May on the new Grandeur sedan in South Korea — Hyundai Motor Co

Katie Tarasov / CNBC: Intel shares jumped 114% in April, hitting a record on April 24 and lifting its market cap past $470B, closing out the chipmaker's best month on record — Intel is on a winning st

Wired: Musk v. Altman: OpenAI lawyers claim Shivon Zilis, a longtime Musk employee and mother to four of his children, acted as a covert liaison between him and OpenAI — Messages presented at trial re

Michael Nuñez / VentureBeat: Netomi, which builds AI for enterprise customer service, raised 110M led by Accenture Ventures and signs a deal to bring its platform to Accenture clients — Netomi, the Sa

TRM Insights: North Korea-linked hackers stole ~$577M across the Drift Protocol and KelpDAO hacks in April, accounting for 76% of total crypto hack losses so far in 2026 — Key takeaways — North Korean

OpenAI: OpenAI says its models, starting with GPT-5.1, “increasingly mentioned goblins, gremlins, and other creatures”, leading to prompt instructions to mitigate it — Starting with GPT-5.1, our model

Jonathan Vanian / CNBC: Reddit reports Q1 revenue up 69% YoY to 663M vs. 611M est., DAUq up 17% to 126.8M, above est., forecasts Q2 revenue above est.; RDDT jumps 13%+ after hours — Reddit reported be

Cecilia D'Anastasio / Bloomberg: Roblox reports Q1 bookings up 43% YoY to 1.7B, vs. 1.73B est., and DAUs up 35% to 132M, below analysts' estimates of 143.8M; RBLX drops 16%+ after hours — Roblox Corp.

Todd Spangler / Variety: Roku reports Q1 revenue up 22% YoY to 1.25B, ad revenue up 27% to 613M, subscription revenue up 30%, raises 2026 profit guidance; ROKU jumps 8%+ after hours — Roku beat Wall S

Kim Jaewon / Nikkei Asia: Samsung says the memory shortage will worsen in 2027 as customers are already placing orders for that year, leading to a projected supply gap larger than 2026 — SEOUL — Samsu

Britney Nguyen / MarketWatch: Sandisk reports Q3 revenue up 251% YoY to 5.95B, vs. 4.72B est., consumer revenue below est., and forecasts Q4 revenue above est.; SNDK drops 5%+ after hours — The compan

Jason Beeferman / Politico: Sens. Kirsten Gillibrand and Dave McCormick introduce a bill banning members of the legislative and executive branches from trading on prediction markets — The bill comes t

Laura J. Nelson / Wall Street Journal: Sergey Brin-backed Building a Better California says two ballot countermeasures to the proposed wealth tax are on track to qualify for the November ballot — Two

Gabe Gurwin / GameSpot: Sony confirms that some digital PS4 and PS5 games require a one-time online license check “to confirm the game's license”, likely to combat refund scams — The problem appears t

Business Insider: Sources: Meta HR chief Janelle Gale told employees she can't rule out further layoffs; Zuckerberg said AI automation is not the driving factor behind them — - Meta previously announc

Reuters: Sources: strong AI demand in China nearly doubles prices for Nvidia's B300 servers to ~$1M each, as a crackdown on chip smuggling dries up black market supply — Strong demand for AI computing

Financial Times: Study: long-shot Polymarket bets on military action, defined as wagers of $2,500+ at odds of <35%, have an average ~52% win rate, above 25% for political bets — High rate of winning w

Jasmine Sun / New York Times: The persistent notion that AI disruption could create a permanent underclass signals how much collateral damage AI companies might tolerate in pursuit of AGI — Most peopl

Dan Mangan / CNBC: The US Senate unanimously passed a rule barring senators from trading on prediction markets like Kalshi and Polymarket, amid rising concern over insider trading — The U.S. Senate on

Reuters: Tim Cook says iPhone sales, which slightly missed Q2 estimates, were held back by chip supply constraints, as “demand was off the charts” — Apple (AAPL.O) on Thursday reported results that be