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China launches a formal national security review of Palo Alto Networks products sold in the Chinese market, citing a need to protect critical infrastructure (Alan Wong/Bloomberg)

China launches a formal national security review o...

4 days ago 9 Add to circle

SoftBank reports Q1 net profit down 18% YoY to ~$2.2B, above ~$761M est., an ~$8.2B gain on its Intel stake, and Vision Fund up $1.7B due to its ByteDance stake (Arjun Kharpal/CNBC)

SoftBank reports Q1 net profit down 18% YoY to ~$2...

4 days ago 10 Add to circle

Google centralizes its AI leadership at Mountain View in a bid to catch its rivals; Sebastian Borgeaud, who led a major AI coding effort, moved from the UK (Bloomberg)

Google centralizes its AI leadership at Mountain V...

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Nintendo reports Q1 revenue down 10% YoY to ~$3.3B, above $2.8B est., net income of ~$933M, above ~$495M est., and Switch 2 sales down 34.4% YoY to 3.82M (Jenny Lee/CNBC)

Nintendo reports Q1 revenue down 10% YoY to ~$3.3B...

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Sources: some Google researchers have grown frustrated over AI compute access for ambitious projects while Google Cloud sells TPUs to customers like Anthropic (MacKenzie Sigalos/CNBC)

Sources: some Google researchers have grown frustr...

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A look at Sequoia's revamped strategy under new stewards Alfred Lin and Pat Grady, including bold AI bets; sources: Sequoia recently closed $10B in new funding (Bloomberg)

A look at Sequoia's revamped strategy under new st...

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DeepSeek says it plans to implement substantial price increases across its services; it currently charges $0.14/1M input and $0.28/1M output tokens for V4 Flash (Bloomberg)

DeepSeek says it plans to implement substantial pr...

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OpenAI says "Apple should not be permitted to use a baseless and pretextual lawsuit to make up for its failures to integrate AI into its products" (Megan Morrone/Axios)

OpenAI says "Apple should not be permitted to use ...

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OpenAI files a motion to dismiss Apple's lawsuit accusing the AI company of stealing trade secrets, saying that the iPhone maker's allegations are meritless (Bloomberg)

OpenAI files a motion to dismiss Apple's lawsuit a...

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An interview with TMTG interim CEO Kevin McGurn on the paid API for high-speed access to Truth Social posts, the pending $6B TMTG-TAE merger, and more (Daniel Thomas/Financial Times)

An interview with TMTG interim CEO Kevin McGurn on...

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A researcher with access to North Korean hackers' servers says their operations have impacted 1,640 companies across 57 countries over the past 22 months (Wired)

A researcher with access to North Korean hackers' ...

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PitchBook: AI voice startups raised $7B in Q1 '26, vs. $1B in Q1 '25, as OpenAI and Google bet on voice as the main interface for a new generation of AI agents (Cristina Criddle/Financial Times)

PitchBook: AI voice startups raised $7B in Q1 '26,...

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How Trump's push for data centers is driving a boom in gas power plants, and a look at Meta's El Paso data center, which will have 813 gas-burning generators (Hiroko Tabuchi/New York Times)

How Trump's push for data centers is driving a boo...

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Sources detail Intel's turnaround under Lip-Bu Tan as AI demand for CPUs boosts business; Intel's deal to make Arm's AI data center chip fell through in 2024 (Michael Acton/Financial Times)

Sources detail Intel's turnaround under Lip-Bu Tan...

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TikTok's US entity says it is closing its Nashville office, which held some of its content moderation team; filing: TikTok laid off 250 employees at the office (Emmett Lindner/New York Times)

TikTok's US entity says it is closing its Nashvill...

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Analysis: Grokipedia appears not to have updated any articles since April 24, when it stopped processing human-suggested edits; xAI launched it in October 2025 (Lawfare)

Analysis: Grokipedia appears not to have updated a...

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Cloudflare open sources a new version of Cloudflare OS, an AI agentic workspace for enterprises running on a company's account and accessible via browser (Kyt Dotson/SiliconANGLE)

Cloudflare open sources a new version of Cloudflar...

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AppLovin reports Q2 revenue up 53% YoY to $1.92B, below $1.94B est., and forecasts Q3 revenue within estimates; APP drops 16% after hours (Kelly Cloonan/Wall Street Journal)

AppLovin reports Q2 revenue up 53% YoY to $1.92B, ...

5 days ago 14 Add to circle