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Exponential View: global AI sales, excluding China, hit $25B in Q1, exceeding an estimated $21B in data center and chip depreciation costs; margins remain thin (Jacob Reid/Bloomberg)

Exponential View: global AI sales, excluding China...

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OpenAI, Anthropic, Amazon, Microsoft, and others launch Raise Us, a new non-profit led by ex-Commerce Secretary Gina Raimondo to help US workers adapt to AI (Lydia DePillis/New York Times)

OpenAI, Anthropic, Amazon, Microsoft, and others l...

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Preliminary findings: the EU says Azure and AWS are "the largest and second largest" cloud services in the EU, as the bloc weighs up tougher DMA oversight (Samuel Stolton/Bloomberg)

Preliminary findings: the EU says Azure and AWS ar...

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How risk modelers like Fathom and Verisk are using AI and diffusion models to bypass the limits of physics-based "cat" models to predict natural disasters (Financial Times)

How risk modelers like Fathom and Verisk are using...

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IBM details a 0.7nm chip manufacturing process that utilizes a "nanostack" 3D transistor architecture, which it says can maintain chip innovation for 10 years (Don Clark/New York Times)

IBM details a 0.7nm chip manufacturing process tha...

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A profile of incoming WhatsApp CEO Kunal Shah, who...

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Alibaba falls ~5% in Hong Kong after Anthropic accused it of "illicitly" accessing its AI models, taking its YTD fall to 33%; Xiaomi and Baidu fell 3%+ (Jeanny Yu/Bloomberg)

Alibaba falls ~5% in Hong Kong after Anthropic acc...

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Arm EVP Mohamed Awad says its chip architecture now accounts for 50%+ of the hyperscale cloud computing market, as AI demand transforms the data center industry (Cheng Ting-Fang/Nikkei Asia)

Arm EVP Mohamed Awad says its chip architecture no...

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Qualcomm CEO Cristiano Amon says the company is designing data center chips specifically for Chinese customers that are in compliance with US export controls (Yifan Yu/Nikkei Asia)

Qualcomm CEO Cristiano Amon says the company is de...

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Mirendil, founded by former Anthropic researchers and seeking to build self-improving AI for open-source developers, raised a $200M seed at a $1B valuation (Tina Li/Wall Street Journal)

Mirendil, founded by former Anthropic researchers ...

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Coval, which develops simulation and evaluation tech for testing, launching, and monitoring AI voice and chat agents, raised a $28M Series A led by Norwest (Duncan Riley/SiliconANGLE)

Coval, which develops simulation and evaluation te...

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As China's working-age population shrinks, a consensus is emerging that it must deploy embodied AI robots into as many tasks as possible, as soon as possible (Financial Times)

As China's working-age population shrinks, a conse...

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How a $45M donation to a group supporting Trump brought Larry Ellison deeper into Trump's circle, helped Oracle's business, and his son's acquisition of WBD (Wall Street Journal)

How a $45M donation to a group supporting Trump br...

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Assort Health, which develops AI voice agents for health care to handle scheduling and more, raised a $120M Series C led by Menlo Ventures at a $1.2B valuation (Heather Landi/Fierce Healthcare)

Assort Health, which develops AI voice agents for ...

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Paris-based Tsuga, whose observability software runs in customers' own clouds to help them skip per-byte ingestion costs, raised a $35M Series A led by Singular (Ana Maria Constantin/The Next Web)

Paris-based Tsuga, whose observability software ru...

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TRM Labs: Iran-linked wallets, including those tied to Iran's central bank, have moved over $3.84B in transactions through the crypto exchange CoinEx since 2019 (Wall Street Journal)

TRM Labs: Iran-linked wallets, including those tie...

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NAND flash maker Kioxia, Japan's most valuable company since June 12, plans to offer US depositary shares in spring 2027 amid AI-driven demand for memory chips (Bloomberg)

NAND flash maker Kioxia, Japan's most valuable com...

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Sources: Meta is accelerating plans to use LLMs to review content and ads, replacing ~50% of human review requests in 2026 and aiming for 90% by year-end (Financial Times)

Sources: Meta is accelerating plans to use LLMs to...

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