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Instructure reported a data breach on April 30; ShinyHunters added Instructure to its victims list and claims it has 3.65TB of data from ~9K institutions (Ionut Arghire/SecurityWeek)

Instructure reported a data breach on April 30; Sh...

1 month ago 8 Add to circle

Jensen Huang said Nvidia's market share of AI accelerators in China has "now dropped to zero" and that US export policy "has already largely backfired" (Anton Shilov/Tom's Hardware)

Jensen Huang said Nvidia's market share of AI acce...

1 month ago 26 Add to circle

Source: Cerebras is expected to price its shares at between $115 and $125 and go public with the "CBRS" ticker; Cerebras is targeting a $40B valuation (Reuters)

Source: Cerebras is expected to price its shares a...

1 month ago 12 Add to circle

Legislators and experts criticize the EU's €20B sovereign compute data center plan, questioning whether there is demand and the plan's reliance on Nvidia GPUs (Pieter Haeck/Politico)

Legislators and experts criticize the EU's €20B so...

1 month ago 11 Add to circle

An analysis of 1.6M Polymarket accounts since November 2022: 0.1% of users take 67% of profits, with the highest-frequency traders seeing the most success (Wall Street Journal)

An analysis of 1.6M Polymarket accounts since Nove...

1 month ago 14 Add to circle

A profile of William Savitt, Sam Altman's lead law...

1 month ago 15 Add to circle

Chinese state media: AI-generated Chinese microdramas to be worth $3B+ in 2026, out of a $14B+ total microdrama market, boosted by tools like Seedance 2.0 (New York Times)

Chinese state media: AI-generated Chinese microdra...

1 month ago 16 Add to circle

Sources: some lenders are exploring private deals to sell their data center debt, and some banks are seeking to offload their Oracle-linked loans at a discount (Financial Times)

Sources: some lenders are exploring private deals ...

1 month ago 13 Add to circle

Sources: SoftBank plans to make lithium- and cobalt-free data center batteries in Japan as soon as FY2027, as Japan tries to cut its reliance on Chinese metals (Natsuki Yamamoto/Nikkei Asia)

Sources: SoftBank plans to make lithium- and cobal...

1 month ago 13 Add to circle

China's Linkerbot, which holds 80%+ of global dexterous robotic hands market, raised a Series B+ at a $3B valuation and seeks a $6B valuation in its next round (Laurie Chen/Reuters)

China's Linkerbot, which holds 80%+ of global dext...

1 month ago 15 Add to circle

Sources: Anthropic is finalizing a deal for a $1.5B JV with Blackstone, Goldman Sachs, Hellman & Friedman, and others to sell AI tools to PE-backed companies (Wall Street Journal)

Sources: Anthropic is finalizing a deal for a $1.5...

1 month ago 15 Add to circle

Apple's handling of vibe coding apps draws complaints from startups like Replit and Anything that iOS App Store rules for their apps are applied erratically (Michael Acton/Financial Times)

Apple's handling of vibe coding apps draws complai...

1 month ago 15 Add to circle

How music streaming services are adapting to the rise of AI-generated music by labeling, deranking, and demonetizing tracks, using AI detection tools, and more (Terrence O'Brien/The Verge)

How music streaming services are adapting to the r...

1 month ago 18 Add to circle

GameStop CEO Ryan Cohen says he is making an unsolicited ~$56B offer to buy eBay and will take the offer to shareholders if the company is not receptive (Lauren Thomas/Wall Street Journal)

GameStop CEO Ryan Cohen says he is making an unsol...

1 month ago 20 Add to circle

A profile of music AI startup Suno, valued at ~$2....

1 month ago 17 Add to circle

A look at Atlassian and Twilio earnings beats, with early signs of Atlassian's AI response success and Twilio becoming a picks-and-shovels layer for AI agents (Jason Lemkin/SaaStr)

A look at Atlassian and Twilio earnings beats, wit...

1 month ago 18 Add to circle

Analysis: Asian suppliers account for ~90% of Nvidia's production costs, up from 65% in 2025, as latest wave of collaborations shifts from chips to physical AI (Abhishek Vishnoi/Bloomberg)

Analysis: Asian suppliers account for ~90% of Nvid...

1 month ago 17 Add to circle

JLL: Japan's $23B data center market is set to grow ~50% by 2030, with 90% of sites concentrated in densely populated regions, prompting pushback from residents (Financial Times)

JLL: Japan's $23B data center market is set to gro...

1 month ago 17 Add to circle