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AI adoption follows the J-curve path of general-purpose tech, like early US factory electrification, requiring years of investment before noticeable ROI gains (Exponential View)

10m

Sources: Apple delays iPhone-connected smart glasses to late 2027, aiming to disrupt the mid-tier $200-$500 eyewear market the way it disrupted the watch market (Mark Gurman/Bloomberg)

A look at contrasting China playbooks of AMD CEO Lisa Su and Nvidia CEO Jensen Huang, with Su keeping a lower profile; China accounts for ~20% of AMD's revenue (Reuters)

A profile of Ariane Gorin, who became Expedia CEO in 2024 and has overseen back-to-back years of revenue growth, with record gross bookings of $119B in 2025 (Brent Crane/Bloomberg)

Bill Gates' carefully crafted public image has been eroded by revelations about his ties to Epstein; Gates was recently snubbed from Microsoft's CEO Summit (Emily Glazer/Wall Street Journal)

11h

Sources: Microsoft and Nvidia will unveil the first Windows PCs powered by Nvidia SoCs, including devices from Surface and Dell, at Computex and Build 2026 (Ina Fried/Axios)

11h

A US court ordered Circle to blacklist Zama's cUSDC contract, freezing ~$12.6M in funds, likely catching many in the "crossfire" of a civil suit against a DAO (Zack Abrams/The Block)

12h

China will implement new online food delivery regulations on June 1, requiring platforms to regularly verify businesses' identities, locations, and licenses (Nikkei Asia)

12h

With Microsoft's GitHub Copilot shifting to token-usage billing on June 1, many developers bemoan massive cost increases and the end of flat-rate subscriptions (Lucas Ropek/TechCrunch)

12h

As robotaxi companies attempt to scale in the US, they face increasing scrutiny and mounting criticism from drivers, law enforcement, and local governments (Sean McLain/Wall Street Journal)

16h

Why "Dark Output", the AI-generated economic value that is currently invisible to national statistics, may be one of the hardest measurement problems in history (SemiAnalysis)

17h

PitchBook: VC investment in global robotics and physical AI jumped to $26B in 2025 from $4.2B in 2019, and has already topped $23B as of May 20 this year (Kate Clark/Wall Street Journal)

19h

Antenna: bundles make up 33% of new major streaming service subscriptions in the US, and 28% of all subscriptions, up from just 10% of new subscriptions in 2024 (John Koblin/New York Times)

20h

SoftBank pledges to invest up to €75B in AI computing clusters in France, first leading a €45B investment to build 3.1GW of capacity by 2031 in Hauts-de-France (Financial Times)

22h

China's tech boom is creating a new kind of tech tourism where visitors pay for curated robotaxi rides and tours of EV factories, and AI and robotics companies (Kinling Lo/Rest of World)

23h

A look at the nasty fight between Anthropic-backed super PAC Public First and OpenAI-backed Leading the Future to sway midterms, especially Democratic primaries (Theodore Schleifer/New York Times)

Anthropic cuts its list of unauthorized secondary market sellers from eight to four after the initial notice caused panic and pushback from investors (Yazhou Sun/Bloomberg)

How Schneider Electric is using AI in call centers and manufacturing to complement employees' work and boost productivity, rather than to replace them (Patricia Cohen/New York Times)

Sources detail AI companies' engagement with US FERC as the energy regulator readies a June proposal to speed up data center connections to regional power grids (Politico)

Memory chip makers are leveraging their newfound power to secure long-term agreements, a move set to reshape the industry's business model and stabilize prices (Dan Gallagher/Wall Street Journal)

A profile of OpenAI President Greg Brockman, who is overseeing product in his new role and has become an important ambassador for AI to the Trump administration (Wall Street Journal)

BlackBerry's stock is up more than 160% over the past three months, as the company's QNX division positions its automotive software as an OS for robots (Luke Kawa/Sherwood News)

Filing shows Shanghai-based MiniMax has begun preparations for a Chinese IPO; the AI company listed in Hong Kong in January and says its ARR has reached $300M (Bloomberg)

Google's keyword ad practices face renewed criticism after the Delhi High Court ruled against Google in a trademark dispute involving Indian company Hindware (Jagmeet Singh/TechCrunch)

The DOD's $9.7B contract with Dell has raised eyebrows as a potential payback for Michael and Susan Dell's $6.25B donation to 25M US children's Trump Accounts (CNBC)

Miami-based Canals, which uses AI to help distributors automate workflows across sales, customer service, and more, raised a $35M Series A led by Base10 (Chris Metinko/Axios)

Massive bonuses for Samsung's memory division employees have sparked a debate in Korea over how companies and governments should share profits from the AI boom (Bloomberg)

Filing: a Kentucky school district secured ~$27M in settlements from Meta, Snap, TikTok, and YouTube in a social media harms lawsuit; Meta paid the most, at $9M (Diana Novak Jones/Reuters)

Internal memo: Meta plans to start testing an AI pendant in 2027, release new AI glasses next month, start a "Wearables for Work" unit for enterprises, and more (Jyoti Mann/The Information)

Picogrid, which is building a hardware and software integration layer for military systems, raised a $45M Series A led by Bessemer (Barratt Dewey/Tectonic Defense)

Coinbase and Kalshi introduce perpetual crypto futures, marking the first time the contracts will be available to US investors via domestic, regulated exchanges (Pritam Biswas/Reuters)

SentinelOne's stock closes down 8% after the company announced plans to lay off 8% of its workforce and forecasted Q2 and FY revenue guidance below estimates (Samantha Subin/CNBC)

Microsoft faces backlash after a blog post implied criminal referral and legal action against security researcher Nightmare Eclipse over public bug disclosures (Lorenzo Franceschi-Bicchierai/TechCrunch)

Dell stock closed up 32.81%, its best day ever, after reporting its fastest pace of revenue growth for any period since returning to the public market in 2018 (CJ Haddad/CNBC)

Hands-on with Gemini Spark beta rolling out to AI Ultra subs: planned a birthday party from emails and calendar, but called a live-in boyfriend a "close friend" (Reece Rogers/Wired)

US Space Force says SpaceX won a $4.16B contract to build a space-based tracking network as part of President Trump's Golden Dome defensive shield (Sana Pashankar/Bloomberg)

What to expect at Computex 2026: AI chips, budget PCs competing with the MacBook Neo, Nvidia entering laptop SoC market with the rumored N1X chip, and more (PCMag)

Sources: Microsoft is working on an app that will include GitHub Copilot, Copilot chat, Copilot Cowork, and a new agentic workflow tool called Autopilot (Sebastian Herrera/Fortune)

ElevenLabs launches Dubbing v2, which it says preserves the original speaker's emotion, tone, and pacing across 90+ languages while staying synced to content (ElevenLabs)

Sports Illustrated rights holder Minute Media lays off 12% of staff and reverses its ~$200M deal to buy VideoVerse, an AI platform to extract sports highlights (Meir Orbach/CTech)

Executives at Uber, Meta, Microsoft, and other companies are trying to rein in "tokenmaxxing" by employees, which led to ballooning AI use costs (Bradley Olson/Wall Street Journal)

Kalshi to offer perpetual futures contracts in prediction market expansion (Nathan Bomey/Axios)

A BBC Question Time episode featured a panel with AI-generated historical figures like Churchill, intended to show AI images' "hyper-real and persuasive" nature (Holly Bishop/The Independent)

Sources: ByteDance has partnered with chipmaker InnoStar to develop an AI inference chip modeled after Groq's LPUs, which are built to run AI models at low cost (The Information)

AI startup Shift launches a free home cleaning service in NYC to record first-person video with a camera-equipped cap and use it to train robots (Robert Hart/The Verge)

Xcena, whose MX1 chip performs data orchestration and KV cache management directly within memory modules, raised a $135M Series B at a $570M valuation (Kate Park/TechCrunch)

Former Tesla data labelers say FSD relies on laborious mapping for hazards; crash data analysis shows Tesla exaggerates FSD's safety via flawed methodology (Reuters)

Allegations that China is behind US data center protests draw criticism from allies of the AI industry, who say the industry and politicians are in denial (Evan Halper/Washington Post)

MediaTek says it has started to use Intel Foundry's advanced chip packaging in addition to TSMC's, as the mobile chip designer bets on AI demand for growth (Cheng Ting-Fang/Nikkei Asia)

OpenAI says it has briefed the White House on its new biodefense program, which uses GPT-Rosalind to help develop biodefense and pandemic preparedness tools (Maria Curi/Axios)