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US Commerce Secretary Howard Lutnick says Nvidia has yet to sell H200 chips to Chinese companies and that the Chinese government has not approved such purchases (Alexandra Alper/Reuters)

Sources: Microsoft told carbon-removal project developers it is shelving contracts under negotiation; Microsoft has been a major backer of carbon capture tech (Alastair Marsh/Bloomberg)

GitHub says it has begun collecting pseudonymous client-side telemetry from command-line interface (CLI) users and enabled it by default (Brandon Vigliarolo/The Register)

Elon Musk says Tesla plans to use Intel's 14A process technology to make chips at its Terafab project, which would make Tesla the first major customer for 14A (Reuters)

TSMC says it will hold off on using ASML's most advanced high-NA EUV machines, costing upwards of €350M apiece, for chip production through 2029 to save money (Bloomberg)

TSMC unveils its process technology roadmap through 2029, aiming to launch a new node yearly for client applications and every two years for AI and HPC (Anton Shilov/Tom's Hardware)

US child safety group NCMEC received 1.5M reports of suspected CSAM with ties to AI in 2025, a significant surge compared to 67,000 in 2024 and 4,700 in 2023 (Bloomberg)

Courier Health, which develops an AI-powered biopharma platform for managing the end-to-end patient experience, raised a $50M Series B led by Oak HC/FT (Heather Landi/Fierce Healthcare)

OpenAI releases ChatGPT for Clinicians, a tool for medical tasks like documentation and research, free for verified physicians, pharmacists, and more in the US (OpenAI)

Sources: SoftBank seeks a $10B two-year margin loan secured by its OpenAI shares, with an option for a year extension, as SoftBank aims to become an AI linchpin (Bloomberg)

Sources: Microsoft considered buying Cursor in recent weeks but didn't make an offer; Microsoft has been working to boost GitHub Copilot's popularity (CNBC)

Microsoft plans to invest AU$25B by 2029 to expand Azure AI supercomputing and cloud infrastructure in Australia, its largest commitment to the country (Ainslie Chandler/Bloomberg)

An undergraduate used AI assistants to rewrite leaked source code for Claude Code in a different language, highlighting the uncertainty over copyright and AI (Meaghan Tobin/New York Times)

SK Hynix reports Q1 revenue up 198% YoY to ~$35.55B, vs. ~$36.2B est., and operating profit up 405% YoY to ~$25.4B, vs. ~$25.6B est., as memory prices rise (Dylan Butts/CNBC)

Alibaba launches Qwen3.6-27B, an open-weight dense model with 27B parameters, saying it surpasses Qwen3.5-397B-A17B on major coding benchmarks (Qwen)

Dune Analytics: Polymarket's global trading volumes have fallen behind Kalshi in recent months; sources: product delays are contributing to Polymarket's decline (Bloomberg)

Kalshi suspends and fines congressional candidates Mark Moran of Virginia, Matt Klein of Minnesota, and Ezekiel Enriquez of Texas for political insider trading (Dan Mangan/CNBC)

IBM reports Q1 revenue up 9% YoY to $15.92B, vs. $15.62B est., software revenue up 11% to $7.05B, and maintains FY 2026 guidance; IBM drops 7%+ after hours (Jordan Novet/CNBC)

ServiceNow reports Q1 subscription revenue up 22% YoY to $3.67B, vs. $3.65B est., says conflict in the Middle East weighed on growth; NOW drops 12%+ after hours (Lola Murti/CNBC)

Texas Instruments reports Q1 revenue up 19% YoY to $4.83B, vs. $4.52B est., and forecasts Q2 revenue above estimates; TXN jumps 10%+ after hours (Ian King/Bloomberg)

Sources: xAI held talks in recent weeks with Mistral and Cursor about a potential three-way partnership; Mistral co-founder Devendra Chaplot joined xAI in March (Grace Kay/Business Insider)

Sean Plankey, President Trump's pick to lead CISA, withdraws from consideration after resistance from Sen. Rick Scott stalled his nomination for over a year (Politico)

OpenAI releases Privacy Filter, an open-weight model for masking personally identifiable information in text, with 1.5B total and 50M active parameters (OpenAI)

Meta unveils Live Chats on Threads for real-time conversations during cultural events, launching first within the NBA Threads community during the playoffs (Aisha Malik/TechCrunch)

Sources: SpaceX isn't acquiring Cursor immediately because the deal could delay its IPO; Cursor is no longer proceeding with its reported $2B funding round (Bloomberg)

OpenAI announces workspace agents in ChatGPT, letting teams create Codex-powered shared agents for complex tasks, and says they are "an evolution of GPTs" (OpenAI)

Google says 75% of new code created inside the company is now generated by AI and reviewed by human engineers, up from 50% last fall (Hugh Langley/Business Insider)

Core Automation, co-founded by ex-OpenAI VP Jerry Tworek, launches to build "the world's most automated AI lab" with talent from OpenAI, Anthropic, and DeepMind (Business Insider)

LinkedIn names COO Daniel Shapero as its new CEO, succeeding Ryan Roslansky, who will retain his position as EVP at Microsoft (Jordan Novet/CNBC)

Monk, which automates accounts receivable workflows, raised a $25M Series A co-led by Footwork and Acrew Capital, bringing its total funding to $29M (Ryan Lawler/Axios)

The UK FCA says it has carried out its first joint operation to disrupt illegal peer-to-peer crypto trading, targeting eight premises across London (Naga Avan-Nomayo/The Block)

The UK's GCHQ believes ~100 countries have procured cyber intrusion software, such as Pegasus, suggesting the barrier to get access to the tech is dropping (Mason Boycott-Owen/Politico)

Sony AI says its autonomous ping pong robot is the first robot to attain expert-level performance in a physical sport after beating some top-level human players (Will Dunham/Reuters)

Substack adds translation tools, and says ~100K publishers earn on the platform, including ~30K outside the US; European creators earn $90M+/year collectively (On Substack)

Sooth Labs, founded by ex-Meta employees to build AI models that let businesses forecast geopolitical events, is raising ~$50M at a ~$335M valuation (Rebecca Torrence/Bloomberg)

Vast Data, which makes software infrastructure for managing large amounts of data with a focus on AI applications, raised a $1B Series F at a $30B valuation (Kai Nicol-Schwarz/CNBC)

Google Cloud and Wiz debut new AI security agents at Next '26, including Threat Hunting and Detection Engineering agents, to combat automated zero-day exploits (Frederic Lardinois/The New Stack)

Air permit docs: new gas projects linked to just 11 US data center campuses could emit 129M+ tons of greenhouse gases per year, more than some small countries (Molly Taft/Wired)

Sources: Micron is pushing the US Congress to pass the "MATCH Act", which would put new export restrictions on equipment its Chinese rivals use to make chips (Karen Freifeld/Reuters)

Google says Meet's Gemini-powered Take Notes for Me feature can now be used for in-person meetings and adds support for Teams and Zoom (Abner Li/9to5Google)

Source: Mira Murati's TML signed a deal with Google Cloud, valued in single-digit billions, to access Google's latest AI systems built on Nvidia's GB300 chips (Rebecca Bellan/TechCrunch)

Google unveils Workspace Intelligence, which understands "complex semantic relationships" between data in Workspace apps to provide personalized context (Abner Li/9to5Google)

Google announces the Gemini Enterprise Agent Platform, a revamped developer tool built on Vertex AI that manages the full lifecycle of AI agent fleets (Radhika Rajkumar/ZDNET)

Google unveils a new TPU lineup consisting of the TPU 8t for AI training and the TPU 8i for inference, with general availability scheduled for later in 2026 (Ian King/Bloomberg)

The UK's High Court rules that London's Metropolitan Police can keep using live facial recognition; police say the tech has led to 2,100+ arrests since 2024 (Connor Jones/The Register)

Sources: Tencent and Alibaba are in talks to invest in DeepSeek at a $20B+ valuation, partly benchmarked against Moonshot's pending round at an $18B valuation (The Information)

Anker announces Thus, a compute-in-memory chip it says will bring on-device AI to its products and accessories, starting with its upcoming Soundcore earbuds (John Higgins/The Verge)

Netherlands-based ASM, whose deposition tools are used to make advanced chips, projects Q2 revenue of ~€980M, above €886.8M est., driven by AI demand (Sarah Jacob/Bloomberg)

Sources detail how Elon Musk has de-emphasized SpaceX's original aim of reaching Mars as it prepares to go public, focusing instead on AI and other moonshots (Ryan Mac/New York Times)

A South Korean court sentences a former Samsung researcher to seven years in prison for leaking semiconductor tech to China's CXMT, helping it develop HBM (Reuters)