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Nvidia embraces its role as an AI investor in 2026, committing $40B+ to equity investments including a $30B stake in OpenAI, $3.2B in Corning, and $2.1B in IREN (CNBC)

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Q&A with Qualcomm CEO Cristiano Amon on 2026 as "year of agents", the end of the smartphone-centric world, 6G turning humans into "walking cameras", and more (Fortune)

Corporate lawyers say AI-transcribed meeting notes may not have attorney-client privilege, making otherwise protected conversations discoverable in lawsuits (Sarah Kessler/New York Times)

Sources: Cerebras plans to raise its IPO price range from $115-$125 per share to $150-$160 per share, potentially raising ~$4.8B at the top of the new range (Echo Wang/Reuters)

A look at Janitor AI, a romantic fantasy roleplay chatbot site run by three men that claims 2.5M DAUs and 15M total users, with 70% to 80% identifying as women (Anna Tong/Forbes)

Sources: Digital Asset, which builds Canton Network, a public blockchain with privacy features, is raising a ~$300M round led by a16z crypto at a ~$2B valuation (Bloomberg)

Microsoft and G42's $1B geothermal-powered data center in Kenya stalls after the government couldn't provide annual payment guarantees that Microsoft requested (Bloomberg)

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A profile of Anduril CEO Brian Schimpf, a Palantir alum and self-identified Democrat, as Anduril's defense tech shakes up the US military-industrial complex (Allie Garfinkle/Fortune)

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Sources: Apple is working on a "slight redesign" for macOS 27 to address Liquid Glass issues, plans a feature to automatically group Safari tabs in "27" OSes (Mark Gurman/Bloomberg)

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Most of the tech on display at this year's Border Security Expo was autonomous and AI-equipped, driven by the Trump administration's focus on US border security (Elizabeth Findell/Wall Street Journal)

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Experian says 40% of the 5,000 data breaches it serviced in 2025 were AI-powered, and predicts agentic AI will be the leading cause of data breaches in 2026 (Jennah Haque/Bloomberg)

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Inside Consensus Conference, one of the biggest crypto conferences, which had a decidedly corporate sheen in 2026 amid Wall Street's embrace of digital assets (Vicky Ge Huang/Wall Street Journal)

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NetBlocks: Iran's 70+ day internet blackout is "the longest recorded national internet shutdown in a connected society", as businesses warn of layoffs, closures (Golnar Motevalli/Bloomberg)

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An analysis of US DOL data: the IT sector's unemployment rate rose from 3.6% in March to 3.8% in April, as the sector shed 13,000 jobs amid AI uncertainty (Belle Lin/Wall Street Journal)

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Paris-based Lithosquare, which uses AI to speed up discovery of critical mineral and metal deposits, raised a $25M seed led by World Fund and Kindred Capital (Rahul Raj/EU-Startups)

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NYC-based Reserv, which provides software and AI-powered claims processing tech for property and casualty insurers, raised a $125M Series C led by KKR (FinTech Global)

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MoonPay acquires DFlow, a platform that facilitates trading on the Solana blockchain, sources say for $100M in stock; DFlow had raised $7.5M across two rounds (Jack Kubinec/Fortune)

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Sydney-based AI data center operator IREN agrees to acquire Mirantis, which offers Kubernetes management and cloud infrastructure software, for $625M in stock (Shane Snider/Data Center Knowledge)

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Google seems to require Google Play Services for passing next-gen reCAPTCHA on Android, denying de-Googled Android phones and creating surveillance issues (Rick Findlay/Reclaim The Net)

Executives at Palantir, whose stock is up ~16x since its AI platform's 2023 debut, often decry other AI as slop, as competition from frontier AI labs stiffens (Heather Somerville/Wall Street Journal)

FCC passed an anti-robocall proposal requiring telecoms, including VoIP providers, to verify user identities before activating service, raising privacy fears (Ken Macon/Reclaim The Net)

How SpaceMob, an online community of ~50,000, has fueled a meme-stock-like rally in satellite networking company AST, which is up ~6,000% over a 22-month period (Bloomberg)

LayerZero apologizes for Kelp DAO exploit response, says single-verifier setup was deficient; Dune: in April, ~47% of LayerZero OApps had the same default setup (Zack Abrams/The Block)

Anthropic, OpenAI, and other AI firms met with Hindu, Sikh, and Greek Orthodox leaders to draft principles on how to infuse models with ethics and morality (Krysta Fauria/Associated Press)

GM agrees to pay $12.75M to resolve a California investigation into claims that it illegally sold the location and driving data of OnStar subscribers to brokers (David Shepardson/Reuters)

Sources: ByteDance plans to increase its 2026 capex to more than $30B, up at least 25% from a preliminary plan, amid the AI boom and rising memory chip costs (South China Morning Post)

OpenAI, Anthropic, and Google's enterprise push with PE firms poses a new competitive threat to India's IT industry, as services become increasingly automatable (Moneycontrol)

Sales of PC motherboards are expected to fall 25%+ YoY in 2026, as PC users delay their upgrades amid AI-driven price surges for memory, storage, and processors (Jowi Morales/Tom's Hardware)

A profile of Anthropic CFO Krishna Rao, who tends to take a conservative approach to revenue projections and has chosen to raise less money than is available (Kate Clark/Wall Street Journal)

Palo Alto Networks says in its testing, three weeks of frontier AI-assisted analysis matched a full year of manual penetration testing, with broader coverage (Sam Rubin/Palo Alto Networks Blog)

Anthropic details how it improved Claude's safety training after finding agentic misalignment in older models, such as Opus 4 blackmailing engineers (Anthropic)

OpenAI president Greg Brockman's journal has emerged as a star witness in the Musk v. Altman trial; Brockman says he stopped writing about OpenAI in it in 2023 (Ben Cohen/Wall Street Journal)

Source: Mistral AI and TML's founding member Devendra Chaplot, who was considered a marquee hire when he joined xAI in March, exited xAI after roughly a month (The Information)

NHTSA says the 2026 Tesla Model Y is the first car model to pass the agency's new ADAS tests; Tesla conducted the tests and submitted the results to the NHTSA (Kirsten Korosec/TechCrunch)

Beijing-based humanoid robotics company Robotera raised over $200M led by SF Group, after raising ~$146M in March at a ~$1.47B valuation (Du Zhihang/Caixin Global)

Honeywell's Quantinuum files for a US IPO, reporting a $136.6M net loss on revenue of $5.2M for the three months ended March 31; sources: it could raise $1.5B+ (Carmen Reinicke/Bloomberg)

Trump Media and Technology Group reports Q1 net sales up 6% YoY to $871,200 and a $405.9M net loss; DJT is down 35% so far in 2026 for a market cap of ~$2.47B (Todd Spangler/Variety)

The FCC says foreign-made routers and drones can now receive software updates at least until 2029, extending its earlier 2027 cutoff (Michael Kan/PCMag)

Sources: WH is preparing to order US agencies to partner with AI companies on cybersecurity; the EO wouldn't require pre-release model testing by the government (Bloomberg)

EU warns that VPNs are being used to bypass online age-verification systems, calling their use "a loophole in the legislation that needs closing" (Alex Lekander/CyberInsider)

Impressions of China's AI ecosystem after visiting many leading AI labs there, and the similarities and differences in working on LLMs in China and the West (Nathan Lambert/Interconnects AI)

Sources: Apollo Global and Blackstone are among private credit lenders in talks with Broadcom over a ~$35B financing deal to fund the development of AI chips (Bloomberg)

Sources: Cerebras plans to raise its IPO price range from $115-$125 per share to $125-$135 after drawing orders for more than 20x the number of shares available (Bloomberg)

A hack of Instructure's Canvas locked out students at schools and universities across the US in the middle of finals period; some US colleges postponed exams (Associated Press)

Sources: Isomorphic Labs, an AI-powered drug discovery company spun out of Google DeepMind, is in advanced talks to raise $2B+ led by Thrive Capital (Bloomberg)

Akamai says it struck a seven-year cloud computing deal with a "leading frontier model provider"; sources: the deal was with Anthropic and is worth $1.8B (Rachel Metz/Bloomberg)

Interviews with Intel CEO Lip-Bu Tan and other execs about the challenges of a turnaround, along with efforts to instill a sense of urgency in the organization (Ian King/Bloomberg)

Sources: Apple and Intel have reached a formal deal in recent months for Intel to manufacture some chips for Apple devices; INTC closes up 13.93% (Wall Street Journal)

OnlyFans agrees to sell a ~16% stake to Architect Capital for $535M in a deal that values the company at about $3.15B (Olivia Solon/Bloomberg)

Investor letter: TCI, one of the world's biggest hedge funds, cut almost all of its $8B Microsoft stake, citing AI risks primarily for Office and some for Azure (Costas Mourselas/Financial Times)