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An interview with AWS CEO Matt Garman on why AWS will be "a better partner to OpenAI" than Microsoft, high chip demand, Jeff Bezos' Project Prometheus, and more (Alex Heath/Sources)

Filing: TSMC sold its remaining 1.11M Arm shares at $207.65 per share for a total of ~$231M this week; TSMC invested ~$100M in Arm's 2023 IPO at $51 per share (Wen-Yee Lee/Reuters)

Sources: China suspends issuing Level 4 autonomous vehicle licenses, after 100+ of Baidu's Apollo Go robotaxis stalled and disrupted traffic in Wuhan in March (Bloomberg)

Sources: Apple tells suppliers it will maintain its current production share in India rather than expand, after local sites struggled without China-based teams (Nikkei Asia)

Pentagon Digital and AI Chief Cameron Stanley confirms the DoD is expanding its Google Gemini use, saying "overreliance on one vendor is never a good thing" (Seema Mody/CNBC)

New York-based Actively, which offers AI sales agents for account management, raised a $45M Series B co-led by TCV and First Harmonic at a $250M valuation (Sofia Chierchio/Forbes)

Sources: the White House is developing rules for government agencies to get around Anthropic's supply chain risk designation and onboard new models like Mythos (Axios)

Microsoft is rolling out Copilot 365 to all of Accenture's roughly 743,000 employees, in the biggest enterprise deal for Copilot, following a 2023 pilot (Aditya Soni/Reuters)

EU countries and lawmakers reach an impasse on a deal watering down the EU's AI Act due to some parties seeking exemptions for already regulated industries (Foo Yun Chee/Reuters)

A US judge denied Sam Bankman-Fried's request for a new trial based on what SBF called new evidence; SBF tried to withdraw his request, but the judge refused (Bob Van Voris/Bloomberg)

Parallel Web Systems, founded by former Twitter CEO Parag Agrawal and that offers web search tools for AI agents, raised a $100M Series B at a $2B valuation (Belle Lin/Wall Street Journal)

OpenAI's Codex instruction set contains a line, repeated several times, that forbids Codex from randomly mentioning goblins, gremlins, and other creatures (Will Knight/Wired)

Mitchell Hashimoto, co-founder of HashiCorp, says his terminal application Ghostty will move off GitHub, citing GitHub's frequent outages (Mitchell Hashimoto)

Sources: Goldman Sachs stopped its bankers in Hong Kong from using Anthropic's models; Anthropic says its models were never officially "supported" in Hong Kong (Financial Times)

Docs: OpenAI projected at the start of this year that $8/month ChatGPT Go subs will grow ~36x to 112M in 2026, while $20/month Plus subs will fall 80% to ~9M (Sri Muppidi/The Information)

US startup Poolside debuts its first open-weight model, Laguna XS.2, a 33B-A3B-parameter MoE model, and Laguna M.1, a proprietary 225B-A23B-parameter MoE model (Carl Franzen/VentureBeat)

Nvidia launches Nemotron 3 Nano Omni, an open multimodal model with a 30B-A3B hybrid MoE architecture; the Nemotron 3 family saw 50M+ downloads in the past year (Kyt Dotson/SiliconANGLE)

AWS launches a desktop app for its Amazon Quick AI assistant, letting users connect their tools and local files to build custom apps, live dashboards, and more (Jigar Thakkar/About Amazon)

Musk v. Altman: Musk testifies he's suing OpenAI because "it is not okay to steal a charity" and its pivot sets a concerning precedent for philanthropic efforts (Bloomberg)

NXP reports Q1 revenue up 12% YoY to $3.18B, vs. $3.15B est., and forecasts Q2 revenue above estimates; NXPI jumps 13%+ after hours (Christina Kyriasoglou/Bloomberg)

Sources: the US Commerce Department last week ordered multiple chip equipment companies to halt some shipments to China's second-largest chipmaker, Hua Hong (Karen Freifeld/Reuters)

Robinhood reports Q1 revenue up 15% YoY to $1.07B, vs. $1.14B est., and crypto revenue down 47% to $134M, vs. $147.6M est.; HOOD drops 6%+ after hours (Luke Kawa/Sherwood News)

Seagate reports Q3 revenue up 44% YoY to $3.11B, vs. $2.96B est., and forecasts Q4 revenue and adjusted EPS above estimates; STX jumps 13%+ after hours (Zaheer Kachwala/Reuters)

China's National Supercomputing Center in Shenzhen unveils the Lingshen project, aiming for 2+ exaFLOPS performance using a domestic-made CPU-only architecture (Luke James/Tom's Hardware)

Sources: Apple plans an AI overhaul for photo editing in iOS 27, including using on-device AI models to extend, enhance, and reframe photos (Mark Gurman/Bloomberg)

South Africa withdraws its first draft national AI policy after revelations that it contained fictitious sources that appeared to have been AI-generated (Nellie Peyton/Reuters)

Q&A with Sam Altman and AWS CEO Matt Garman about OpenAI's new partnership with AWS, Bedrock Managed Agents, Trainium chips, and more (Ben Thompson/Stratechery)

Sources: Google dropped out of a $100M Pentagon challenge to create tech for voice-controlled, autonomous drone swarms, following an internal ethics review (Katrina Manson/Bloomberg)

Amazon and OpenAI announce an expanded deal that will make OpenAI's models available from AWS, a day after OpenAI revised its Microsoft partnership (Ina Fried/Axios)

AWS launches Amazon Connect Decisions and Amazon Connect Talent, which are AI agentic tools aimed at logistics workers and recruiters (Matt Day/Bloomberg)

Lovable launches its AI coding app on iOS and Android, letting users code via voice or text AI prompts, and allowing them to switch between a PC and mobile (Sarah Perez/TechCrunch)

Musk v. Altman: the judge asks Elon Musk and Sam Altman to "control your propensity to use social media to make things worse outside this courtroom" (Madlin Mekelburg/Bloomberg)

The FIDO Alliance launches two working groups to establish industry standards for securing AI agent transactions; Google contributes the Agent Payments Protocol (Lily Hay Newman/Wired)

Foxconn Industrial Internet, which sells AI servers, reports Q1 revenue up 57% YoY to ~$37B, below $44.5B est., and a record ~$1.5B net income, below $1.8B est. (Rachel Yeo/Bloomberg)

Sources: Polymarket has discussed lifting the prohibition on US-based customers with the CFTC, as it seeks to bring its main exchange back to the US (Bloomberg)

Anthropic partners with Blender, Autodesk, Adobe, Ableton, and others to launch connectors that integrate Claude directly into professional creative workflows (Anthropic)

OpenAI describes a report that it has missed internal goals as "prime clickbait" and says its consumer and enterprise businesses are "firing on all cylinders" (Seth Fiegerman/Bloomberg)

True Anomaly, which makes autonomous spacecraft and software for the US Space Force, raised a $650M Series D at a $2.2B valuation, bringing total funding to $1B (Samantha Subin/CNBC)

Snap launches AI Sponsored Snaps, a conversational ad format in Snapchat's Chat tab that lets users talk to brand-specific AI agents for product recommendations (Aisha Malik/TechCrunch)

US prosecutors allege Peter Stokes, a 19-year-old dual US-Estonian citizen known as Bouquet, is a Scattered Spider member; he was arrested in a Helsinki airport (Jason Meisner/Chicago Tribune)

Sources: at least two China-based funds that back leading AI companies have used parallel fund structures to fundraise from US investors in recent months (Bloomberg)

Sources and memos: Tencent employees used Claude Code to assist them with evaluating and fine-tuning the company's new Hy3 model to improve its performance (Juro Osawa/The Information)

GitHub addresses two recent incidents and says it aims to improve reliability amid AI growth, focusing on "availability first, then capacity, then new features" (Vlad Fedorov/The GitHub Blog)

Chinese billionaire Chen Tianqiao says his startup MiroMind is adding strict "firewalls" between its Chinese and US businesses, as China blocked Manus' sale (Bloomberg)

AI researchers launch talkie, a 13B vintage language model trained on historical texts and with a 1930 cutoff, to see if it can replicate scientific discoveries (talkie)

Google launches Ask YouTube, a conversational AI search "experiment" that generates pages with videos and text summaries, for Premium users in the US aged 18+ (Jay Peters/The Verge)

Q&A with Bloomberg CTO Shawn Edwards, who says Bloomberg is overhauling the Terminal with chatbot-style interface ASKB, currently open to ~125K users in beta (Joel Khalili/Wired)

As Russia throttles popular apps and intermittently cuts off internet access, ordinary citizens, politicians, TV stars, and others criticize the restrictions (New York Times)

Gartner: US states issued $3.45B in privacy-related fines to companies in 2025, more than the past five years combined, in part due to stronger privacy laws (Djohnson/CyberScoop)

Spotify reports Q1 revenue up 8% YoY to €4.53B, MAUs up 12% YoY to 761M, above 759M est., and forecasts Q2 operating income below est.; SPOT drops 10%+ (Ashley Carman/Bloomberg)