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Amazon debuts Supply Chain Services, which lets companies use its logistics network to move, store, and deliver everything from raw materials to final products (Deborah Sophia/Reuters)

Instructure reported a data breach on April 30; ShinyHunters adds Instructure to its victims list, claiming it has 3.65TB of data from nearly 9,000 institutions (Ionut Arghire/SecurityWeek)

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

Cerebras seeks a valuation of up to $26.62B in its US IPO, aiming to raise $3.5B by selling 28M shares at $115 to $125 apiece in its second attempt to go public (Reuters)

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)

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

A profile of William Savitt, Sam Altman's lead lawyer against Elon Musk, who represented Twitter against Musk in 2022 and helped OpenAI's for-profit transition (Jacob Shamsian/Business Insider)

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

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: SoftBank plans to make lithium- and cobalt-free data center batteries in Japan as soon as FY 2027, as Japan tries to cut its reliance on Chinese metals (Natsuki Yamamoto/Nikkei Asia)

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)

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)

Apple's handling of vibe coding apps draws complaints from startups like Replit and Anything, which say Apple is applying App Store rules erratically (Michael Acton/Financial Times)

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)

GameStop makes an unsolicited ~$56B offer to buy eBay after building a ~5% stake, offering $125/share in cash and stock, a 20% premium on May 1 closing price (Lauren Thomas/Wall Street Journal)

A profile of music AI startup Suno, valued at ~$2.5B with 2M+ paying users and $300M annualized revenue as of February, as it battles record labels and artists (Rashi Shrivastava/Forbes)

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)

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)

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)

How Amazon's expansion into fashion helped Jeff Bezos enter fashion's inner circle, as he and Lauren Sánchez Bezos become underwriters for this year's Met Gala (Chavie Lieber/Wall Street Journal)

Nintendo's share price has fallen by ~45% since August 2025, as rising memory chip costs drive investor concerns over profit margins for the Switch 2 (David Keohane/Financial Times)

A profile of BlackBerry's QNX division, whose operating system controls safety features in 275M cars and accounts for half of BlackBerry's revenue (Ben Cohen/Wall Street Journal)

An evaluation by NIST's CAISI says DeepSeek V4 Pro lags behind leading US AI models by about eight months and is the most capable Chinese AI model to date (NIST)

A slew of top Boston Dynamics execs have left the Hyundai-owned company in recent months, as sources say it faces pressure to speed the delivery of humanoids (Rachyl Jones/Semafor)

Sources: OpenAI employees have raised alarms internally over failures to alert law enforcement when users describe plans for real-world violence to ChatGPT (Georgia Wells/Wall Street Journal)

Palo Alto Networks agrees to acquire Portkey, which develops AI gateway tech to manage and secure AI agents; sources say the deal values Portkey at $120M-$140M (The Economic Times)

Amadeus IT Group, which operates the world's largest travel booking system, plans to acquire French biometrics company Idemia Public Security, for €1.2B in cash (Javi West Larrañaga/Reuters)

Ask.com shutters, as its owner IAC "continues to sharpen its focus"; a dot-com era icon, Ask Jeeves launched in 1997, a year before Google (Chase DiBenedetto/Mashable)

Maryland becomes the first US state to ban surveillance pricing in grocery stores, as other states including CO, CA, MA, IL, and NJ consider similar bills (Sanya Mansoor/The Guardian)

Analysis: after Trump's World Liberty raised $550M from investors, tokens worth hundreds of millions in USD were privately sold in "white glove" transactions (Olga Kharif/Bloomberg)

Investigation: Nobitex was founded by two brothers from Iran's elite Kharrazi family; the crypto exchange processed hundreds of millions beyond US sanctions (Reuters)

A Chinese court ruled that companies cannot terminate staff just to replace them with AI, following a similar ruling by another Chinese court in December 2025 (Victor Swezey/Bloomberg)

Study: OpenAI's o1 correctly diagnosed 67% of emergency room patients using electronic records and a few sentences from nurses, vs. to 50-55% for triage doctors (Robert Booth/The Guardian)

Sources: Nigerian mobile payments service OPay is preparing for a US IPO at a $4B valuation with Citigroup, Deutsche Bank, and JPMorgan Chase advising (Bloomberg)

Sources: Anthropic is in early talks to buy AI inference chips from UK-based Fractile when they become available in 2027 (The Information)

A look at casino-style games, considered gambling in some US states, where player "whales" spend tens of thousands via IAP on Apple, Google, and Meta platforms (Bloomberg)

A profile of OpenAI CFO Sarah Friar, who sources say helped keep OpenAI's Microsoft deal on track and has privately suggested waiting until 2027 for an IPO (Wall Street Journal)

Ripple Labs investor and exec Chris Larsen plans to spend $3.5M to help Alex Bores, a NY congressional candidate at the center of a proxy war over AI regulation (New York Times)

Sources: GameStop is preparing to make an offer for eBay after quietly building a stake; GameStop had a market cap of ~$11B as of May 1, while eBay had ~$45B (Lauren Thomas/Wall Street Journal)

Avoca, whose AI agents let physical services businesses handle inbound calls and dispatch, raised $125M+ across seed, Series A, and Series B at a $1B valuation (Allie Garfinkle/Fortune)

A UK court orders Samsung to pay ZTE $392M for patents needed to enable phone network access; Samsung faces similar suits from ZTE in China, Germany, and Brazil (Sam Tobin/Reuters)

Waymo says it is continuing to "refine" its system preventing kids under 18 from riding alone, after adult riders reported new age-verification checks (Aarian Marshall/Wired)

xAI launches Grok 4.3, featuring "always-on reasoning", 1M token context window, and low API pricing, and releases a voice cloning suite called Custom Voices (Carl Franzen/VentureBeat)

Servers operated by Ubuntu and its parent company Canonical have been down for more than a day, following a "sustained, cross-border attack" (Dan Goodin/Ars Technica)

Apple has stopped offering a 256GB storage option for the Mac mini globally; Mac mini now starts at 512GB for $799 in the US (Joe Rossignol/MacRumors)

The Academy of Motion Picture Arts and Sciences issues new rules saying acting and writing must be performed by humans and not AI to be eligible for Oscars (Lisa Richwine/Reuters)

Sources: Cerebras is seeking to raise as much as $4B in its IPO and is targeting a valuation of about $40B (Bloomberg)

How influencers boosting US-based AI and opposing Chinese AI are paid with money tied to Leading the Future, funded by execs from OpenAI, Palantir, a16z, others (Taylor Lorenz/Wired)

"Podslop" is flooding listening platforms like Spotify; Podcast Index: of ~11K new podcast feeds in a recent 9-day span, ~39% were likely for AI content shows (Ashley Carman/Bloomberg)

Pushing back on AI job loss fears, AWS CEO Matt Garman says Amazon plans to hire 11,000 software engineering interns in 2026, a figure in line with recent years (Ben Shimkus/Business Insider)