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Anthropic researchers detail "model spec midtraining", which adds a stage between pretraining and fine-tuning to improve generalization from alignment training (Anthropic)

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Sources: the US and China are considering recurring talks on AI security risks, with Scott Bessent leading the US side; Trump and Xi Jinping meet next week (Lingling Wei/Wall Street Journal)

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Are you there Grok? It's me, Margaret (Jerusalem Demsas/The Argument)

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A US appeals court strikes down a 2023 FCC rule banning broadband access discrimination based on income, race, and more; Chair Brendan Carr welcomes the ruling (Jon Brodkin/Ars Technica)

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Scale AI wins a $500M DOD contract via the US Chief Digital and AI Office to help sift data and assist in decision-making, after receiving a $100M deal in 2025 (Jen Judson/Bloomberg)

Musk v. Altman: Shivon Zilis testifies her relationship with Musk didn't influence her duties as an OpenAI board member; she left in 2023 after Musk started xAI (Carly Nairn/Courthouse News Service)

Filing: Meta asks a judge to overturn the jury's verdict in the Los Angeles social media addiction trial or order a new trial, citing Section 230 protections (Diana Novak Jones/Reuters)

Snap reports Q1 revenue up 12% YoY to $1.53B, in line with est., and says it ended its $400M Perplexity deal announced in November; SNAP drops 4%+ pre-market (Jonathan Vanian/CNBC)

DoorDash reports Q1 revenue up 33% YoY to $4.04B, below $4.14B est., and forecasts Q2 marketplace gross order value above estimates; DASH jumps 11%+ pre-market (Koyena Das/Reuters)

Arm reports Q4 revenue up 20% YoY to $1.5B and says AGI CPU demand will drive $2B in sales in 2027 and 2028, over 2x its guidance; ARM jumps 11%+ pre-market (Michael Acton/Financial Times)

Google Chrome silently installs a ~4GB Gemini Nano model on desktop devices; Google says it has been offered since 2024 and users can remove it via settings (Ben Schoon/9to5Google)

Corgi, which provides insurance for startups and uses AI to generate quotes, manage claims, and more, raised a $160M Series B led by TCV at a $1.3B valuation (Richard Nieva/Forbes)

Musk v. Altman: Mira Murati testifies that Sam Altman lied to her about the safety standards for a new OpenAI model and that he made her work more difficult (Jay Peters/The Verge)

Instacart reports Q1 revenue up 14% YoY to $1.02B, GTV up 13% to $10.29B, and orders up 10%, compared with a 16% growth a year earlier; CART drops 8.18% (Neil J Kanatt/Reuters)

Anthropic says it signed a deal with SpaceX to use "all of the compute capacity" at Colossus 1, giving it access to over 300 MW of new capacity within the month (Axios)

Google releases Multi-Token Prediction drafters for its Gemma 4 models, which use a form of speculative decoding to guess future tokens for faster inference (Ryan Whitwam/Ars Technica)

Sources: Microsoft is considering delaying or dropping its 2030 goal of matching its hourly power use with renewable energy purchases, amid the data center boom (Bloomberg)

Following its SpaceX deal, Anthropic doubles Claude Code's five-hour rate limits for paid plans and removes peak hours limit reduction for Pro and Max plans (Anthropic)

SpaceX signs an agreement with Anthropic to provide access to Colossus 1, and says Anthropic expressed interest in partnering for orbital compute capacity (xAI)

Anthropic updates Claude Managed Agents with "dreaming", a scheduled process that reviews recent work and updates memory, available in research preview (Frederic Lardinois/The New Stack)

Sources: DeepSeek is in talks to raise $3B to $4B led by China's national AI fund, valuing DeepSeek at up to $50B (Reuters)

London-based Ethos, which lets companies use AI for hiring, including for voice interviews and profile analysis, raised a $22.75M Series A led by a16z (Ana-Maria Stanciuc/The Next Web)

Google DeepMind takes a minority stake in the maker of Eve Online, a multiplayer role playing game set in outer space, and plans to train its tech on the game (Cecilia D'Anastasio/Bloomberg)

SCOTUS rejects Apple's request to temporarily block a judicial order in the Epic Games lawsuit that found Apple in violation of court-mandated App Store changes (Mike Scarcella/Reuters)

The UK FCA says it is investigating PayPal, Mastercard, and Visa for alleged anti-competitive behavior; Visa says it is "regarding the PayPal digital wallet" (Laith Al-Khalaf/Financial Times)

Google updates AI Mode and AI Overviews to add "a preview of perspectives" from firsthand sources like social media and Reddit, presented as "Expert Advice" (Jess Weatherbed/The Verge)

Morgan Stanley rolls out a crypto trading pilot on E*Trade, charging less than Coinbase, Robinhood, and Charles Schwab, ahead of a wider launch later in 2026 (Hannah Levitt/Bloomberg)

Apple's R&D spending hit 10.3% of revenue in Q2, up from 7.6% in Q1 and 9% in Q2 2025, amid the AI boom; Q2 revenue rose 17% YoY, while R&D jumped 34% YoY (CNBC)

Nvidia invests $500M in Corning, which will grow its US optical connectivity capacity by 10x and expand its US fiber production capacity by 50%+; GLW jumps 15%+ (Nicholas G. Miller/Wall Street Journal)

reMarkable Paper Pure review: the new $399 e-paper slate has a great display, responsiveness, and design, but no backlight or typing, and some software issues (Daniel Cooper/Engadget)

Magnitt: startup funding in the Middle East and North Africa was flat YoY at $799M in Q1 amid the Iran war; Saudi VC firms are pressing ahead with fundraising (Yassmin Jabri/Bloomberg)

A profile of David Sacks, the White House's AI and crypto adviser since December 2024, who is ruthlessly devoted to self-interest and helped pass the GENIUS Act (George Packer/The Atlantic)

Sources: in a reshuffle, LinkedIn CEO Ryan Roslansky will lead Microsoft's new Work Experiences Group, including Teams, after 35-year veteran Rajesh Jha retired (Tom Warren/The Verge)

Corning and Nvidia partner to open three advanced manufacturing plants in North Carolina and Texas dedicated to optical tech for Nvidia, creating 3,000+ jobs (Katie Tarasov/CNBC)

OpenAI partners with Microsoft, AMD, Broadcom, Nvidia, and Intel researchers to detail the Multipath Reliable Connection (MRC) protocol to help scale compute (Nat Rubio-Licht/The Deep View)

Instacart reports Q1 revenue up 14% YoY to $1.02B, above $1.01B est., GTV up 13% YoY to $10.29B, and orders up 10% YoY to 91.2M, as users focus on affordability (Nicholas G. Miller/Wall Street Journal)

Crypto miner Hut 8 signs a lease worth $9.8B+ over 15 years to provide computing power to a "high-investment-grade company" at its Nueces County, Texas campus (Dina Bass/Bloomberg)

Uber reports Q1 revenue up 14% YoY to $13.2B, below $13.3B est., Gross Bookings up 25% YoY to $53.7B, trips up 20% YoY to 3.6B, and a $1B revenue UK tax law hit (Financial Times)

Doc: SpaceX proposes spending $55B to begin building a Terafab chip facility in Grimes County, Texas, and estimates total capital expenditures could hit $119B (Debby Wu/Bloomberg)

Finnish AI lab QuTwo, led by ex-AMD Silo AI CEO Peter Sarlin, raised a €25M angel round at a €325M valuation, and secures $23M in committed partnership revenue (Anna Heim/TechCrunch)

Sources: Denver-based, Blue Owl Capital-owned Stack Infrastructure is considering selling all or some of its Asia data center operations in an up to $30B deal (Bloomberg)

DefiLlama: investors pulled nearly $14B from the DeFi space after North Korea-tied hackers stole $290M from Aave in April, weeks after stealing $280M from Drift (Financial Times)

A medical student reverse-engineered AI tools used by medical colleges on suspicion they were filtering his applications, highlighting AI-driven hiring concerns (Todd Feathers/Wired)

Sources: DeepSeek is in talks to raise funds, and the Big Fund, China's biggest state-backed chip fund, is seeking to lead the investment at a ~$45B valuation (Financial Times)

Study: using weaker AI models to supervise a more capable model could prevent the stronger model from deliberately underperforming on benchmarks and evaluations (Emil Ryd/@emilaryd)

Accounting software company Visma's delayed IPO, coming amid "SaaSpocalypse" fears, is a major setback for private equity parent Hg, a software buyout giant (Financial Times)

Infineon expects data center revenue to grow from €1.5B in FY2026 to €2.5B in FY2027, as it and EU peers STMicro and NXP benefit from AI infrastructure demand (Christina Kyriasoglou/Bloomberg)

Security camera companies are embracing AI to give customers detailed descriptions of surveillance footage that are often spot on but can also be wildly wrong (Scott Calvert/Wall Street Journal)

Study: US schools with strict cellphone bans in class have not seen higher test scores on average so far, but students reported a greater sense of well-being (Dana Goldstein/New York Times)

Sources: Blue Origin outlines a new employee stock plan to quell staff unrest and make its incentives more competitive with SpaceX (Rafe Rosner-Uddin/Financial Times)