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UK-based Quantum Motion, which builds quantum computers on silicon chips, raised a $160M Series C; EU-backed growth fund Kembara made its first investment (Bloomberg)

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At Code with Claude, Dario Amodei said Anthropic had planned to grow ~10x in 2026 but could grow 80x, calling its growth rate "crazy" and "too hard to handle" (Natallie Rocha/New York Times)

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Elon Musk says he spent time with Anthropic "to understand what they do to ensure Claude is good for humanity"; Musk called Anthropic "evil" and "misanthropic" (Lauren Goode/Wired)

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As founders race to make their companies "legible" to AI, they must keep the things that make them hard to copy "illegible", or risk commoditizing their moat (Brian Halligan/@bhalligan)

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Swiss pharmaceutical group Roche agrees to acquire US-based PathAI, which makes AI diagnostic tools, for up to $1.05B, with $750M upfront, closing in H2 2026 (Adrià Calatayud/Wall Street Journal)

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Specialist chipmaker Silex raised ~$220M in a Stockholm IPO and jumps nearly 160% in trading, the strongest open for a sizable European IPO in almost five years (Bloomberg)

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The Pentagon's mishandled blacklisting of Alibaba and Baidu in February shows how the Trump administration is often at odds with itself on how to approach China (Kate O'Keeffe/Bloomberg)

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Source: Samsung offered to allocate ~13% of operating profit to chip division staff; unions threaten an 18-day walkout, seeking a 15% share and a 7% wage hike (Daniel Tudor/Financial Times)

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Amazon plans to merge MX Player into Prime Video in India, combining free and paid streaming catalogs on a single platform over the next few months (Naman Ramachandran/Variety)

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Analysis: South Korea's equity market overtakes Canada's as the world's seventh largest, driven by Samsung and SK Hynix, whose stocks have more than doubled YTD (Sangmi Cha/Bloomberg)

Datacenter to become Arm's biggest business 'soon' (Simon Sharwood/The Register)

Moonshot, the Chinese AI startup behind Kimi chatbot, raised ~$2B at a $20B+ valuation led by Meituan's venture arm; Moonshot's ARR topped $200M in April 2026 (Zheping Huang/Bloomberg)

Bristol Myers Squibb's Massachusetts facility boosted drug production volume for clinical and commercial use by ~40% with AI, a bright spot in US manufacturing (Farah Stockman/New York Times)

Bengaluru-based Pronto, an on-demand home-help service, raised a $20M Series B extension from Lachy Groom at a $200M valuation, up from $100M in March (Jagmeet Singh/TechCrunch)

FanDuel CEO Amy Howe departs after five years, succeeded by President Christian Genetski, as parent company Flutter reports MAUs fell 3% YoY to 14.4M in Q1 2026 (Christopher Kuo/Wall Street Journal)

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

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)

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

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)

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)