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Rivian CEO RJ Scaringe's Mind Robotics, which is building AI-powered robots for manufacturing tasks, raised $400M, source says at a $3.4B valuation (Sean McLain/Wall Street Journal)

Instagram rolls out Instants, which lets users share ephemeral photos, as an in-app feature and as a standalone Android and iOS app in select countries (Zac Hall/9to5Mac)

Adaption, co-founded by ex-Cohere VP of AI research Sara Hooker, unveils AutoScientist, which can automate the research loop behind model training and alignment (Russell Brandom/TechCrunch)

Anthropic launches Claude for Small Business, featuring a host of automated services like bookkeeping functions, business insights, and tools for ad campaigns (Lucas Ropek/TechCrunch)

Microsoft unveils MDASH, a security system that orchestrates 100+ AI agents to find vulnerabilities, and says it identified 16 previously unknown Windows flaws (Gyana Swain/CSO)

Sources: Mistral has been developing a cybersecurity-focused AI model and has held discussions about it with European banks, which don't have access to Mythos (Bloomberg)

Sources: Arm and its parent company SoftBank expressed preliminary interest in acquiring Cerebras weeks before its expected IPO; Cerebras rebuffed them (Bloomberg)

The US FTC says Shutterstock will pay $35M to settle charges that Shutterstock misled consumers about its subscription plans and made it too difficult to cancel (Jonathan Stempel/Reuters)

OpenAI endorses the Kids Online Safety Act and Illinois SB 315, an AI safety bill to establish requirements around transparency, incident reporting, and more (OpenAI Global Affairs)

Q&A with Alexandr Wang on rebuilding Meta's AI stack, Muse Spark, personal superintelligence, Meta acquiring Assured Robot Intelligence, Sam Altman, and more (Ashlee Vance/Core Memory)

Tencent says it plans to spend significantly more on AI infrastructure in H2 2026 as more China-designed AI chips become available "month by month" (The Information)

Investor docs: Anthropic's revenue run rate is on track to hit $50B by the end of June; Ramp says more of its customers now use Anthropic than OpenAI, a first (Kate Clark/Wall Street Journal)

A profile of California Rep. Ro Khanna, who spent years cheering on the tech industry and now supports a 5% billionaire wealth tax and stricter AI regulations (Bloomberg)

UK chip startup Fractile raised a $220M Series B led by Factorial Funds, Accel and Founders Fund to make specialized logic and memory chips for inference (Robbie Whelan/Wall Street Journal)

WhatsApp launches Incognito Chat, an AI chat mode built on Private Processing that Meta says lets users talk to AI without Meta being able to access the chats (Lily Hay Newman/Wired)

German quantum MRI imaging startup NVision raised a $55M Series B led by Abbott at a $250M to $300M valuation, and plans a $100M+ Series C later in 2026 (Katherine Davis/Axios)

Apple files an EU submission criticizing draft DMA measures that would require Google to give competing AI services access to Android apps, citing privacy risks (Foo Yun Chee/Reuters)

Analysis: 25% of the 13,000 US federal lobbyists are involved in AI issues, up from 11% in 2023; OpenAI plans to host the opening of its DC office on Wednesday (Cecilia Kang/New York Times)

Amazon is replacing its Rufus AI shopping assistant with Alexa for Shopping, which is powered by Alexa+, on Amazon.com and its app, for all customers in the US (Jennifer Pattison Tuohy/The Verge)

Poland says it plans to continue working on a digital services tax of up to 3% on large digital platforms, despite the US' threats of retaliation, like tariffs (Agnieszka Barteczko/Bloomberg)

Trump Mobile CEO Pat O'Brien says T1 Phone pre-orders will begin shipping to customers this week, and the device is assembled in the US, after months of delays (Michelle Del Rey/USA Today)

Ofcom fines an unnamed suicide forum £950K, the largest OSA fine so far, for hosting illegal content accessible in the UK; the forum is linked to 130+ deaths (Sam Tabahriti/Reuters)

Analysis: a16z is the largest known donor in the current US midterm election cycle, spending $115.5M so far on pro-crypto, pro-AI, and Republican Super PACs (New York Times)

Analysts: China's AI hardware suppliers face capacity constraints and component shortages, including of optical and electronic chips, that could throttle growth (Bloomberg)

Google says Chromebooks will get support through their "existing date commitment", and "many" models are "eligible to transition" to the Googlebook experience (Ben Schoon/9to5Google)

How eBay CEO Jamie Iannone transformed the company, refocusing on power buyers in categories with especially high resale demand like trading cards and sneakers (Kim Bhasin/New York Times)

Alibaba reports Q4 revenue up 3% YoY to ~$35.8B, below ~$36.3B est., and net income up ~100% to ~$3.7B, in part due to investments, as it seeks to monetize AI (Bloomberg)

The Lucy Faithfull Foundation's Project Intercept, a partnership with Google, TikTok, and Meta, sent 70M+ warning messages to users seeking CSAM in two years (Shiona McCallum/BBC)

Tencent reports Q1 revenue up 9% YoY to ~$28.9B, below ~$29.4B est., and net income of ~$8.5B, meeting est., amid a costly AI pivot; its stock is down 23% YTD (Bloomberg)

SoftBank reports Q4 net income up 3x to ~$11.6B, above ~$1.5B est., driven by a $25B gain in its OpenAI stake; by October, its OpenAI investment will hit $64.6B (David Keohane/Financial Times)

Richard Socher's Recursive Superintelligence raised $650M+ from GV, Greycroft, Nvidia, AMD, and others at a $4B valuation to pursue "recursive self-improvement" (Cade Metz/New York Times)

Anduril raised a $5B Series H led by Thrive and a16z at a $61B valuation, up from $30.5B in June 2025, taking its total funding to $6.82B, and may IPO in 2027 (Sheera Frenkel/New York Times)

Q&A with Amazon SVP of Devices and Alexa Panos Panay on Alexa+, the company's focus on devices for the home, its Leo satellite broadband business, and more (Rafe Rosner-Uddin/Financial Times)

How the Strait of Hormuz blockade is disrupting global chip supply chains, affecting supplies of helium, bromine, sulfur, and thinners essential to chipmaking (Bloomberg)

China's move to block Meta's Manus acquisition challenges the "Singapore washing" model, as major Chinese tech companies build significant Singapore presences (Owen Walker/Financial Times)

How the "Facebook House" in Los Altos, Mark Zuckerberg's former residence, became a hub for Chinese AI talent, who are a key part of Silicon Valley's AI boom (Viola Zhou/Rest of World)

Analysts say AI fervor in the US and Asia has spread to Europe, boosting stocks like STMicro and Nokia, as investors seek the AI boom's "pick-and-shovel" stocks (Financial Times)

An analysis of Tokenomist.ai data: Trump family members made ~$1.55B from sales of World Liberty Financial's WLFI tokens, lifting their total fortune by ~$660M (Bloomberg)

China's CSI AI Index, which tracks AI supply chain companies, is up 28%+ YTD, while HK's Hang Seng Tech Index, which includes Alibaba and Tencent, is down 8% (William Sandlund/Financial Times)

Analysis: contract prices for NAND chips are up 600%+ since late September 2025, while those for DRAM chips are up ~400%, with analysts expecting further gains (Winnie Hsu/Bloomberg)

Config, which is building a data layer for robotics foundation models, raised a $27M seed at a $200M+ valuation led by Samsung Venture Investment (Kate Park/TechCrunch)

Metis TechBio, a biotech company using AI to deliver and formulate drugs, surged as much as 185% in its Hong Kong market debut after raising ~$270M in its IPO (Amber Tong/Bloomberg)

Paymentology, which provides real-time card and payment processing technology for banks and fintechs, raised $175M co-led by Apis Partners and Aspirity Partners (Tamara Djurickovic/Tech.eu)

Sources: Sam Altman recently discussed launching an AI compute company that is majority-owned by OpenAI, similar to Stargate's original data center initiative (Alex Heath/Sources)

Nvidia says Jensen Huang is joining President Trump on his China trip; a source says Trump asked Huang to join him after seeing media coverage of his absence (CNBC)

Waymo recalls ~3,800 robotaxis in the US to fix software issues that may cause them to drive onto flooded roads, after some were seen stalled on flooded streets (Lora Kolodny/CNBC)

Sources: Jensen Huang was left out of President Trump's China trip to avoid unwanted scrutiny and awkward conversations about the sale of Nvidia chips to China (Semafor)

The US' Centers for Medicare & Medicaid Services is testing ACCESS, an outcome-based payment model for AI-driven medical care, with 150 tech companies (Connie Loizos/TechCrunch)

Internal emails: xAI added 19 gas turbines to Colossus 2 over the past two months; xAI is fighting a lawsuit alleging Clean Air Act violations at the site (Molly Taft/Wired)

Havoc, which offers autonomous boats and software to control thousands of vessels at once, raised a $100M Series A led by Cobalt and Boardman Bay (Monica Hunter-Hart/Forbes)