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Sun May 10
Inside the Trump admin's push to integrate AI into the healthcare system, including an FDA regulatory fast track for digital health tech like AI chatbots (Elizabeth Dwoskin/Washington Post)
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Paris-listed Teleperformance, the world's largest customer service company, has become one of Europe's most shorted stocks, as hedge funds bet on AI disruption (Ramsay Hodgson/Financial Times)
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Sources: Uber has committed nearly $500M to self-driving startup Nuro, providing a crucial runway as Nuro works to prove its technology at commercial scale (Abhirup Roy/Reuters)
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Kepple: seed-stage startup funding in Japan fell 42% YoY in 2025 to a 10-year low of $124M, as the Tokyo Stock Exchange moves to reduce small listings (Ami Yamada/Nikkei Asia)
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SoftBank's PayPay, Japan's dominant payments app, says it will take a 70.2% stake in T&D Financial Life Insurance for $840M, expected to close in October 2027 (Mayumi Negishi/Bloomberg)
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OpenAI rolls out Lockdown Mode, an optional security setting designed to offer users advanced protection from prompt injection attacks by limiting some features (Igor Bonifacic/Engadget)
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Google Cloud says its SpaceX compute deal is a "short-term" agreement "to ensure we have bridge capacity to meet surging customer demand" for Gemini Enterprise (Kate Conger/New York Times)
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Privacy token Zcash plunges after the disclosure of a 2022 vulnerability in its Orchard shielded pool that could have allowed undetectable ZEC counterfeiting (Akash Girimath/Decrypt)
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Sources and docs detail defense tech startup Shield AI's struggles to overcome years of technical hitches and safety concerns with its V-BAT autonomous drone (David Jeans/Reuters)
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Marvell and Flex, a contract manufacturer for electronics, will join the S&P 500; MRVL jumps 6%+ after hours after closing down 16.74% amid a broader sell-off (Kif Leswing/CNBC)
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Source: OpenAI and White House are discussing a government stake in the company, to seed something like the "Public Wealth Fund" that OpenAI outlined earlier (CNBC)
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Sources: Apollo and Blackstone finalized a $35B package for Anthropic to lease TPUs; Broadcom is backstopping payments on the debt's largest senior portions (Bloomberg)
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Trump signs a national security memorandum seeking to "accelerate the use of AI across intelligence and warfighting domains in line with American values" (Reuters)
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US-traded chipmakers plunged on Friday, after Broadcom missed expectations; Nvidia fell 6.19%, Micron fell 13.25%, AMD fell 10.86%, and Broadcom 7.92% (Noel Randewich/Reuters)
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Bitcoin falls below $60K, its lowest level since October 2024, amid a record streak of bitcoin ETF outflows following Strategy's bitcoin sale (CNBC)
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Sources: AI coding startup Lovable is in talks to raise funding at a $12B valuation, up from $6.6B in December 2025 (Rashi Shrivastava/Forbes)
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Filing: Google has agreed to pay SpaceX $920M per month for access to Nvidia chips as part of a cloud-services deal that runs through mid-2029 (Bloomberg)
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Sources: Revolut is looking to run a secondary share sale that would value it at $115B, after receiving a UK bank license and applying for a charter in the US (Bloomberg)
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President Trump says he is weighing proposals for US government to hold equity stakes in leading AI labs, and will soon discuss the idea with their executives (Bloomberg)
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Sources: Meta explores a stock offering to raise tens of billions to fund AI capital expenditures, following Google's record $85B share deal; META drops 5%+ (Financial Times)
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Sources say xAI used Claude models for distillation and training, including using personal accounts and the intermediary service Blackbox AI after being cut off (Grace Kay/The Information)
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The largest US banks plan to launch a tokenized deposit network in 2027 to connect traditional payment rails with the infrastructure that digital assets run on (Wall Street Journal)
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Over 20 EU news publishers file a claim seeking €640M+ from Google following an EU decision that lets anyone harmed by Google's ad market abuse seek damages (Charlotte Tobitt/Press Gazette)
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The NY State legislature passes a one-year moratorium on new large data centers, the first statewide ban of its kind if Governor Kathy Hochul signs it into law (Lauren Feiner/The Verge)
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Filing: Reid Hoffman, who has served on Microsoft's board since 2017, will not stand for re-election at the company's 2026 annual meeting (Todd Bishop/GeekWire)
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Sources: SpaceX prepares the largest retail allocation ever attempted in a megacap IPO, seeking to reserve as much as 25% of its $75B float for retail investors (Financial Times)
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In an internal message, Satya Nadella rebuked an internal memo that said Microsoft needs to "make people addicted" to its new AI agent product called Scout (Aaron Holmes/The Information)
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Allen Control Systems, which makes AI-powered gun turrets for shooting down drones, raised a $200M Series B led by Smash Capital at a $2.2B post-money valuation (Dan Primack/Axios)
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Blackstone-backed data center operator AirTrunk commits to investing $30B in India by 2030, with plans to develop 5GW of new data center capacity in the country (Jagmeet Singh/TechCrunch)
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What to expect at WWDC 2026: an overhauled Siri, a Siri app, a slew of new AI capabilities, OS updates focused on reliability and responsiveness, and more (Mark Gurman/Bloomberg)
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Sources: US officials discussed the US taking stakes in major AI companies after Sam Altman pitched the idea in 2025; Altman met Bernie Sanders on Wednesday (Wall Street Journal)
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A research team that includes Huawei says it successfully used Huawei's Ascend 910C chips for DeepSeek V4 Pro model's post-training, amid increased US sanctions (Coco Feng/South China Morning Post)
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FCC Chair Brendan Carr says the agency will review E-Rate, a $3B annual program subsidizing school and library internet access, amid kids' screen time concerns (Finya Swai/The Hill)
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Chinese regulator CSRC tightens oversight of the country's ~$3.4T private fund industry; the CSRC says it will encourage tech-focused VC investments and more (Reuters)
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Sources say a months-long dispute between the White House and Anthropic is showing signs of easing across the US government as the startup prepares for its IPO (Reuters)
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Illinois Governor JB Pritzker plans to temporarily halt tax breaks for data centers from July 1, calling on state lawmakers to create a development framework (Natasha Korecki/NBC News)
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India-based Innefu Labs, which builds AI-powered software for national defense and enterprise security infrastructure, raised a $30M Series B led by Panthera (The Economic Times)
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University of Cambridge researchers say they have developed the first vaccine with a key component entirely designed by AI and subsequently trialed it in humans (James Gallagher/BBC)
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OpenAI confirms it will comply with President Trump's EO that asks AI companies to allow the US government to assess their models' capabilities before release (Michael Considine/CNBC)
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Apple-funded study: the App Store had $1.4T in billings and sales globally in 2025; apps with consumer AI features saw 4x more billings growth than other apps (Ryan Christoffel/9to5Mac)
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SpaceX says Starlink now has 12M+ "active customers with high-speed internet" across 160+ countries, territories, and other markets, up from 9M in December 2025 (@starlink)
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Sources: data center developer Switch is in talks to raise billions of dollars from private equity firms, including Brookfield and KKR, at a $50B+ valuation (The Information)
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Elon Musk petitioned the FTC in May to end its 2022 order restricting Twitter's data use, claiming Twitter no longer exists as X merged with xAI and then SpaceX (Ashley Belanger/Ars Technica)
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Analysis: Meta discreetly added code for an unreleased "NameTag" face-recognition system for its AI smart glasses over multiple Meta AI app updates in 2026 (Wired)
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S&P Dow Jones rejects proposals to expedite S&P 500 eligibility for mega-cap IPOs such as SpaceX's; companies remain ineligible until one year after their IPOs (Isabelle Lee/Bloomberg)
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An interview with Naomi Gleit, Meta's head of product who joined the company in 2005, on Mark Zuckerberg's "unfair" reputation, AI agents for business, and more (Zoe Kleinman/BBC)
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Denver-based Scotch, which makes AI-powered payments tools for liquor retailers, raised a $20M Series A from VMG Partners, following a $10M seed in 2024 (Mary Ann Azevedo/Crunchbase News)
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Cloudflare CEO Matthew Prince says agentic traffic is "growing so fast that bots have now passed human traffic online for the first time" (Mark Tyson/Tom's Hardware)
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Anthropic calls for top AI labs to weigh slowing or temporarily pausing development, suggesting that self-improving AI systems may soon pose societal risks (Wall Street Journal)
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Sources: US officials have held talks with AI companies about the government acquiring shares; Sam Altman first pitched the concept directly to Trump in 2025 (NOTUS)
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