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Samsung, SK Hynix, and Micron earnings show increased DRAM prices, not shipments, indicating a focus on revenue over helping clients get the products they need (Tim Culpan/Culpium)
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Spotify rolls out a Verified by Spotify badge to identify human artists; criteria include artist presence on and off platform and consistent listener activity (Aisha Malik/TechCrunch)
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Netflix starts rolling out its new Clips vertical video feed as a separate tab in the UK, the US, Canada, Australia, India, and four other countries (Jay Peters/The Verge)
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Sources: the EU is drafting a revised Chips Act II, set for late May, that would grant it power to invest directly in large, cross-border manufacturing projects (Bloomberg)
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Casa, which uses lidar scanners and AI to catalog homes and manage proactive maintenance alongside human workers, raised $27M, including a $20M Series A (Michael J. de la Merced/New York Times)
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Sources: London-based DAZN agrees to acquire ViewLift, which builds tech for streaming services for 15 professional US sports teams and others, for ~$100M (Isabella Simonetti/Wall Street Journal)
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Polymarket partners with Chainalysis to deploy detection models to "surface patterns consistent with insider knowledge in prediction markets" and other tools (Bloomberg)
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Iran's internet blackout, which costs an estimated $80M per day in economic damage, is dividing its military and civilian government, which opposes the measure (Patrick Sykes/Bloomberg)
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Instagram is expanding its recommendation restrictions beyond Reels to photos and carousels, targeting accounts that post unoriginal content like tweet roundups (Mia Sato/The Verge)
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Study: long-shot Polymarket bets on military action, defined as wagers of $2,500+ at odds of <35%, have an average ~52% win rate, above 25% for political bets (Financial Times)
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Netomi, which builds AI for enterprise customer service, raised $110M led by Accenture Ventures and signs a deal to bring its platform to Accenture clients (Michael Nuñez/VentureBeat)
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Sergey Brin-backed Building a Better California says two ballot countermeasures to the proposed wealth tax are on track to qualify for the November ballot (Laura J. Nelson/Wall Street Journal)
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Sources: strong AI demand in China nearly doubles prices for Nvidia's B300 servers to ~$1M each, as a crackdown on chip smuggling dries up black market supply (Reuters)
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Samsung says the memory shortage will worsen in 2027 as customers are already placing orders for that year, leading to a projected supply gap larger than 2026 (Kim Jaewon/Nikkei Asia)
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OpenAI says its models, starting with GPT-5.1, "increasingly mentioned goblins, gremlins, and other creatures", leading to prompt instructions to mitigate it (OpenAI)
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How Kosovo's tech industry, driven by local companies like business outsource provider SPEEEX, is helping cut youth unemployment and changing Pristina's skyline (Bloomberg)
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Sony confirms that some digital PS4 and PS5 games require a one-time online license check "to confirm the game's license", likely to combat refund scams (Gabe Gurwin/GameSpot)
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European software companies, including SAP, Capgemini, Nemetschek, Hexagon, and Dassault, report better-than-expected earnings despite AI fears and the Iran war (Chloe Meley/Bloomberg)
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Analysis: Meta, Alphabet, Microsoft, and Amazon's combined capex hit a record $130B in Q1 and is projected to reach $725B in 2026, up 77% from $410B in 2025 (Financial Times)
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GoTo reports net income of ~$15M for Q1 2026, its first ever, after job cuts and unit disposals helped Indonesia's largest internet company reduce costs (Olivia Poh/Bloomberg)
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A look at Eka, which trains its robotic claw on a "vision-force-action model" incorporating realistic joints, motors, and physics principles into its simulation (Will Knight/Wired)
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Apple shipped 71.6% of all smartphones with satellite connectivity in 2025; smartphones with satellite connectivity to reach 46% of global shipments by 2030 (Counterpoint Research)
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Anthropic unveils BioMysteryBench to test Claude's bioinformatics skills against human experts, and says Mythos solved ~30% of 23 questions that stumped experts (Anthropic)
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Leaked audio: San Francisco and Austin first responders told the NHTSA that Waymo robotaxis are "backsliding" and committing more traffic violations than before (Aarian Marshall/Wired)
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Hyundai unveils Pleos Connect, a next-generation infotainment system with Gleo AI voice assistant, debuting in May on the new Grandeur sedan in South Korea (Hyonhee Shin/Bloomberg)
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OpenAI says it has signed contracts for 10GW of US AI compute capacity, with 3GW+ added in the past 90 days, hitting a goal it once aimed to reach by 2029 (Dina Bass/Bloomberg)
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Musk v. Altman: internal 2017 emails show Musk sought majority voting control over OpenAI co-founders, withheld promised funding, and tried to poach researchers (Wired)
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Visa says its stablecoin settlement pilot supports nine networks, including Base, Polygon, Canton Network, Arc, and Tempo, and has hit a $7B annualized run rate (Krisztian Sandor/CoinDesk)
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FDA launches a pilot using AI and cloud computing to give the agency a "direct data feed" to real-time clinical data, aiming to shorten drug approval timelines (Frank Konkel/Nextgov/FCW)
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Analysts: TikTok Shop generated $4.9B in US sales during Q1 2026, doubling its volume from the previous year; Q1 consumer spending on the platform rose 46% YoY (Jennifer Williams/Wall Street Journal)
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SenseTime releases SenseNova-U1, an open-source image model that it says can "read" images without translating them to text, reducing computing power needs (Zeyi Yang/Wired)
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How US schools' overreliance on YouTube for educational content encourages students to drift into endless video scrolling on school-issued devices (Shalini Ramachandran/Wall Street Journal)
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Sources: the White House opposes Anthropic's plan to expand access to Mythos to 70 additional companies and organizations because of concerns about security (Wall Street Journal)
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Digital advertising is booming for Google and Meta, helped by AI tools used for language translation, real-time changes to ad copy, and easier ad targeting (New York Times)
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Massachusetts-based brain implant company Axoft raised a $55M Series A and says it tested its device in a Shanghai patient, with plans for more trials in China (Bloomberg)
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Samsung reports Q1 revenue up 69% YoY to ~$90.2B, vs. ~$89.4B est., and operating profit up 756% to ~$38.5B, vs. ~$37.2B est., driven by AI-linked memory demand (Dylan Butts/CNBC)
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Sources: SoftBank plans to create an AI and robotics company called Roze in the US to build data centers and list it as early as 2026, seeking a $100B valuation (Financial Times)
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Musk v. Altman: Elon Musk says he was a "fool" for backing OpenAI, accusing Altman and Brockman of manipulating him into donating tens of millions of dollars (Angel Au-Yeung/Wall Street Journal)
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OpenLight, which designs custom application-specific photonic chips, raised $50M in a Series A extension, after raising $34M in August 2025 (Charlotte Trueman/DatacenterDynamics)
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Pursuit, which uses AI to scan public data to help companies find and win government contracts, raised a $22M seed led by OpenGov co-founder Mike Rosengarten (Dominic-Madori Davis/TechCrunch)
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Poll: 31% of US adults expect driverless cars to be common within five years, up from 19% in 2018, and 19% say they would own or lease one, the same as in 2018 (Mary Page James/Gallup)
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The European Commission issues preliminary DSA findings against Meta, saying Instagram and Facebook fail to prevent under-13 users from accessing the services (Gian Volpicelli/Bloomberg)
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Bengaluru-based stock trading platform Sahi raised a $33M Series B led by Accel at a $200M valuation to expand into margin trade funding, commodities, and more (The Economic Times)
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An interview with AWS CEO Matt Garman on why AWS will be a better OpenAI partner than Microsoft, chip bubble fears, Jeff Bezos' Project Prometheus, and more (Alex Heath/Sources)
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Sources: China suspends issuing new Level 4 autonomous vehicle licenses, after over 100 of Baidu's Apollo Go robotaxis disrupted traffic in Wuhan last month (Bloomberg)
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Filing: TSMC sold its remaining 1.11M Arm shares at $207.65 per share for a total of ~$231M this week; TSMC invested ~$100M in Arm's 2023 IPO at $51 per share (Wen-Yee Lee/Reuters)
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Pentagon's Digital and AI Chief Cameron Stanley confirms the DoD is expanding its Google Gemini use, saying "overreliance on one vendor is never a good thing" (Seema Mody/CNBC)
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New York-based Actively, which offers AI sales agents for account management, raised a $45M Series B co-led by TCV and First Harmonic at a $250M valuation (Sofia Chierchio/Forbes)
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Sources: Apple tells suppliers it will maintain its current production share in India rather than expand, after local sites struggled without China-based teams (Nikkei Asia)
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