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Fri, May 01
15 stories
MARKET Apple shares rally 9 months' worth on guidance beat; executives cite iPhone, Mac demand 
POLICY Chinese AI startups abandon offshore structures, registering directly in mainland China 
INDUSTRY Google Signs Pentagon AI Deal With No Veto Rights and Adjustable Safety Filters 
MARKET Roblox stock plummets 18% over child safety measure impact on bookings 
MARKET Pentagon opens classified AI deployments to OpenAI, Google, Microsoft, AWS, Nvidia 
MARKET Big Tech Capex Hits $725B; Microsoft Attributes $25B to Chip & Memory Costs 
INDUSTRY Red Hat Prescribes RPS, TTFT, and ITL as Baseline SLOs for Production LLMs 
MARKET Big tech AI spending balloons to $725B in 2026 
BREAKING Pentagon awards classified AI deals to OpenAI, Google, and NVIDIA; Anthropic excluded 
MARKET Atlassian stock soars 20% after Q3 earnings beat on cloud, data center growth 
CHIPS Huawei poised to seize China AI-chip dominance as NVIDIA H200 shipments stalled 
FUNDING SoftBank plans new US robotics-and-AI firm targeting $100B valuation, IPO this year 
FUNDING Swedish legal-tech startup Legora raises $50M Series D extension, NVIDIA-led 
FUNDING Anthropic eyes $900B+ valuation in potential funding round within 2 weeks 
INDUSTRY CodeGuardian Embeds Security Scanning Into Any MCP-Compatible AI Coding Assistant Thu, Apr 30
1 story
Wed, Apr 29
19 stories
POLICY UK Tony Blair Institute and ministers warn Britain must act on AI and tech chokepoint risks to avoid strategic dependency 
POLICY FDA Opens RFI on AI-Enabled Optimization of Early-Phase Clinical Trials 
MARKET Oaktree-Backed Pure DC Pauses Gulf Data Center Investment Decisions Amid Iran War Risk 
MARKET Bloomberg: Geopolitical Conflict Could Be Next Major Shock to Global Chip Supply Chains, Compounding Export-Control Strain 
BREAKING OpenAI models, Codex, and Managed Agents now available on AWS via Amazon Bedrock 
MARKET Meta faces investor pressure on AI monetization beyond ads as Q1 earnings approach 
INDUSTRY OpenAI Ends Azure Exclusivity and Caps Microsoft Revenue Share Through 2030 
INDUSTRY SpecValidator Hits 0.804 F1 on Prompt Defect Detection, Doubling Frontier Model MCC 
RESEARCH Multi-teacher CoT pooling can be computationally hard, active queries fix it 
MARKET UBS: AI "No Longer the Only Game in Town" as Capital Rotates Away from Pure-Play AI Equities 
COMPUTE AMD HyLo Converts Transformer Checkpoints to 32x Longer Context Without Retraining 
RESEARCH Safer-Looking LLM Outputs Miss More Critical Diagnoses, Green Shielding Study Finds 
COMPUTE HDET Converts Allocated GPU Replicas Into a Live Learning-Rate Search Engine 
RESEARCH Persona Collapse Undermines Multi-Agent LLM Simulations Across Ten Models 
INDUSTRY LLM Rubric Scoring Matches Clinician Agreement on 823 Cases at 1,000x Lower Cost 
COMPUTE DepthKV Beats Uniform KV Cache Pruning by Allocating Memory per Layer Sensitivity 
RESEARCH FIND-Lab releases AgentWard, a five-layer AI agent security framework 
POLICY Meta Forced to Dismantle Manus AI Acquisition Under Beijing Deadline 
RESEARCH Anthropic finds Claude does not start safety sabotage but will continue it when primed Tue, Apr 28
5 stories
CHIPS NVIDIA Quietly Ships RTX 5070 Laptop GPU with 12GB VRAM, Expanding Blackwell Mobile Lineup 
MARKET US Stocks Sell Off on AI Capex Sustainability Worries; Asian Markets Open Lower 
POLICY Pentagon AI chief confirms expanded DOD use of Google AI; warns single-model reliance "never a good thing" 
MARKET NVIDIA-linked data center operator raises $4.59B in junk-bond sale to fund GPU-dense buildout 
MARKET S&P 500 slides as OpenAI revenue-miss report drags tech stocks and chipmakers Load more stories Loading…