• Meta slashes 8,000 jobs in AI efficiency push
  • Cuts begin May 20; 6,000 open roles also canceled
  • Memo: layoffs needed to 'offset AI spending'
  • The Verge, Bloomberg, WSJ
• OpenAI ships GPT-5.5 'Spud,' calls it its smartest yet
  • Priced at $5/$30 per 1M tokens; double GPT-5.4 pricing
  • Brockman: a step toward OpenAI's 'super app' vision
  • OpenAI, TechCrunch, The Verge
• Anthropic's rough week: Mythos breach, Code bugs fixed
  • Unauthorized Discord group had weeks of Mythos access via partner
  • Three Claude Code issues resolved: reasoning, caching, verbosity
  • The Verge, Bloomberg, Anthropic
• Microsoft offers buyouts to 7%; Agent Mode ships in Office
  • First voluntary retirement in company's 51-year history
  • 'Vibe working' Agent Mode now default in Word, Excel, PowerPoint
  • WSJ, The Verge
• Tesla discloses $2B deal for unnamed AI hardware company
  • Acquisition target undisclosed in SEC filing
  • Capex raised to $25B; new AI chip fab project announced
  • The Information, Bloomberg

• Tencent ships Hy3-preview, its leanest frontier model
  • 295B parameters, down from HY2's 400B
  • Led by Yao Shunyu, formerly of OpenAI
  • Techmeme
• Amazon poaches chip design veteran for AI silicon team
  • Senior architect joins internal chip design group
  • Signals acceleration of Trainium successor program
  • The Information
• AI-generated CSAM reports surge 22x in a single year
  • NCMEC: 1.5M reports with AI ties in 2025, up from 67K
  • Compared to just 4,700 such reports in 2023
  • Techmeme

• Cognition AI in talks to raise at $25B valuation
  • Up 2.4x from $10.2B announced in September 2025
  • Raising 'hundreds of millions' per Bloomberg sources
  • Techmeme
• DeepSeek targets $20B raise; racing to retain researchers
  • Several researchers have left for better-funded rivals
  • Major Chinese tech investors in separate parallel funding talks
  • The Information, Techmeme
• Warner Bros shareholders approve $110B Paramount deal
  • Shareholders voted 'overwhelmingly' in favor per Bloomberg
  • Not yet final; regulatory review still pending
  • Bloomberg

• Intel beats estimates; INTC surges 15%+ after hours
  • Q1 revenue $13.58B, +7% YoY, vs. $12.42B est.
  • Q2 guidance also above consensus; AI agents cited as demand driver
  • Techmeme, WSJ
• SAP cloud revenue jumps 19%; shares up 10% after hours
  • Q1 revenue €9.56B (+6%); non-IFRS operating profit up 17%
  • Europe's largest software maker riding enterprise AI wave
  • Techmeme
• SpaceX S-1 claims $28.5T TAM; will manufacture own GPUs
  • Claims $26.5T of addressable market from AI sector alone
  • IPO structure will entrench Musk's near-total voting control
  • Techmeme, WSJ

• First quantum-safe ransomware confirmed in the wild
  • 'Kyber' uses ML-KEM; active since at least September 2025
  • No practical decryption advantage yet; more posture than threat
  • Ars Technica
• 500K UK Biobank medical records listed for sale on Alibaba
  • Government confirmed; data covers all members of the database
  • Technology minister disclosed in parliamentary session
  • The Register, BBC
• Bitwarden CLI hit in ongoing Checkmarx supply chain attack
  • Malicious artifacts found in official KICS Docker repository
  • Broader campaign also targeting code extensions and plugins
  • Hacker News

• White House: China running industrial-scale AI model theft
  • Kratsios memo: foreign entities distilling US frontier AI models
  • Separate 10-nation advisory warns of China's router-based proxy networks
  • Axios, Ars Technica, The Register
• Trump threatens UK tariffs over digital services tax
  • Views UK's DST as unfairly targeting US tech companies
  • Told The Telegraph directly: 'I'll put a big tariff on the UK'
  • Techmeme
• Middle East conflict squeezes AI supply chain inputs
  • Regional war threatens industrial materials chip fabs depend on
  • Confirms AI boom's deep vulnerability to physical world limits
  • Axios

• TSMC maps node roadmap to 2029; Arizona packaging coming
  • New node yearly for clients; every two years for AI/HPC
  • Advanced packaging plant in Arizona now under construction; opens 2029
  • Techmeme, Techmeme
• Samsung chip workers rally; demand $27B in profit-sharing
  • 30,000 attend rally demanding 15% of chip division profits
  • Totals ~$400K+ per chip worker at current profit levels
  • Techmeme

• Palantir employees wonder if they're 'the bad guys'
  • Wired obtained internal Slack messages; staff openly in turmoil
  • Immigration enforcement work fracturing company's internal culture
  • Wired
• Google's search chief on who wins in the AI age
  • Liz Reid on Gemini integration and the 'AI slop' challenge
  • Alphabet's head of search on adapting to LLM-driven disruption
  • Bloomberg
• Researchers finally crack Fast16—a Stuxnet precursor from 2005
  • Code silently corrupted nuclear simulation software results
  • Likely deployed by US or ally; predates Stuxnet by two years
  • Wired