• X resolved a three-year dispute with Australia's eSafety regulator after a court upheld a fine against the company for inadequate disclosures on combating CSAM (Byron Kaye/Reuters)
• Commure, which offers AI, revenue cycle management, and workflow automation tools for healthcare providers, raised $70M led by GC at a $7B post-money valuation (Paige Minemyer/Fierce Healthcare)
• Ofcom says Meta, Snap, and Roblox will adopt stronger anti-grooming measures, while TikTok and YouTube "failed to commit to any significant changes" (Ofcom)
• AMD says its Mac Mini-sized Ryzen AI Halo PC starts at $3,999 with Ryzen AI Max 300 chips, for pre-order in June, and unveils AI Max 400 chips, available in Q3 (Devindra Hardawar/Engadget)
• Cohere releases Command A+, a sparse MoE open model built for agentic tasks, with 218B total and 25B active parameters, its first under the Apache 2.0 license (Carl Franzen/VentureBeat)
• Jensen Huang said that Nvidia has "largely conceded" China's AI chip market to Huawei and should "expect nothing" regarding chip sale approvals to China (Lee Ying Shan/CNBC)
• Filing: SpaceX set aside $530M for potential litigation losses, including lawsuits involving Grok's "Spicy" mode, which it described as a "heightened risk" (Wired)
• SpaceX S-1: Starlink had 10.3M subscribers in Q1 2026, a 105% increase YoY; SpaceX's "Connectivity" business, which is primarily Starlink, made $11.3B in 2025 (Michael Kan/PCMag)
• Sources: the Pentagon is launching a task force to study how to safely deploy leading AI tools with hacking capabilities across Cyber Command and NSA missions (Politico)
• SpaceX S-1: xAI plans to buy another $2.8B worth of turbines for its data centers, including a $2B deal for mobile gas turbines, the type it's being sued over (Tim De Chant/TechCrunch)
• SpaceX S-1: xAI had a $6.4B operating loss on $3.2B in revenue in 2025; Grok and X had 550M MAUs combined as of March 2026, and 117M used Grok's AI features (Rebecca Bellan/TechCrunch)
• SpaceX S-1: Anthropic is paying SpaceX $1.25B/mo. until May 2029 under their compute deal; Anthropic says it's expanding the deal to include Colossus 2 capacity (Ina Fried/Axios)
• Filing: SpaceX reports 2025 revenue of $18.7B, up 33% YoY, a $4.9B loss, vs. a $791M profit in 2024, and $20.7B in capital expenditures, up from $11.2B (New York Times)
• Nvidia reports Q1 net income up 211% YoY to $58.3B, beating analyst estimates of $42.9B, and raises Q2 revenue forecast to $91B (Robbie Whelan/Wall Street Journal)
• In disclosures to investors, Anthropic says it expects to generate $10.9B in revenue in Q2, vs. $4.8B in Q1, and turn a $559M operating profit, its first ever (Berber Jin/Wall Street Journal)
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| • AMD prices its Ryzen AI Halo PC at $3,999, unveils Ryzen AI Max 400 chips
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