• Vercel, which helps developers host web apps and AI agents, says its run-rate GAAP revenue hit $340M at the end of February, up 86% YoY, amid the AI coding boom (Richard Nieva/Forbes)
• Inside Palantir's recent developer conference, where it doubled down on a vision of AI built for battlefield advantage as its commercial business soars (Steven Levy/Wired)
• Sources: OpenAI aims to grow to about 8,000 employees by the end of 2026, from ~4,500 today, as it seeks to stop Anthropic's momentum with business customers (Financial Times)
• A look at China's rapidly expanding robotics sector, which now has roughly 140 companies hoping to build humanoids, fueled by massive state-backed investments (Chang Che/The Guardian)
• Universal recipes for startup success are impossible: once good ideas are widely adopted, founders converge on the same moves, erasing any competitive moats (Jerry Neumann/Colossus)
• A review of Polymarket's social media feeds found it has published hundreds of false and misleading posts, as the betting market presents itself as "News 2.0" (New York Times)
• Nvidia Chief Software Architect Jonathan Ross discusses the $20B Nvidia-Groq deal; sources say Groq's annual revenue was near $100M at the time of the deal (Phoebe Liu/Forbes)
• Super Micro names VP DeAnna Luna as acting chief compliance officer, after SMCI closed down 33% on March 20 amid a chip smuggling scandal (Dina Bass/Bloomberg)
• A US judge dismisses a lawsuit by Sam Altman's sister accusing Altman of sexual abuse from 1997 to 2006, as the claims expired in 2008, but says she can refile (Jonathan Stempel/Reuters)
• Interviews with over three dozen people detail how lobbyist Mike Davis used his ties to Trump to push the DOJ to approve deals, including HPE's Juniper deal (Wall Street Journal)
• Filing: Anthropic says it cannot manipulate Claude once the military has deployed it, denying DOD accusations that Anthropic could tamper with models during war (Paresh Dave/Wired)
• Leaked DOD letter: Pentagon will adopt Palantir's Maven AI system as an official program of record to streamline its adoption across all arms of the US military (David Jeans/Reuters)
• The FBI and CISA warn hackers tied to Russian intelligence services are targeting users of messaging apps such as Signal with phishing attacks (Tim Starks/CyberScoop)
• The Fifth Circuit Court of Appeals throws out a 2024 FTC order barring Intuit from advertising TurboTax products as "free" when many taxpayers are ineligible (Jonathan Stempel/Reuters)
• The US Department of Energy announces a partnership with SoftBank and its affiliate SB Energy to develop a 10 GW data center with its own power supply in Ohio (Associated Press)
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• The White House proposes new AI policy framework that supersedes state laws
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• Three people have been charged with illegally exporting NVIDIA GPUs to China
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• States are suing the EPA for relinquishing its role as a greenhouse gas emissions regulator
• Amazon acquires autonomous robotics startup Rivr
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• Meta will move away from human content moderators in favor of more AI
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