• Sources: worsening supply constraints in CPUs made by Intel and AMD add a fresh blow to PC and server makers already hit by a severe memory chip shortage (Nikkei Asia)
• Sources: China bars Manus co-founders Xiao Hong and Ji Yichao from leaving the country as it reviews whether Meta's $2B acquisition of Manus violates FDI rules (Financial Times)
• The Trump administration settles the 2022 Murthy v. Missouri case, preventing the Surgeon General, CDC, and CISA from pressuring social media to suppress speech (Mike Scarcella/Reuters)
• Filing: Meta offers top executives stock options for the first time since its 2012 IPO to retain talent, if it hits stock-price milestones in the coming years (Kurt Wagner/Bloomberg)
• Amity, a Thailand-based startup that provides generative AI tools to businesses like retail and telecom, raised $100M in a Series D as it plans for a 2027 IPO (Olivia Poh/Bloomberg)
• Neal Stephenson says he no longer believes head-mounted displays are the future, citing public discomfort with the devices and a general distrust of the users (Neal Stephenson/Graphomane)
• Sources: some Sora team members were surprised by OpenAI's sudden decision to end Sora support, just a day after OpenAI posted a blog on Sora safety standards (Reuters)
• Source: Meta's rollout of Meta Ray-Ban Display in the EU has been hampered by regulations on AI features and removable batteries, as well as supply constraints (Bloomberg)
• Source: SpaceX is aiming to file its IPO prospectus with regulators later this week or next week, and could try to raise more than $75B (The Information)
• Spotify is beta testing Artist Profile Protection, allowing artists to review releases before they go live to prevent AI tracks from being attributed to them (Aisha Malik/TechCrunch)
• SK Hynix has submitted a confidential filing to the SEC for a possible listing of American depositary receipts in 2026; it reportedly considers raising ~$10B (Reuters)
• Meta announces new shopping and ad features, including affiliate marketing tools for Instagram and Facebook creators and a "buy now" button for Facebook ads (Sydney Bradley/Business Insider)
• A US judge dismisses a lawsuit against Meta by Attaullah Baig, former head of cybersecurity at WhatsApp, who alleged Meta ignored critical security flaws (Carly Nairn/Courthouse News Service)
• Databricks launches Lakewatch, a security information and event management service, and announces acquisitions of security startups Antimatter and SiftD (Jordan Novet/CNBC)
• Sources: Anduril, Palantir, and Scale AI are part of the group developing software to run President Trump's planned $185B Golden Dome antimissile shield (Drew FitzGerald/Wall Street Journal)
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