• AMD CEO Lisa Su projects the CPU market will grow over 35% annually through 2031, up from 3% to 4% historically, driven by AI inference and agentic AI demand (Cheng Ting-Fang/Nikkei Asia)
• Lenovo reports Q4 revenue up 27% YoY to $21.6B, above $18.7B est., net profit up 479% to $521M, above $271M est., as the PC maker pushes into AI server markets (Reuters)
• Sources: Nintendo asked partners and suppliers to assemble ~20M Switch 2 consoles by March 2027, ~20% above the 16.5M public sales outlook issued in early May (Takashi Mochizuki/Bloomberg)
• Meta, Broadcom, Applied Materials, GlobalFoundries, and Synopsys launch a $125M "Semiconductor Hub" at UCLA to advance AI chip research and more (CJ Haddad/CNBC)
• Sources: David Sacks told President Trump that federal reviews of AI models before release would slow down innovation and hurt the US in its AI race with China (Politico)
• Sources: last-minute calls with Elon Musk, Mark Zuckerberg, David Sacks, and others helped persuade President Trump not to sign the highly anticipated AI EO (Washington Post)
• Sources: Trump delayed signing the AI EO because "he just hates regulation"; he spoke with Mark Zuckerberg, Elon Musk, and David Sacks just prior to the delay (Axios)
• Socket: TeamPCP, the gang claiming GitHub's repositories breach, also executed 20 "waves" of supply chain attacks recently, compromising 500+ pieces of software (Wired)
• Shares of quantum computing companies surged Thursday after the US government announced grants with equity stakes: D-Wave closed up 33%, Rigetti 30%, IBM 12% (Chloe Taylor/CNBC)
• Sources: Sony's Bungie plans significant layoffs as it ends development on its online game Destiny 2 with no new projects lined up; Destiny 2 launched in 2017 (Jason Schreier/Bloomberg)
• Waymo suspends freeway rides and pauses its Atlanta operations, as it updates software to improve performance around construction zones and flooded roadways (Reuters)
• Adobe, Canva, and CapCut announce Gemini integrations to let users access the companies' image and video editing tools within the Gemini app (James Peckham/PCMag)
• ElevenLabs, which aims to build an all-in-one AI voice app, licensed 200K human-voiced audiobooks from major publishers, available in ElevenReader for $11/mo. (Ashley Carman/Bloomberg)
• Source: Cursor reached $3B in annualized revenue in late April and now has 3,000+ customers paying at least $100K each for its software on an annualized basis (Rachel Metz/Bloomberg)
• Spotify closes up 13% after announcing new features and 2030 guidance, forecasting a compound annual growth rate in the mid-teens and gross margins of 35%-40% (Samantha Subin/CNBC)
| • Chewy Promo Codes: $20 Off May 2026
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• Meta Is in Crisis, Google Search’s Makeover, and AI Gets Booed by Graduates
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• Columbia Promo Codes: 15% Off | May 2026
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• SpaceX Listed Grok’s ‘Spicy’ Mode as a Risk in Its IPO Filing
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• Ride1Up Roadster Review (2026): An Ebike That Feels Like a Bike
| • Meta quietly released a new Reddit-like app called Forum
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• Volvo reveals $58,400 starting price for the EX60
• Google's much-improved app icons are rolling out now
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• Steelseries Arctis Nova Elite review: Ultra high-end gaming headsets are here
• Anker debuts Soundcore Liberty 5 Pro earbuds with its Thus AI chip
• Google won't rest until Gemini is everywhere in your home
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• Amazon is facing a class action lawsuit for not refunding its customers after 'unlawful' tariffs
• Terraria developer confirms cross-play is coming and teases 15th anniversary collector's items
• 1047 Games' spiritual successor to Titanfall will reportedly be called Empulse
• Apple's new Siri app will reportedly offer auto-deleting chat options
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