• How AI tools such as Naver's Talking Buddy and SuperBrain are helping South Korea's elderly ease loneliness, detect emergencies, and slow cognitive decline (Choe Sang-Hun/New York Times)
• Amazon debuts Supply Chain Services, allowing other companies to use its logistics network to move, store, and deliver raw materials, final products, and more (Deborah Sophia/Reuters)
• Instructure reported a data breach on April 30; ShinyHunters added Instructure to its victims list and claims it has 3.65TB of data from ~9K institutions (Ionut Arghire/SecurityWeek)
• Jensen Huang said Nvidia's market share of AI accelerators in China has "now dropped to zero" and that US export policy "has already largely backfired" (Anton Shilov/Tom's Hardware)
• Cerebras seeks a valuation of up to $26.62B in its US IPO, aiming to raise $3.5B by selling 28M shares at $115 to $125 apiece in its second attempt to go public (Reuters)
• Legislators and experts criticize the EU's €20B sovereign compute data center plan, questioning whether there is demand and the plan's reliance on Nvidia GPUs (Pieter Haeck/Politico)
• An analysis of 1.6M Polymarket accounts since November 2022: 0.1% of users take 67% of profits, with the highest-frequency traders seeing the most success (Wall Street Journal)
• A profile of William Savitt, Sam Altman's lead lawyer against Elon Musk, who represented Twitter against Musk in 2022 and helped OpenAI's for-profit transition (Jacob Shamsian/Business Insider)
• Chinese state media: AI-generated Chinese microdramas to be worth $3B+ in 2026, out of a $14B+ total microdrama market, boosted by tools like Seedance 2.0 (New York Times)
• Sources: some lenders are exploring private deals to sell their data center debt, and some banks are seeking to offload their Oracle-linked loans at a discount (Financial Times)
• Sources: SoftBank plans to make lithium- and cobalt-free data center batteries in Japan as soon as FY 2027, as Japan tries to cut its reliance on Chinese metals (Natsuki Yamamoto/Nikkei Asia)
• China's Linkerbot, which holds 80%+ of global dexterous robotic hands market, raised a Series B+ at a $3B valuation and seeks a $6B valuation in its next round (Laurie Chen/Reuters)
• Sources: Anthropic is finalizing a deal for a $1.5B JV with Blackstone, Goldman Sachs, Hellman & Friedman, and others to sell AI tools to PE-backed companies (Wall Street Journal)
• Apple's handling of vibe coding apps draws complaints from startups like Replit and Anything, which say Apple is applying App Store rules erratically (Michael Acton/Financial Times)
• How music streaming services are adapting to the rise of AI-generated music by labeling, deranking, and demonetizing tracks, using AI detection tools, and more (Terrence O'Brien/The Verge)
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| • Amazon opens up its logistics networks to any business
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• Lego is releasing a Sega Genesis set complete with little controllers
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• Tesla starts selling Chinese-made Model 3s in Canada at the EV's lowest price ever
• Meta acquires robotics AI startup as it makes the push into humanoid machines
• Undead co-op shooters, gorgeous hack-and-slash action and other new indie games worth checking out
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