Reading List

The most recent articles from a list of feeds I subscribe to.

Samsung says it is considering a shift toward multi-year contracts for memory chips that may help stabilize supply and ease concerns about a shortage (Yoolim Lee/Bloomberg)

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Sources: Amazon, which has long been USPS' biggest customer, plans to cut packages it ships via the service by at least 66% this fall, when its contract expires (Esther Fung/Wall Street Journal)

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A US judge rules Apple can remove apps "with or without cause", a loss for Musi, a streaming app removed from the App Store that used YouTube to source music (Jon Brodkin/Ars Technica)

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Companies start to track employees' AI token use, tallying the costs to measure their return on AI investments and to prevent unauthorized uses of tokens (Katherine Bindley/Wall Street Journal)

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AI drone software company Swarmer closed up 520% in its Nasdaq debut, valuing it at $380M+; its tech has been deployed in 100K+ combat missions in Ukraine (Arvelisse Bonilla Ramos/Bloomberg)

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Source: Beijing has approved multiple Chinese companies to purchase H200 chips from Nvidia; a Chinese spokesperson said they are "not aware of specifics" (Karen Freifeld/Reuters)

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Filing: the DOD said it designated Anthropic a supply chain risk over concerns the AI company could disable its tech if the Pentagon crossed its "red lines" (Paresh Dave/Wired)

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Chartbeat: over two years, search traffic fell by 60% for small publishers with 1K-10K daily page views, 47% for medium-sized publishers, and 22% for large ones (Sara Fischer/Axios)

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Source: the Pentagon is discussing plans to set up secure environments for AI companies to train military-specific versions of their models on classified data (James O'Donnell/MIT Technology Review)

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A US appeals court puts on hold an earlier ruling that had blocked Perplexity from using its agentic shopping tool to shop on Amazon's marketplace (Blake Brittain/Reuters)

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Sources: Nvidia is preparing to sell a version of Groq chips to the Chinese market that is expected to be available in May and will not be downgraded (Reuters)

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Sources: a JPMorgan-led bank group halted a $5.3B debt deal for Qualtrics, whose existing $1.5B loan trades at 86 cents on the dollar, on weak investor interest (Bloomberg)

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Turquoise Health, which offers a healthcare pricing and payments platform, raised a $40M Series C led by Oak HC/FT, bringing its total funding to $95.3M (Brock E.W. Turner/Axios)

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Brian Lynch, Apple's senior director in charge of home devices since 2022, leaves for Oura, a setback for a unit already contending with product delays (Mark Gurman/Bloomberg)

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An Argentine court ruled Polymarket lacked approval to operate and directed ISPs and app stores to restrict it; Polymarket is now unavailable in 30+ countries (Francisco Rodrigues/CoinDesk)

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SEC and CFTC issue guidance on which digital assets are securities, carving out stablecoins, digital collectives, and digital commodities as non-securities (Lydia Beyoud/Bloomberg)

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You.com appoints Saahil Jain as new CTO after co-founder Bryan McCann left for Anthropic; You.com, which began in consumer search, is targeting enterprise more (Kevin McLaughlin/The Information)

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Mistral announces Mistral Forge to help enterprises build custom models actually trained on their own data, using Mistral open-weight models as a starting point (TechCrunch)

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Meta says Quest users will lose access to Meta Horizon Worlds on the headsets on June 15; access will continue on the Meta Horizon mobile app (Riley Griffin/Bloomberg)

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Jensen Huang says Nvidia is in the process of restarting manufacturing of its H200 chips for shipments to China and it has received orders from "many customers" (Ina Fried/Axios)

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