Reading List

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

xAI aims to build a natural gas power plant in Southaven, MS, to run its data centers; a key meeting with regulators is set on an election day ~200 miles away (Lora Kolodny/CNBC)

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Sources: the White House is preparing an executive order formally instructing federal agencies to stop using Anthropic's AI tools (Maria Curi/Axios)

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Sources: PE firm EQT is exploring a sale of Linux distribution vendor SUSE in a deal that could value it at up to $6B; SUSE was valued at ~$2.96B in 2023 (Reuters)

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Sources: Nvidia is pitching NemoClaw, an upcoming open-source AI agent platform for enterprises, and plans to offer security and privacy tools for it (Wired)

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Canada will allow TikTok to continue operating in the country under new security commitments, reversing a 2024 order to wind down TikTok's Canadian subsidiary (Thomas Seal/Bloomberg)

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HPE reports Q1 revenue up 18% YoY to $9.3B, below $9.37B est., and Cloud and AI revenue down 2.7% YoY to $6.3B, but reports an AI server backlog of $5B (Dina Bass/Bloomberg)

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Filing: Anthropic says it had $5B+ in all-time revenue since 2023 and could lose billions after clients paused deal talks due to supply-chain risk designation (Paresh Dave/Wired)

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Google DeepMind Chief Scientist Jeff Dean and 30+ staffers from OpenAI and Google file an amicus brief in support of Anthropic in its legal fight with US DOD (Maxwell Zeff/Wired)

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MacBook Pro 16" (M5 Max) review: "Super core" architecture and 40-core GPU deliver beastly performance, but still retains a five-year-old design (Brian Westover/PCMag)

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Apple Studio Display XDR review: great reference picture modes, much improved camera, and 120Hz support on newer Macs, but expensive at $3300 and only for Macs (John Higgins/The Verge)

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SoftBank's stock is down ~48% since Nov. 3, as scrutiny into the scale of its OpenAI involvement grows; on Monday, SoftBank fell 9.8% on Stargate delay reports (Financial Times)

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Anthropic debuts Code Review for Claude Code, which uses agents to check pull requests for bugs, and says a code review could average $15-$25 in token usage (David Gewirtz/ZDNET)

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Jay Graber is stepping down as Bluesky CEO, saying a "seasoned operator focused on scaling and execution" is needed; VC Toni Schneider is named interim CEO (Kate Knibbs/Wired)

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Sources: Apple delayed the release of its smart home display, planned for this month, until later this year to let the company finish work on the new Siri (Mark Gurman/Bloomberg)

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NBC News poll of 1,000 registered voters: just 26% had a positive view of AI, while 46% had a negative view, the third worst net negative score of all topics (Jake Angelo/Fortune)

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UK's AI drive, touted since 2024 and featuring splashy NScale and CoreWeave deals, to build datacenters is riddled with phantom investments and shaky accounting (Aisha Down/The Guardian)

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OpenAI agrees to acquire Promptfoo, which fixes security issues in AI systems being built and is "trusted by 25%+ of Fortune 500", to fold into OpenAI Frontier (OpenAI)

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Source: UK cyber security company Darktrace names Ed Jennings, who previously led work management platform Quickbase, as CEO, its third chief in 18 months (Kieran Smith/Financial Times)

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Qualcomm unveils the Arduino Ventuno Q, a single-board computer for AI and robotics applications, powered by Dragonwing IQ8 processor and 16GB of RAM (Steve Dent/Engadget)

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Australia's online age restrictions take effect, requiring platforms to verify users are 18+ before they can access content including porn and R-rated games (Ahmed Yussuf/ABC)

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