Reading List

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

Alibaba raises prices for its T-Head AI computing chips, including the Zhenwu 810E, by 5% to 34%, and its Cloud Parallel File Storage by 30%, after demand soars (Luz Ding/Bloomberg)

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Founders are increasingly leasing multimillion-dollar mansions in San Francisco's wealthy neighborhoods as corporate HQs and hacker houses, amid the AI boom (The San Francisco Standard)

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Banks start offloading $18B debt tied to the $55B buyout of EA; sources say EA told potential investors AI could let gaming companies cut engineering workforces (Financial Times)

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The UK FCA says Meta has repeatedly failed to stop illegal ads for high-risk financial products running on its platforms, despite committing to block them (Reuters)

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Sources: Microsoft weighs legal action against Amazon and OpenAI over whether AWS can offer OpenAI Frontier without breaching the Microsoft-OpenAI agreement (Financial Times)

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The Linux Foundation announces $12.5M in total grants from Google and others to help FOSS maintainers cope with the influx of AI-generated security findings (Simon Sharwood/The Register)

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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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