Reading List

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

Customer engagement service MoEngage acquires Aampe, whose AI agents help brands personalize messaging, for "tens of millions", per a source; Aampe raised ~$28M (Jagmeet Singh/TechCrunch)

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Sources: prices for Nvidia's AI chips on China's black market have more than doubled amid a US export crackdown; its flagship DGX B300 server has risen to $1.1M (Eleanor Olcott/Financial Times)

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Flipkart says it plans to expand its network of micro-fulfillment centers in India to 1,500 by the end of 2026, as it also claims orders have grown ~400% YoY (Jagmeet Singh/TechCrunch)

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Superhuman acquires AI detection startup GPTZero, which has 19M+ registered users and $30M in annual recurring revenue; PitchBook: GPTZero is valued at $88M+ (Geoff Weiss/Business Insider)

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Alex Bores, a NY congressional candidate who argued for AI safeguards, lost to Micah Lasher in the Democratic primary, which drew millions in AI PAC spending (Ben Kamisar/NBC News)

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Sources: the NSA was red-teaming Mythos 5 before losing access amid the Anthropic dispute; the tests showed Mythos identified flaws in classified systems (New York Times)

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Orderful, which offers AI-powered tools to automate supply chain data management, raised a $35M Series C led by KDT, bringing its total funding to $85M (Maria Deutscher/SiliconANGLE)

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xLight, a startup developing advanced lasers for EUV machines, told investors that it is in talks to raise $350M led by Boardman Bay and Bain Capital (The Information)

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Micron and Sandisk led a tech selloff on Tuesday, falling more than 13%; Western Digital fell 8%, Marvell 9%, Seagate 5%, Qualcomm 8%, and Applied Materials 8% (Britney Nguyen/MarketWatch)

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YouTube settles a lawsuit ahead of a second California trial over social media harms to minors; Meta, TikTok, and Snap remain defendants (Hillel Aron/Courthouse News Service)

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Sources: the Trump administration is pressing Meta to submit its AI models for voluntary review; Meta is the only major US AI developer without an agreement (New York Times)

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Cerebras reports Q1 revenue up 94% YoY to $193.4M, net loss down 41% to $14M, and forecasts core gross margin to shrink in Q2; CBRS drops 8%+ after hours (Jordan Novet/CNBC)

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Mistral debuts OCR 4, a model featuring structured document extraction with bounding boxes, block classification, and inline confidence scores, in 170 languages (Mistral AI Blog)

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Sources: Hadrian, which is building AI-powered factories to produce space and defense parts, is in talks to raise ~$1B at a ~$7.5B post-money valuation (Bloomberg)

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Sources: Miami-based cybersecurity company Varonis is exploring options including a potential sale after receiving takeover interest; VRNS jumps 6%+ (Bloomberg)

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The FCC says an auction of wireless mid-band spectrum raised $3.5B+, which will largely be used to fund the replacement of Chinese telecom equipment in the US (David Shepardson/Reuters)

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Walmart acquires Vibe.co, which lets businesses create and buy ads on CTVs, sources say for $1.4B cash; top executives get $180M to stay for four years (Sarah Nassauer/Wall Street Journal)

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Alibaba sues the DOD, seeking removal from a blacklist of companies supporting China's military, says the decision is a violation of constitutional due process (Bloomberg)

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On the first day of their trial, two members of Scattered Spider plead guilty in the UK to charges stemming from a 2024 cyberattack on Transport for London (Brian Krebs/Krebs on Security)

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Anthropic launches Claude Tag, an agentic AI coworker for Slack that can learn context, give suggestions, and more, in beta for Claude Team and Enterprise tiers (David Gewirtz/ZDNET)

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