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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)
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)
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)
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)
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)
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)
Companies are starting to track employees' AI token use and tallying the costs to measure their return on AI investments, and to prevent potential token abuse (Katherine Bindley/Wall Street Journal)
Tel Aviv- and Seattle-based Native, which helps companies monitor security across cloud providers, emerges from stealth with an $11M seed and a $31M Series A (Chris Metinko/Axios)
Intel unveils the Core Ultra 200HX Plus CPUs for high-end gaming laptops, offering an Intel Binary Optimization Tool to improve native performance in some games (Antonio G. Di Benedetto/The Verge)
Google expands Personal Intelligence, which lets Gemini tailor its responses by connecting to Gmail and other Google services, from paid users to all US users (Aisha Malik/TechCrunch)
OpenAI launches GPT-5.4 mini and nano, aimed at agents, coding, and multi-modal workflows, and offering near GPT-5.4-level performance at a much lower cost (David Gewirtz/ZDNET)
Arizona sues Kalshi for allegedly operating an illegal gambling business and unlawfully facilitating betting on elections; Kalshi faces a similar suit in Nevada (Anna Washenko/Engadget)
NetBlocks and Kentik: Iran further restricted what little internet connectivity remained to curb VPNs, possibly to forestall protests during Festival of Fire (Bloomberg)
Candex, which helps large companies pay small, one-time, or irregular vendors, raised a $40M Series C, bringing its total funding to more than $120M (Mary Ann Azevedo/Crunchbase News)
At an all-hands, Andy Jassy said he expects AI to help AWS reach $600B in annual sales by 2036, double his prior estimate; AWS had revenue of $128.7B in 2025 (Greg Bensinger/Reuters)
Sources: China is penalizing people tied to Meta's $2B Manus acquisition, including by apparently restricting Manus executives from leaving China for Singapore (New York Times)
Robinhood Ventures Fund I discloses its first investments, buying $14.6M of Stripe shares and $20M of ElevenLabs' preferred stock in March (CoinDesk)
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)
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)
Q&A with Jensen Huang on Nvidia's CUDA core, reasoning and coding, CPUs' role in accelerated computing, Groq, China and the doomers, Nvidia's nature, and more (Ben Thompson/Stratechery)

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