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Specialist chipmaker Silex raised ~$220M in a Stockholm IPO and jumps nearly 160% in trading, the strongest open for a sizable European IPO in almost five years (Bloomberg)
Swiss pharmaceutical group Roche agrees to acquire US-based PathAI, which makes AI diagnostic tools, for up to $1.05B, with $750M upfront, closing in H2 2026 (Adrià Calatayud/Wall Street Journal)
As founders race to make their companies "legible" to AI, they must keep the things that make them hard to copy "illegible", or risk commoditizing their moat (Brian Halligan/@bhalligan)
Elon Musk says he spent time with Anthropic "to understand what they do to ensure Claude is good for humanity"; Musk called Anthropic "evil" and "misanthropic" (Lauren Goode/Wired)
At Anthropic's developer conference, Dario Amodei says the company could grow by 80x in 2026, and its growth rate is "crazy" and "too hard to handle" (Natallie Rocha/New York Times)
UK-based Quantum Motion, which builds quantum computers on silicon chips, raised a $160M Series C; EU-backed growth fund Kembara made its first investment (Bloomberg)
Samsung says it is ceasing sales of TVs and appliances in China amid fierce competition from local brands; Samsung's TV and appliance unit lost ~$138M in 2025 (Kwanwoo Jun/Wall Street Journal)
How lidar and other tech developed for autonomous vehicles is now used in smart city systems, in-home elder care services, and major shipyards like Rotterdam (John R. Quain/New York Times)
Anthropic's SpaceX deal helps it address a severe compute deficit and comes amid Elon Musk's OpenAI lawsuit; Grok never grew to utilize xAI's Colossus 1 (Axios)
MediaTek launches the first phase of its Taiwan data center, aimed at R&D, powered by Nvidia's B200 platform, and built on Nvidia's DGX SuperPOD infrastructure (Cheng Ting-Fang/Nikkei Asia)
Researchers: 5K+ web apps built using AI coding tools like Lovable, Base44, and Replit had little to no authentication, and ~40% of them exposed sensitive data (Andy Greenberg/Wired)
Kalshi raised $1B led by Coatue at a $22B valuation, its third round in seven months after raising $1B and $300M+, and hits $178B in annualized trading volume (Michael J. de la Merced/New York Times)
SpaceX signs an agreement with Anthropic to provide access to Colossus 1, and says Anthropic expressed interest in partnering for orbital compute capacity (xAI)
Following its SpaceX deal, Anthropic doubles Claude Code's five-hour rate limits for paid plans and removes peak hours limit reduction for Pro and Max plans (Anthropic)
Sources: Microsoft is considering delaying or dropping its 2030 goal of matching its hourly power use with renewable energy purchases, amid the data center boom (Bloomberg)
Google releases Multi-Token Prediction drafters for its Gemma 4 models, which use a form of speculative decoding to guess future tokens for faster inference (Ryan Whitwam/Ars Technica)
Anthropic says it signed a deal with SpaceX to use "all of the compute capacity" at Colossus 1, giving it access to over 300 MW of new capacity within the month (Axios)
Instacart reports Q1 revenue up 14% YoY to $1.02B, GTV up 13% to $10.29B, and orders up 10%, compared with a 16% growth a year earlier; CART drops 8.18% (Neil J Kanatt/Reuters)
Musk v. Altman: Mira Murati testifies that Sam Altman lied to her about the safety standards for a new OpenAI model and that he made her work more difficult (Jay Peters/The Verge)
Corgi, which provides insurance for startups and uses AI to generate quotes, manage claims, and more, raised a $160M Series B led by TCV at a $1.3B valuation (Richard Nieva/Forbes)

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