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US CTO Ethan Klein plans to urge the UK and its allies to help "shore up" quantum computing supply chains at a London meeting, after a US-UK tech deal standoff (Joe Miller/Financial Times)
Sources: South Korean memory chipmakers have sufficient helium stocks until at least June, and a South Korean minister ruled out supply disruptions in H1 2026 (Reuters)
Netflix feels comfortable raising prices knowing customers can downgrade to its ad tier; in 2026, Netflix is on track to double 2025's $1.5B+ in ad sales (Lucas Shaw/Bloomberg)
Sarasota-based Tenex, which offers an AI-enabled managed cybersecurity detection and response service, raised $250M led by Crosspoint at a $1B+ valuation (Dina Bass/Bloomberg)
CoreWeave raised an $8.5B loan from banks and investors to expand its cloud computing capacity, in what it says is the largest chip-backed debt deal of its kind (Bloomberg)
Huawei reports 2025 revenue up 2.2% YoY to ~$127.5B, net profit up 8.7% YoY to ~$9.8B, and R&D spend up 7% YoY to ~$27.8B, as it invests in chip networking tech (Peter Landers/Wall Street Journal)
Nvidia invests $2B in chipmaker Marvell and says the two companies plan to work on silicon photonics tech, enabling high-speed data transmission; MRVL jumps 9%+ (Dana Wollman/Bloomberg)
Sources: Tether cuts two senior precious metals traders who joined from HSBC just months ago in its push to build "the best trading floor for gold in the world" (Bloomberg)
TCL agrees to buy a 51% stake in Sony's global home entertainment business for ~$472M, as the Chinese company seeks to expand overseas; Sony retains a 49% stake (Bloomberg)
Nvidia launches DLSS 4.5, including a 6x Multi Frame Generation feature exclusive to RTX 50-series GPUs that utilizes a second-gen transformer AI model (Jess Weatherbed/The Verge)
Samsung rolls out blood pressure monitoring for Galaxy Watch 4 and newer models in the US, requiring a traditional upper-arm blood pressure cuff and a new app (Vanessa Hand Orellana/CNET)
Instagram reaches an agreement with the MPA to cease using the PG-13 trademark in its Teen Accounts marketing, after a C&D letter, and will add a disclaimer (New York Times)
AirPods Max 2 review: comfortable, excellent sound quality, and lots of new features, but retains the same design, pricey, and only one hearing health feature (Billy Steele/Engadget)
Levels.fyi: median base-salary offers for US software engineers at VC-backed startups have risen 25% to $200K since 2022; total compensation has risen just 18% (Katherine Bindley/Wall Street Journal)
Alibaba releases its Qwen3.5-Omni omnimodal LLM with support for 10+ hours of audio input, saying the Plus variant surpasses Gemini 3.1 Pro on audio benchmarks (Qwen)
Leaked January presentation: Coatue estimated that Anthropic would lose $14B in EBITDA on $18B in revenue in 2026 and reach a $1.995T valuation in 2030 (Eric Newcomer/Newcomer)
OpenAI introduces a Codex plugin for Claude Code, letting users invoke Codex from inside Claude Code to review code or delegate tasks (Vaibhav Srivastav/@reach_vb)
Micron shares closed down 10% on Monday and are now down 30% since Micron's earnings report on March 18; Sandisk fell 7% and Western Digital dropped 9% (Lola Murti/CNBC)
Inside David Sacks' new role shaping Trump's AI agenda; officials say Sriram Krishnan is taking on a position at the National Economic Council to focus on AI (Axios)
Social gaming startup Rec Room is shutting down its service on June 1, saying it could not find a path to profitability; it was valued at $3.5B in December 2021 (Todd Bishop/GeekWire)

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