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Techmeme

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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)
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)
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)
A mystery 1T-parameter AI model called Hunter Alpha, which appeared on OpenRouter on March 11, sparks speculation that DeepSeek is quietly testing its V4 model (Eduardo Baptista/Reuters)
Mistral announces Mistral Forge to help enterprises build custom models actually trained on their own data, using Mistral open-weight models as a starting point (TechCrunch)
You.com appoints Saahil Jain as new CTO after co-founder Bryan McCann left for Anthropic; You.com, which began in consumer search, is targeting enterprise more (Kevin McLaughlin/The Information)
SEC and CFTC issue guidance on which digital assets are securities, carving out stablecoins, digital collectives, and digital commodities as non-securities (Lydia Beyoud/Bloomberg)
An Argentine court ruled Polymarket lacked approval to operate and directed ISPs and app stores to restrict it; Polymarket is now unavailable in 30+ countries (Francisco Rodrigues/CoinDesk)
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)
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)
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)
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)
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)

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