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OpenAI says a GitHub workflow used to sign its macOS apps downloaded a malicious Axios library on March 31, but no user data or internal system was compromised (Sam Sabin/Axios)
Alat, a $100B Saudi Arabia PIF-backed electronics manufacturing fund, has removed CEO Amit Midha; sources say it has dropped plans to invest in chip production (Matthew Martin/Semafor)
UK activist investor Palliser has built a stake in Ajinomoto, urging it to raise prices for its ABF, a key material used to form advanced chipmaking substrates (Yang Jie/Wall Street Journal)
Indian IT giant TCS reports Q4 sales up 9.7% YoY to $7.63B, net profit up 12.2% to $1.48B, both above est., and says new AI models did not hurt services demand (Reuters)
Ramp data: 30.6% of US businesses paid for Anthropic's tools in March, up from 24.4% in February; OpenAI's US business adoption remained nearly flat MoM at ~35% (Clara Murray/Financial Times)
Court filing: OpenAI says Elon Musk's recent amendments to his OpenAI lawsuit are a "legal ambush", calling them "legally improper and factually unsupported" (Robert Burnson/Bloomberg)
How AI is transforming golf: optimizing course operations, virtual assistants handling tee time bookings, and AI instructor apps improving player performance (Bradley S. Klein/Wall Street Journal)
An investigation details Webloc, an ad-based geo surveillance system providing access to a constantly updated stream of records from up to 500M mobile devices (The Citizen Lab)
How Black Forest Labs, a 70-person startup based in Germany, became a top competitor in AI image generation; sources: it recently declined to partner with xAI (Maxwell Zeff/Wired)
Sources: Anthropic is weighing the possibility of designing its own chips, but it has yet to commit to a design or put together a dedicated team for the project (Reuters)
Sources: SpaceX lost just under $5B last year while generating more than $18.5B in revenue; the loss figure includes xAI (Cory Weinberg/The Information)
Alibaba led a ~$293M funding round for ShengShu, just two months after the creator of the Vidu AI video generator raised ~$88M (Bloomberg)
Sources: US Treasury Secretary Scott Bessent and Fed Chair Jerome Powell warned bank CEOs about Anthropic's Mythos model's risks at an urgent meeting Tuesday (Bloomberg)
Apple is closing its Towson, Maryland store, the first US location where retail employees unionized; the union says it is "outraged" and exploring legal options (Joe Rossignol/MacRumors)
Luminai, an AI-native platform for automating administrative healthcare workflows, raised a $38M Series B led by Peak XV, bringing its total funding to $60M (Seth Joseph/Forbes)
AfterQuery, which sells coding and finance training data to AI labs, says it raised a $30M Series A at a $300M valuation, and has hit a $100M+ annual run rate (Anna Tong/Forbes)
Sources: Alibaba appointed Cloud CTO Zhou Jingren to lead its AI unit after a pivot from open source to monetizable "MaaS" models led to Qwen exec departures (Financial Times)
OpenAI backs an Illinois bill shielding AI labs from liability even for "critical harms," like 100+ deaths or $1B+ damage, if safety reports were published (Maxwell Zeff/Wired)
TSMC reports Q1 revenue up 35% YoY to ~$35.6B, above ~$35.2B est., signaling global chip demand remained intact during early weeks of the war in the Middle East (Debby Wu/Bloomberg)
Documents: Shenzhen-based computing company Sharetronic bought hundreds of Super Micro systems containing banned Nvidia H100 and H200 chips in 2025, worth ~$92M (Bloomberg)

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