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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)
Amsterdam-based Nebius plans to raise ~$3.75B in convertible debt to fund its data center expansion and to purchase customized AI chips, after its Meta deal (Mark Bergen/Bloomberg)
Agentic cybersecurity startup Surf AI, which helps teams read signals from identity, cloud, and other tools, emerges from stealth with $57M in seed and Series A (Chris Metinko/Axios)
Darton Commodities: the global cobalt shortage is set to persist through 2030, after Congo limited exports in 2025; the DRC accounts for 70%+ of global supply (Annie Lee/Bloomberg)
Enterprise AI automation startup Standard Template Labs raised a $49M seed co-led by Iconiq and CRV, a source says at a $300M post-money valuation (Natasha Mascarenhas/Bloomberg)
Mastercard agrees to acquire London-based stablecoin payments infra startup BVNK for up to $1.8B, including $300M in contingent payments, set to close in 2026 (Reuters)
PayPal expands access to its PYUSD stablecoin from the US and the UK to 70 countries in total, including Colombia, Panama, Peru, Singapore, Uganda, and Malawi (Ben Weiss/Fortune)
Q&A with Kalshi co-founders Tarek Mansour and Luana Lopes Lara on suing the US government, solving market making, agentic and insider trading, ethics, and more (John Collison/Cheeky Pint)
Qualcomm says it plans to buy back another $20B worth of shares and is raising its quarterly cash dividend, after unveiling a $15B buyback in November 2024 (Lynn Doan/Bloomberg)

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