Technology

Google Previews Android 17 'Gemini Intelligence' Ahead of Apple's WWDC

Google previewed Android 17 with a "Gemini Intelligence" branding on May 12, four weeks before Apple's WWDC keynote. The agentic features Google demoed are the gap Apple has to close on June 8.

Technology

Anthropic Nears $300M+ Acquisition of Developer Tools Startup Stainless

Anthropic is in advanced talks to buy SDK-generation startup Stainless for at least $300 million — a deal that would take out a key developer-tools supplier to OpenAI and Google in the same stroke.

Technology

Google Disrupts Hacker Group Using AI to Develop Zero-Day Exploit and Bypass 2FA

Google Threat Intelligence Group says it has "high confidence" a criminal actor used an AI model to find and weaponize a zero-day in a popular open-source admin tool — and was prepared to launch a mass exploitation event before Google intervened.

Technology

Anthropic Rents Entire 300MW, 220,000-GPU Colossus 1 Data Center From SpaceX

Anthropic signed a deal on May 6 to take over the full 300MW, 220,000-GPU capacity of SpaceX's Colossus 1 data center in Memphis. Musk owns the rival lab. He took the check anyway. Claude Code rate limits already doubled.

Technology

Qualcomm CEO Cristiano Amon Confirms AI-Wearable Chip Deals With OpenAI and Meta

Qualcomm CEO Cristiano Amon told Fortune the company is supplying chips to "pretty much all" the major AI players building post-smartphone devices, including OpenAI and Meta. The model wars get the headlines. The chip wars under them are already settled.

Technology

Cloudflare Cuts 1,100 Jobs (20% of Staff) the Same Quarter Revenue Grew 34% to $639.8M

CEO Matthew Prince tied the cuts directly to "the agentic AI era" — making Cloudflare the cleanest test case yet of whether AI-driven layoffs land while the business is growing, not shrinking.

Technology

Pentagon Rules Out Anthropic Reconciliation

Pentagon Undersecretary Emil Michael told the SCSP AI+ Expo on May 7 the Department of War will "never again" be single-threaded on one AI vendor — even as he praised Anthropic's Mythos as "a cyber moment" for U.S. cybersecurity.

Technology

Anthropic Hits $30B ARR in April 2026, Surpassing OpenAI's $24B for the First Time

Anthropic's enterprise-first model just closed a 30x revenue gap on OpenAI in 15 months — and projects to spend roughly a quarter as much on training to do it.

Technology

Bret Taylor's Sierra Raises $950M at $15.8B Valuation as ARR Hits $150M

Sierra is now valued at $15.8B and has more than $1B in cash. The interesting number isn't the valuation — it's the ARR curve from $100M to $150M in three months.

Technology

JPMorgan Reclassifies AI Spending as Core Infrastructure in $19.8B 2026 Budget

JPMorgan moved AI off the experimental ledger and onto core infrastructure, anchoring a $19.8B 2026 tech budget. The dollar figure isn't the news. The accounting category is. Here's what changes when a top-five US bank decides AI sits next to the payment rails.

Technology

SoftBank's Next $100 Billion Bet: A Robotics Company That Builds Data Centers

Masa Son is preparing to IPO a new venture called Roze at a $100 billion valuation. Roze's product? Robots that build the data centers that train the AI that runs the robots. The recursion is the point.

Technology

Google replaces ChromeOS with Aluminium OS in 2026

Google's new Android-based desktop OS, launching on HP, Lenovo, Acer, ASUS, and Samsung hardware later this year, is more than a ChromeOS rebrand. It's Google's first serious attempt to put a Gemini-native operating system inside a laptop you can buy at Best Buy.