Technology developments, security incidents, and digital policy
Nvidia B300 server prices in China have nearly doubled to approximately $1 million per unit due to high demand and a crackdown on chip smuggling that has reduced black market supply.
Samsung's chip profit surged nearly 50-fold, and the supply shortage is expected to worsen in 2027.
China has blocked a $2 billion deal between Meta and AI firm Manus, likely over concerns about talent and technology outflows.
Google Cloud's revenue has surpassed $20 billion, but the company states that its growth was limited by capacity constraints.
Amazon reports that AWS has reached an annualized revenue run rate of $150 billion, while Trainium chip commitments have surpassed $225 billion; the company adds that its capital spending plan remains largely unchanged.
Alphabet CEO Sundar Pichai announced that enterprise AI solutions are now the primary growth driver for the company's cloud division and confirmed plans to supply TPU hardware directly to select customer data centers.
AWS revenue rose 28% year-over-year in Q1 to $37.6 billion, surpassing estimates of $36.64 billion and marking its fastest growth in 15 quarters, while capital expenditures increased to $44.2 billion from $25 billion in Q1 2025.
Meta's Reality Labs division recorded a $4.03 billion operating loss in the first quarter, as the company continues to invest heavily in artificial intelligence.
Amazon Web Services posted its fastest quarterly growth in over three years, driven by expanded data center capacity and increased business from AI firms Anthropic and OpenAI, Bloomberg reports.
Microsoft exceeded analysts' revenue and earnings expectations, driven by 40% year-over-year growth in its Azure cloud computing business.
Qualcomm, the largest maker of smartphone processors, gave a weak forecast for the current period, adding to evidence that an industrywide shortage of memory chips is hurting the phone business.
Parallel Web Systems has reached a $2 billion valuation, five months after its previous significant funding round.
Apple has failed in its attempt to pause changes to its App Store fee structure as the legal battle moves to the Supreme Court.
Families of seven victims of a February mass shooting in a Canadian mining town have filed a lawsuit against OpenAI, alleging the company failed to report the suspect's ChatGPT activity to law enforcement.
Elon Musk is expected to retake the stand for the third day of the OpenAI trial.
Google has entered into an agreement with the US Department of War to provide artificial intelligence models for classified government operations, according to a report by The Information.
Chinese regulators have blocked Meta's $2 billion acquisition of Manus, citing a brief regulatory decree that introduces uncertainty for the nation's artificial intelligence sector.
The European Union has determined that Meta is failing to adequately prevent children under the age of 13 from accessing its Facebook and Instagram platforms.
The European Union has informed Meta that its current measures to restrict children's access to Facebook and Instagram are insufficient and in violation of EU law.
Internet monitoring group NetBlocks reports that Iran's nationwide internet blackout has reached its 61st day, totaling over 1,400 hours of connectivity disruption.
The European Commission has preliminarily found Meta Platforms in breach over child safety, stating the company has not taken sufficient measures to diligently identify, assess, and mitigate risks for minors using its platforms, despite its own rules setting 13 as the minimum age.
Facebook, Instagram charged with breaching rules, must do more to protect kids below 13, EU says
The European Union has escalated its investigation into Meta regarding the company's alleged failure to prevent minors from signing up for its platforms.
The European Union has accused Meta of failing to prevent children under the age of 13 from using Facebook and Instagram, citing concerns over exposure to age-inappropriate content.
China has suspended the issuance of new licenses for autonomous vehicles following an incident in Wuhan where dozens of Baidu Apollo Go robotaxis obstructed traffic and stranded passengers.
Parallel Web Systems has raised $100 million in a Series B funding round led by Sequoia Capital, valuing the company at up to $2 billion.
Goldman Sachs suspends its bankers' use of Anthropic's Claude in Hong Kong, the Financial Times reports.
Match Group invests $100 million in Sniffies, a cruising app for gay men.
Google has expanded the Pentagon's access to its artificial intelligence technologies following a reported refusal by Anthropic to provide similar services.
Amazon and OpenAI have announced an expanded partnership to provide access to OpenAI's models via Amazon Web Services, following OpenAI's recent revision of its agreement with Microsoft.