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by Julian Bond, Voidstar

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Title: Techmeme
Date: Thu, 09 Apr 2026 09:45:01 -0400

link Source: OpenAI is finalizing a model with advanced cybersecurity capabilities that it plans to release only to a small set of companies, similar to Anthropic (Sam Sabin/Axios)
link OpenAI pauses Stargate in the UK, citing the high energy costs and regulatory environment; OpenAI announced it in September 2025 alongside Nvidia and Nscale (Mark Bergen/Bloomberg)
Annual letter: Andy Jassy says AWS's AI revenue has reached a $15B annual run rate as of Q1, and Amazon plans to spend ~$200B in capital expenditures in 2026 (Todd Bishop/GeekWire) + RELATED
link Annual letter: Andy Jassy says AWS's AI revenue has reached a $15B annual run rate as of Q1, and Amazon plans to spend ~$200B in capital expenditures in 2026 (Todd Bishop/GeekWire)
link In his annual letter, Andy Jassy says Amazon's space-internet service Leo will "launch in mid-2026", after delays; Amazon has FCC approval for 3,236 satellites (Thomas Ricker/The Verge)
link A DC appeals court denies Anthropic's bid to pause the DOD's supply chain risk designation, after a California judge granted a preliminary injunction in March (Jack Queen/Reuters)
link Sources: Alibaba anonymously released an AI video model called HappyHorse-1.0, which ranks top of Artificial Analysis' AI model leaderboard, above Seedance 2.0 (Juro Osawa/The Information)
Meta releases Muse Spark, the first model from Meta Superintelligence Labs under Alexandr Wang, to "power a smarter and faster" Meta AI across Meta's products (Financial Times) + RELATED
link Meta releases Muse Spark, the first model from Meta Superintelligence Labs under Alexandr Wang, to "power a smarter and faster" Meta AI across Meta's products (Financial Times)
link Meta says Muse Spark powers queries in Meta AI and its "shopping mode" feature, and it plans to release a version of Muse Spark under an open-source license (Ina Fried/Axios)
link Meta is opening a private API preview for Muse Spark to select partners, and plans to offer paid API access to a wider audience later; META closed up 6.5% (Jonathan Vanian/CNBC)
link Meta commits to spending additional $21B on AI cloud infrastructure from CoreWeave, running from 2027 to 2032, on top of its prior $14.2B deal that ends in 2031 (Jordan Novet/CNBC)
link Meta begins removing dozens of Facebook and Instagram ads that trial lawyers placed to reach eligible plaintiffs, after social media addiction trial losses (Dan Primack/Axios)
link A survey of 1,500 people aged 14 to 29: hopefulness regarding AI has dropped from 27% to 18% over the past year, and 50% report using GenAI daily or weekly (Callie Holtermann/New York Times)
link YouTube launches a Shorts feature to let creators generate photorealistic AI avatars using a "live selfie" recording of their face and voice, powered by Veo (Abner Li/9to5Google)
link Researchers: a zero-day vulnerability in Adobe Reader has been actively exploited since at least December 2025, and some docs contain Russian-language lures (Sergiu Gatlan/BleepingComputer)
link Tubi becomes the first streamer to launch a native app within ChatGPT, allowing viewers to find movies or shows to watch by using conversational phrases (Lauren Forristal/TechCrunch)
link John Deere agreed to pay $99M into a fund to settle a 2022 right-to-repair class action lawsuit, and make digital repair tools available to farmers for 10 years (Reuters)
link Spotify is adding toggles to stop video from playing inside the app for both music and podcasts, rolling out worldwide on all platforms and devices (Dominic Preston/The Verge)
link TSMC says its most advanced chip packaging tech, CoWoS, is growing at an 80% CAGR as it ramps up capacity; Nvidia has reportedly reserved most of the capacity (Katie Tarasov/CNBC)
link RISC-V chip designer SiFive raised a $400M Series G led by Atreides at a $3.65B valuation; CEO Patrick Little says it is the final funding round before an IPO (Stephen Nellis/Reuters)
link Google and Intel expand their partnership to deploy Intel's Xeon 6 chips and co-develop custom Infrastructure Processing Units to improve computing efficiency (Zaheer Kachwala/Reuters)
link Documents: OpenAI expects ads to generate ~$2.4B in 2026 revenue and to quadruple in 2027 to nearly $11B; in 2030, OpenAI expects ads to generate ~$102B (Sri Muppidi/The Information)
link Elorian, which builds visual AI models with better reasoning capabilities for industries like robotics, emerges from stealth with $55M at a $300M valuation (Bloomberg)
link Greek Prime Minister Kyriakos Mitsotakis says Greece will ban social media access for kids under 15 from January 1, 2027, and calls for coordinated EU action (Antonis Pothitos/Reuters)
link Samsung plans to invest $4B to construct a chip packaging facility in Vietnam's Thai Nguyen province to support AI demand; sources say the first phase costs $2B (Bloomberg)
link As AI transforms white-collar work, executives across sectors say trust, not AI, is the key differentiator where accuracy, accountability, and regulation matter (Financial Times)
link Poke, an AI agent that lets users automate tasks via text message, raised $10M, on top of a $15M seed in 2025, at a $300M post-money valuation (Sarah Perez/TechCrunch)
link OpenAI CFO Sarah Friar says OpenAI will "for sure" reserve shares for retail investors in its IPO, after "strong demand" from individuals in its latest round (CNBC)
link Sources: Anthropic completes an employee tender offer at a $350B valuation, falling short of the $6B investors wanted, as employees held shares ahead of the IPO (Bloomberg)
link A look at a global scramble to protect submarine cables vulnerable to potential sabotage, as companies develop monitoring tech like distributed acoustic sensing (Mike Cherney/Wall Street Journal)
link A look at Neo, a VC firm that made early bets on startups including Kalshi and Cursor, pushing the value of its first two funds far above industry averages (Yuliya Chernova/Wall Street Journal)
link Vinted reports 2025 revenue up 38% YoY to €1.1B, Gross Merchandise Value up 47% YoY to €10.8B, and net profit down 19% YoY to €62M, as it expands in Europe (Andrea Figueras/Wall Street Journal)
link Memo: UK NHS data chief Ming Tang says Palantir-built Federated Data Platform is delivering "outstanding results", as she pushes deeper rollout of Palantir tech (Chris Smyth/Financial Times)
link Anthropic announces Claude Managed Agents, offering developers an agent harness and other tools to build and deploy AI agents at scale, available in public beta (Maxwell Zeff/Wired)
link Sources: Arm CEO Rene Haas is in line for an additional role at SoftBank Group to advance Project Izanagi, the Japanese group's AI chip strategy (Financial Times)
link Nava, which develops cloud infrastructure for AI workloads by combining data centers, GPUs, and software tools, raised a $22M Series A led by Greenoaks Capital (Samreen Ahmad/Tech in Asia)
link A hacker claims to have stolen 10PB+ of data from China's National Supercomputing Center in Tianjin, including classified defense docs and missile schematics (Isaac Yee/CNN)
link An analysis of the 200 most-recent tweets on X by 18 big publishers indicates links seem to hurt engagement, after debate arose over X's value for sharing news (Laura Hazard Owen/Nieman Lab)
link UAE's leading AI company G42 says its data center campus and overseas plans are on track despite regional tensions and Iranian attacks on UAE infrastructure (Bloomberg)
link Yuga Labs settles its 2022 lawsuit against artist Ryder Ripps and Jeremy Cahen over their alleged copycatting of its BAYC NFTs; the terms were not disclosed (CoinDesk)
link Memo: xAI is reorganizing its engineering team, as SpaceX SVP Michael Nicolls says xAI is "clearly behind"; source: Nicolls has taken the title of xAI president (Grace Kay/Business Insider)
link The OpenAI Foundation says it is working to finalize over $100M in grants this month, across six institutions, to support and accelerate Alzheimer's research (Jacob Trefethen/OpenAI Foundation)
link Amazon says Kindle and Kindle Fire devices released in 2012 and earlier won't be able to access the Kindle Store from May 20; downloaded books can still be read (Andrew Liszewski/The Verge)
link Internal memo: Julia Liuson, the head of Microsoft's developer division, says she will resign after 34 years and move to an "advisory role" at the end of June (Tom Warren/The Verge)