人工智能

Sales of PC motherboards are expected to fall 25%+ YoY in 2026, as PC users delay their upgrades amid AI-driven price surges for memory, storage, and processors (www.tomshardware.com)
2026-5-9 AI

Palo Alto Networks says in its testing, three weeks of frontier AI-assisted analysis matched a full year of manual penetration testing, with broader coverage (www.paloaltonetworks.com)
2026-5-9 AI

Source: Mistral AI and TML's founding member Devendra Chaplot, who was considered a marquee hire when he joined xAI in March, exited xAI after roughly a month (www.theinformation.com)
2026-5-9 AI

Sources: WH is preparing to order US agencies to partner with AI companies on cybersecurity; the EO wouldn't require pre-release model testing by the government (www.bloomberg.com)
2026-5-9 AI

Impressions of China's AI ecosystem after visiting many leading AI labs there, and the similarities and differences in working on LLMs in China and the West (www.interconnects.ai)
2026-5-9 China AI

Sources: Apollo Global and Blackstone are among private credit lenders in talks with Broadcom over a ~$35B financing deal to fund the development of AI chips (www.bloomberg.com)
2026-5-9 AI

Sources: Isomorphic Labs, an AI-powered drug discovery company spun out of Google DeepMind, is in advanced talks to raise $2B+ led by Thrive Capital (www.bloomberg.com)
2026-5-9 Google AI

Shadow AI Is Everywhere. Here's How to Find and Secure It. (www.bleepingcomputer.com)
2026-5-9 AI

AI Hard Drive Shortage Makes Archiving the Internet Harder (hardware.slashdot.org)
2026-5-9 AI

Chrome Silently Installs a 4GB AI Model On Your Device Without Consent (tech.slashdot.org)
2026-5-9 AI Chrome

Cloudflare To Cut About 20% Workforce As AI Adoption Reshapes Operations (slashdot.org)
2026-5-9 AI

Investor letter: TCI, one of the world's biggest hedge funds, cut almost all of its $8B stake in Microsoft, citing AI-related risks to Office and Azure (www.ft.com)
2026-5-9 Microsoft AI

Whoop plans to offer on-demand video consultations with licensed clinicians for US users, and adds electronic health records and AI-powered health guidance (www.cnbc.com)
2026-5-9 AI

Agentic AI is spreading fast. Here's how to find and secure it. (www.bleepingcomputer.com)
2026-5-9 AI

Sources: White House unease over Mythos has left some Trump officials and congressional aides fearful that it represents a reversal of its hands-off AI policy (www.wsj.com)
2026-5-8 Trump AI

Sources: Apple plans to let iOS 27, iPadOS 27, and macOS 27 users choose from third-party AI models to perform tasks like generating and editing text and images (www.bloomberg.com)
2026-5-8 IOS AI Apple

Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, an outlier in the software industry amid the AI boom (siliconangle.com)
2026-5-8 AI

Sources: the US suspects OBON, a key company behind Thailand's national AI effort, of smuggling Super Micro servers with export-controlled Nvidia chips to China (www.bloomberg.com)
2026-5-8 China Thailand AI Nvidia

Filings: Baidu's AI chip unit Kunlunxin is planning a dual IPO on Shanghai's STAR Board and in Hong Kong; Baidu holds a 58% stake in Kunlunxin (www.bloomberg.com)
2026-5-8 Hong Kong IPO AI Shanghai

Sources: White House unease over Mythos has left some administration officials fearful that the change represents a reversal of its hands-off AI policy (www.wsj.com)
2026-5-8 AI

Mozilla says Anthropic's Mythos Preview and other AI models helped it identify and ship 423 Firefox security bug fixes in April, compared to 31 a year earlier (techcrunch.com)
2026-5-8 AI Firefox Mozilla

Sources: AI model builder Core Automation, founded in March by Jerry Tworek, aims to raise $300M-$500M at a $4B valuation after raising $100M at a $1B valuation (www.theinformation.com)
2026-5-8 AI

IMF Warns New AI Models Risk 'Systemic' Shock To Finance (news.slashdot.org)
2026-5-8 AI IMF

Nvidia and data center operator IREN announce a deal to deploy up to 5 GW of AI infrastructure; Nvidia can invest $2.1B into IREN; IREN jumps 9%+ after hours (www.cnbc.com)
2026-5-8 AI Nvidia

Cloudflare reports Q1 revenue up 34% YoY to $639.8M, plans to cut 1,100+ jobs as it shifts to an “agentic AI-first operating model”; NET drops 13%+ after hours (www.bloomberg.com)
2026-5-8 AI

EU legislators reach a deal to postpone restrictions on high-risk AI until December 2027 and to exempt the use of AI in industrial applications from the AI Act (www.politico.eu)
2026-5-8 AI

While Anthropic will use the Colossus 1 data center, which has a really bad environmental record, xAI retains the larger Colossus 2 for its own AI training (simonwillison.net)
2026-5-8 AI

Elon Musk says SpaceX reserves “the right to reclaim the compute” from Anthropic if its “AI engages in actions that harm humanity” (x.com)
2026-5-8 AI Elon Musk SpaceX

AWS unveils Amazon Bedrock AgentCore Payments and partners with Coinbase and Stripe to enable AI agents to execute transactions using stablecoins (www.theblock.co)
2026-5-8 Amazon AI Coinbase

Nova Intelligence, which is building agentic AI for SAP ahead of a 2030 migration, raised a $31.5M Series A led by Chemistry, taking its total funding to $40M+ (fortune.com)
2026-5-8 AI Intelligence

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