SynMax: ~40% of US data centers due in 2026 are facing delays, with major sites for Microsoft, OpenAI, and others likely set back by more than three months (Financial Times)

Financial Times:
SynMax: ~40% of US data centers due in 2026 are facing delays, with major sites for Microsoft, OpenAI, and others likely set back by more than three months  —  Delays to a swath of new US data centres threaten to slow the rollout of AI by the world's biggest tech companies …

Uber agrees to pay ~€270M for an additional 4.5% stake in German food delivery rival Delivery Hero from Prosus, which would bring its total stake to ~7% (Financial Times)

Financial Times:
Uber agrees to pay ~€270M for an additional 4.5% stake in German food delivery rival Delivery Hero from Prosus, which would bring its total stake to ~7%  —  German delivery group's largest shareholder Prosus has agreed to reduce its stake over EU competition concerns

TSMC reports Q1 revenue up 35.1% YoY to ~$35B, net income up 58.3% YoY to ~$18B, both above est., and says 7nm or smaller chips were ~74% of its wafer revenue (Dylan Butts/CNBC)

Dylan Butts / CNBC:
TSMC reports Q1 revenue up 35.1% YoY to ~$35B, net income up 58.3% YoY to ~$18B, both above est., and says 7nm or smaller chips were ~74% of its wafer revenue  —  Taiwan Semiconductor Manufacturing Company on Thursday reported a 58% increase in first-quarter profit, beating estimates and hitting …

Sources: SoftBank invites more banks to join its $40B loan backing its OpenAI investment, requiring them to commit ~$5B each; SoftBank has already invested $30B (Bloomberg)

Bloomberg:
Sources: SoftBank invites more banks to join its $40B loan backing its OpenAI investment, requiring them to commit ~$5B each; SoftBank has already invested $30B  —  More banks are being invited to join SoftBank Group Corp.'s $40 billion loan backing its investment in US tech giant OpenAI …

Kraken parent Payward is raising $200M from Frankfurt stock exchange operator Deutsche Börse for a 1.5% fully diluted stake, valuing Kraken at $13.3B (Emily Nicolle/Bloomberg)

Emily Nicolle / Bloomberg:
Kraken parent Payward is raising $200M from Frankfurt stock exchange operator Deutsche Börse for a 1.5% fully diluted stake, valuing Kraken at $13.3B  —  Deutsche Börse AG invested $200 million in Payward Inc., the parent of crypto trading platform Kraken, as the Frankfurt stock …

OpenAI's economic agenda is oddly socialist and wildly hypocritical, and is largely undermined by OpenAI's support for Republicans who attack welfare programs (Eric Levitz/Vox)

Eric Levitz / Vox:
OpenAI's economic agenda is oddly socialist and wildly hypocritical, and is largely undermined by OpenAI's support for Republicans who attack welfare programs  —  The AI company released a set of highly progressive policy ideas.  There's just one small problem.

Rockstar confirms "a limited amount of non-material company information was accessed in connection with a third-party data breach"; ShinyHunters demand a ransom (Zack Zwiezen/Kotaku)

Zack Zwiezen / Kotaku:
Rockstar confirms “a limited amount of non-material company information was accessed in connection with a third-party data breach”; ShinyHunters demand a ransom  —  Well known hacking group ShinyHunters claims to have breached the GTA 6 developers cloud servers  —  More bad news for Rockstar Games.

OpenAI plans to open its first permanent London office with a 500+ staff capacity; in February, OpenAI said it would make London its largest non-US research hub (Kai Nicol-Schwarz/CNBC)

Kai Nicol-Schwarz / CNBC:
OpenAI plans to open its first permanent London office with a 500+ staff capacity; in February, OpenAI said it would make London its largest non-US research hub  —  OpenAI has announced it's opening its first permanent London office with a capacity of over 500 team members …

As weather betting grows on prediction markets, climate experts are debating whether it improves forecasts by aggregating knowledge or is simply a zero-sum game (Bloomberg)

Bloomberg:
As weather betting grows on prediction markets, climate experts are debating whether it improves forecasts by aggregating knowledge or is simply a zero-sum game  —  From Kalshi and Polymarket to niche scientific platforms, traders are predicting the weather — and climate experts are debating the results.

Sources: UK regulators plan to warn banks, insurers, and exchanges about security risks exposed by Claude Mythos Preview at a meeting within the next two weeks (Martin Arnold/Financial Times)

Martin Arnold / Financial Times:
Sources: UK regulators plan to warn banks, insurers, and exchanges about security risks exposed by Claude Mythos Preview at a meeting within the next two weeks  —  Leading banks, insurers and exchanges to be warned over cyber security vulnerabilities exposed by Claude Mythos

Sources: Apple is testing four AI glasses designs with rectangular and oval frames, multiple colors, and a camera system with vertically oriented oval lenses (Mark Gurman/Bloomberg)

Mark Gurman / Bloomberg:
Sources: Apple is testing four AI glasses designs with rectangular and oval frames, multiple colors, and a camera system with vertically oriented oval lenses  —  Also: The latest on the foldable iPhone.  —  Apple is working on several frame styles and a unique camera design for its first smart glasses.

Flipkart and Amazon's quick commerce push in India is intensifying competition in an already crowded space where profitability remains under pressure (Jagmeet Singh/TechCrunch)

Jagmeet Singh / TechCrunch:
Flipkart and Amazon's quick commerce push in India is intensifying competition in an already crowded space where profitability remains under pressure  —  India's quick commerce market is booming, with demand more than doubling for some players.  But the fast-delivery push by Flipkart …

A wave of top AI researchers returned from the US to China in the past year, driven by better pay, quality of life, and a more restrictive US immigration system (Zijing Wu/Financial Times)

Zijing Wu / Financial Times:
A wave of top AI researchers returned from the US to China in the past year, driven by better pay, quality of life, and a more restrictive US immigration system  —  Engineers and scientists return for better pay and quality of life as US grows more hostile  —  In the hushed corridors …

Google says that Polymarket bets showing up in Google News was an error, and the prediction market's bets on real world events were not supposed to appear there (Terrence O'Brien/The Verge)

Terrence O'Brien / The Verge:
Google says that Polymarket bets showing up in Google News was an error, and the prediction market's bets on real world events were not supposed to appear there  —  Links to bets on world events were appearing alongside legitimate news organizations.

Japan approves an additional $4B in subsidies to Rapidus to bankroll the chipmaker's work for Fujitsu, taking the total state investment and fees to $16.3B (Mari Kiyohara/Bloomberg)

Mari Kiyohara / Bloomberg:
Japan approves an additional $4B in subsidies to Rapidus to bankroll the chipmaker's work for Fujitsu, taking the total state investment and fees to $16.3B  —  Japan approved ¥631.5 billion ($4 billion) in additional subsidies to quicken Rapidus Corp.'s entry into the high-stakes AI chipmaking arena …