Sunday, May 3, 2026

Analysis: Asian suppliers account for ~90% of Nvidia's production costs, up from 65% in 2025, as latest wave of collaborations shifts from chips to physical AI (Abhishek Vishnoi/Bloomberg)

Abhishek Vishnoi / Bloomberg:
Analysis: Asian suppliers account for ~90% of Nvidia's production costs, up from 65% in 2025, as latest wave of collaborations shifts from chips to physical AI  —  The list of Asian stocks that benefit from business partnership with Nvidia Corp. is getting longer, as the region further integrates …



JLL: Japan's $23B data center market is set to grow ~50% by 2030, with 90% of sites concentrated in densely populated regions, prompting pushback from residents (Financial Times)

Financial Times:
JLL: Japan's $23B data center market is set to grow ~50% by 2030, with 90% of sites concentrated in densely populated regions, prompting pushback from residents  —  Japan is getting ready for a huge surge in AI facilities — and complaints from nearby residents



How Amazon's expansion into fashion helped Jeff Bezos enter fashion's inner circle, as he and Lauren Sánchez Bezos become underwriters for this year's Met Gala (Chavie Lieber/Wall Street Journal)

Chavie Lieber / Wall Street Journal:
How Amazon's expansion into fashion helped Jeff Bezos enter fashion's inner circle, as he and Lauren Sánchez Bezos become underwriters for this year's Met Gala  —  The Amazon founder and Lauren Sánchez Bezos have become front-row fixtures through business expansion and charitable giving



Nintendo's share price has fallen by ~45% since August 2025, as rising memory chip costs drive investor concerns over profit margins for the Switch 2 (David Keohane/Financial Times)

David Keohane / Financial Times:
Nintendo's share price has fallen by ~45% since August 2025, as rising memory chip costs drive investor concerns over profit margins for the Switch 2  —  Higher memory chip costs fuel fears of price rise for Switch 2 and cast shadow over console's success  —  The latest Super Mario movie released …



Saturday, May 2, 2026

Sources: Nigerian mobile payments service OPay is preparing for a US IPO at a $4B valuation with Citigroup, Deutsche Bank, and JPMorgan Chase advising (Bloomberg)

Bloomberg:
Sources: Nigerian mobile payments service OPay is preparing for a US IPO at a $4B valuation with Citigroup, Deutsche Bank, and JPMorgan Chase advising  —  Opay Digital Services Ltd. is working with Citigroup Inc., Deutsche Bank AG, and JPMorgan Chase & Co. as the Nigeria-focused payments platform prepares …



Sources: Anthropic is in early talks to buy AI inference chips from UK-based Fractile when they become available in 2027 (The Information)

The Information:
Sources: Anthropic is in early talks to buy AI inference chips from UK-based Fractile when they become available in 2027  —  As Anthropic's sales explode, straining the servers it uses, the company is considering adding another source of AI server chips in addition to existing suppliers Google, Amazon and Nvidia.



A look at casino-style games, considered gambling in some US states, where player "whales" spend tens of thousands via IAP on Apple, Google, and Meta platforms (Bloomberg)

Bloomberg:
A look at casino-style games, considered gambling in some US states, where player “whales” spend tens of thousands via IAP on Apple, Google, and Meta platforms  —  “please remove this game from my computer ..thank you,” read the email to a customer service representative for High 5 Casino …



A profile of OpenAI CFO Sarah Friar, who sources say helped keep OpenAI's Microsoft deal on track and has privately suggested waiting until 2027 for an IPO (Wall Street Journal)

Wall Street Journal:
A profile of OpenAI CFO Sarah Friar, who sources say helped keep OpenAI's Microsoft deal on track and has privately suggested waiting until 2027 for an IPO  —  The chief financial officer is managing Sam Altman—and ambitions for one of the biggest IPOs ever.  She has pulled off impossible ones before.



Friday, May 1, 2026

Tim Cook says that the Mac Studio and the Mac mini, which many are buying for AI and agentic tools, "may take several months to reach supply demand balance" (Juli Clover/MacRumors)

Juli Clover / MacRumors:
Tim Cook says that the Mac Studio and the Mac mini, which many are buying for AI and agentic tools, “may take several months to reach supply demand balance”  —  During today's earnings call for the second fiscal quarter of 2026, Apple CEO Tim Cook said that the Mac mini and Mac Studio …



Cloud computing provider Nebius agrees to buy Eigen AI, which optimizes the performance of chips running AI inference tasks, for $615M in stock and cash (Dina Bass/Bloomberg)

Dina Bass / Bloomberg:
Cloud computing provider Nebius agrees to buy Eigen AI, which optimizes the performance of chips running AI inference tasks, for $615M in stock and cash  —  Cloud computing provider Nebius Group NV agreed to buy Eigen AI, a startup that boosts the performance of chips used …



Apple CFO Kevan Parekh says "the iPhone 17 family is now the most popular lineup in our history" and "we believe we gained market share during the quarter" (Michael Acton/Financial Times)

Michael Acton / Financial Times:
Apple CFO Kevan Parekh says “the iPhone 17 family is now the most popular lineup in our history” and “we believe we gained market share during the quarter”  —  John Ternus pledges to continue ‘deliberateness and discipline’ in first comments since being named next CEO



How AI tools such as Naver's Talking Buddy and SuperBrain are helping South Korea's elderly ease loneliness, detect emergencies, and slow cognitive decline (Choe Sang-Hun/New York Times)

Choe Sang-Hun / New York Times : How AI tools such as Naver's Talking Buddy and SuperBrain are helping South Korea's elderly ease...