Sony and TSMC announce a new JV to build next-gen image sensors for robots and cars, as Sony moves from in-house manufacturing to a more asset-light approach (Bloomberg)

Bloomberg:
Sony and TSMC announce a new JV to build next-gen image sensors for robots and cars, as Sony moves from in-house manufacturing to a more asset-light approach  —  Sony Group Corp. plans a new joint venture with Taiwan Semiconductor Manufacturing Co. as the first step toward what it called …

Specialist chipmaker Silex raised ~$220M in a Stockholm IPO and jumps nearly 160% in trading, the strongest open for a sizable European IPO in almost five years (Bloomberg)

Bloomberg:
Specialist chipmaker Silex raised ~$220M in a Stockholm IPO and jumps nearly 160% in trading, the strongest open for a sizable European IPO in almost five years  —  Silex Microsystems AB surged in its first day of trading on Nasdaq Stockholm after an initial public offering that raised …

Uber reports Q1 revenue up 14% YoY to $13.2B, below $13.3B est., Gross Bookings up 25% YoY to $53.7B, trips up 20% YoY to 3.6B, and a $1B revenue UK tax law hit (Financial Times)

Financial Times:
Uber reports Q1 revenue up 14% YoY to $13.2B, below $13.3B est., Gross Bookings up 25% YoY to $53.7B, trips up 20% YoY to 3.6B, and a $1B revenue UK tax law hit  —  Ride-hailing company posts weaker than expected first-quarter revenues but issues optimistic outlook

Sources: Denver-based, Blue Owl Capital-owned Stack Infrastructure is considering selling all or some of its Asia data center operations in an up to $30B deal (Bloomberg)

Bloomberg:
Sources: Denver-based, Blue Owl Capital-owned Stack Infrastructure is considering selling all or some of its Asia data center operations in an up to $30B deal  —  Stack Infrastructure Inc., a data center company owned by Blue Owl Capital, is considering options including a sale of its Asia operations …

In Q1, the iPhone 17 was the world's best-selling smartphone, with 6% of global sales; the iPhone 17 Pro Max and 17 Pro were 2nd and 3rd, and Galaxy A07 was 4th (Counterpoint Research)

Counterpoint Research:
In Q1, the iPhone 17 was the world's best-selling smartphone, with 6% of global sales; the iPhone 17 Pro Max and 17 Pro were 2nd and 3rd, and Galaxy A07 was 4th  —  Harshit Rastogi is Senior Analyst based out of Gurgaon, India.  He closely tracks global handset market ecosystem and wearables.

Vodafone plans to take full ownership of its VodafoneThree joint venture with Hong Kong conglomerate CK Hutchison, which agrees to sell its 49% stake for £4.3B (Kimberley Kao/Wall Street Journal)

Kimberley Kao / Wall Street Journal:
Vodafone plans to take full ownership of its VodafoneThree joint venture with Hong Kong conglomerate CK Hutchison, which agrees to sell its 49% stake for £4.3B  —  The deal is expected to be completed in the second half of 2026  —  Vodafone Group will take full ownership of its joint venture …

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 loneliness, detect emergencies, and slow cognitive decline  —  In the world's fastest aging society, artificial intelligence is being used to make care calls to older adults who live alone and to fight dementia.

Jensen Huang said Nvidia's market share of AI accelerators in China has "now dropped to zero" and that US export policy "has already largely backfired" (Anton Shilov/Tom's Hardware)

Anton Shilov / Tom's Hardware:
Jensen Huang said Nvidia's market share of AI accelerators in China has “now dropped to zero” and that US export policy “has already largely backfired”  —  US export restrictions bite. … Nvidia CEO Jensen Huang said that the company's market share of AI accelerators in China has now dropped to 0%.

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 …

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 …