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China’s Big Fund is now leading the DeepSeek round, and the price has more than doubled in two weeks

China's Big Fund is now in talks to lead DeepSeek's first external funding round at $45bn, more than double the figure being discussed two weeks ago.
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Samsung Electronics crosses $1tn, joining TSMC, as the AI memory cycle pulls Korea into a record

Samsung Electronics crossed $1tn in market capitalisation on Wednesday, joining TSMC as only the second Asian company to do so.
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Intel is bringing a chip to every computing category at Computex. The last time it could do that, it was the company everyone was trying to catch.

Intel will show Panther Lake Arc G3 handhelds, a 52-core Nova Lake desktop, and 288-core Clearwater Forest Xeon at Computex 2026. All are built on the 18A node.
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The recycling industry loses 40 per cent of its workers every year. A humanoid robot trained by VR headsets is the replacement plan.

UK recycling firm deploys Chinese-built humanoid robot as waste sorting sector faces 40% annual staff turnover and 8x fatality rate ...
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Anthropic ships ten financial-services agents and pulls Moody’s inside Claude. The bank-software business is being rewritten.

Anthropic unveiled Claude Opus 4.7, a library of ~10 pre-built financial-services agents, a Moody's native app, an FIS-built AML investigator going live at BMO.
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China’s humanoid robot boom faces reality check as 150 companies chase a market where only 23% of buyers are satisfied

China has 150+ humanoid robot companies and 90% global market share but only 23% buyer satisfaction. Morgan Stanley warns of a shake-out as IPOs outpace demand.
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In April 2025, Intel was trading at $18. Fourteen months later it hit an all-time high. The turnaround was not built by Intel alone.

Intel stock climbed 14% on Apple chip manufacturing talks, extending a 330% rally since the government took a 10% stake. The 18A node is drawing Apple, Musk, and Amazon.
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AI-native spending surged 94 per cent. Traditional SaaS grew at eight. The enterprise software industry is watching the clock.

AI-native spending grew 94% YoY while traditional SaaS hit 8%. The SaaSpocalypse erased $285B in software valuations. Every enterprise vendor is pivoting to agents.
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Duolingo beat every estimate Wall Street had. Then it told investors it was going to slow down on purpose. The stock dropped 14 per cent.

Duolingo reported 27% revenue growth and 89 cents EPS but guided to 6% bookings growth as CEO von Ahn prioritises 100M DAUs over near-term revenue. Stock fell 14%.
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QuantWare lands €152m to build the world’s largest open-architecture quantum processor fab in Delft

QuantWare has closed a €152m Series B led by Intel Capital, In-Q-Tel, and ETF Partners, the largest Dutch deeptech round ever.
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Volkswagen just became Rivian’s biggest investor. It is not buying trucks. It is buying the software its own engineers could not build.

VW now holds 15.9% of Rivian after a $1B share purchase, displacing Amazon for the first time since the 2021 IPO. The investment buys software VW failed to build.
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Five major publishers are suing Meta over Llama. They have evidence that the previous plaintiffs did not.

Five major publishers sued Meta in Manhattan federal court on 5 May 2026, alleging Llama was trained on pirated material.