Techmeme
-
Texas Instruments stock rose 19% on Thursday, its best day since 2000, after upbeat Q2 guidance driven by high demand for analog chips used in AI data centers (Katie Tarasov/CNBC)
-
Shenzhen-based Pudu Robotics, which makes commercial service robots, raised ~$150M, bringing its total funding to $300M+, and says its valuation exceeds $1.5B (The Robot Report)
-
Intel reports Q1 revenue up 7% YoY to $13.58B, vs. $12.42B est., and forecasts Q2 revenue and adjusted EPS above estimates; INTC jumps 15%+ after hours (Katie Tarasov/CNBC)
-
Music publishers including UMG, Warner Music, and Sony drop a copyright suit against Verizon following a SCOTUS decision limiting ISP liability in Cox's suit (Kyle Jahner/Bloomberg Law)
-
Xbox CEO Asha Sharma and Chief Content Officer Matt Booty detail their "return of Xbox" strategy, including daily active players as its "new north star" (Tom Warren/The Verge)
-
Instagram launched Instants, an app for sharing disappearing photos, in Italy this week, after rolling out an Instants feature in its main app in some regions (Sydney Bradley/Business Insider)
-
OpenAI says "GPT-5.5 matches GPT-5.4 per-token latency in real-world serving, while performing at a much higher level of intelligence" (OpenAI)
-
Anthropic says it has fixed three causes of recent Claude Code quality issues: reduced default reasoning, a caching bug, and a system prompt to reduce verbosity (Anthropic)
-
GPT-5.5 is priced at $5/1M input tokens and $30/1M output tokens, double GPT-5.4's pricing; GPT-5.5 Pro costs $30/1M input tokens and $180/1M output tokens (Carl Franzen/VentureBeat)
-
GPT-5.5 is rolling out to Plus, Pro, Business, and Enterprise users in ChatGPT and Codex, and GPT-5.5 Pro to Pro, Business, and Enterprise users in ChatGPT (The Verge)
-
OpenAI says GPT-5.5's improvements are strongest in agentic coding, computer use, and early scientific research, which require reasoning across longer contexts (Madison Mills/Axios)
-
OpenAI launches GPT-5.5, designed to handle complex tasks with minimal guidance; the model will be used to power the company's upcoming "super app" (Rachel Metz/Bloomberg)
-
At a town hall, Asha Sharma said Microsoft is returning to using Xbox for its gaming division, instead of Microsoft Gaming, as "Xbox needs to be our identity" (Tom Warren/The Verge)
-
Memo: Meta plans to cut 10% of workers, or ~8,000 jobs, on May 20 and won't fill 6,000 open roles, in an effort to offset its AI spending and boost efficiency (Kurt Wagner/Bloomberg)
-
Microsoft announces its first voluntary retirement program, for staff whose years of employment and age add up to 70+; source: 7% of US employees are eligible (Jordan Novet/CNBC)