Yaaa News
Tech / Business / Security — the few worth reading each day
AI cybersecurity arms race — Anthropic Mythos vs OpenAI Daybreak
Within six weeks, both Anthropic (Project Glasswing + Claude Mythos) and OpenAI (Daybreak) entered enterprise cybersecurity. Mozilla used Mythos to fix 271 bugs in Firefox.
Huang admits it: China AI chip market handed to Huawei
NVIDIA CEO Jensen Huang on CNBC: «Huawei is very, very strong.» Q2 outlook excludes any China revenue. China used to be ~20% of NVIDIA's data center business.
Anthropic in talks with Microsoft for Maia chips — pays SpaceX $1.5B monthly
Anthropic faces severe compute shortage. Q1 demand grew 80× annualized; plans accounted for 10×. Now in talks to rent Microsoft Maia servers, while paying SpaceX $1.25B/month for compute.
AMD pours $10B+ into Taiwan — Helios AI servers ship H2 2026
AMD commits over $10B to Taiwan's semiconductor ecosystem on May 21 — partnerships with ASE and SPIL for advanced packaging, and Helios rack-scale AI platform shipping H2 2026.
Saudi Arabia pivots — The Line slows, $40B bets on AI datacenters
Saudi Arabia's PIF confirms The Line (170km linear city) will slow significantly. New 2026–2030 strategy prioritizes AI infrastructure and domestic investment. HUMAIN commits $40B to AI.
Anthropic pushes into Europe — Milan office, international staff to triple
Anthropic opens a Milan office, following Paris and Munich. EMEA revenue is growing 9× annualized — fastest-growing region. International headcount target: triple again, including new data center hires across Europe.
US bets $2B on quantum — IBM gets half, government takes equity
US Commerce Dept commits $2.01B to 9 quantum computing companies via CHIPS Act — IBM gets ~$1B alone. Government takes minority non-controlling equity in return.
Meta cuts 8,000 — record revenue same quarter, $145B for AI
Meta started laying off ~8,000 on May 20, plus 6,000 unfilled roles cancelled (14,000 total reduction). Same quarter: AI infra capex of $125–145B planned. Free cash flow to drop ~80% to $8.5B.
Tencent Music finalizes Ximalaya buyout — SAMR forces end to exclusive rights
Tencent Music's acquisition of Ximalaya closed on May 18 — total ~¥18.6B. China's SAMR attached five conditions, the core one being giving up all exclusive audio rights and existing exclusive deals.
SpaceX S-1 published — Musk himself listed as a risk factor
SpaceX's S-1 was made public this week. In the 330-page filing, Musk himself is listed as a risk factor. xAI is mentioned 356 times, Tesla 87, Boring Co. and Neuralink appear too.
NVIDIA Q1 — $81.6B revenue, +85% YoY, $80B buyback announced
NVIDIA's FY27 Q1: $81.6B revenue (+85% YoY), data center $75.2B (+92%), $58.3B net income. Board authorizes $80B buyback. Quarterly dividend up 25× to $0.25.
AMD Ryzen AI Max 400 — first x86 chip to run a 300B model locally
AMD's new Ryzen AI Max PRO 400 (Gorgon Halo) bumps unified memory from 128GB to 192GB, up to 160GB dynamically assignable as VRAM. First x86 chip to run 300B+ parameter LLMs locally.
.ORG domains rise June 1 — first price change in 10 years
.ORG wholesale price rises from $9.93 to $11.00 on June 1 — first hike in 10 years, +11%. Retail (Porkbun et al.) expected to climb to $13–14. Renew up to 10 years before June 1 to lock current price.
GitHub internal repo breach — 3,800 repos accessed, supply chain risk unresolved
GitHub confirms ~3,800 internal repos were accessed by attackers. Hacker group TeamPCP listed source code for $50K+. Entry path: a poisoned VS Code extension (likely Nx Console v18.95.0) on an employee machine.
OpenAI prepares for IPO — largest AI listing ever, target $850B
OpenAI plans a confidential SEC IPO filing this Friday, targeting September listing at $850B+ valuation. Goldman and Morgan Stanley underwriting. Musk's lawsuit dismissed as too late.