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How Dylan Patel and SemiAnalysis Grabbed Sway in Silicon ValleyThe Big Read

How Dylan Patel and SemiAnalysis Grabbed Sway in Silicon Valley

For Dylan Patel, founder of SemiAnalysis, an influential AI industry newsletter and research firm, Nvidia deserves the kind of dogged observation and study the tabloid press once devoted to Princess Diana. He scrutinizes the chip giant’s new products, documents its delays and scoops details about its inner workings. His information mongering is so relentless that he sometimes irritates the company, which he said once blacklisted him from its events for a short...

Andreessen Horowitz, Thrive Capital to Co-Lead Cursor Investment at $50 Billion Valuation

Nvidia is also expected to participate in the fundraise, which hasn’t yet closed.

Lawyers for Musk Propose Dropping Fraud Claims Against OpenAI

The judge overseeing the case suggested that OpenAI’s charitable wing may not be the recipient of monetary awards if Musk wins.

Meta Eyes Layoffs of 10% of Company Starting in May

The job cuts would amount to about 8,000 employees.

Kevin Weil and Sora Head to Leave OpenAI

The executive changes come as the company looks to cut 'side quests' and narrow its focus on coding and selling AI to businesses.

Meta Paid Broadcom $2.3 Billion in 2025

Meta this week announced an expanded deal with Broadcom for AI chip design.

Kraken Buys U.S. Crypto Derivatives Exchange for $550 Million

The acquisition will allow Kraken to offer crypto perpetuals, popular on Binance and Hyperliquid, in the U.S.

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Anthropic Launches Claude Design

Claude Design will help users generate designs, product prototypes, presentations and one-pagers.

China’s Regulator Slaps $515 Million Fines on PDD, Other Food Delivery Platforms

The crackdown comes after an intense battle among e-commerce giants offering instant delivery services in China.

Alibaba Becomes Selective with Open-Source Models, New Release Shows

Alibaba is putting more effort into large-size proprietary AI models, while continuing to open-source smaller ones that appeal to cost-conscious developers.

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Cerebras Prepares Public Listing, Eyes $35 Billion-Plus Valuation

OpenAI also agrees to pay Cerebras more than $20 billion to use servers powered by the firm’s chips over the next three years.

Netflix Reports 16% First Quarter Growth, as Hastings Leaves Board

Hastings had stepped down as CEO three years ago.

Meta Raises VR Headset Prices by as Much as $100

The company said rising global memory chip prices have significantly increased the cost of building VR hardware.

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xAI to Rent Computing Power to Cursor

Cursor plans to use tens of thousands of xAI’s chips to train its latest AI coding model, according to the report.

TSMC Raises Revenue Forecast as AI Chip Demand Surges

CEO C.C. Wei said although TSMC does not underestimate new chipmaking efforts, including Elon Musk’s Terafab project with Intel, building and ramping an advanced fab still takes years.

OpenAI Prepares to Launch Cost-Per-Click Ads In Coming Days

The planned changes could help OpenAI better compete with ad giants Meta and Google.

Exclusive: Meta Reorganizes Reality Labs To ‘Execute Faster’

The moves come after Meta laid off more than 1,500 Reality Labs employees in January and March.
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