Hardware·
Blue Origin lost a fully fueled New Glenn in a pad fireball a week before its Amazon launch
A static fire test destroyed a fully fueled New Glenn at Cape Canaveral on May 28. Nobody was hurt, but the launch manifest just slipped.
Company
Amazon
RSS 13 articles
First covered Apr 15, 2026, latest May 29, 2026
AI·
Anthropic is fielding offers at a $900B valuation. The round closes in two weeks and tops OpenAI.
Preemptive bids put Anthropic at $850B-$900B with a $50B raise. Run rate hit $30B in March, up from $9B at year-end 2025.
AI·
Hyperscalers are on track to spend $700B on AI infrastructure in 2026
Big-tech AI capex is projected at $700B in 2026, up from $410B in 2025. Microsoft alone guided $190B. Wall Street is split: Meta got punished for the spend, Alphabet rallied.
Security·
'Copy Fail' lets a 732-byte script grab root on Ubuntu, RHEL, and SUSE. Patched April 29.
CVE-2026-31431 chains AF_ALG and splice() to write into the page cache of /usr/bin/su. Xint Code disclosed it on April 29, nine years after the bug shipped.
Hardware·
Samsung Q1 profit hit 57.2 trillion won. Memory chips for Nvidia drove 93% of it.
Samsung Electronics posted record Q1 2026 results on April 30: 133.9 trillion won revenue and 57.2 trillion won operating profit. Semiconductors did 93% of the work.
AI·
OpenAI's models are on AWS Bedrock the day after Microsoft lost exclusivity
Amazon shipped Bedrock Managed Agents powered by OpenAI on April 28, plus Codex on Bedrock. Altman tells Stratechery the runtime matters as much as the model.
AI·
Microsoft and OpenAI just rewrote their deal. Exclusivity is dead, and so is the AGI clause.
Microsoft loses exclusive rights to OpenAI's models. The revenue share now caps at 2030 and stops depending on AGI. Here's what actually changed and who it benefits.
Hardware·
Cerebras files for an IPO again, this time with $510M in revenue and a $10B OpenAI deal in its pocket
Cerebras filed an S-1 on April 17 listing as 'CBRS,' targeting roughly $23B at the prior private mark. The OpenAI inference deal is the line item that changed the story.
AI·
Google is putting up to $40B into Anthropic. That's five days after Amazon's $5B.
Google committed $10B upfront and up to $40B total at a $350B valuation, plus five gigawatts of Google Cloud capacity. It's Anthropic's second nine-figure deal in a week.
Open Source·
Mozilla fixed 271 Firefox bugs that Claude Mythos found. Its own tests caught 22.
Firefox 150 shipped Monday with 271 security fixes from Anthropic's Project Glasswing. Mozilla CTO Bobby Holley says Mythos matches elite human researchers.
AI·
Amazon puts another $5B into Anthropic. Anthropic promises $100B back to AWS.
Amazon added $5B (up to $20B) to its Anthropic stake. Anthropic committed $100B+ to AWS over 10 years and 5 GW of Trainium capacity.
Hardware·
Amazon is done with Android on Fire TV. Vega OS is the only future.
Amazon's new Fire TV Stick HD ships with Vega OS, no sideloading allowed. Sources say every future Fire TV will follow. Here's what changes for users and devs.
Apple·
Amazon is buying Globalstar for $11.57B, and Apple just re-signed the satellite deal
Amazon's Leo constellation just swallowed the satellite provider behind iPhone Emergency SOS. Apple signed a new deal on the same day keeping every satellite feature running.