Reading List

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An interview with AWS CEO Matt Garman on why AWS will be a "better" OpenAI partner than Microsoft, chip bubble fears, Jeff Bezos' Project Prometheus, and more (Alex Heath/Sources)

Alex Heath / Sources:
An interview with AWS CEO Matt Garman on why AWS will be a “better” OpenAI partner than Microsoft, chip bubble fears, Jeff Bezos' Project Prometheus, and more  —  AWS CEO Matt Garman on why Amazon will “be a better partner” than Microsoft.  Also: His reaction to bubble fears …

Filing: TSMC sold its remaining 1.11M Arm shares at $207.65 per share for a total of ~$231M this week; TSMC invested ~$100M in Arm's 2023 IPO at $51 per share (Wen-Yee Lee/Reuters)

Wen-Yee Lee / Reuters:
Filing: TSMC sold its remaining 1.11M Arm shares at $207.65 per share for a total of ~$231M this week; TSMC invested ~$100M in Arm's 2023 IPO at $51 per share  —  Taiwan Semiconductor Manufacturing Co (2330.TW), the world's largest contract chipmaker, has sold its remaining stake in Arm Holdings …

Sources: China suspends issuing Level 4 autonomous vehicle licenses, after 100+ of Baidu's Apollo Go robotaxis stalled and disrupted traffic in Wuhan in March (Bloomberg)

Bloomberg:
Sources: China suspends issuing Level 4 autonomous vehicle licenses, after 100+ of Baidu's Apollo Go robotaxis stalled and disrupted traffic in Wuhan in March  —  China has suspended issuing new licenses for autonomous vehicles, according to people familiar with the matter …

Sources: Apple tells suppliers it will maintain its current production share in India rather than expand, after local sites struggled without China-based teams (Nikkei Asia)

Nikkei Asia:
Sources: Apple tells suppliers it will maintain its current production share in India rather than expand, after local sites struggled without China-based teams  —  PALO ALTO, California/TAIPEI — Apple's incoming CEO has a China problem: On the one hand, the iPhone giant is finally seeing sales rebound …

Pentagon Digital and AI Chief Cameron Stanley confirms the DoD is expanding its Google Gemini use, saying "overreliance on one vendor is never a good thing" (Seema Mody/CNBC)

Seema Mody / CNBC:
Pentagon Digital and AI Chief Cameron Stanley confirms the DoD is expanding its Google Gemini use, saying “overreliance on one vendor is never a good thing”  —  Pentagon AI chief Cameron Stanley confirmed to CNBC that the Department of Defense is expanding its use …