Reuters:
ASML reports record quarterly bookings of €13.2B in Q4, beating €6.32B est., and projects its 2026 full-year sales at between €34B and €39B, above €35B est.  —  ASML (ASML.AS) reported stronger-than-expected bookings on Wednesday as the world's largest supplier …

Melissa Heikkilä / Financial Times:
Sources: Hugging Face declined Nvidia's $500M investment offer at a $7B valuation in late 2025; Hugging Face says it does not want a single dominant investor  —  Amid investor frenzy over AI, the ‘anti Silicon Valley’ group chose independence and desire to promote open models

Rocket Drew / The Information:
The AI Whistleblower Initiative says OpenAI recently updated its whistleblower policy, addressing eight of 13 recommendations and going further than Anthropic  —  OpenAI recently updated its policy for handling whistleblower complaints, following concerns about AI startups ignoring what are standard rules applying to all companies.

Financial Times:
Sources: Elon Musk proposes timing SpaceX's IPO with a rare planetary alignment and his June birthday; SpaceX seeks to raise up to $50B at a ~$1.5T valuation  —  Celestial calendar meets high finance, as billionaire's personal impulses shape plans to raise $50bn in record listing

Kang Yoon-seung / Yonhap News Agency:
Sources: Nvidia has allocated ~70% of its 2026 HBM4 demand to SK Hynix; Counterpoint estimates SK Hynix will account for 54% of the global HBM4 market in 2026  —  SK hynix Inc. has secured over two-thirds of high-bandwidth memory (HBM) supply orders from U.S. tech giant Nvidia Corp. to be used …