Reading List

The most recent articles from a list of feeds I subscribe to.

Samsung reports preliminary Q1 operating profit of ~$38B, up more than 8x YoY and above ~$27B est., a record, and revenue up 68% YoY to ~$88B (Hyunjoo Jin/Reuters)

Hyunjoo Jin / Reuters:
Samsung reports preliminary Q1 operating profit of ~$38B, up more than 8x YoY and above ~$27B est., a record, and revenue up 68% YoY to ~$88B  —  Samsung Electronics (005930.KS) on Tuesday projected a record-high first-quarter operating profit from a year earlier, beating expectations …

Amazon and USPS reach a new delivery deal; sources: Amazon will reduce the packages it ships through USPS by 20%, instead of the two-thirds cut proposed earlier (Esther Fung/Wall Street Journal)

Esther Fung / Wall Street Journal:
Amazon and USPS reach a new delivery deal; sources: Amazon will reduce the packages it ships through USPS by 20%, instead of the two-thirds cut proposed earlier  —  The e-commerce giant would cut back the packages it ships through USPS by 20%, less than the proposal the sides had discussed earlier

OpenAI sends a letter to the California and Delaware AGs, urging them to investigate "anti-competitive behavior" by Elon Musk, ahead of a trial in April (CNBC)

CNBC:
OpenAI sends a letter to the California and Delaware AGs, urging them to investigate “anti-competitive behavior” by Elon Musk, ahead of a trial in April  —  OpenAI on Monday sent a letter to the California and Delaware attorneys general, urging them to investigate …

Filing: Broadcom agrees to produce future versions of Google's TPUs and expands its Anthropic deal to give the startup access to ~3.5 GW of computing capacity (Jordan Novet/CNBC)

Jordan Novet / CNBC:
Filing: Broadcom agrees to produce future versions of Google's TPUs and expands its Anthropic deal to give the startup access to ~3.5 GW of computing capacity  —  - Broadcom said it agreed to produce future versions of Google's artificial intelligence chips,

Anthropic signs an agreement with Google and Broadcom for multiple GWs of TPU capacity, and says run-rate revenue has crossed $30B, up from ~$9B at 2025's end (Anthropic)

Anthropic:
Anthropic signs an agreement with Google and Broadcom for multiple GWs of TPU capacity, and says run-rate revenue has crossed $30B, up from ~$9B at 2025's end  —  We have signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity that we expect to come online starting in 2027.