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  1. Super Micro Q1 revenue jumps 298% to $19.95B, beating estimates — Techmeme
  2. Super Micro Raises Sales Outlook on Strong AI Server Demand — Bloomberg AI
  3. Postman's Claude Code and Codex installs spark security debate over silent self-upgrades — Runway Research
  4. Google to cut off search access for schools that ban AI use — Forbes AI
  5. Democratic Midterm Wins Cloud Outlook for AI Data Center Expansion — DigiTimes Asia
  6. Anthropic reports 1,100% revenue surge and $895B compute commitments ahead of IPO — Reuters AI
  7. AI inference startup Fal raises $1.3B at $16B valuation in Bessemer-led round — Bloomberg AI
  8. Tencent launches Hy4 open-weight AI model with vision and computer-use capabilities — SCMP China Tech

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