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From the all-in-on-AI department: Nvidia-backed CoreWeave plans to spend up to $23 billion this year on AI infrastructure and data center capacity, as it aims to meet the booming demand from clients. Reuters reports: The heavy spending plan weighed on its shares, which fell 5% after surging as much as 11% on better-than-expected revenue in its first results as a public company after debuting on the Nasdaq in March. The company's projected capital expenditure of between $3 billion and $3.5 billion for the second quarter was way above its revenue expectation of $1.06 billion to $1.1 billion. "While the revenue from Microsoft is likely secure for the next three years, CoreWeave represents overflow capacity for Microsoft, which may not need that capacity in the future," D.A. Davidson analyst Gil Luria said.
The company's revenue backlog was $25.9 billion as of March 31, with its five-year deal with OpenAI adding $11.2 billion to the pile up. As part of the deal signed in March, CoreWeave will provide AI infrastructure to OpenAI, while the ChatGPT maker will get a stake. CoreWeave expects annual revenue of $4.9 billion to $5.1 billion, above analysts' expectation of $4.61 billion, according to data compiled by LSEG. It reported revenue of $981.6 million for the first quarter, beating the estimate of $852.9 million.
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From the what-to-expect department: Montana has passed a bill allowing licensed clinics to offer experimental medical treatments that haven't been approved by the FDA, provided the drugs have passed phase I safety trials. MIT Technology Review reports: The bill, which was passed by the state legislature on April 29 and is expected to be signed by Governor Greg Gianforte, essentially expands on existing Right to Try legislation in the state. But while that law was originally designed to allow terminally ill people to access experimental drugs, the new bill was drafted and lobbied for by people interested in extending human lifespans -- a group of longevity enthusiasts that includes scientists, libertarians, and influencers. These longevity enthusiasts are hoping Montana will serve as a test bed for opening up access to experimental drugs. [...]
Supporters of the bill say it gives individuals the freedom to make choices about their own bodies. At the same event, bioethicist Jessica Flanigan of the University of Richmond said she was "optimistic" about the measure, because "it's great any time anybody is trying to give people back their medical autonomy." Ultimately, they hope that the new law will enable people to try unproven drugs that might help them live longer, make it easier for Americans to try experimental treatments without having to travel abroad, and potentially turn Montana into a medical tourism hub.
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From the PSA department: Google has warned that the hacker group known as "Scattered Spider," which recently disrupted UK retailer Marks & Spencer, is now targeting U.S. retailers with aggressive and sophisticated cyberattacks. "U.S. retailers should take note. These actors are aggressive, creative, and particularly effective at circumventing mature security programs," John Hultquist, an analyst at Google's cybersecurity arm, said in an email sent on Wednesday. The Guardian reports: Scattered Spider is widely reported to have been behind the particularly disruptive hack at M&S, one of the best-known names in British business, whose online operations have been frozen since 25 April. It has a history of focusing on a single sector at a time and is likely to target retail for a while longer, Hultquist said. Just a day before Google's warning, M&S announced that some customer data had been accessed, but this did not include usable payment or card details, or any account passwords. The Guardian understands the details taken are names, addresses and order histories. M&S said personal information had been accessed because of the "sophisticated nature of the incident."
"Today, we are writing to customers informing them that due to the sophisticated nature of the incident, some of their personal customer data has been taken," the company said. Hackers from the Scattered Spider ecosystem have been behind a slew of disruptive break-ins on both sides of the Atlantic. In 2023, hackers tied to the group made headlines for hacking the casino operators MGM Resorts International and Caesars Entertainment. Law enforcement has struggled to get a handle on the Scattered Spider hacking groups, in part because of their amorphousness, the hackers' youth, and a lack of cooperation from cybercrime victims.
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From the locally-sourced department: Apple's smartphone shipments in China plunged nearly 50% year-over-year in March 2025, as domestic brands like Huawei and Vivo surged ahead -- now controlling 92% of the market. MacRumors reports: The steep decline saw shipments fall to just 1.89 million units, down from 3.75 million during the same period last year. That shrinks Apple's share of the Chinese market to approximately 8%, while domestic brands now control 92% of smartphone shipments. For the entire first quarter, non-Chinese brand shipments declined over 25%, while total smartphone shipments in China actually increased by 3.3%.
Apple's struggles come as domestic competitors have gained ground. Counterpoint Research reports Huawei now leads with a 19.4% share, followed by Vivo (17%), Xiaomi (16.6%), and Oppo (14.6%). Apple has slipped to fifth place with 14.1%. Several factors are driving Apple's declining fortunes. The company faces competition from rejuvenated local brands like Huawei, which has rebounded with proprietary chips and its HarmonyOS Next software. Chinese government policies appear to be playing a role too. Under government subsidies, consumers of electronics get a 15% refund of products that are priced under 6,000 yuan ($820). Apple's standard iPhone 16 starts at 5,999 yuan.
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From the new-era-at-Microsoft department: An anonymous reader quotes a report from ZDNet: Would you believe Microsoft has announced a new Linux distribution service for its Azure cloud service? You should. For many years, the most popular operating system on Azure has not been Windows Server, it's been Linux. Last time I checked, in 2024, Azure Linux Platforms Group Program Manager Jack Aboutboul told me that 60% of Azure Marketplace offerings and more than 60% of virtual machine cores use Linux. Those figures mean it's sensible for Microsoft to make it easier than ever for Linux distributors to release first-class Linux distros on Azure. The tech giant is taking this step, said Andrew Randall, principal manager for the Azure Core Linux product management team, by making "Azure Image Testing for Linux (AITL) available 'as a service' to distro publishers."
ATIL is built on Microsoft's Linux Integration Services Automation project (LISA). Microsoft's Linux Systems Group originally developed this initiative to validate Linux OS images. LISA is a Linux quality validation system with two parts: a test framework to drive test execution and a set of test suites to verify Linux distribution quality. LISA is now open-sourced under the MIT License. The system enables continuous testing of Linux images, covering a wide range of scenarios from kernel updates to complex cloud-native workloads. [...] Specifically, the ATIL service is designed to streamline the deployment, testing, and management of Linux images on Azure. The service builds on the company's internal expertise and open-source tools to provide:
- Curated, Azure-optimized, security-hardened Linux images
- Automated quality assurance and compliance testing for Linux distributions
- Seamless integration with Azure's cloud-native services and Kubernetes environments
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From the ease-of-use department: BrianFagioli shares a report from BetaNews: For years, NordVPN made Linux users live in the terminal. Sure, the command-line interface technically worked, but let's not pretend it was ideal for everyone. Meanwhile, competitors like Surfshark and ExpressVPN had already given their Linux users full graphical interfaces. Now, NordVPN has finally caught up by launching its very own GUI for Linux. So, what exactly does this mean? Well, instead of typing in commands, users can now click their way through connection options, settings, and even theme preferences like light or dark mode. This will arguably make using the service on Linux much easier. [...]
Just like on Windows and macOS, the NordVPN GUI lets you quickly connect to servers, activate features, and monitor your connection in a clean, modern interface. And yes, those features include fan favorites like Dedicated IP, Double VPN, Onion Over VPN, Kill Switch, and Threat Protection. In other words, the features are the same, only easier to access now. That said, some advanced tools, like Meshnet, are still CLI-only for the time being. But at least now there's a choice. And if you want to stick to the terminal, don't worry, that option hasn't gone away.
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From the designed-for-commuters department: Uber is launching a fixed-route shuttle service in major U.S. cities that offers commuters up to 50% off UberX fares during weekday peak hours. Called "Route Share," the service aims to provide a more affordable, predictable alternative to standard ride-hailing. TechCrunch reports: The commuter shuttles will drive between pre-set stops every 20 minutes, according to Sachin Kansal, Uber's chief product officer. He noted that there will be dozens of routes in each launch city -- like between Williamsburg and Midtown in NYC. The routes, which are selected based on Uber's extensive data on popular travel patterns, might have one or two additional stops to pick up other passengers. To start, riders will only ever have to share the route with up to two other co-riders.
Riders can book a seat anywhere from seven days to 10 minutes before a scheduled pickup, and the app will provide them with turn-by-turn directions to get them from their house to the corner where they'll be picked up. Uber is relying on the same underlying technology that it uses for Uber Share, its shared rides offering where riders can get 15% to 30% off the cost of an UberX ride by pooling with others. Kansal told TechCrunch that Uber completes millions of shared trips annually and has been seeing more traction lately as riders look for more ways to save. Hence, Route Share.
Uber envisions a future where Route Share could qualify for pre-tax commuter benefits. However, as a spokesperson noted, the company would need to find a way to match those trips with Uber XL vehicles. That's because only six-seater vehicles would meet the eligibility requirements. A potential progression of Route Share would involve autonomous vehicles, particularly in chaotic cities like New York City, where no self-driving car companies have deigned to test.
Same old goddamn story every time. An old crush comes calling saying it’s been a while, we should get lunch, catch up. Also, by the way, I know we haven’t been close in a real long time but it’s been a rough couple of months, will you murder several dozen people in honor of my dead brother the warlord? I’m usually not…
