ShinyHunters breached Instructure's Canvas LMS for the second time, stealing data from 275 million users across 9,000 schools and setting a May 12 deadline to leak everything.
Microsoft may abandon its 2030 clean energy goal as AI data center power demands make the pledge financially impossible — exposing Big Tech's real priorities.
Palo Alto Networks acquires Indian AI startup Portkey for $120-140M — 10x its total funding — to secure autonomous AI agents at enterprise scale.
Microsoft's first-ever voluntary buyout targets 8,750 U.S. employees with a May 7 deadline — a 51-year precedent broken to fund its $80B AI spending spree.
SanDisk revenue tripled to $5.95B on AI NAND demand, with $42B in contracts and 78% margins that make Nvidia look modest.
KKR launched Helix Digital Infrastructure with $10B and ex-AWS CEO Adam Selipsky at the helm — private equity is now building AI's physical layer.
Apple posts $111.2B revenue, iPhone 17 most popular ever, China sales surge 28% — while TSMC's AI chip bottleneck limits even bigger numbers.
OpenAI ended its Microsoft exclusivity and launched GPT-5.4, Codex, and managed agents on AWS Bedrock — reshaping the cloud AI war overnight.
Alphabet, Meta, Microsoft, and Amazon reported Q1 2026 earnings with $630B in combined AI capex and the returns are arriving faster than anyone predicted.
Alphabet, Amazon, Meta, Microsoft, and Apple report earnings this week. After $750B in combined AI spending, Wall Street wants receipts.