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From Techmeme: Sensor Tower: India's mobile app IAP revenue crossed $300M in Q1, up 33% YoY, with non-gaming apps generating $200M+, much of it captured by global platforms (Jagmeet Singh/TechCrunch)

From Techmeme: SpaceX's S-1 excerpts list "manufacturing our own GPUs" among the "substantial capital expenditures" it is undertaking, with the size of the expenditure TBD (Reuters)

From Techmeme: Around 30K attend a Samsung union rally demanding 15% of operating profits for chip division staff amid the AI boom; the demand totals $27B or $400K+ per worker (Yoolim Lee/Bloomberg)

From Techmeme: X says it is deprecating X Communities, giving members until May 30 to migrate to XChat, and plans to increase group chat limits to 1,000 in the next two weeks (Nikita Bier/@nikitabier)

From Techmeme: STMicro reports Q1 revenue of $3.10B, above $3.04B est., $171M operating income, above $165.8 est., and forecasts $3.45B revenue for Q2, above $3.21B est. (Nathan Vifflin/Reuters)

From Techmeme: Microsoft says Copilot's agentic features in Word, Excel, and PowerPoint are now generally available and enabled by default for 365 Copilot and 365 Premium (Sumit Chauhan/Microsoft 365 Blog)

From Techmeme: A poll of 4,000 workers in the US and the UK finds that the highest-earning and most experienced workers are adopting AI in their jobs far faster than others (Financial Times)

From Techmeme: Report: China's 360 Digital Security Group has uncovered ~1,000 previously unknown vulnerabilities, including in Microsoft's Office, using an AI-powered agent (Ryan Gallagher/Bloomberg)

From Techmeme: US Commerce Secretary Howard Lutnick says Nvidia has yet to sell H200 chips to Chinese companies and that the Chinese government has not approved such purchases (Alexandra Alper/Reuters)

From Techmeme: Sources: Microsoft told carbon-removal project developers it is shelving contracts under negotiation; Microsoft has been a major backer of carbon capture tech (Alastair Marsh/Bloomberg)

From Techmeme: GitHub says it has begun collecting pseudonymous client-side telemetry from command-line interface (CLI) users and enabled it by default (Brandon Vigliarolo/The Register)

From Techmeme: Elon Musk says Tesla plans to use Intel's 14A process technology to make chips at its Terafab project, which would make Tesla the first major customer for 14A (Reuters)

From Techmeme: TSMC says it will hold off on using ASML's most advanced high-NA EUV machines, costing upwards of €350M apiece, for chip production through 2029 to save money (Bloomberg)

From Techmeme: TSMC unveils its process technology roadmap through 2029, aiming to launch a new node yearly for client applications and every two years for AI and HPC (Anton Shilov/Tom's Hardware)

From Techmeme: US child safety group NCMEC received 1.5M reports of suspected CSAM with ties to AI in 2025, a significant surge compared to 67,000 in 2024 and 4,700 in 2023 (Bloomberg)

From Techmeme: Courier Health, which develops an AI-powered biopharma platform for managing the end-to-end patient experience, raised a $50M Series B led by Oak HC/FT (Heather Landi/Fierce Healthcare)

From Techmeme: OpenAI releases ChatGPT for Clinicians, a tool for medical tasks like documentation and research, free for verified physicians, pharmacists, and more in the US (OpenAI)

From Techmeme: Sources: SoftBank seeks a $10B two-year margin loan secured by its OpenAI shares, with an option for a year extension, as SoftBank aims to become an AI linchpin (Bloomberg)

From Techmeme: Sources: Microsoft considered buying Cursor in recent weeks but didn't make an offer; Microsoft has been working to boost GitHub Copilot's popularity (CNBC)

From Techmeme: Microsoft plans to invest AU$25B by 2029 to expand Azure AI supercomputing and cloud infrastructure in Australia, its largest commitment to the country (Ainslie Chandler/Bloomberg)