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# Numbers That Actually Moved, The AI Infrastructure Arms Race, Policy, Courts, and the Fine Print
- URL: https://adjacent.media/scan/2026-05-08-am/
- Published: 2026-05-08T10:05:31.000Z
- Updated: 2026-05-08T10:05:31.000Z
- Description: Earnings season is doing its usual thing — rewarding growers and punishing anyone who slowed down — while AI infrastructure spending moves faster than coverage can keep up.
- Author: Jonathan Greene
- Tags: #scan-am, #scan

Earnings season is doing its usual thing — rewarding growers and punishing anyone who slowed down — while AI infrastructure spending moves faster than coverage can keep up. A courtroom in San Francisco and several regulatory rulings are redrawing platform liability and broadband rules in the background.

> **80x** — Anthropic CEO Dario Amodei's projected growth figure for the company this year, which explains why they just struck a deal to commandeer an entire supercomputer cluster. *(New York Times)*

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### Connected World

#### [Snap Ends Its $400M Perplexity Deal](https://www.cnbc.com/2026/05/06/snap-q1-earnings-report-2026.html?ref=adjacent.media)

Revenue grew 12% to $1.53B, but killing a high-profile AI partnership on earnings day was not the confidence signal investors were looking for. *(CNBC)*

#### [Samsung Hits $1 Trillion Valuation](https://www.macrumors.com/2026/05/06/samsung-1-trillion-valuation/?ref=adjacent.media)

The milestone is fueled in part by Apple chip diversification talks — either Samsung's gain or a measure of how anxious the supply chain has become. *(MacRumors)*

#### [South Korea's Equity Market Overtakes Canada's](https://www.bloomberg.com/news/articles/2026-05-07/korea-surpasses-canada-as-world-s-seventh-largest-stock-market?ref=adjacent.media)

Samsung and SK Hynix have more than doubled YTD, dragging the entire Korean market to seventh-largest in the world and reshuffling its global standing. *(Bloomberg)*

### Machines & Minds

#### [Anthropic Signs Deal With SpaceX for All of Colossus 1](https://www.axios.com/2026/05/06/anthropic-spacex-elon-musk-compute?ref=adjacent.media)

Access to 300 MW of compute from Elon Musk's own cluster, for a company actively suing Musk in federal court — the irony is doing heavy lifting here. *(Axios)*

#### [Moonshot AI Raises \~$2B at $20B+ Valuation](https://www.bloomberg.com/news/articles/2026-05-07/kimi-chatbot-maker-moonshot-ai-valued-at-20-billion-in-meituan-led-round?ref=adjacent.media)

The Kimi chatbot maker crossed $200M ARR in April, and Meituan is betting China's AI consumer layer is still wide open. *(Bloomberg)*

#### [Google Shuts Down Project Mariner](https://www.theverge.com/tech/925559/google-project-mariner-shut-down?ref=adjacent.media)

The web-browsing AI agent gets the plug pulled just as the agentic AI category heats up everywhere else. *(The Verge)*

> “Sources: the US and China are considering recurring talks on AI security risks, with Scott Bessent leading the US side; Trump and Xi Jinping meet next week.” — *Wall Street Journal*

### Connected World

#### [US Appeals Court Strikes Down FCC Anti-Discrimination Rule](https://arstechnica.com/tech-policy/2026/05/court-strikes-down-fcc-anti-discrimination-rule-opposed-by-internet-providers/?ref=adjacent.media)

The 2023 rule banning broadband access discrimination by income and race is gone, and FCC Chair Brendan Carr's welcoming statement leaves little doubt about what comes next. *(Ars Technica)*

#### [Musk v. Altman: Halftime Report](https://www.wired.com/story/model-behavior-elon-musk-testifies-at-musk-v-altman-trial/?ref=adjacent.media)

Musk's team has mostly finished presenting its case, and the courtroom has mixed tech history with personal grievance throughout. *(WIRED)*

#### Meta Asks Judge to Overturn Social Media Addiction Verdict

Section 230 is the argument — if it works here, it resets liability exposure for platform harm cases broadly. *(Reuters)*

#### [Pentagon's Mishandled Alibaba and Baidu Blacklisting](https://www.bloomberg.com/news/features/2026-05-06/trump-administration-s-pentagon-blacklist-misstep-roils-us-china-tech-ties?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc3ODEwMzk5OCwiZXhwIjoxNzc4NzA4Nzk4LCJhcnRpY2xlSWQiOiJURU1WT0lLR0NUSDgwMCIsImJjb25uZWN0SWQiOiIzNzFCRTgwQ0Q5RkE0NDU0OTdFQkU2NzI0NURDMDg4QSJ9.llMEbYtn-sVpUuRfMUL402lIQDsh993UmDcRD2crZLM&ref=adjacent.media)

A Bloomberg deep dive into how internal contradictions in the Trump administration's China tech policy are creating real diplomatic friction. *(Bloomberg)*

### Connected World

#### [Nintendo Announces Star Fox 64 Remake for Switch 2](https://www.theverge.com/entertainment/925601/star-fox-nintendo-switch-2?ref=adjacent.media)

Fox McCloud's cameo in the Super Mario Galaxy Movie was apparently not a coincidence — the barrel roll is back, and a certain generation is very on board. *(The Verge)*