每日早报 · 2026-05-07 Daily Briefing · 2026-05-07

📰 Daily Briefing · 2026-05-07 (Thursday)

🤖 AI & Tech

[05/06] Anthropic signs compute deal with SpaceX — Anthropic will lease all ~300MW capacity at xAI's Colossus 1 data center in Memphis, immediately raising Claude usage limits. The deal signals xAI's pivot toward becoming a "neocloud" infrastructure provider.

🔗 https://www.anthropic.com/news/higher-limits-spacex

[05/06] DeepSeek eyes $45B valuation in first fundraising round — China's state-backed "Big Fund" (China Integrated Circuit Industry Investment Fund) is in talks to lead the round; valuation surged from $20B to $45-50B in weeks.

🔗 https://techcrunch.com/2026/05/06/deepseek-could-hit-45b-valuation-from-its-first-investment-round/

[05/06] SpaceX files for Terafab chip factory — up to $119B — Initial $55B phase filed in Grimes County, Texas; the semiconductor fab will produce chips for Tesla, SpaceX, and xAI.

🔗 https://techcrunch.com/2026/05/06/spacex-may-spend-up-to-119-billion-on-terafab-chip-factory-in-texas/

[05/06] Microsoft's AI data center push collides with clean power goals — Internal debates on whether to shelve the 2030 target of matching 100% hourly energy use with clean power, as data center buildout outpaces green energy supply.

🔗 https://techcrunch.com/2026/05/06/microsofts-ai-data-center-push-is-colliding-with-its-clean-power-goals/

[05/06] AI startup Braintrust confirms data breach — Unauthorized access to AWS account containing customer API keys for cloud AI models; all customers told to rotate keys immediately.

🔗 https://techcrunch.com/2026/05/06/ai-evaluation-startup-braintrust-confirms-breach-tells-every-customer-to-rotate-sensitive-keys/

[05/06] OpenAI compute costs: $30M in 2017 → $50B in 2026 — Greg Brockman testified in the Musk v. OpenAI trial that Musk had pushed for OpenAI's commercial transition before departing.

🔗 https://techcrunch.com/2026/05/06/how-elon-musk-left-openai-according-to-greg-brockman/

🌍 World News

[05/06] Iran considering US peace proposal — Trump pauses "Project Freedom" (Hormuz naval escorts), citing progress in talks; US submits UN Security Council resolution to reopen the Strait.

🔗 https://www.theguardian.com/world/2026/may/06/trump-project-freedom-strait-of-hormuz-ships-iran-ceasefire

[05/06] Israel strikes Beirut for first time since ceasefire — IDF hit Dahiyeh neighborhood targeting a Hezbollah Radwan force commander, the first attack on the Lebanese capital since the April 16 ceasefire.

🔗 https://www.bbc.com/news/articles/cpdpxdd5n6yo

[05/06] Russia ignores Ukraine's ceasefire, drone hits kindergarten — At least 1 killed, 2 injured in Sumy region as Russia continued strikes despite Kyiv's unilateral ceasefire declaration.

🔗 https://www.bbc.com/news/articles/cpdpxdd5n6yo

[05/06] Ted Turner, CNN founder, dies at 87 — The media mogul who created 24-hour cable news, owned the Atlanta Braves and Hawks, and donated over $1B to the UN.

🔗 https://www.cnn.com/2026/05/06/us/ted-turner-death

[05/06] German police raid neo-Nazi criminal youth groups — Coordinated law enforcement operations across multiple regions.

[05/06] Oil drops, stocks rise on Iran peace deal hopes — Global markets rally on prospects of reopening the Strait of Hormuz.

💡 Tech & Dev

[05/06] Valve open-sources Steam Controller CAD files — Released under Creative Commons (non-commercial); commercial licensing available from Valve directly.

🔗 https://www.pcmag.com/news/valve-releases-steam-controller-cad-files-so-modders-can-make-it-their

[05/06] Disneyland deploys facial recognition at all gates — Expanded from pilot to full deployment; privacy advocates raise concerns about lack of clear consent.

🔗 https://www.theguardian.com/us-news/2026/apr/28/disneyland-entrance-facial-recognition

[05/06] Apple enforces App Store rule against new software — All submissions now require Xcode 26 and latest platform SDKs.

[05/06] Snap's $400M Perplexity deal "amicably ended" — The AI search partnership has been called off.