AI News for May 1, 2026 — 7min.ai

[NEWS] Microsoft and OpenAI restructure partnership, OpenAI now free to work with AWS and all clouds: Microsoft and OpenAI announced a restructuring of their partnership that allows OpenAI to make its products and services available across all cloud providers — not just Azure.
[NEWS] Google and Amazon plan to sell custom AI chips externally, threatening Nvidia dominance: During Q1 earnings calls, both Google and Amazon signaled plans to sell their proprietary AI chips — TPUs and Trainium respectively — directly to external customers rather than only offering them through their cloud services.
[NEWS] Anthropic weighs fresh funding round at $900B+ valuation, would surpass OpenAI: Anthropic has begun weighing a fresh funding round that would value the AI developer at more than $900 billion, according to Bloomberg sources, potentially overtaking longtime rival OpenAI as the world's most valuable AI startup.
[NEWS] Apple Q2 beats on surprise AI-driven Mac demand, $111B revenue: Apple posted $111.2B in Q2 revenue (+17% YoY) with Mac sales hitting $8.4B, beating Wall Street's $8B estimate as Mac sales grew 6% versus expectations of flat.
[NEWS] Meta Q1: 20M users gone, capex hiked to $145B, $25B bond sale launched: Meta reported a 20M decline in 'Family daily active people' across Facebook, Instagram, WhatsApp, and Messenger, blaming Iran internet disruptions and Russia's WhatsApp ban.
[RESEARCH] Harvard study in Science: AI beats ER doctors at triage diagnosis: A Harvard study published in Science found OpenAI's o1 reasoning model out-diagnosed human emergency room doctors in triage scenarios, identifying the correct or near-correct diagnosis in 67% of 76 Boston patients versus 50-55% for human physicians given the same electronic health records.
[NEWS] Microsoft Q3: $82.9B revenue, Azure +40%, 20M paid Copilot seats: Microsoft reported $82.89B in Q3 revenue (+18% YoY), with Microsoft Cloud at $54.5B (+29%) and Azure growing 40%.
[NEWS] Qualcomm jumps 20% on mystery hyperscaler custom chip deal: Qualcomm shares surged as much as 20% intraday after the company disclosed a custom silicon engagement with an unnamed 'leading hyperscaler,' with initial shipments expected later this year.
[NEWS] OpenAI restricts new GPT-5.5-Cyber model to 'critical cyber defenders': Sam Altman confirmed OpenAI will roll out GPT-5.5-Cyber to a vetted group of cyber defenders 'in the next few days' through a Trusted Access for Cyber application that screens credentials and intended use.
[NEWS] Six exploits broke AI coding agents — every attacker grabbed credentials, not models: VentureBeat compiled six recent disclosed exploits against Codex, Claude Code, Copilot, and Vertex AI, finding all of them targeted the credential layer rather than the underlying model.

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