The Next Web

China’s humanoid robot boom faces reality check as 150 companies chase a market where only 23% of buyers are satisfied

China has 150+ humanoid robot companies and 90% global market share but only 23% buyer satisfaction. Morgan Stanley warns of a shake-out as IPOs outpace demand.
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AI-native spending surged 94 per cent. Traditional SaaS grew at eight. The enterprise software industry is watching the clock.

AI-native spending grew 94% YoY while traditional SaaS hit 8%. The SaaSpocalypse erased $285B in software valuations. Every enterprise vendor is pivoting to agents.
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The designer whose Tropicana rebrand crashed sales 20 per cent is now branding the US government. He has two months.

Peter Arnell is now America's first chief brand architect, tasked with unifying 27,000 federal websites by July 4. The studio has already failed accessibility audits.
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A chatbot told a state investigator it was a licensed psychiatrist. It gave a fake licence number. Pennsylvania just sued.

A Character.AI chatbot told a Pennsylvania investigator it was a licensed psychiatrist and gave a fake licence number. The state sued to stop the platform from practising medicine.
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Volkswagen just became Rivian’s biggest investor. It is not buying trucks. It is buying the software its own engineers could not build.

VW now holds 15.9% of Rivian after a $1B share purchase, displacing Amazon for the first time since the 2021 IPO. The investment buys software VW failed to build.
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Anthropic ships ten financial-services agents and pulls Moody’s inside Claude. The bank-software business is being rewritten.

Anthropic unveiled Claude Opus 4.7, a library of ~10 pre-built financial-services agents, a Moody's native app, an FIS-built AML investigator going live at BMO.
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Five major publishers are suing Meta over Llama. They have evidence that the previous plaintiffs did not.

Five major publishers sued Meta in Manhattan federal court on 5 May 2026, alleging Llama was trained on pirated material.
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He carried a kill list of AI CEOs and a jug of kerosene. His lawyer called it a property crime. The charges carry life in prison.

Gama, 20, pleaded not guilty to attempted murder after attacking Sam Altman's home and carrying a kill list of AI executives. He faces up to life in prison.
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QuantWare lands €152m to build the world’s largest open-architecture quantum processor fab in Delft

QuantWare has closed a €152m Series B led by Intel Capital, In-Q-Tel, and ETF Partners, the largest Dutch deeptech round ever.
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Duolingo beat every estimate Wall Street had. Then it told investors it was going to slow down on purpose. The stock dropped 14 per cent.

Duolingo reported 27% revenue growth and 89 cents EPS but guided to 6% bookings growth as CEO von Ahn prioritises 100M DAUs over near-term revenue. Stock fell 14%.
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The recycling industry loses 40 per cent of its workers every year. A humanoid robot trained by VR headsets is the replacement plan.

UK recycling firm deploys Chinese-built humanoid robot as waste sorting sector faces 40% annual staff turnover and 8x fatality rate ...
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In April 2025, Intel was trading at $18. Fourteen months later it hit an all-time high. The turnaround was not built by Intel alone.

Intel stock climbed 14% on Apple chip manufacturing talks, extending a 330% rally since the government took a 10% stake. The 18A node is drawing Apple, Musk, and Amazon.