Around the Horn Weekend Digest: Everything That Happened in AI This Weekend (Saturday-Sunday, May 9-10, 2026)

The Neuron
Generative AI AI Hardware

Anthropic is weighing a $50B primary round at a $900B valuation that would top OpenAI; the Trump administration drafted an AI security order that omits mandatory model tests; Apple and Intel reached a Trump-pushed preliminary chip-making agreement; French prosecutors escalated their Musk and X probe to a criminal investigation; the US suspects a Thai national-AI partner helped smuggle Nvidia chips to Alibaba; Cerebras is set to raise its IPO range on 20× oversubscription.