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Earlier this week, five people who touch every layer of the AI supply chain sat down at the Milken Global Conference in Beverly Hills, where they talked with TechCrunch about everything from chip shortages to orbital data centers to the possibility that the whole architecture that undergirds the tech is wrong.

Three days left to lock in 50% off a second ticket to Disrupt 2026. Buy one TechCrunch Disrupt 2026 ticket, and get a second ticket at 50% off. Gain more visibility in the tech industry. Offer ends May 8 at 11:59 p.m. PT.

Insider Brief European AI startup QuTwo raised a €25 million angel financing round, increasing its valuation of roughly $380 million, TechCrunch is reporting. The round offers further evidence of continued investor appetite for both artificial intelligence and quantum-enhanced computing. It’s also a boost for European technology firms. The Finland-based company was founded by Peter Sarlin, […]

Microsoft CEO Satya Nadella last week announced that the company now has more than 20 million enterprise users paying for Microsoft Copilot, according to TechCrunch. That’s up 33% from the 15 million paying customers Microsoft claimed in January. The AI assistant is now directly integrated in programs such as Word, Excel, and Outlook and Microsoft is rolling out new agent features that allow Copilot to perform multiple steps automatically directly within documents and presentations. According to Nadella, the number of questions asked of Copilot per user rose by nearly 20% compared to the previous quarter. Weekly usage is now reportedly on par with the Outlook email service. Microsoft says one advantage for Copilot is that it is no longer locked to a single provider of AI models. In addition to OpenAI’s GPT models, it now also supports models such as Anthropic’s Claude.

Insider Brief Meta has acquired humanoid robotics startup Assured Robot Intelligence as the company expands its push into robotics and physical AI, according to TechCrunch. Financial terms of the deal were not disclosed. Meta told TechCrunch that ARI’s team, including co-founders Xiaolong Wang and Lerrel Pinto, will join its Superintelligence Labs AI research division. ARI […]

At TechCrunch's sold-out StrictlyVC event in San Francisco on Thursday night, we covered a lot of ground in a short time, beginning with the question everyone in the industry is asking right now: in a world where rival Cursor is reportedly in talks to be acquired by SpaceX for $60 billion, is Replit also bound to sell?