Good Morning! Qualcomm shares it OpenAI is officially teaming up with top chipmakers to develop its own AI-first smartphone. Plus, I’ll show you how to find key info in Gmail without opening emails in seconds.
OpenAI Teams Up With Qualcomm for "AI-First" Smartphone
OpenAI and Microsoft Renegotiate Deal, Ending AWS Legal Drama
China Scuttles Meta’s $2B Manus Takeover
How to Find Key Info in Gmail Without Opening Emails
4 new AI tools worth trying
AI NEWS
According to renowned supply chain analyst Ming-Chi Kuo, OpenAI is partnering with chip designers Qualcomm and MediaTek to develop custom smartphone processors, signaling a massive push into consumer hardware.
Qualcomm and MediaTek are serving as co-development partners for the processors, with mass production targeted for 2028.
China's Luxshare, a major Apple supplier, has reportedly been tapped as the exclusive system design and manufacturing partner.
OpenAI has been building toward this hardware play since last May, when it acquired former Apple designer Jony Ive's startup "io Products" for $6.5 billion to lead its device efforts.
While CEO Sam Altman previously teased a "third core device" rather than a traditional phone, this latest supply chain leak suggests a direct entry into the handset market.
Following the news, Qualcomm shares jumped 13% in premarket trading, while Apple shares, fresh off naming hardware chief John Ternus as its new CEO, slipped 1.7%.
Entering the smartphone market pits OpenAI directly against entrenched giants like Apple and Samsung. By uniting Jony Ive's design expertise with Qualcomm's processors and Luxshare's manufacturing, OpenAI is assembling a world-class hardware supply chain. It signals that the ultimate battleground for the AI era won't just be software platforms and chatbots, it will be the physical devices in our pockets.
AI NEWS
Microsoft and OpenAI have officially restructured their alliance, resolving a major legal standoff triggered by OpenAI's up-to-$50-billion cloud and investment deal with Amazon. Both sides are walking away with significant wins.
The new agreement ends Microsoft’s exclusive access to OpenAI's IP until the arrival of AGI, replacing it with a nonexclusive license through 2032.
OpenAI is now free to serve all of its products on any cloud provider. This legally clears the path for OpenAI to host its new agent-making tool, Frontier, on AWS Bedrock, an exclusivity conflict that previously had Microsoft threatening legal action.
Microsoft remains OpenAI’s "primary cloud partner," meaning products will ship "first on Azure," and Microsoft retains its massive ~27% equity stake in OpenAI's for-profit entity.
The financial structure has shifted: Microsoft will stop paying a revenue share to OpenAI, while OpenAI will continue paying a capped revenue share to Microsoft through 2030.
While the internet might frame this as OpenAI breaking free from Microsoft, it's a calculated win-win. OpenAI gets the critical infrastructure flexibility to expand across AWS without getting sued, and Microsoft secures a definitive timeline, saves on revenue sharing, and keeps reaping the financial rewards of its 27% stake. With Microsoft already cozying up to Anthropic to power its own agentic tools, the real winners here are enterprises, who finally get ultimate flexibility to mix and match the best frontier models across their preferred clouds.
AI PARTNERSHIPS
China’s state planner, the National Development and Reform Commission (NDRC), has officially prohibited Meta from acquiring Manus, a Singapore-based AI startup with Chinese roots. Beijing has ordered the nearly completed $2 billion transaction to be completely unwound.
Manus develops general-purpose AI agents capable of complex autonomous tasks like market research, coding, and data analysis.
The startup attempted "Singapore-washing", relocating its headquarters from China to Singapore to dodge regulatory scrutiny from both Beijing and Washington.
The NDRC's sudden one-line directive cited "laws and regulations" without elaboration, forcing Meta to figure out how to reverse a deal where capital, IP, and employees have already been integrated.
The intervention is part of Beijing's aggressive new push to stem the "brain drain" of top Chinese AI talent leaving for American tech giants.
This is a massive shockwave for the global AI ecosystem. By reaching across borders to kill a deal between a US tech giant and a Singapore-incorporated startup, China is officially closing the loophole for startups trying to escape the geopolitical crossfire. It sends a chilling, undeniable message to every founder and VC: Beijing will not let its top AI technology or talent slip into American hands.
HOW TO AI
🗂️ How to Find Key Info in Gmail Without Opening Emails
In this tutorial, you will learn how to bypass traditional keyword searching and use natural language to instantly extract specific answers from your inbox, like flight times, reservation codes, or concert details, using the power of Google AI Pro.
🧰 Who is This For
People overwhelmed with a crowded inbox
Busy professionals managing tons of emails
Founders and operators scanning for key updates
Customer support teams tracking conversations
Salespeople looking for important replies fast
STEP 1: Access the Gmail Search Bar
Sign in to your Gmail account on the web or open the Gmail app on your mobile device. Instead of typing a single word like "Flight," click into the search bar and prepare to ask a full, natural question. Ensure you are signed into an account with an active Google AI Pro or Ultra subscription, as this feature is currently available for US English users.
STEP 2: Ask a Natural Language Question
Type a specific question or a key phrase as if you were speaking to a personal assistant.
For example, type: "When is my flight to Amsterdam?" or "What was the total on my last invoice from [xyz]?" Unlike standard search, which just lists emails, Gmail will now begin processing the content within those emails to find the exact data point you requested.
STEP 3: Review Your AI Overview
Instead of just a list of search results, Gmail will generate an AI Overview at the top of the page. This summary pulls the most relevant information from various emails into one clear answer. You’ll see the specific dates, times, or numbers you were looking for without having to click into and read through multiple individual messages.
STEP 4: Refine and Provide Feedback
Check the accuracy of the summary. If the information is perfect, you can use the interactive "thumbs up" or "thumbs down" icons to provide feedback, which helps the model learn your preferences. If you have a work or school account, remember that this feature is currently limited to the web interface, so keep your browser handy for your most complex inbox deep-dives.
Apple will let developers offer monthly subscriptions with a 12-month commitment starting in May, except in the US and Singapore.
Taylor Swift's TAS Rights Management has filed applications to trademark the singer's voice and image, aiming to protect against threats posed by AI.
More than 600 Google employees, including many from DeepMind, sign a letter to Sundar Pichai demanding he bar the DOD from using Google's AI for classified work.
OpenAI missed an internal goal of reaching 1B weekly active ChatGPT users by 2025's end and missed multiple monthly revenue targets earlier in 2026.
🌎 DeepSeek V4:The lrgest open-weight model in the world
🎆 ChatGPT Images 2.0: OpenAI’s upgraded image generator
🌎 GPT5.5: OpenAI’s most powerful AI model built using recursive self-improvement.
💻 Holo 3: Open AI agent that can use computers like a human
THAT’S IT FOR TODAY
Thanks for making it to the end! I put my heart into every email I send, I hope you are enjoying it. Let me know your thoughts so I can make the next one even better!
See you tomorrow :)
- Dr. Alvaro Cintas