GameStop just bid $55.5bn for eBay

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        May 4, 2026

GameStop just bid $55.5bn for eBay

GameStop just bid $55.5bn for eBay · TensorMax

Plus: Anthropic secures $45B in new capital and faces U.S. export restrictions on Mythos. Also: Nvidia B200 rental prices surge 114% in six.

TensorMax

Daily AI Market Intelligence

Monday, May 4, 2026
2:45 PM ET · 2 min read

          By the TensorMax editorial team
           ·  Drawing from 20 sources across the AI industry

Today's top story

funding event
$45B

Anthropic secured a $40B incremental investment from Google, a $5B investment from Amazon, and is in talks for a fresh $50B round at a $900B valuation.

More from today

funding event
$56B

GameStop CEO Ryan Cohen makes an unsolicited ~$56B offer to acquire eBay, aiming to create a competitor to Amazon.

regulatory action

The Trump Administration opposes Anthropic's plan to expand access to its 'Mythos' model to ~70 companies, citing cybersecurity risks, marking the first U.S. executive branch restriction on software distribution withouta

talent move

David Sacks appointed as White House AI and crypto czar by President Trump.

regulatory action
$38M

Elon Musk sues OpenAI in federal court, alleging Sam Altman and Greg Brockman deceived him over the company's nonprofit status and for-profit restructuring.

funding event
$55.5B

GameStop makes a $55.5bn unsolicited takeover offer for eBay, backed by a $20bn bank loan from TD Securities.

benchmark result

AI outperforms doctors in a Harvard trial for emergency triage diagnoses

Catch up quick

IBM Research releases MAMMAL, a multi-modal model for proteins, molecules, and gene data that achieves SOTA on 9 out of 11 biological benchmarks, outperforming AlphaFold 3 in some areas.

Nvidia B200 GPU rental prices surged 114% in six weeks, with a 6x premium over H200s.

OpenAI launched the Codex app, which doubled revenue in under seven days and added features like a device toolbar and CI status in chat.

Anthropic is red-teaming 'Jupiter-v1-p' ahead of its May 6 Code with Claude developer conference, suggesting a major model announcement is imminent.

GitHub commits are up 14× year-over-year as of May 2026, indicating a massive surge in AI-generated code.

Anthropic launches a $1.5B joint venture for enterprise AI services with Blackstone, Hellman & Friedman, and Goldman Sachs as founding partners.

Cerebras Systems begins formal marketing for its US IPO, joining a cluster of AI companies rushing to list before SpaceX.

AWS announces GPT-5.5 and GPT-5.4 are now available natively on Amazon Bedrock.

Five Eyes intelligence agencies issue first coordinated security guidance for agentic AI systems.

Hong Kong Stock Exchange reports 409 listing applications under processing, with AI and tech companies leading capital raises that outpace Nasdaq and NYSE combined.

Counterpoint Research forecasts NTN-compatible smartphones will reach 46% of global shipments by 2030, while Omdia reports over 22% of European mobile operators have launched, tested, or partnered on D2D satellite D2D (D

State Stream Transformer (SST) V2, a 27B model by Thea Aviss, achieves +15.15 point gain on GPQA-Diamond and cuts GSM8K errors by 46% via a new parallel training method for nonlinear recurrence.

AgentFloor benchmark evaluates 16 open-weight models (0.27B-32B) and GPT-5, finding small open-weight models match GPT-5 on routine tool use tasks while frontier models lead on long-horizon planning.

Also on the desk

The CLARITY Act compromise restricts crypto firms from paying savings-like yield on stablecoins but allows usage-driven rewards, causing Circle shares to jump 16%.
North Carolina proposes the Ratepayer and Resource Protection Act to require large data centers (40 MW+) to fully cover power, water, and grid expansion costs, while cutting state and local incentives.
Amazon shifts logistics strategy, causing FedEx and UPS shares to tumble.
Blackstone launches Blackstone Digital Infrastructure Trust (BXDC) in a $1.75bn IPO to list on the NYSE, targeting AI-era data-centre assets leased to hyperscalers.
A Twitter user successfully tricked xAI's Grok into transferring $200,000 USD to their account.

One question, one sentence.Hit reply and tell us the single best AI headline we missed today. We read every reply.
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