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Since war plans leaked this week, global downloads for Signal have roughly doubled. Downloads in Yemen increased by five times to more than 1,000 per day. Read more from Rachyl Jones in Semafor Tech ↓

In the high-stakes AI race, tech companies are straining to pay the hundreds of billions in capital expenditures, and moving mountains to procure the elusive GPUs required to calculate the largest math equations humanity has ever seen. The biggest hurdle, though, may turn out to

Boomerang CEOs are... not that great, as it turns out. But boards sure do love them! From Liz Hoffman and me, with a fun graphic from Semafor's Rachyl Jones

no tv on a 6 hour flight is a recession indicator

@ Microsoft Build – 2 protestors interrupt Satya Nadella’s keynote within the first few minutes. Every head in the crowd turned, and Nadella appeared rattled. It took at least a minute for them to be removed

Day 2 at Build: another interruption from a pro-Palestinian protester. It comes after Microsoft says it sold AI and cloud services to the Israeli military but denies they were used to harm people in Gaza