| Ian King / Bloomberg: |
Jensen Huang says Nvidia expects its flagship AI chips to help generate $1T+ in sales through 2027, after previously forecasting $500B in sales through 2026 — Nvidia Corp. Chief Executive Officer Jensen Huang, addressing crowds at the company's biggest annual event, unveiled a variety … | Dylan Martin / CRN: |
Nvidia announces the Nvidia Groq 3 LPX, an inference server rack featuring 256 Groq 3 LPUs, 128GB of SRAM, and 40 PBps SRAM bandwidth, available in H2 2026 — Nvidia announced Monday at GTC 2026 that its new Groq-based inference server rack will be available alongside the Vera Rubin NVL72 rack … | Frederic Lardinois / The New Stack: |
Nvidia announces NemoClaw, which combines the OpenClaw agent platform with components of Nvidia's Agent Toolkit to add privacy and security controls — At its annual GTC conference, Nvidia on Monday announced the Nvidia Agent Toolkit, which brings together open models, runtimes, open skills … | Tobias Mann / The Register: |
| Sebastian Moss / DatacenterDynamics: |
| Richard Leadbetter / Digital Foundry: |
Nvidia unveils DLSS 5, which uses a real-time neural rendering model to add photorealistic lighting to video game frames, coming this fall to RTX 50-series GPUs — At its GTC 2026 event, Nvidia has revealed the next generation of DLSS. DLSS 5 isn't a frame-rate, frame generation or performance enhancing technology.| Tyler Wilde / PC Gamer: |
Nvidia says game developers have full “artistic control over DLSS 5's effects”, following backlash alleging that the AI rendering tech altered source material — The first demo for Nvidia's new AI rendering technique doesn't do much to combat the perception that generative AI homogenizes artwork.| Berber Jin / Wall Street Journal: |
In an all-hands meeting, Fidji Simo described plans to shift OpenAI's strategy around coding and business users, urging staff to avoid “side quests” — A top leader urges staff not to be distracted by ‘side quests’ as the company plans shift of resources to coding, enterprise businesses| Sebastian Moss / DatacenterDynamics: |
Nvidia announces the Nemotron Coalition, which includes Thinking Machines Lab, Cursor, and Mistral, to develop an open model trained on Nvidia DGX Cloud — Locking in open source support — Nvidia has launched an open AI model development coalition, named Nemotron, and will provide compute.| Andrew J. Hawkins / The Verge: |
| Bloomberg: |
Samsung says it is winding down sales of its $2,899 Galaxy Z TriFold in South Korea and the US once it clears inventory, after just three months on the market — Samsung Electronics Co. is winding down sales of its Galaxy Z TriFold smartphone after roughly three months on the market … | Sam Clark / Politico: |
EU countries introduce sanctions on hacking groups, including Iran's Emennet Pasargad, which hacked magazine Charlie Hebdo in 2023, and two Chinese companies — Countries impose measures on Iranian, Chinese companies providing hacking services. — BRUSSELS — European Union countries … | Jacob Krol / TechRadar: |
How Disney Imagineering built an Olaf robot, set to arrive at Disneyland Paris this month, and taught it to move via reinforcement learning and simulation — The next-gen robot arrives at Disneyland Paris this month — It's been less than five months since Walt Disney Imagineering showed off … | Ben Thompson / Stratechery: |
| Mistral AI: |
Mistral releases Small 4, its first model to unify reasoning, multimodal, and coding capabilities of its flagship Magistral, Pixtral, and Devstral models — Today, we are announcing Mistral Small 4. This model is the next major release in the Mistral Small family.| Manus: |
Manus introduces My Computer, a Windows and macOS app that enables its AI agent to interact directly with the user's local files, tools, and apps — Until today, Manus has lived entirely in the cloud. — The cloud sandbox has served Manus well. Inside an isolated, secure environment … | Faiz Siddiqui / Washington Post: |
A group of Tennessee teenagers sues xAI, alleging its AI tools were used to create nude images of them by editing photos in which they were clothed — Three plaintiffs, two of whom are minors, accuse xAI of distribution, possession and production with intent to distribute child pornography.| Natasha Mascarenhas / Bloomberg: |
Enterprise AI automation startup Standard Template Labs raised a $49M seed co-led by Iconiq and CRV, a source says at a $300M post-money valuation — The deal is Iconiq's first-ever startup incubation. — Standard Template Labs, founded by former Datadog Inc. President Amit Agarwal … | Mark Bergen / Bloomberg: |
Amsterdam-based Nebius plans to raise ~$3.75B in convertible debt to fund its data center expansion and to purchase customized AI chips, after its Meta deal — Artificial intelligence data center developer Nebius Group NV said it intends to raise about $3.75 billion in convertible debt … | Annie Lee / Bloomberg: |
Darton Commodities: the global cobalt shortage is set to persist through 2030, after Congo limited exports in 2025; the DRC accounts for 70%+ of global supply — A global cobalt shortage is expected to persist through the end of this decade as export restrictions from top producer Democratic Republic … | Chris Metinko / Axios: |
Agentic cybersecurity startup Surf AI, which helps teams read signals from identity, cloud, and other tools, emerges from stealth with $57M in seed and Series A — What to read next| Mia Dawkins / Bloomberg: |
The UK plans to spend £1B+ on quantum computing research over four years, including funding companies in pharmaceuticals, financial services, and energy — The UK will spend more than £1 billion ($1.3 billion) on quantum computing research over the next four years … | Financial Times: |
Sources: KKR, Blackstone, and other investors have turned down some data center debt because of insufficient insurance against risks like natural disasters — Lack of sufficient cover means some investors are walking away from deals — Lenders looking to fund the build-out of data centres … | Yoolim Lee / Bloomberg: |
SK Group Chair Chey Tae-won says memory chip makers are expanding capacity but are unlikely to match demand until around 2030; basic wafer supply lags by 20%+ — A global shortage of memory chips is likely to persist another four to five years because of endemic constraints in semiconductor production … | Carrie Budoff Brown / Politico: |
Q&A with Ted Sarandos on his visit to Brussels, Netflix's European investments, EU regulation, YouTube, TikTok, WBD, Trump's Susan Rice criticism, AI, and more — Netflix co-CEO Ted Sarandos arrives in Brussels on Tuesday with a clear message for EU regulators ahead of a looming review … | Reuters: |
Sources: Google is in talks with Envicool and other Chinese companies about buying data center liquid cooling equipment, amid a tight supply of such parts — Alphabet's Google (GOOGL.O) is in talks with Envicool (002837.SZ) and other Chinese firms about buying liquid cooling equipment for data centres … | Arno Schütze / Bloomberg: |
Berlin-based Upvest, which builds trading APIs for neobanks and retail lenders, raised $90M in equity, sources say at a $735M valuation, up from ~$413M in 2024 — German fintech Upvest, which supplies brokerage technology to neobanks such as Revolut and to retail lenders …
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| Emanuel Fabian / The Times of Israel: |
| Robbie Whelan / Wall Street Journal: |
| Amrith Ramkumar / Wall Street Journal: |
| Hartley Charlton / MacRumors: |
| Blake Brittain / Reuters: |
| Horace Dediu / Asymco: |