Nvidia Bets $40B on Its Own AI Customers
Nvidia has crossed $40 billion in equity commitments this year, investing in the same AI companies that buy its chips - raising serious questions about circular money flows in the ecosystem.
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Five Frontier AI Labs Now Under US Pre-Release Review
NIST's CAISI has signed pre-deployment evaluation agreements with Google DeepMind, Microsoft, and xAI, bringing the total number of frontier labs under US government review to five.
AI Coding Agents Breached - Attackers Took the Keys
Six research teams disclosed exploits against Codex, Claude Code, Copilot, and Vertex AI. Every attack went after credentials the agents carried - not the models themselves.
Cloudflare Cuts 1,100 Jobs as AI Use Surges 600%
Cloudflare cut 1,100 workers - 20% of its staff - while posting record quarterly revenue of $639.8 million, saying AI has made those roles obsolete in just three months.
ZAYA1-8B: Open Reasoning Model Rivals Claude on AMD GPUs
Zyphra's ZAYA1-8B matches Claude 4.5 Sonnet on HMMT 2025 math benchmarks at just 760M active parameters, trained entirely on AMD Instinct MI300X GPUs under Apache 2.0.
OpenAI's Realtime API Goes GA with Three New Models
OpenAI's Realtime API exits beta with GPT-Realtime-2, Translate, and Whisper - three specialized voice models splitting reasoning, translation, and transcription into distinct endpoints.
DeepMind's AlphaEvolve Recovered 0.7% of Google's Compute
Google DeepMind's May 2026 AlphaEvolve impact report shows the system running in production across infrastructure, quantum computing, genomics, and commercial partnerships spanning logistics to fintech.
xAI Opens Grok 4.3 API: 83% Price Cut, Video Input
xAI opened Grok 4.3 to all API developers on May 6 with an 83% output price cut, 1M-token context, native video input, and document generation - plus five legacy models retiring May 15.
NVIDIA Bets $2.1B on IREN to Build 5 GW AI Factories
NVIDIA and IREN plan 5 GW of DSX-aligned AI factories, backed by a $2.1B investment warrant and a $3.4B, five-year GPU cloud contract.
ChatGPT Gets a Trusted Contact for Self-Harm Alerts
OpenAI's new Trusted Contact feature lets adult ChatGPT users designate someone to receive safety alerts when self-harm is detected, amid lawsuits over chatbot-linked suicides.
Moonshot AI Goes From $4.3B to $20B in Six Months
Moonshot AI closed a $2B round at a $20B valuation, four-times its end-2025 value, on the strength of its Kimi open-weight models and $200M ARR.
Anthropic Doubles Claude Code Limits via SpaceX Deal
Anthropic gains 220,000 GPUs from SpaceX's Colossus 1 in Memphis, immediately doubling Claude Code five-hour rate limits for all paid plans.
