Nvidia’s Huang warns DeepSeek running on Huawei chips would be ‘horrible’ for the US

In short: Nvidia CEO Jensen Huang warned on the Dwarkesh Podcast that DeepSeek optimising its AI models for Huawei’s Ascend chips instead of American hardware would be “a horrible outcome” for t [...]

Anthropic’s Amodei meets Wiles and Bessent at the White House in first step toward resolving Mythos standoff

In short: Anthropic CEO Dario Amodei met White House Chief of Staff Susie Wiles and Treasury Secretary Scott Bessent on Friday in what the White House called “productive and constructive” talks ov [...]

AirTrunk acquires Lumina CloudInfra to enter India with 600MW of planned capacity

The deal is an internal Blackstone consolidation, both AirTrunk (acquired for A$24 billion in 2024) and Lumina CloudInfra (launched by Blackstone in 2022) sit within the same portfolio. By folding Lum [...]

Meta targets 20 May for 8,000 layoffs as it redirects billions toward AI infrastructure

In short: Meta will begin companywide layoffs on 20 May, cutting approximately 8,000 employees (10% of its 78,865-person workforce), with additional cuts planned for the second half of 2026. The restr [...]

Trump wants to stop states from regulating AI. States and Congress keep saying no.

In short: The Trump administration is waging a multi-front campaign to prevent states from regulating AI, using a DOJ litigation task force, Commerce Department evaluations of “burdensome” state l [...]

Google is in talks with Marvell to build custom AI inference chips as it diversifies beyond Broadcom

Summary: Google is in talks with Marvell Technology to develop two new AI chips – a memory processing unit and an inference-optimised TPU – adding a third design partner alongside Broadcom and Med [...]

Stanford’s AI Index finds China has nearly closed the performance gap with the US despite spending 23 times less

In short: Stanford’s 2026 AI Index Report finds the performance gap between the best American and Chinese AI models has collapsed to 2.7%, down from 17.5-31.6 percentage points in May 2023, despite [...]

A humanoid robot just beat the human half-marathon world record by seven minutes in Beijing

A humanoid robot named Lightning completed the Beijing E-Town Half-Marathon today in 50 minutes and 26 seconds, beating the human world record by nearly seven minutes. The robot, built by Shenzhen Hon [...]

Australia’s NEXTDC launches A$2.2 billion capital plan

The ASX-listed data centre operator is raising A$1.5 billion in a fully underwritten equity offering and expanding its hybrid securities programme by A$700 million, with La Caisse de dépôt et placem [...]