Wall Street and Google Pool $5B to Rival CoreWeave
Blackstone commits $5 billion to a new Google joint venture selling TPU compute-as-a-service, directly challenging CoreWeave with Wall Street capital and Google's chip stack.
News
TeamPCP Breaches GitHub via Poisoned VS Code Extension
TeamPCP stole 3,800 GitHub internal repos via a malicious Nx Console update live for just 11 minutes, tracing back to the TanStack supply chain compromise.
Meta Mined Employee Keystrokes, Then Cut 8,000 Jobs
Leaked audio from a Meta all-hands reveals Zuckerberg used employee keystrokes and clipboard data to train AI models, days before laying off 8,000 staff.
Qualcomm Hits Record High as AI Device Bet Pays Off
Qualcomm stock surged 12% to an all-time high on May 22 and is now up 75% in a month, driven by an OpenAI smartphone deal, a Stellantis car contract, and a data center chip push - forcing Wall Street to rethink a company it had written off.
AI Startups Are Gaming Revenue and VCs Look Away
AI founders are reporting contracted ARR as actual revenue, inflating public figures by 3-5x - and their investors know it.
Google AI Overviews Treat 'Disregard' as a Command
Google's new AI Overviews respond to words like 'disregard,' 'ignore,' and 'dismiss' as LLM instructions rather than vocabulary queries, leaving users with blank search results.
Gemini 3.5 Flash: Real Speed, Selective Benchmarks
Google's Gemini 3.5 Flash is genuinely fast at 289 tok/s and competitive on agentic tasks - but the benchmark portfolio has gaps worth knowing before you build on it.
Chinese Models Claim 60% of OpenRouter Token Traffic
Chinese AI providers now handle over 60% of all tokens routed through OpenRouter, up from less than 2% just a year ago.
Spotify Strikes AI Music Deal With UMG, Stock Surges
Spotify and Universal Music Group sign the first upfront AI licensing deal between a major streaming platform and a label for fan-made covers and remixes, sending SPOT shares up 14%.
Trump Pulls AI Security Order Hours Before Signing
Trump scrapped a White House AI executive order signing ceremony at the last minute, citing concerns about US competitiveness - even as Anthropic Mythos and OpenAI's GPT-5.5-Cyber showed AI can now find and exploit zero-days at scale.
NVIDIA Ships Vera CPU to Labs, Claims $200B Market
NVIDIA delivered first Vera CPUs to Anthropic, OpenAI, and SpaceX on May 17-19 as Q1 FY2027 earnings hit $81.6B, with $20B in standalone Vera CPU orders on the books for 2026.
Brett Adcock's Hark Raises $700M for AI Interface
Brett Adcock's AI lab Hark has closed a $700M Series A at a $6B valuation before shipping a single product, with chip companies AMD, Intel, Qualcomm, and NVIDIA all backing the bet.
