
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.
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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 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.

Anthropic projects $10.9B in Q2 revenue and its first-ever $559M operating profit, two years ahead of its own 2028 guidance - but the xAI compute bill arrives in full next quarter.

SpaceX's IPO filing discloses that Anthropic will pay $1.25 billion per month for compute across both Colossus data centers through May 2029, totaling roughly $45 billion.

An internal OpenAI reasoning model produced an original proof disproving the Erdős unit distance conjecture, the first time AI autonomously solved a major open problem in mathematics.

Stability AI releases Stable Audio 3.0 as a four-model family with a new SAME autoencoder, open weights for three of four variants, and tracks up to 6 minutes 20 seconds - while Suno and Udio face ongoing copyright lawsuits over their training data.

Google's AI Mode reached 1 billion monthly users at I/O 2026, as the company announced information agents, agentic booking, and generative UI set to transform Search this summer.

Google shipped WebMCP as an early preview at I/O 2026, a proposed open web standard that lets websites expose structured tools to browser-based AI agents without DOM scraping or fragile visual automation.

Dell Technologies World 2026 centers on sovereign AI: OpenAI Codex, Google Gemini, Grok, and Palantir are all coming on-prem via Dell AI Factory, alongside new PowerRack hardware deployable in 6.5 hours.

Andrej Karpathy, OpenAI co-founder and former Tesla AI director, joins Anthropic's pre-training team to build a research program that uses Claude to accelerate its own training.

OpenAI is merging ChatGPT, Codex, and the developer API into a unified agentic platform under Greg Brockman, while pausing Sora and shutting down its science and adult content experiments.

Google unveiled three Android XR smart glasses form factors at I/O 2026, backed by Samsung, XREAL, Warby Parker, and Gentle Monster as launch partners.