
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.
They summarize our coverage. We write it.
Newsletters like this one rebroadcast our headlines - often without the full review, the source reading, or the analysis underneath. Our weekly briefing sends the work they paraphrase, straight from the desk, before they get to it.
Free, weekly, no spam. One email every Tuesday. Unsubscribe anytime.

Chinese AI providers now handle over 60% of all tokens routed through OpenRouter, up from less than 2% just a year ago.

Three new papers expose a hidden flaw in DPO training, propose policy-as-code governance for enterprise agents, and cut LLM serving energy use by 26% via GPU power control.

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.

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.

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.

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.

Raindrop's MIT-licensed Workshop streams every token and tool call from your AI agent to a local browser dashboard, then lets Claude Code write and fix evaluations automatically.

Cerebras raised $5.55B and surged 68% on Nasdaq debut, the largest US tech IPO since Snowflake in 2020, but a 200x revenue multiple and a single-customer backlog tell a more complicated story.

xAI operates 46 gas turbines at its Southaven data center power plant, five above its state permit, as the NAACP seeks an emergency court order over Clean Air Act violations.

Subquadratic's SubQ claims the first linear-scaling LLM with a 12M-token window - but private beta access, self-reported benchmarks, and a 17-point MRCR gap make independent verification the only test that matters.

Cisco reported record quarterly revenue of $15.8B and immediately announced 4,000 layoffs, raising its FY2026 AI infrastructure order target from $5B to $9B.