
UN AI Commission Launches Without Google or OpenAI
The UN and ITU launched a new AI for Good Global Commission with 40+ founding members, but Google, Meta, and OpenAI are not among them.
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.

The UN and ITU launched a new AI for Good Global Commission with 40+ founding members, but Google, Meta, and OpenAI are not among them.

Anthropic's Claude models are now generally available in Microsoft Foundry on Azure, running on NVIDIA GB300 Blackwell Ultra NVL72 racks - with vendor numbers claiming 40% faster token generation than H100.

Anthropic is in early talks with Samsung to develop its first custom AI chip on a 2nm process, making it the last major frontier lab to enter the custom silicon race.

Transformer ASIC startup Etched comes out of stealth with first-pass silicon on TSMC N4P, $800M raised, and more than $1B in signed customer contracts.

Adobe's deal to buy Topaz Labs is less about upscaling filters and more about NeuroStream, the on-device inference engine that runs large AI video models on consumer RTX GPUs.

Qualcomm confirmed a $3.9B acquisition of AI software startup Modular and is in advanced talks to buy RISC-V chip designer Tenstorrent for up to $10B, betting that open hardware and a portable compiler can dislodge Nvidia from the data center.

Agility Robotics merges with Churchill Capital XI at a $2.5B valuation, becoming the first publicly traded pure-play humanoid robot company with robots already earning commercial revenue.

OpenAI and Broadcom unveiled Jalapeño, a custom ASIC on TSMC's 3nm node with eight HBM stacks, targeting 50% cheaper inference than current GPU-based alternatives.

The AlphaGo co-founder's open-source AI lab will pay SpaceX $150M monthly for Nvidia GB300 chips at Colossus 2, totaling $6.3B before shipping a single public model.

US Commerce Secretary Howard Lutnick told ASML executives that the Trump administration believes EUV-related chipmaking gear may have reached China in violation of export controls. ASML denies any such transfer and says it has never shipped EUV equipment to China.

Amazon CEO Andy Jassy hints the company will sell Trainium3 racks directly to outside data centers, citing a potential $50B revenue run rate and sold-out chip supply.

The top AI synthetic data tools in 2026 ranked by price, quality, and use case - from open source SDV to Tonic.ai Fabricate and K2view.