
Nvidia Cosmos 3 Is the First Open Physical AI Model
Nvidia's Cosmos 3 is the first fully open omnimodel for physical AI, trained on 20 trillion tokens to teach robots and autonomous vehicles how to reason and act in the real world.
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Nvidia's Cosmos 3 is the first fully open omnimodel for physical AI, trained on 20 trillion tokens to teach robots and autonomous vehicles how to reason and act in the real world.

After licensing its chip technology to Nvidia for $20 billion, Groq is raising $650M from existing investors to rebuild itself as an AI inference cloud provider.

NVIDIA's SANA-WM is a 2.6B-parameter hybrid linear diffusion transformer that generates 60-second 720p video with 6-DoF camera control on a single H100, built for embodied AI and robotics simulation.

NVIDIA NVLabs open-sourced SANA-WM, a 2.6B-parameter world model that generates 60-second 720p camera-controlled video on a single GPU, outperforming 14B+ competitors that need 8 GPUs.

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.

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.

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.

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.

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.

Baiju Bhatt's orbital AI compute startup raises $275M at a $2B valuation and plans to build its own rockets to bypass SpaceX and Blue Origin bottlenecks.

NVIDIA Ising is the first open AI model family for quantum computing - a 35B VLM for processor calibration and CNN decoders for real-time error correction, already deployed at 20+ research institutions.