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Tue May 26
Google plans to open its first physical Google Store outside of the US "this summer", in Tokyo's Omotesando district, marking Google's 11th physical store (Damien Wilde/9to5Google)
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French private equity firm Ardian partners with data center group Verne to build an up to €5B AI "gigafactory" outside Paris, targeting 500MW in total capacity (Financial Times)
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Israeli networking company DriveNets raised a $410M Series D led by Bessemer and Atreides at an $8.5B valuation, taking its total funding to ~$1B (Meir Orbach/CTech)
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Wirescreen analysis of 3,800 Chinese military procurement records finds 500+ instances since 2019 where the PLA sought Nvidia chips, including the A100 and A800 (New York Times)
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Sources: Anthropic plans to let the EU's cyber agency ENISA join Project Glasswing and access Mythos; EU officials went to the US last week to ask for access (Gian Volpicelli/Bloomberg)
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Chinese AI developer MiniMax debuts M3, a new coding model that it says rivals Claude Opus 4.7, costing $0.12 per 1M input tokens, compared with $5 for Opus 4.7 (Juro Osawa/The Information)
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Binance launches trading for 7,000+ US stocks and ETFs for non-US users, with zero commissions and fractional share purchases, as part of its "super app" push (Jeff John Roberts/Fortune)
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A look at the Seckinger school cluster in Georgia, including the US' "first AI-themed educational institution", as parents say AI integration is often sparse (New York Times)
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Nasdaq, FTSE, and other index providers are shortening their entry timelines to accommodate SpaceX's record $75B IPO, as Elon Musk targets retail investors (Bloomberg)
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Q&A with Bill Gurley on Anthropic staffers believing "they can create God, and that by creating God, they are like this Prometheus kind of species", and more (@theallinpod)
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Q&A with Brian Chesky on running Airbnb in "founder mode", differences between "founder mode and hustle culture", AI customer service, listing hotels, and more (Jordyn Holman/New York Times)
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Meituan reports Q1 revenue up 5.6% YoY to ~$13.5B, above ~$13.4B est., and a ~$1B net loss, its third straight quarter of losses amid a food delivery price war (Tracy Qu/Wall Street Journal)
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Jensen Huang says Anthropic, OpenAI, and SpaceX are among the first big users of Nvidia's new Vera CPUs, which are 1.8x faster at AI workloads than x86 chips (Ian King/Bloomberg)
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SoftBank becomes Japan's biggest company by market value after hitting an all-time high, overtaking Toyota, which has been the country's largest for 20+ years (Financial Times)
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Coinbase launches direct Indian rupee deposit and withdrawal rails via the Immediate Payment Service, aiming to remove its reliance on P2P and intermediaries (Omkar Godbole/CoinDesk)
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Netherlands-based Invisix, which is developing advanced chipmaking measurement tools, raised a €20M seed, with the participation of a "tier-one" chipmaker (Tamara Djurickovic/Tech.eu)
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Grab says it commits to "Taiwan's data security and public trust", after reports of Grab's collaborations with China's Huawei and Alibaba sparked concerns (Kentaro Takeda/Nikkei Asia)
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A look at Operation Jailbreak, a US Army-led hackathon where nine defense firms use AI to integrate weapons systems, drawing on Ukraine interoperability lessons (Demetri Sevastopulo/Financial Times)
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A look at Pangram, considered the gold standard for detecting AI writing, and the dangers of its claimed one in 10,000 false-positive rate when used at scale (Matteo Wong/The Atlantic)
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Nvidia unveils DGX Station, a desktop Windows PC powered by its GB300 Grace Blackwell chip with up to 748 GB of memory, capable of running 1T-parameter models (Mike Wheatley/SiliconANGLE)
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Nvidia says its Vera Rubin computing platform is ramping into "full production", with first systems expected to ship in the fall, after a March announcement (Mike Wheatley/SiliconANGLE)
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Nvidia unveils Cosmos 3, an open physical AI foundation model, to help robots and autonomous cars better understand the real world with limited training data (Ina Fried/Axios)
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Nvidia unveils Isaac GR00T, an open humanoid reference design powered by its Jetson Thor chip, combining a Unitree H2 Plus robot and Sharpa five-fingered hands (Stephen Nellis/Reuters)
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LG's shares jumped 300%+ in 2026, after largely sitting out South Korea's chip-rally in 2025, as LG seeks to expand into physical AI businesses such as robots (Sangmi Cha/Bloomberg)
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AI startup Runway, most recently valued at $5.3B, plans to make London its European headquarters and invest $200M+ into the UK's AI ecosystem by the end of 2028 (Kai Nicol-Schwarz/CNBC)
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Jensen Huang says Microsoft and Nvidia will "reinvent the PC", starting with 30+ laptops and 10 desktops coming in the fall from Dell, HP, Lenovo, and others (Katie Tarasov/CNBC)
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Nvidia says RTX Spark offers up to 20 CPU cores and a Blackwell GPU with 6,144 CUDA cores, capable of "100 FPS 1440p gaming" or running 120B-parameter models (Jeffrey Kampman/Tom's Hardware)
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Microsoft unveils the Surface Laptop Ultra, with an Nvidia RTX Spark SoC, a 15" mini-LED touchscreen, and up to 128GB of unified memory, coming this fall (Sean Hollister/The Verge)
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Nvidia announces the RTX Spark, an Arm-based consumer PC chip family that it says is "the most efficient PC chip ever built", made in partnership with MediaTek (Sean Hollister/The Verge)
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Intel details its Crescent Island data center GPUs based on its Xe3P architecture and using LPDDR5X memory instead of HBM, calling them "built for agentic AI" (Jeffrey Kampman/Tom's Hardware)
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Intel teases its Xeon 7 Diamond Rapids CPUs, built on 18A-P node, with PCIe 6.0, and 50% more cores and twice the memory bandwidth vs. Xeon 6, launching in 2027 (Jake Roach/Tom's Hardware)
3w
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Intel unveils six Xeon 6+ data center CPU SKUs, says the 6990E+ has 30% better single-thread performance and up to 30% more energy efficiency than AMD Epyc 9965 (Jake Roach/Tom's Hardware)
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TSMC's rally in Taiwan has outpaced its US-listed shares this year, narrowing its ADR premium to 13.7%, a two-year low, driven by local investor optimism (Charlotte Yang/Bloomberg)
3w
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China issues new investment rules, expanding regulator powers to scrutinize overseas deals involving Chinese investors, tech, and data, effective from July 1 (Eduardo Baptista/Reuters)
3w
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Beijing-based Vast, which uses AI models to generate 3D assets from text and image prompts, raised ~$200M at a $1B+ valuation, and says it has 20M global users (Bloomberg)
3w
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Solstice, which uses clinical and compliance documents and AI to accelerate advertising approvals for pharma clients, raised a $21M Series A (Brock E.W. Turner/Axios)
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Daloopa, which structures financial data from filings, transcripts, investor decks, and other public sources for investment firms, raised a $47M Series C (Ryan Lawler/Axios)
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Dell introduces the $699+ Dell XPS 13, starting with 8GB of RAM, a six-core Intel Core 5 320 chip, and a 13.4-inch touchscreen, rivaling the MacBook Neo (Antonio G. Di Benedetto/The Verge)
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AMD unveils the $330 Ryzen 7 7700X3D CPU, relaunches the 5800X3D as a $349 10th-anniversary edition, and plans to support the AM5 motherboard socket until 2030 (Sean Hollister/The Verge)
3w
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Twitch rolls out Dual Format, a feature that lets creators stream horizontally and vertically simultaneously, and 2K streaming for partners and affiliates (Cheyenne MacDonald/Engadget)
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NYC-based Garner Health, which uses data analytics to help 2.5M+ workers find physicians, raised a $100M Series E at a $2.74B valuation led by Index Ventures (Cailey Gleeson/Fierce Healthcare)
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Experts say ChatGPT, Gemini, and other Western AI models are turbocharging Iran's cyber operations, helping it develop malware and launch phishing attacks (Jacob Judah/Financial Times)
3w
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AI adoption follows the J-curve path of general-purpose tech, like early US factory electrification, requiring years of investment before noticeable ROI gains (Exponential View)
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Sources: Apple delays iPhone-connected smart glasses to late 2027, aiming to disrupt the mid-tier $200-$500 eyewear market the way it disrupted the watch market (Mark Gurman/Bloomberg)
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A look at contrasting China playbooks of AMD CEO Lisa Su and Nvidia CEO Jensen Huang, with Su keeping a lower profile; China accounts for ~20% of AMD's revenue (Reuters)
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A profile of Ariane Gorin, who became Expedia CEO in 2024 and has overseen back-to-back years of revenue growth, with record gross bookings of $119B in 2025 (Brent Crane/Bloomberg)
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Bill Gates' carefully crafted public image has been eroded by revelations about his ties to Epstein; Gates was recently snubbed from Microsoft's CEO Summit (Emily Glazer/Wall Street Journal)
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Sources: Microsoft and Nvidia will unveil the first Windows PCs powered by Nvidia SoCs, including devices from Surface and Dell, at Computex and Build 2026 (Ina Fried/Axios)
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A US court ordered Circle to blacklist Zama's cUSDC contract, freezing ~$12.6M in funds, likely catching many in the "crossfire" of a civil suit against a DAO (Zack Abrams/The Block)
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China will implement new online food delivery regulations on June 1, requiring platforms to regularly verify businesses' identities, locations, and licenses (Nikkei Asia)
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More →