Alpha-bet all-in: Alphabet raises $80 billion in the largest non-government equity offering in history, with $10 billion from Berkshire Hathaway at a 7% discount; shares dip ~2% - Business Insider

The raise is preemptive: Anthropic and OpenAI are both pursuing 2026 IPOs, and the offering may siphon capital away from those anticipated listings

Google selling $10B of equity to Berkshire Hathaway signals high AI demand as compute-intensive cloud growth rivals its core ad business. - Stratechery by Ben Thompson

Alphabet's capex could reach $300 billion in 2027, up from a targeted $190 billion this year, with free cash flow projected to turn negative - The Wall Street Journal

UK's is over AI overviews: CMA issued a world-first order requiring Google to let publishers opt out of AI Overviews and AI Mode without losing traditional search rankings. - the Guardian

Google must also bar use of opted-out content for fine-tuning its AI models and ensure proper attribution with clear links in AI-generated results. - The Verge

Google is testing a new Search Console toggle with UK domain owners and has nine months to implement the full opt-out mechanism globally. - Engadget

Google is quietly paying Play Store developers for app code to train AI, via a “confidential pilot” that never mentions AI - 404 Media

Gemini Spark Notes on your life: Reviewer impressed and unsettled by AI home addresses, children's names, and food preferences mined from personal email - The Verge

At Microsoft Build 2026, Satya Nadella announced seven AI models, Project Solara, and a Copilot super app. - Engadget

Microsoft Build 2026 delivers seven AI models, Scout assistant, Majorana 2 quantum chip, and Project Solara in Satya Nadella's keynote. - The Verge

Microsoft debuts MAI-Thinking-1, its first advanced reasoning AI model trained on clean data. - The Verge

Maybe-orana: Microsoft's Majorana 2 quantum chip, developed with AI-assisted materials science, shows 1,000x improvement; commercial machines targeted for 2029 amid scientific skepticism - Reuters

Scout’s honor: Microsoft launches Scout, an AI personal assistant built on OpenClaw, for customers. - The Verge

Hooked by design: Internal Microsoft documents reveal the company's plan for its Scout AI assistant explicitly aims to make users addicted before expanding functionality. - 404 Media

Scout, Microsoft's always-on AI assistant built on OpenClaw, integrates with Outlook, OneDrive, and Teams to autonomously manage email, scheduling, and calls. - WIRED

Microsoft releases Agent Control Specification, an open-source standard for governing AI agent behavior across frameworks. - TechCrunch

Microsoft Execution Containers enforce OS-level sandboxing for AI agents on Windows, with OpenAI, Nvidia, Manus, and Nous Research as launch partners. - VentureBeat

Microsoft launches Web IQ, a Bing-based search service designed for AI agents, competing with Exa and Tavily - Search Engine Land

GitHub launches Copilot desktop app in technical preview, adds new Canvases feature - The GitHub Blog

One billion served: ChatGPT surpassed 1 billion monthly active users in May 2026, the fastest app ever; rival Claude grew 640% YoY to 56M MAUs (who pay much more money). - Reuters

OpenAI is the most overvalued among AI peers by some metrics, spending $2.22 per dollar earned in Q1. - Yahoo

OpenAI, valued at $852 billion with -122% adjusted margins, may risk missing its IPO window as Anthropic moves first and CFO doubts readiness for a 2026 float. - the Guardian

Polarized binary setup, if the Anthropic IPO and SpaceX/xAI do well OpenAI raises their price and sells more stock, if all the tech firms are selling stock at these high prices following Google's example and there is a correction, they have to cut their price and sell less stock.

OpenAI expands Codex AI agent with finance, legal plugins to compete with Anthropic. - Bloomberg

OpenAI’s o1 beats emergency physicians on diagnostics, but doctors say “management reasoning” remains an irreplaceably human clinical skill - Fast Company

Anthropic, OpenAI, and SpaceX could collectively bring $3 trillion to public markets; analysts warn the simultaneous wave could strain capital and signal an AI market top. - Business Insider

Critics question whether AI valuations reflect real economics, citing heavy losses at both Anthropic and OpenAI and a possible WeWork-style reckoning. - CNET

Apollo and Blackstone arrange a record $36B debt deal to buy TPUs for Anthropic, with Broadcom backing the senior tranche at ~5.75% - Bloomberg

Tech companies raised $250 billion in debt markets in 2026 to fund AI infrastructure, pushing 30-year Treasury yields to their highest since 2007 - Yahoo

At Computex, Nvidia CEO Jensen Huang called AI investment returns “insane” and courted billionaire family offices for AI infrastructure spending - Bloomberg

Jensanity: Jensen Huang says Marvell Technology could be next chip firm to join trillion-dollar club, stock soars. - The Wall Street Journal

a word from Jensen is worth $50b

Anthropic launches an “AI & Rule of Law” team paying $295K–$345K to study AI’s impact on democratic institutions - Business Insider

Observers examine Anthropic's emphasis on AI safety shaped by philosopher Amanda Askell, as AI's ethical frameworks gain broader influence. - Inc.

A developer built an open-source Claude Code hook replicating Anthropic's Auto Permission mode for non-Anthropic inference endpoints. - Hacker Noon

AI industry leaders say a self-improving AI breakthrough could deliver superintelligence soon, while safety experts warn the world is not prepared. - Financial Times

Uber caps AI coding tool spending at $1,500 per employee monthly, citing budget overruns; caps apply to Cursor and Claude Code - Bloomberg

Hackers tricked Meta's AI chatbot into hijacking Instagram accounts, including Obama's, before a patch. - Business Insider

Meta is spending hundreds of billions on AI to build personal superintelligence and close the gap with OpenAI and Google - Financial Times

DeepSeek closes its first-ever external round at ~$7.4B, valuing the startup at $52–$59B, with Tencent and CATL as lead investors. - TNW | Investors-Funding

AlphaSense raised $350 million at a $7.5 billion valuation, nearly double its 2024 mark, ahead of a possible IPO. - The Wall Street Journal

Snowflake announced new AI services, rebranded agents, and formed a $200M OpenAI partnership at its Summit. - SiliconANGLE

Ex-DOGE staffers launched Special, backed by Andreessen Horowitz, to acquire companies and apply AI-driven cost-cutting to private-sector operations - Bloomberg

JPMorgan finds over 60% of data center capacity due in 2027 isn't yet under construction, with supply-chain backlogs, permitting fights, and power constraints to blame - The Wall Street Journal

The EU's €20 billion plan to build five AI gigafactories is stalling due to delays and unresolved funding questions that are alienating potential private-sector partners - Bloomberg

Microsoft CEO Satya Nadella pledged data centers won't raise local electricity rates; polls show more Americans prefer a nuclear reactor nearby to a data center - Business Insider

Mother, may I AI: Trump signed a watered-down executive order granting government 30-day voluntary pre-release access to powerful AI models, after he scrapped 90-day draft. - The Verge

Google, OpenAI, Anthropic, and xAI backed the order; ex-Trump adviser Dean Ball warned it could invite heavier federal oversight. - TechRadar

Hoover academic paper argues unrestricted AI competition between companies and superpowers risks unintended consequences and calls for AI 'arms control' agreements. - Hoover Institution

Debate sharpens over autonomous AI weapons: UK officials want a “human out of loop” option, but researchers say LLMs cannot reason morally - the Guardian

Thanks to AI-guided combined-arms tactics with drones and ground robots, Ukraine believes it sees a path to victory. - Defense One

U of Toronto demonstrates AI worm that it says could target any online device, adapting its attack to each machine it targets, defeating any single patch and then spreading further. - utoronto.ca

AI-built ransomware kit automates EDR evasion and Active Directory discovery, lowering the bar for attackers. - Bleeping Computer

Cybercriminals are hijacking corporate AI agents to steal business data, exploiting their privileged system access in a new class of insider attacks. - The Wall Street Journal

New paper calls for coordinated national action on vulnerability disclosure as AI accelerates exploit discovery. - Schneier on Security

Agentic AI cuts average critical-vulnerability remediation time 47% — from 63 days to 38 — but only 32% of attack surfaces are currently being tested. - TechRadar

Nvidia, Unitree, and Sharpa are partnering on a humanoid robot reference design blueprint spanning data collection to real-world deployment - TechRadar

Perplexity AI demonstrated a hybrid local-cloud inference orchestrator at Computex that routes sensitive data on-device and complex tasks to cloud models - VentureBeat

Operations leaders at Nike, Sysco, and Box say AI is creating organizational confusion, not simple automation. - Yahoo

AI coding agent cost systems lack task-level granularity, leaving organizations unable to optimize model routing or justify spend decisions. - Hacker Noon

AI could improve central bank interest-rate decisions by processing real-time data. - The Wall Street Journal

Labor economist Kathryn Anne Edwards argues the AI jobs panic is overblown but warns the US safety net is unprepared for potential mass unemployment. - Platformer

Sydney academic used Copilot to write op-ed urging students not to use AI to cut corners; Sydney Morning Herald removed it. - the Guardian

AI “virtual cells” trained on 500 million cells predict drug effects across 28 tissue types, though fully dynamic simulations remain years away - Nature

Researchers warn that LLM-generated survey responses and AI-assisted studies threaten the integrity of social sciences. - Nature

Flok Health raises $12.5M to expand its NHS-certified AI PT physiotherapist, which can treat and discharge patients without human oversight - TNW | Investors-Funding

Martin Scorsese became an adviser to AI company Black Forest Labs, drawing criticism from film industry workers. - BBC

Redditors built AI ticketing tool SeatSidekick in five days; coordinated campaigns drove FIFA ticket prices down 25% and triggered AGs to subpoena FIFA - WIRED

defeat 30% transfer fee by using transfer to friends feature; share info about inflated prices that don’t seem related to supply and demand.

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