At its annual GTC, Nvidia's CEO will deliver a keynote analysts expect to cover the Vera Rubin chip, Groq integration and 2027–28 outlook, while Bank of America calls Nvidia a top AI pick trading at about 17x forward P/E. - Business Insider

Nvidia's GTC (Monday–Wednesday) is predicted by The Register's Kettle hosts to emphasize enterprise and 'agentic' AI and cloud GPU rentals over consumer gaming, potentially boosting cloud/data-center revenue while sidelining consumer hardware. - The Register

NVIDIA committed more than $36 billion since fiscal 2027 began—including $30 billion to OpenAI and $2 billion each to Nebius Group, Coherent and Lumentum—to fund AI startups, data-center builders and optical/networking suppliers. - Yahoo

Sea change, tide of green: Architectural shifts and rival chipmakers challenge Nvidia's AI computing dominance - The Wall Street Journal

Nvidia ramps "LPU" language-processing unit for inference after Groq acquisition - DataCenter Dynamics

Ming-Chi Kuo on LPU ramp - X (formerly Twitter)

HBM=handover big money: Rubin rollout seen slowed by tight HBM4 supplies (in Chinese, hit Google translate) - ctee.com.tw

Indulgences for your sustainability sins: Ceezer data show Amazon, Google, Meta and Microsoft increased carbon removal purchases from 14,200 in 2022 to 11.92 million in 2023, 24.4 million in 2024 and 68.4 million in 2025, while Microsoft reported about 21.9 million credits in FY24. - CNBC

Senator Warren Questions Pentagon Over xAI Access to Classified Networks - NBC News

AI Targeting Systems Linked to High Civilian Casualties as Oversight Drops - the Guardian

The Department of Veterans Affairs plans to deploy large language models to scan Disability Benefits Questionnaires for alleged fraud indicators, despite a documented VA fraud rate under 0.01%, raising expert concerns about false positives, hallucinations, and shifted burdens onto veterans. - Rolling Stone

Trump Accuses Iran of Using AI to Fabricate Wartime Imagery and Rally Footage - Reuters

AI propaganda botnets: USC Information Sciences Institute's 2025 study simulating 50- then 500-agent networked LLMs found simple instructions plus teammate awareness enabled autonomous coordination—producing diverse posts, amplifying peers, and converging on shared talking points that could scale influence operations. - TechXplore

Telegram Recruiters Target Women to Become 'Face Models' for Deepfake Scams - WIRED

I want you to be the “it girl” of identity theft

RFK Jr. released an AI-generated wrestling video that drew backlash from critics who called it "childish," "pathetic" and said it gave "loser energy," raising reputational and misinformation concerns for political figures. - The Daily Beast

your ambassador to Switzerland Newt Gingrich can’t tell what’s a parody even without AI

Robot dogs are patrolling data centers. Boston Dynamics' Spot ($175,000–$300,000) and Ghost Robotics' Vision 60 (≈$165,000) are being deployed for perimeter security and inspection, with vendors claiming typical ROI within two years and deployments like Novva's 1.5M sq ft campus. - Business Insider

Humanoid robots in BMW factories - YouTube

Robot tennis - DeepFabric

GovAI and Brookings combined an occupation-level AI-exposure measure across 350+ jobs with an adaptability index and found about 6.1 million secretaries/clerical workers are highly exposed and least adaptable, with roughly 86% of the most vulnerable group women. - The Washington Post

A professor says AI can competently perform core research tasks—literature synthesis, coding, model training, statistical analysis—leading colleagues to take fewer, pickier students and risking erosion of graduate training and the academic pipeline. - Science

Sorry grad students, you don’t scale

AI models trained on worker data displacing top performers without compensation - Financial Times

Handshake AI and other training-data firms are recruiting improv actors, sketch comics and performers to generate labeled emotional data to train models, and Handshake's demand tripled last summer as the company surpassed a $150 million run rate. - The Verge

you’re being replaced by somebody funnier with more personality

A company replaced employees with AI agents, requiring managers to manage AI deployment, staff transitions, performance oversight, and policy updates. - Fast Company

Business Schools Deploy AI Detection Tools to Combat Scalable Cheating in Online MBA Programs - Financial Times

a bot might be a better MBA

In 2025, 1.17 million U.S. job cuts coincided with employers adopting automated hiring, AI profiling and digital twins—prompting claims that 75% of resumes never reach a human and driving demand for AI certifications and skills. - Fortune

AI-washing the pink slips: Managers admit using AI as excuse for layoffs despite minimal actual job replacement. - Bloomberg

Goldman Sachs estimates US automation risk at 2.5% despite tech firms citing AI for layoffs - The Conversation

Karpathy ‘vibe coded’ an analysis of the U.S. labor market’s exposure to AI, and the highest-paying jobs have the worst scores, while lower-paid workers like janitors and fast-food workers are less exposed. - Yahoo

the higher your salary, the more tasty you look to the grim reaper

Rapid AI advancement could replace millions—possibly hundreds of millions—of primarily digital and office jobs, potentially boosting corporate productivity and prompting debates over redistribution such as universal basic income, while outcomes depend on political and social choices. - the Guardian

A journalist fears advancing AI may soon outperform them in knowledge work, and the advice column Your Mileage May Vary recommends value‑pluralism plus upskilling, integrating AI tools, diversifying income, and specializing in human‑judgment roles instead of a single universal answer. - Vox

BCG Study: 14% of Workers Experience 'AI Brain Fry' as Marketing Roles Face Highest Fatigue - Forbes

Microsoft shelved plans to integrate Copilot across the Windows 11 shell, shipped some AI features without the Copilot brand, renamed the Copilot runtime to "Windows AI APIs," and repositioned Copilot toward Microsoft 365 to reduce perceived AI bloat. - Windows Central

Google said it has scrapped the "What People Suggest" AI search feature that surfaced crowdsourced health tips, saying it was turned down months ago as part of a "broader simplification" amid scrutiny over AI-generated medical information. - the Guardian

Alibaba Restructures to Prioritize AI Profitability - Bloomberg

Alibaba readies enterprise agent with computer use. - Tech in Asia

Meta and xAI approached their AI problem in different ways. But both centered on money. And neither has worked... - Spyglass

Can’t just shovel money at the problem

Apple is pursuing a low-cost artificial intelligence strategy. - The Wall Street Journal

Apple plans $14b in capex while rivals spend $650b - Asymco

Nest founder says the next phase of AI should focus on everyday problems and consumer education, with adoption following "education, adoption, transformation" and broad societal impact occurring once AI becomes a daily driver, which may take months or years. - Fast Company

Shopify to launch 'Agentic Storefronts' for direct product sales within ChatGPT - Modern Retail

Not safe for IPO: OpenAI delays ChatGPT 'adult mode' following backlash from advisory council over safety concerns - The Wall Street Journal

Multi-model coding pipelines: An OpenCode multi-model workflow using Codex 5.x, Opus 4.6, Gemini 3 Flash and Sonnet 4.6 with architect/developer/reviewers produced tens of thousands of useful lines of code and low defect rates, boosting productivity. - Stavros

Ask HN: How is AI-assisted coding going for you professionally? Are you winning, sons and daughters? - Hacker News

Hacking and modding games with Claude - Reddit

Arvore debuted Fabula Rasa: Dead Man Talking, an AI-driven VR improv‑RPG on Meta Quest at SXSW XR 2026 that uses Claude and ElevenLabs for fully improvised LLM-driven conversations, demonstrating talk-driven NPCs but remaining a costly proof of concept. - Mashable

London guerrilla street hackers - X (formerly Twitter)

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