Nvidia's competitive moat stems from CUDA software platform rather than hardware. (also moving up the stack, data center as a computer, robot, car platforms etc.) - WIRED

Nvidia builds full-stack AI factory platform projecting revenue growth from $60.9B in FY2024 to over $350B in 2027. - SiliconANGLE

Samsung Electronics reaches $1 trillion market cap, joining Nvidia, TSMC and Broadcom as AI infrastructure providers. - Yahoo

Cerebras Systems raises IPO price range to $150-$160 from $115-$125 and lifts shares offered to 30 million from 28 million - Yahoo

BlackRock CEO Larry Fink argues AI shortages create potential trillion-dollar compute market / futures asset class. - 24/7 Wall St.

Local LLMs such as Alibaba's Qwen 2.5 27B and Qwen 3.6 35B deliver frontier-quality coding on M4 Macs and 24-32GB GPUs, easing cloud compute strain. - theregister

Season finale cliffhanger? Elon Musk's lawsuit against Sam Altman and OpenAI nears conclusion with expected testimonies from Ilya Sutskever, Satya Nadella, and Sam Altman. - Business Insider

Governor Ron DeSantis praises Elon Musk's pro-human AI vision after SpaceX-Anthropic partnership for over 300 megawatts of compute. - Yahoo

Planet of the A.Ipes - lon Musk predicts 5-10 times more humanoid robots than humans within 100 years if civilization survives. - Yahoo

sounds super pro-human

Startups develop brain-computer interface chips enabling thought control of machines as billionaires including Elon Musk bet on consumer tech. - Bloomber

as if surveillance everywhere wasn’t dystopic enough, sure, Elon, come live inside my head.

Scaling AI - OpenAI

McKinsey finds workflow redesign, not model choice, is the biggest driver of enterprise AI impact. - Fast Company

culture eats strategy for breakfast, and it’s the workflow stupid

IBM report shows 76% of over 2,000 organizations now have chief AI officer roles to own the blame when pilots flop, up from 26% in 2025. - CNBC

Survey of 1,500 C-suite leaders finds all organizations deploy AI, but only 25% scale rapidly; MIT report notes 95% generative AI pilots yield zero ROI. - TechRadar

KPMG report finds 93% of US companies plan to deploy or scale AI in finance within 18 months, 74% meeting ROI expectations. - TechRadar

Microsoft survey finds 71% of UK workers use unapproved shadow AI tools despite IT policies. - Business Insider

"We cannot have the AI model advising clients. They might think they don’t need us" - Financial Times

LLMs accelerate vulnerability discovery, rendering 90-day disclosure policies obsolete against zero-day exploits. - Himanshu Anand :: Threat Notes

Hundreds of AI-generated blonde women avatars flood TikTok, Instagram and Facebook with pro-Trump messages ahead of US midterms. - France 24

it’s always been bought-and-paid-for ragebait, just a little more obvious

Chinese society embraces AI. (apparently they trust their government and elites more to keep it people-centered) - The New York Times

How hidden system prompts enforce rules and override user inputs - The Washington Post

Nous Research's Hermes Agent leads OpenRouter's global daily rankings with 224B tokens, surpassing OpenClaw's 186B as of May 10, 2026. - MarkTechPost

Start co-thinking: Author recommends treating ChatGPT as thinking partner rather than search engine using detailed collaborative prompts. - Tom's Guide

Stanford's Erik Brynjolfsson bets Northwestern's Robert Gordon $400 that AI drives US labor productivity above 1.8% annually from 2020 to 2030. - Bloomberg

Moving the bottlenecks: AI coding agents double short-term output but quadruple maintenance costs, causing productivity to decline below baseline within months. - James Shore

Addiction podcast host draws parallels between AI dependence and addiction as people rely on it to reduce thinking discomfort. - STAT

“I made this“: 'The LLM Fallacy' paper identifies users misattributing AI-generated outputs to their own competence. - Forbes

AI commoditizes speed, output, and insight, making leaders' presence the key differentiator for idea adoption. - Fast Company

AI ad tools generate similar phrasing and structures, making ads indistinguishable and forgettable without human strategy. - TechRadar

Over half of researchers use AI for journal reviews and experiment design as AlphaFold wins 2024 Nobel Prize in Chemistry. - The Conversation

Academic Research Skills v3.7.0, Claude Code plugin suite with 13-agent research, anti-hallucination protocols, and $4-$6 cost per 15,000-word paper. - GitHub

Burger King deploys AI assistant Patty and Starbucks rolls out Green Dot Assist to monitor drive-thrus, provide recipes, and track performance in fast-food chains. - Business Insider

Eyes on the fries: Ai Auto's window intelligence AI analyzes drive-thru pickup windows, improving service speed by 15-20 seconds and reducing turnover 17% across 1,000 locations. - Hacker Noon

Uber but for fender benders - Uber's Neblus-backed autonomous driving technology suffers 16 crashes in Dallas, called aggressive and incapable. - TNW | Cars

Sentient fridge? Samsung integrates Google Gemini into Bespoke refrigerators, expanding AI food recognition from over 100 to more than 2,000 items. - Engadget

Robot sidekick comedy - Instagram

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