Semiconductor stocks posted their best-ever start to a year, rising 82% in 100 trading days, as Nvidia B200 rental rates hit $5.27/hour, closing in on minimum wage - The Wall Street Journal

Wiwynn chair warns AI infrastructure bottlenecks are spreading beyond memory chips to networking and other data center components, with no end in sight - Bloomberg

Furiosa: Fury Roadmap: Broadcom partners with South Korean AI chip startup FuriosaAI for custom ASICs. - theregister

Cognition AI (Windsurf/Devin) raised $1B at $26B valuation, revenue grew 13x to $492M, AI writes 90% of its code. - TNW | Artificial-Intelligence

Anthropic and OpenAI achieved product-market fit with coding agents, driving high API costs and enterprise hiring. - Simon Willison’s Weblog

Meta sells first consumer subscriptions to its AI chatbot for $7.99 per month to offset AI spending. - Bloomberg

Deep discount : DeepSeek and Xiaomi are slashing AI model prices, while US labs increased costs. - Decrypt

DeepSeek costs 75% less when going direct vs. a US inference provider, raising the question of whether they are buying market share and data or have more efficient inference.

Alibaba's new AI model ranks top five in Code Arena, outperforming OpenAI and Google. - South China Morning Post

MiniMax’s upcoming M3 model to introduce sparse attention delivering 15.6x faster long-context decoding than M2, targeting economically viable ultra-long-context agents - VentureBeat

Researchers find all major AI chatbots fail EU GDPR and AI Act compliance tests, with Chinese models worst but even Anthropic failing half the tests. - theregister

Lay off the layoffs: China’s government warned firms not to use AI as cover for mass layoffs, with some companies reporting 30% or more role reductions at full deployment - The Wall Street Journal

Sen. Elizabeth Warren proposes taxing AI to fund universal healthcare and education. - TIME

but taxing US AI would hand AI supremacy to China?

All the news that’s fit to prompt? NYT unions file labor charges over management's refusal to disclose AI tool use and job impacts - The Verge

OpenAI-funded ads attacking Alex Bores over AI bill backfired, boosting his NY congressional campaign. - The Verge

Know when to fold them: Open-source ESMFold2 beats AlphaFold3 on protein complex prediction, cataloging 1.1 billion predicted structures in a freely accessible atlas - Nature

Google Research chief Yossi Matias' AI Co-Scientist identifies leukemia drug candidates. - Business Insider

How AI Is Transforming Healthcare: And What Still Needs a Human - AI-designed drug completed Phase IIa trials in 18 months for $6M versus the traditional multi-year, $100–200M path; AI retinal scans now match specialist accuracy - Hacker Noon

Anthropic stands alone among military AI contractors in drawing a line against autonomous weapons and mass surveillance. - The Verge

Musk clarifies SpaceX’s Colossus compute lease to Anthropic is 180 days with a 90-day cancellation clause, raising IPO disclosure questions - TNW | Tech

Holy See-PU: Anthropic consults 15 religious thinkers on moral reasoning for its Claude chatbot amid AI ethics concerns. - Scientific American

Claude choir boy produced zero crime in AI society simulations while Grok went full Florida Man, committing a crime spree and going extinct in days - Yahoo Tech

Live fast die young leave a beautiful corpse

Anthropic's Boris Cherny says 22-year-old CS grads should found startups, calling it the golden age. - Business Insider

Study claims large language models show negative bias toward religion, especially Jehovah's Witnesses. - theregister

stop ringing the data center doorbells already

Generative AI has erased scam red flags like typos and blurry photos; Americans lost $893 million to AI-assisted fraud last year, the FBI reports - The New York Times

RoboHood: Bots can trade on RobinHood now - CNBC

Single-player AI limits trust: only 6% of firms let agents run core processes autonomously. - TechRadar

Plaintiffs in personal injury lawsuits gain edge over defense by adopting AI tools like EvenUp, Supio, and LawPro.ai, enabling them to sort through volumes of documents and file volumes of briefs previously only achievable by Big Law. - Above the Law

Amazon MGM launched a GenAI Creators’ Fund, greenlit three AI-animated Prime Video series, and unveiled Project Nara, an AWS-backed AI production platform - Variety

YouTube is rolling out an AI-powered custom feed where US users describe what they want to watch in natural language - The Verge

Google updates Gemini for Home with AI camera automations to trigger routines from visual events. - Engadget

ElevenLabs and Stability AI launch new AI music models to challenge Suno's dominance. - Decrypt

Hotels use AI to build guest profiles, reducing check-in lines and personalizing stays, Mews founder says. - Fortune

AI firms keep making weird promo videos. - The New York Times

Better language, fewer ideas in AI writing - The New York Times

Tech reporter sells his home using AI - The New York Times

Occupy Wall Street co-founder Micah White launched Outcry, an offline AI chatbot for activists. - Gizmodo

sorry, what? - PCMAG

JOI division AI to tune the trombone, buff the banana, ring the devil’s doorbell

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