The Meter and the Dashboard
On one day, the cost of AI got repriced and made legible at three layers at once — inference, memory, and electricity — while a fourth story argued the value those costs buy is invisible to every instrument we have. The meter is running faster than anyone built a dashboard to read.
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
The company best known for powering the AI boom is coming for the PC: Nvidia is expected next week to debut the first Windows computers …
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
Also: The latest on iOS 27, iOS 28, new Apple TV and HomePod mini. — Apple isn't just going after Meta with its upcoming iPhone-connected smart glasses.
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
Quick Take — A federal judge ordered Circle to blacklist Zama's confidential USDC (cUSDC) contract on Friday night, freezing about $12.6 million.
SoftBank pledges to invest up to €75B in AI computing clusters in France, first leading a €45B investment to build 3.1GW of capacity by 2031 in Hauts-de-France
Masayoshi Son places France at the centre of his global AI ambitions — SoftBank has pledged to invest up to €75bn …
AI adoption follows the J-curve path of general-purpose tech, like early US factory electrification, requiring years of investment before noticeable ROI gains
A framework to understand your firm's AI transformation — I had tea with a senior exec at a well-known public tech company last month.
With Microsoft's GitHub Copilot shifting to token-usage billing on June 1, many developers bemoan massive cost increases and the end of flat-rate subscriptions
The golden age of Microsoft's Github Copilot appears to be at an end — for the little guy, at least.
Antenna: bundles make up 33% of new major streaming service subscriptions in the US, and 28% of all subscriptions, up from just 10% of new subscriptions in 2024
Warner Bros. and Disney have been fierce rivals for decades. But like other entertainment companies, they both struggled …
A look at the nasty fight between Anthropic-backed super PAC Public First and OpenAI-backed Leading the Future to sway midterms, especially Democratic primaries
One super PAC is allied with Anthropic. The other is tied to OpenAI. They're both spending millions to influence this year's elections.
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
The billionaire philanthropist was once ranked the world's most admired man—but the revelations of his Jeffrey Epstein ties are eroding efforts to burnish his reputation
As robotaxi companies attempt to scale in the US, they face increasing scrutiny and mounting criticism from drivers, law enforcement, and local governments
As autonomous taxi services scale beyond Silicon Valley, new problems abound for cities — This was supposed to be the year …
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
When AMD CEO Lisa Su arrived in China last week just days after Nvidia's CEO left, she kept a much lower profile than Jensen Huang …
Google's keyword ad practices face renewed criticism after the Delhi High Court ruled against Google in a trademark dispute involving Indian company Hindware
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
Atop the globe's second-largest travel booking company, Ariane Gorin is keeping a “close eye” on geopolitics but sees mostly clear skies ahead.
Anthropic cuts its list of unauthorized secondary market sellers from eight to four after the initial notice caused panic and pushback from investors
Anthropic PBC updated its warning about secondary markets for its shares, cutting the number of unauthorized platforms by half …
Why “Dark Output”, the AI-generated economic value that is currently invisible to national statistics, may be one of the hardest measurement problems in history
Why AI's increasing output is going to be one of the hardest economic measurement problems in history.
Microsoft faces backlash after a blog post implied criminal referral and legal action against security researcher Nightmare Eclipse over public bug disclosures
China's tech boom is creating a new kind of tech tourism where visitors pay for curated robotaxi rides and tours of EV factories, and AI and robotics companies
Foreign visitors are flocking to China's factories and AI startups in search of the next technological breakthrough.
BlackBerry's stock is up more than 160% over the past three months, as the company's QNX division positions its automotive software as an OS for robots
China will implement new online food delivery regulations on June 1, requiring platforms to regularly verify businesses' identities, locations, and licenses
BEIJING/SHANGHAI — The Chinese government will tighten a clampdown on food delivery companies from June, conducting unannounced inspections …
Experts say ChatGPT, Gemini, and other Western AI models are turbocharging Iran's cyber operations, helping it develop malware and launch phishing attacks
Western AI models are turbocharging Tehran's cyber operations, helping it develop malware and launch attacks
PitchBook: VC investment in global robotics and physical AI jumped to $26B in 2025 from $4.2B in 2019, and has already topped $23B as of May 20 this year
Investors bet big on infrastructure and ‘physical AI,’ enticed by prospect of revenue opportunities
Sources detail AI companies' engagement with US FERC as the energy regulator readies a June proposal to speed up data center connections to regional power grids
The DOD's $9.7B contract with Dell has raised eyebrows as a potential payback for Michael and Susan Dell's $6.25B donation to 25M US children's Trump Accounts
How Schneider Electric is using AI in call centers and manufacturing to complement employees' work and boost productivity, rather than to replace them
For many chief executives, success in adopting artificial intelligence is measured by the number of jobs they can eliminate.