Three Names
On June 1, Jensen Huang named Anthropic, OpenAI, and SpaceX as the first big buyers of Nvidia's Vera chip. The same three names are the 2026 IPO cohort. The buyers of the compute are now the sellers of the shares — and the same day, Alphabet raised $80B in equity, $10B of it from Berkshire Hathaway, to pay for its own.
Nvidia announces the RTX Spark, an Arm-based consumer chip family it calls “the most efficient PC chip ever built”, made on TSMC 3 in partnership with MediaTek
Nvidia enters the consumer laptop realm. Nvidia enters the consumer laptop realm.
Sources: Apple delays its iPhone-connected smart glasses to late 2027, aiming to disrupt the mid-tier $200-$500 eyewear market like it did with 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.
Anthropic says it has confidentially filed for an IPO, which could happen as soon as this fall, joining OpenAI and SpaceX in preparing to go public in 2026
The artificial intelligence company has seen explosive growth over the last year thanks largely to new technology that can automatically write computer code.
Hackers say they used Meta's AI support chatbot to change emails tied to Instagram accounts, amid a wave of high-profile account takeovers; Meta fixed the issue
The exploit shows the extreme risk of offloading technical support to AI. — Hackers say that they used Meta's AI support chatbot …
Dell introduces the $699+ Dell XPS 13, starting with 8GB of RAM, a six-core Intel Core 5 320 chip, and a 13.4-inch touchscreen, meant to rival the MacBook Neo
It'll start with just 8GB of RAM and an Intel Wildcat Lake chip. … Dell is making good on its tease from CES and finally announcing a new XPS 13.
Intel details its Crescent Island data center GPUs, built on its Xe3P architecture and using LPDDR5X memory instead of HBM, calling them “built for agentic AI”
Unusual memory choice brings lots of AI data closer to the chip for efficiency — At Computex 2026 …
Nvidia unveils an open humanoid reference design built on Isaac GR00T and its Jetson Thor chip, combining a Unitree H2 Plus robot and Sharpa five-fingered hands
Nvidia (NVDA.O) plans to work with humanoid robot makers in the U.S., Europe and South Korea in addition to China's Unitree …
Nvidia unveils DGX Station for Windows, a desktop PC powered by a GB300 Grace Blackwell chip with up to 748GB of memory, capable of running 1T-parameter models
Nvidia Corp. says it's uprooting supercomputers from the vast, sprawling data center complexes they normally live inside and squeezing …
Researchers find packages in the @redhat-cloud-services npm namespace shipped malware that harvests credentials for GitHub Actions, AWS, GCP, Azure, and others
Several packages in the @redhat-cloud-services npm scope were found to carry malicious payloads that fire via a preinstall hook on every npm install.
Alphabet is raising $80B in equity offerings, including a $10B investment deal with Berkshire Hathaway, to help raise money for its AI spending plans
Google parent Alphabet Inc. is raising $80 billion in equity offerings, including an investment deal with Berkshire Hathaway Inc. …
Jensen Huang says Anthropic, OpenAI, and SpaceX are among the first big users of Nvidia's new Vera CPUs, which are 1.8x faster at AI workloads than x86 chips
Nvidia Corp. said Anthropic PBC, OpenAI and SpaceX are among the first big users of its upcoming microprocessor …
SEC filing: SpaceX will reserve up to 5% of its Class A shares for select employees and executives' friends and family; 60%+ of shares have an extended lock-up
SpaceX will reserve up to 5% of shares in its upcoming initial public offering for certain employees and friends and family …
Bernie Sanders says the wealth AI creates “must benefit humanity”, calling for a sovereign wealth fund that would hold ownership stakes in top US AI companies
Artificial intelligence will almost certainly be the most transformational technology in the history of the world.
A look at Pangram, considered the gold standard for detecting AI writing, and the dangers of its claimed one in 10,000 false-positive rate when used at scale
AI-detection tools are getting better. But they still aren't good enough. — Basically every recent, high-profile accusation …
Q&A with Bill Gurley on Anthropic employees believing “they can create God, and that by creating God, they are like this Prometheus kind of species”, and more
Bill Gurley: Anthropic Thinks It's Building God @Jason: It is the ultimate level of narcissism and delusion of grandeur to think you can create God. @bgurley: “Anthropic is a mystery to me. I've never...
Binance launches trading for 7,000+ US stocks and ETFs for non-US users, with zero commissions and fractional share purchases, as part of its “super app” push
Binance, the world's biggest cryptocurrency exchange, announced on Monday that its users will be able to trade more than 7,000 U.S. stocks and ETFs.
SEC filing: Strategy sold 32 bitcoin between May 26 and May 31 for ~$2.5M, at an average net price of $77,135 per coin, its first disclosed bitcoin disposal
The 8-K filing Monday says proceeds from the May 26-31 sale, executed at an average price of $77,135 a coin, will fund distributions on Strategy's preferred stock.
Chinese AI developer MiniMax debuts M3, a new coding model that it says rivals Claude Opus 4.7, costing $0.12 per 1M input tokens, compared with $5 for Opus 4.7
Chinese AI developer MiniMax on Monday launched a new large language model called M3, saying the new model's coding capability approaches …
A look at the Seckinger school cluster in Georgia, including the US' “first AI-themed educational institution”, where parents say AI integration is often sparse
It was 9 a.m. on a Thursday at Harmony Elementary School in Buford, Ga., about 45 minutes outside Atlanta.
Sources: Anthropic plans to let the EU's cyber agency ENISA join Project Glasswing and access Mythos; EU officials went to the US last week to ask for access
Anthropic PBC is set to give the European Union's cybersecurity agency access to Mythos, its powerful artificial intelligence tool capable …
AI startup Runway, most recently valued at $5.3B, plans to make London its European headquarters and invest $200M+ into the UK's AI ecosystem by the end of 2028
American AI company Runway is planning a major expansion in London, CNBC has learned, following in the wake of Anthropic …
A look at Operation Jailbreak, a US Army-led hackathon where nine defense firms use AI to integrate weapons systems, drawing on Ukraine interoperability lessons
Defence companies join with Army personnel in hackathon to apply AI to ‘interoperability’ puzzle
Meituan reports Q1 revenue up 5.6% YoY to ~$13.5B, above ~$13.4B est., and a ~$1B net loss, its third straight quarter of losses amid a food delivery price war
Meituan remains locked in a battle for supremacy with Alibaba Group and JD.com — Meituan , China's top food-delivery company …
Nasdaq, FTSE, and other index providers are shortening their entry timelines to accommodate SpaceX's record $75B IPO, as Elon Musk targets retail investors
The company's ambitious listing plan is set to clear the way for other mega-offerings. It also risks threatening the integrity of the market itself
Google plans to open its first physical Google Store outside of the US “this summer”, in Tokyo's Omotesando district, marking Google's 11th physical store
After being exclusive to the United States, the first physical Google Store outside of the region is coming to Tokyo, Japan, in the coming months.
HPE reports Q2 revenue up 40% YoY to $10.7B, vs. $9.74B est., Server revenue up 33%, forecasts revenue for FY26 and FY27 above est.; HPE jumps 30%+ after hours
Hewlett Packard Enterprise Co. gave an outlook for annual sales that topped estimates, citing massive growth in demand …
AMD unveils the $330 Ryzen 7 7700X3D CPU, relaunches the 5800X3D as a $349 10th-anniversary edition, and plans to support the AM5 motherboard socket until 2030
Sources: at Build, Microsoft plans to unveil a Copilot “super app”, a new reasoning model developed by Microsoft AI, and Windows improvements for developers
Build will include a Copilot super app, a new reasoning AI model, and lots of Windows improvements.
Microsoft unveils the Surface Laptop Ultra, featuring an Nvidia RTX Spark SoC, a 15" mini-LED touchscreen, and up to 128GB of unified memory, coming this fall
Microsoft has a new flagship Surface, and it's got Nvidia inside. … But today, it's trying again.
Startups from the pre-ChatGPT era face a reckoning in private markets; PitchBook: half of US unicorns haven't raised in three years, 220+ are “fallen unicorns”
Five years ago, venture capitalists were pouring money into American startups selling everything from lingerie subscriptions …
SoftBank becomes Japan's biggest company by market value after hitting an all-time high, overtaking Toyota, which has been the country's largest for 20+ years
Nvidia says RTX Spark offers up to 20 CPU cores and a Blackwell GPU with 6,144 CUDA cores, capable of “100 FPS 1440p gaming” or running 120B-parameter AI models
Over 30 laptops and 10 desktops coming this fall with “the most efficent platform ever built”
Coinbase launches direct Indian rupee deposit and withdrawal rails via the Immediate Payment Service, aiming to remove its reliance on P2P and intermediaries
LG's shares are up 300%+ in 2026, after largely sitting out of South Korea's chip rally in 2025, as LG seeks to expand into physical AI businesses, like robots
African e-mobility startup Spiro, which owns 100K+ electric motorcycles, raised $215M at a near-$1B valuation, after raising $100M in 2025 and $50M debt in 2026
African electric-mobility startup Spiro raised $215 million backed by European and African investors as it nears $1 billion in value …
Netherlands-based Invisix, which is developing advanced chipmaking measurement tools, raised a €20M seed, with the participation of a “tier-one” chipmaker
SEC filing: quantum computing startup Quantinuum boosts its IPO, aiming to sell 26.5M shares for $53-$55 each, raising up to $1.46B at an up to $14.3B valuation
Honeywell International Inc.-backed quantum computing company Quantinuum Inc. boosted the size of its initial public offering …
China issues new investment rules, expanding regulator powers to scrutinize overseas deals involving Chinese investors, tech, and data, effective from July 1
Gigascale Capital, a climate tech VC firm co-founded by former Meta CTO Mike Schroepfer, closed a $250M fund to back early-stage startups supporting the AI boom
Gigascale Capital closed a $250 million fund for early-stage startups. — Climate tech venture capital firm Gigascale Capital …
Internal documents: Chinese company Geedge is working to build AI tools to predict those who could pose a political risk, but US chip controls hampered its work
New research examines how a Chinese company struggled to develop its predictive surveillance technology while U.S. restrictions were in place.
Florida AG James Uthmeier sues OpenAI and Sam Altman, seeking to hold Altman personally liable for deceptive trade practices, negligence, and public nuisance
Florida's seeks to hold Sam Altman personally liable, accusing OpenAI of marketing ChatGPT as safe while concealing that it could drive users toward harm.
Grab says it commits to “Taiwan's data security and public trust”, after reports of Grab's collaborations with China-based Huawei and Alibaba sparked concerns
Jensen Huang says Microsoft and Nvidia will “reinvent the PC”, starting with 30+ laptops and 10 desktops coming in the fall from Dell, HP, ASUS, Lenovo, and MSI
Nvidia has emerged as the world's most valuable company by dominating the market for AI chips in the data center.
Israeli networking company DriveNets raised a $410M Series D led by Bessemer and Atreides at an $8.5B valuation, taking its total funding to ~$1B
The Israeli networking company says it is cash-flow positive with over $1B in backlog as AI demand accelerates.
Solstice, which uses clinical and compliance documents and AI to accelerate advertising approvals for pharma clients, raised a $21M Series A
French private equity firm Ardian partners with data center group Verne to build an up to €5B AI “gigafactory” outside Paris, targeting up to 500MW in capacity
Data centre and research facility to be built as Europe seeks to create ‘digital backbone for the future’
Q&A with Brian Chesky on running Airbnb in “founder mode”, how “founder mode and hustle culture” are different, AI customer service, adding hotels, and more
The home-sharing app recently added car rentals, groceries and — perhaps most surprisingly — hotels.
Daloopa, which structures financial data from filings, transcripts, investor decks, and other public sources for investment firms, raised a $47M Series C
Sekai, which lets users create mini apps through text prompts, raised a $20M Series A co-led by Khosla Ventures and Connect Ventures, after a $6M seed in 2025
Sekai has raised a $20 million Series A to grow a platform for creating mini apps through text prompts, founder and CEO Lucky Zhang exclusively tells Axios.
Intel debuts six Xeon 6+ data center CPU SKUs, saying the 6990E+ has 30% better performance per thread and up to 30% more energy efficiency than AMD's Epyc 9965
Intel's dense Xeon 6+ design marks the first time 18A is being deployed in the data center.
Wirescreen analysis of 3,800 Chinese military procurement records finds 500+ instances since 2019 where the PLA sought Nvidia chips, including the A100 and A800
Source: Salesforce has a stake in Anthropic worth ~$5B; Salesforce first invested about $50M in an early 2023 round and has continually invested in rounds since
Salesforce Inc. has a stake in Anthropic PBC worth about $5 billion after repeatedly investing in the ascendant AI startup.
TSMC's stock rally in Taiwan has outpaced its US-listed shares in 2026, narrowing its ADR premium to 13.7%, a two-year low, driven by local investor optimism
NYC-based Garner Health, which uses data analytics to help 2.5M+ workers find physicians, raised a $100M Series E at a $2.74B valuation led by Index Ventures
Beijing-based Vast, which uses AI models to generate 3D assets from text and image prompts, raised ~$200M at a $1B+ valuation, and says it has 20M global users
Stockholm-based Endra, which automates the design of plumbing and electrical wiring in new buildings, raised $50M led by a16z
Endra, a startup automating the design of plumbing and electrical wiring in new buildings, raised $50 million led by Andreessen Horowitz, it tells Axios exclusively.
Box has created 13 AI-focused roles, like AI architect and AI solutions manager, and plans to grow from 2,900 staff at the start of 2026 to 3,000+ by early 2027
Box, a Silicon Valley software maker, expects to have more employees, not fewer, as it hires A.I. architects, A.I. solutions managers and other new A.I.-related positions.
AI adoption follows the J-curve path of general-purpose tech, like early US factory electrification, requiring years of investment before noticeable ROI gains
New York City-based Mecka AI, which trains robots with human data sourced from body sensors and iPhones, raised $60M, including a $25M Series A
Data is the oil of the AI boom—and the startup Mecka AI hopes to tap the vast reservoir of hand gestures, walking gaits, and immense collection …
Nvidia says its Vera Rubin computing platform is “ramping into full production”, with the first systems expected to ship in the fall, after a March announcement
Mike Wheatley /SiliconANGLE:
Intel teases its Xeon 7 Diamond Rapids CPUs, built on its 18A-P node, with PCIe 6.0 and 50% more cores and 2x the memory bandwidth vs. Xeon 6, coming in 2027
(Un)officially delayed to 2027, Venice comes first. … Intel has confirmed several details about its next-generation Xeon 7 CPUs …
Strava is adding an $11.99 monthly fee for developer API access and moving public profiles and fitness club listings behind authentication to combat AI scraping
Twitch rolls out Dual Format, a feature that lets creators stream horizontally and vertically at the same time, and 2K streaming for all partners and affiliates
IBM shares jump 7.6% after a nearly six-month old video of President Trump praising CEO Arvind Krishna recirculated on X; IBM was already up ~40% over two weeks
Nvidia unveils Cosmos 3, an open physical AI foundation model that helps robots and autonomous cars better understand the real world with limited training data
Ina Fried /Axios:
Experts say US models like ChatGPT and Gemini have turbocharged Iran's cyber operations, helping it develop malware, craft phishing messages, and scale attacks
Palo Alto Networks says Mythos found 24+ critical bugs using $1M+ in tokens; Anthropic subsidizes Mythos but some companies plan to boost their Mythos budgets
Aaron Holmes /The Information: