06 May 2026
Is xAI a neocloud now?
On Wednesday, xAI and Anthropic announced a surprise partnership that has the Claude-maker buying out “all of the compute capacity at [xAI’s] Colossus 1 data center,” roughly 300MW that allowed Anthropic to immediately raise its usage limits.
06 May 2026
Stock Market Today (LIVE): Visa Bets Big on Agentic Commerce; Nvidia Invests $2.7 Billion in Corning
📌 Top story -- scroll down for more updates Upstart Grows Fast, Spends Faster, and Margins Take a Hit 2:48 pm — UPST -8.50% Upstart ( UPST 8.44% ) delivered a blowout top line — $308.2 million in Q1 revenue, up 44%, crushing estimates. Loan originations surged 61% to $3.4 billion. The catch? Sales and marketing costs
06 May 2026
A Proposed Billionaire Tax Exposes The Dual-Share Racket: Justin Fox
An underappreciated aspect of the one-time 5% billionaire wealth tax likely to go before California voters in November is that for several of the state’s most prominent billionaires, the rate might be far higher than 5%.
06 May 2026
OpenAI's AI phone just jumped the line
Good morning, {{ first_name | AI enthusiasts }}. Amid intensifying competition with Anthropic, improved models, and efforts to kill “side hustles,” OpenAI is apparently looking at something closer to home — an AI agent phone. Analyst Ming-Chi Kuo says the company is fast-tracking this device for 2027, with some notable
05 May 2026
There’s a big new AI startup in town. Meet Blitzy and its Boston investors.
Elliott was a former Army Ranger and startup veteran before entering HBS, where he became friends with Pardeshi, who had spent seven years at AI chip pioneer Nvidia helping invent new ways to use generative AI technology (he holds more than 25 patents).
05 May 2026
SubQ Claims a 12 Million Token Context Window on a Sub-Quadratic Architecture and the Claim Is Worth Taking Seriously Before Taking at Face Value
SubQ, a newly announced LLM built on a claimed fully sub-quadratic sparse-attention architecture supporting a 12 million-token context window, attracted 217 upvotes and 58 comments on r/singularity within four hours from a technical community that is simultaneously intrigued by the architectural claim and requesting reproducible needle-in-a-haystack benchmarks across the full context range before…
05 May 2026
Google DeepMind workers in UK vote to unionize amid deal with US military
Workers developing Google’s artificial intelligence products in the UK have voted to unionize, in part out of concerns about a deal between the company and the US military that was announced last week.
04 May 2026
Inside Google’s quiet internal war against its own anti-military activist employees
Quick note: Subscribe to the forthcoming Fortune Gulf Brief. Every Tuesday, this new newsletter will deliver clear-eyed, authoritative intelligence on the deals, decisions, policies, and power shifts shaping...
04 May 2026
Google’s AI deal with the Pentagon has sparked employee backlash. But don't expect a repeat of Project Maven
Google’s AI deal with the Pentagon has sparked employee backlash, with critics arguing the agreement lacks meaningful constraints on military use of its AI models.
