23 May 2026
Nvidia’s Hidden $60 Billion Business Is About to Overtake Broadcom
For years, investors treated artificial intelligence as a GPU story. Buy the chipmakers, ride the boom, and call it a day. But AI data centers have evolved into something much bigger — sprawling digital factories that need not only computing power, but also ultra-fast networking capable of moving oceans of data with almost no delay. That shift has elevated companies like Broadcom ( NASDAQ:AVGO |…
22 May 2026
Project Glasswing: An initial update
Last month, we launched Project Glasswing, our collaborative effort to secure the world’s most critical software before increasingly capable AI models can be turned against it.
22 May 2026
Inside the New Era of Healthcare Compliance: What Every Provider and Health Plan Needs to Know
Medical records used to be paperwork. Now they’re financial documents, legal documents, and increasingly, the difference between a healthy bottom line and a federal recoupment notice. Every diagnosis a clinician writes down feeds into a much larger system. Insurance reimbursement, federal payments, quality scores, and audit risk all flow from those notes. And the people reviewing them have gotten…
21 May 2026
Trump says he’s calling off widely anticipated order to rein in AI
President Donald Trump called off plans to sign a new executive order on artificial intelligence hours before an expected White House ceremony Thursday because he said he was worried the measure could dull America’s edge on AI technology.
21 May 2026
Zuckerberg defends Meta’s bloodbath layoffs: ‘Success isn’t a given’ in AI push
Meta CEO Mark Zuckerberg defended the company’s brutal layoffs of 8,000 workers – saying “success isn’t a given” as the tech giant pushes full steam ahead into the highly competitive AI sector.
21 May 2026
Meet The 25-Year-Old Vying To Become Hollywood’s First AI Movie Mogul
In years past, when a great athlete retired, they typically told their story through a ghost-written memoir or perhaps even a biopic. But Hall of Fame basketball player Carmelo Anthony opted instead for the storytelling medium of the moment, striking a partnership with Utopai Studios, the Silicon Valley-based startup specializing in AI movies and TV shows.
21 May 2026
Goodbye, grunt work. AI is fast-tracking Gen Z employees into more complex jobs.
Before joining Microsoft as a junior software engineer last year, Ume Habiba, imagined spending most of her time fixing bugs and juggling other mundane tasks. Instead, the University of Maryland graduate was charged with building a new feature for Azure Networking, one of Microsoft's flagship products. Habiba's miscalculation? Not realizing she would get to offload the kind of grunt work that…
21 May 2026
Its Not Just Nvidia: Three Chips Power The Boom
When investors discuss the semiconductor chips driving AI infrastructure, they almost always key on Nvidia GPU chips. That’s not surprising, given the surge in Nvidia GPU revenue as we share below. Since 2024, GPU revenue has risen by over 1300% while Nvidia shares are up almost 400%. Nvidia has certainly played the lead role in designing AI chips, but there are other types of chips and companies…
21 May 2026
Google I/O 2026 Turned Gemini Into An Agent Platform
Sundar Pichai at Google I/O 2026 Google Google spent its biggest developer event of the year arguing that artificial intelligence should act, not just answer.
