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Power Shortage Opens New Opportunities for AI Infrastructure Investors
AI data center construction hits power shortage constraints, and investors are shifting focus to energy technologies as a more reliable bet than the AI sector itself.

Trump's AI Strategy: Federal Priority Over States and Parental Responsibility for Children's Safety
Trump's new AI strategy establishes the supremacy of federal standards over state laws, prioritizes innovation, and shifts responsibility for children's online safety to parents.

WordPress.com Launches AI Agents to Autonomously Write and Publish Blog Posts
Automattic has integrated agents into WordPress.com that can independently create and publish content without human intervention at each step.

Jensen Huang at GTC: $1 Trillion in AI Chip Sales by 2027 and OpenClaw Strategy for All Companies
Nvidia CEO Jensen Huang delivered a 2.5-hour keynote at GTC forecasting $1 trillion in AI chip sales by 2027 and called on every company to adopt an OpenClaw strategy.

Jensen Huang at GTC: $1 Trillion in AI Chips and OpenClaw Strategy for Every Company
At Nvidia's GTC conference, Jensen Huang forecasted $1 trillion in AI chip sales by 2027 and announced OpenClaw as a mandatory strategy for any company.

Microsoft removes Copilot entry points from Photos, Notepad, and Windows Widgets
Microsoft is winding down aggressive Copilot integration in Windows: the company is removing AI assistant buttons from Photos, Widgets, Notepad, and other built-in applications.

Amazon opens Trainium lab — the chip chosen by Anthropic, OpenAI, and Apple
After announcing a $50 billion investment in OpenAI, AWS gave an exclusive tour of the Trainium chip lab — the technology used by Anthropic, OpenAI, and Apple.

Elon Musk announced a plan for joint chip production for Tesla and SpaceX
Tesla and SpaceX may join forces in semiconductor development and production — Musk outlined an ambitious plan, but there are no details yet, and his track record on promises raises questions.

Cursor admits: its new coding model is built on Chinese Kimi from Moonshot AI
Popular AI code editor Cursor used the Chinese model Kimi as the foundation for its new coding engine — and that sparked a wave of questions.

Jensen Huang at GTC: What Nvidia CEO's Keynote Means for the Company's Future
The hosts of the Equity podcast analyzed Jensen Huang's GTC keynote and discussed what the major announcements mean for Nvidia's position in the AI chip race.

Gimlet Labs Raises $80M for Unified AI Inference Across NVIDIA, AMD, Intel and Other Chips
Gimlet Labs has closed an $80M Series A for technology that enables running AI inference simultaneously across chips from six vendors — without rewriting code.

Littlebird raised $11M for AI that reads your screen without screenshots
Littlebird startup raised $11M for an AI assistant that analyzes your computer screen in real-time and remembers work context — without screenshots and without Microsoft Recall-style tracking.

Sam Altman leaves Helion board amid energy supply negotiations for OpenAI
OpenAI and nuclear fusion startup Helion are in talks about selling 12.5% of capacity — against this backdrop, Sam Altman announced his exit from the startup's board of directors.

Apple scheduled WWDC 2026 for June 8-12 and announced major AI updates
Apple will hold the WWDC developer conference from June 8-12, 2026 — the company officially announced major Siri updates and new AI capabilities.

Lovable founder launches search for startups in vibe-coding sector
Lovable, one of the leaders in the fast-growing vibe-coding segment, is officially seeking startups and teams to acquire — the company is entering M&A mode.

Air Street Capital became one of Europe's largest solo venture firms with a $232 million fund
London-based Air Street Capital closed Fund III at $232 million, becoming one of Europe's largest solo venture managers focused on early-stage AI startups.

Agile Robots integrates Google DeepMind foundation models into its robots
Agile Robots has become the latest robotics company to partner with Google DeepMind to deploy AI models and collect training data for the lab.

Mirage raises $75 million from General Catalyst to develop AI models for video
Mirage, the company behind the Captions app for AI video editing, has raised $75 million from General Catalyst to develop its own models and scale the product.

Doss raises $55M for AI inventory management with ERP integration
U.S. startup Doss has closed a $55 million Series B round — its AI platform integrates into existing ERP systems without replacing them.

Talat: AI meeting notes stay on your device, not in the cloud
Talat is a local AI tool for meeting notes with no subscription: transcription and summarization happen directly on your device, without sending data to the cloud.

OpenAI released open-source tools to protect teenagers in AI apps
OpenAI gave developers access to ready-made safety policies and tools to simplify building AI products for minors.

Kentucky Family Declines AI Company's $26 Million Offer for Farm Data Center
An unnamed major AI company offered a Kentucky farming family $26 million for the right to build a data center on their land — and received a refusal.

OpenAI shuts down Sora app: AI social network with video failed to find audience
OpenAI is shutting down the Sora mobile app with an AI video feed — users didn't stick around, despite the impressive capabilities of Sora 2. The model itself continues to operate.

Kleiner Perkins raised $3.5 billion — the fund's largest artificial intelligence bet
The legendary Silicon Valley venture fund closed two funds totaling $3.5 billion — $1 billion for early-stage startups and $2.5 billion to support growing AI companies at late stages.

Arm Releases Its First In-House Chip in 35 Years — in Partnership With Meta
For the first time in its 35-year history, Arm has developed its own processor jointly with Meta — and Meta itself became the first customer for the new chip.

Databricks acquires two startups for new AI security product
Using part of its recently raised $5 billion, Databricks has acquired Antimatter and SiftD.ai and is preparing its own solution for protecting corporate AI systems.

Spotify tests a tool to protect artists from AI tracks released under their names
Spotify has begun testing a new tool that will let musicians themselves flag tracks unfairly attributed to them, in response to the rise of AI-generated junk content.

Anthropic adds an auto mode to Claude Code: more autonomy with built-in limits
Anthropic has launched an auto mode for Claude Code — the AI agent now completes tasks without constant requests for confirmation, while retaining guardrails for destructive actions.

Zuckerberg launched Meta initiative to support entrepreneurs and AI adoption
Meta is launching a new program to support entrepreneurs: the company wants to help small businesses actively use AI for growth, customer acquisition, and scaling through its platforms.

Granola raises $125M and reaches a $1.5B valuation as it shifts to enterprise AI
Meeting recording startup Granola increased its valuation from $250M to $1.5B in a single round and is expanding into an enterprise AI platform with agent support.