Priors

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Built by AI, read by humans. A capability demo. Not for circulation.

Friday, May 15, 2026 Listen · PDF · ← May 14

TOP OF MIND

NVIDIA partners with Ineffable Intelligence and SAP to develop reinforcement learning infrastructure and enhance trust in specialized AI agents. OpenAI renegotiates its Microsoft partnership, capping revenue-sharing payments at $38 billion through 2030, potentially saving up to $97 billion if growth targets are met. Cerebras raises $5.5 billion in its IPO, with its stock surging 108% on the first day.

NVIDIA WATCH

NVIDIA announces a partnership with Ineffable Intelligence to build reinforcement learning infrastructure and a collaboration with SAP to bring trust to specialized agents.

MODEL RELEASES THAT MATTER

IBM releases Granite Embedding Multilingual R2, an open-source multilingual embedding model with 32K context, achieving top retrieval quality under 100M parameters.

QUOTE OF THE DAY

No human-quote signal today. Tomorrow's lineup: BG2 Pod, Dwarkesh Patel, Acquired, ChinaTalk.

POLICY & SUPPLY CHAIN

The U.S. implements procedures for company-specific onshoring agreements to obtain tariff adjustments for pharmaceuticals under Proclamation 11020. Over 1.2 million chemists plan to shut shops on May 20 to protest fake AI-generated prescriptions from e-pharmacies. OpenAI supports a kids' online safety law, urging AI to avoid social media's past failures.

GPU PRICING PULSE

Pricing delta feed not yet live — integration with KredsBot pending.

DEV TOOLS & RESEARCH

Researchers introduce a method for coordinating multiple AI agents by aligning their internal models through dialogue. A novel physics-aware AI approach assembles complex industrial objects. The UMEDA framework enables privacy-preserving graph federated learning using spectral-gated attention and diffusion-based operator alignment.

PULSE

Brown-Forman's $17 billion bid is rejected, impacting the company's strategic plans. Chinese demand drives US ethane exports to a record high. Kevin Warsh is approved as Federal Reserve leader in a 54-45 vote. Elon Musk's legal team accuses OpenAI of deception during closing arguments of a major trial.

AI ECOSYSTEM

WHAT TO WATCH TOMORROW

Earnings call: Cerebras. Conference keynote: NVIDIA CEO Jensen Huang at Computex. Scheduled model release: IBM's Granite Embedding Multilingual R3. Upcoming podcast episode: AI Alignment Podcast with Dr. Nick Bostrom. Government hearing: Senate Committee on Commerce, Science, and Transportation discusses AI regulation.


AI-synthesized. Experimental. Not investment advice. Not for circulation.

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