TOP OF MIND
- Cerebras ships successful IPO, potentially prompting a wave of AI chipmakers to pursue public listings amid high compute demand.
- Anthropic secures $30bn funding deal at $900bn valuation, demonstrating growing investment in AI research and development.
- Over 1.2 million chemists plan to shut shops on May 20 to protest fake AI-generated prescriptions from e-pharmacies, highlighting the need for regulation in AI applications.
NVIDIA WATCH
NVIDIA has been quiet in the past few days, with no significant announcements or updates. However, the company's GeForce NOW cloud gaming platform adds Subnautica 2 to its offerings.
MODEL RELEASES THAT MATTER
- IBM releases Granite Embedding Multilingual R2, open-source multilingual embeddings with 32K context, achieving top retrieval quality under 100M parameters.
- Researchers introduce MeMo, a novel approach treating memory as a model in AI systems, with potential applications in natural language processing.
- A Hierarchical Language Model with Predictable Scaling Laws and Provable Benefits of Reasoning is introduced, offering a new approach to language modeling with improved scalability and reasoning capabilities.
QUOTE OF THE DAY
No human-quote signal today. Tomorrow's lineup: BG2 Pod, Dwarkesh Patel, Acquired, ChinaTalk.
POLICY & SUPPLY CHAIN
- The US government establishes the Emerging Technology Technical Advisory Committee to provide advice on the identification and review of emerging technologies.
- OpenAI supports 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 EVA, a method to prevent AI models from being jailbroken, improving the security and reliability of AI systems.
- Hugging Face introduces asynchronous continuous batching to improve AI model training efficiency.
- Servers account for 60% of the total cost of a 1 GW AI data center, highlighting the need for efficient infrastructure solutions.
PULSE
- xAI's Grok models have lost over 50 researchers and engineers since SpaceX acquired the company in February.
- NextEra Energy and Dominion Energy are in talks to create a $400bn US utility giant, with potential implications for the energy and AI industries.
- Junyang Lin, former Alibaba Qwen leader, seeks funding for a new AI lab valued at $2 billion, reports The Information.
AI ECOSYSTEM
- [FT] Anthropic agrees terms of $30bn funding deal at $900bn valuation, demonstrating growing investment in AI research and development.
- [TechCrunch] OpenAI is reportedly preparing legal action against Apple over partnership disputes, highlighting the challenges of collaboration in the AI industry.
- [FT] Japanese flash memory maker Kioxia reports profit surge driven by AI demand, illustrating the growing impact of AI on the technology sector.
- [TechCrunch] Big Tech companies are securing large AI-related loans from non-traditional financial institutions, raising questions about the sustainability of AI investments.
WHAT TO WATCH TOMORROW
No specific events or announcements are scheduled for tomorrow. Calendar feed not yet live — integration pending.
AI-synthesized. Experimental. Not investment advice. Not for circulation.