Image created with gemini-3.1-flash-image-preview with claude-opus-4.7. Image prompt: A Lutheran stained-glass cover panel shaped like a silicon wafer rose window, etched circuit traces forming gothic tracery in cobalt and gold-leaf, a haloed red-tailed hawk mid-flight clutching a cat-shaped microchip in its talons at the center, a bald athletic minister in running gear jogging through leafy Virginia hardwoods along the lower border and looking up in reverent awe, jewel-tone leaded glass with heavy black cames and backlit radiance, a bold blackletter title-card banner reading ‘CHIPS’ at the base.
Vera Arrives: NVIDIA’s First CPU Built for Agents Lands at Top AI Labs | NVIDIA Blog
https://blogs.nvidia.com/blog/vera-cpu-delivery/
Not only is Anthropic saying they will have a “”country of geniuses in a datacenter”” by 2028, but also that the US could be ahead by 12-24 months. Before GPT-5.5 and Claude Mythos chinese labs were ~8 months behind in broader capabilities and ~5 months behind in coding. However,
https://x.com/scaling01/status/2055018330365345896
Report: OpenAI’s Q1 revenue was $5.7 billion, beating Anthropic – Sherwood News
https://sherwood.news/tech/report-openais-q1-revenue-was-5-7-billion-beating-anthropic/
“Data centers create economic activity, especially in directly related sectors and during construction, and they are associated with larger county-level income aggregates. They also raise electricity prices and are associated with higher house prices,”
https://x.com/emollick/status/2056136463201300572
SpaceX also disclosed exactly how much their deal with Anthropic is worth. They state that they have “”entered Cloud Services Agreements with Anthropic in May 2026 for capacity on COLOSSUS and COLOSSUS II at $1.25B/month through May 2029″” that’s ~$15B/year, and an ~$45B TCV over
https://x.com/SemiAnalysis_/status/2057218890288030110
We’re expanding our partnership with @SpaceX, and will be scaling up on GB200 capacity in Colossus 2 throughout June. Appreciate @elonmusk and the team helping us find good homes for the Claudes.
https://x.com/nottombrown/status/2057194829986300375
Wow, Anthropic has agreed to pay @SpaceX $1.25 billion per month through May 2029 for AI compute capacity, with capacity ramping in May and June 2026 at a reduced fee. Huge deal
https://x.com/SawyerMerritt/status/2057208968741560744?s=20
Alibaba unveils new AI chip in push for domestic alternatives
https://ca.finance.yahoo.com/news/alibaba-unveils-ai-chip-push-050035417.html
Bezos says 2-3 year timeline for space data centers is a ‘little ambitious’
https://www.cnbc.com/2026/05/20/bezos-blue-origin-space-data-centers.html
Anthropic Is in Talks to Use Microsoft’s AI Chips — The Information
https://www.theinformation.com/articles/anthropic-talks-use-microsofts-ai-chips
Anthropic, Microsoft in talks about Maia AI chip deal
https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html
Anthropic & OpenAI’s share of AI model and application revenues generated by 34 top AI startups is going ⬆️
https://x.com/amir/status/2056041152500142259
Cheap AI could derail OpenAI and Anthropic’s IPOs
https://www.cnbc.com/2026/05/20/cheap-ai-could-derail-openai-and-anthropics-ipos.html
Anthropic got xAI’s GPUs, and then they immediately started running the Codex playbook. Competition is good for developers.
https://x.com/Yuchenj_UW/status/2055349045556814029
Apple Silicon costs more than OpenRouter
https://www.williamangel.net/blog/2026/05/17/offline-llm-energy-use.html
Servers account for 60% of the total cost of owning a 1 GW AI data center. A typical 1 GW AI data center costs about $38B in up-front capital and $0.9B/year to operate. Annualizing the capital expenses over equipment lifespans, that equates to $8.5B/year, with $5B for servers.
https://x.com/EpochAIResearch/status/2055029633322779006
*CEREBRAS SYSTEMS FILES FOR IPO *CEREBRAS SYSTEMS INC . SEEKS TO LIST ON NASDAQ UNDER ‘CBRS’ Cerebras financials for the last 2 years revealed: -2025 Revenue: $509M -2024 Revenue: $290M -2025 Net Income: $87.9M -2024 Net Income: ($485M) $CBRS is officially coming to the
https://x.com/negligible_cap/status/2045239088169828550?s=12
Exclusive: Intuit to cut 17% of global jobs to streamline operations, memo shows | Reuters
https://www.reuters.com/business/world-at-work/intuit-cut-17-global-jobs-streamline-operations-memo-shows-2026-05-20/
Quantum computing: Hybrid systems will drive future – SiliconANGLE
https://siliconangle.com/2026/05/20/quantum-computing-researchers-industry-exascale-hpeworldquantumday/
We give you model choice, without infrastructure chaos”” — @MichaelDell, live from #DellTechWorld 🎤 Kimi K2.6, DeepSeek V4 Pro, GLM 5.1, MiniMax M2.7 & DeepSeek V4 Flash are now one click away on Dell Enterprise Hub, optimized for PowerEdge XE9780 with NVIDIA B300.
https://x.com/jeffboudier/status/2056436625522266265
One of the most important and under appreciated trends in the world right now. 1. 100s of billions of dollars will soon be available to solve big problems (making the world resilient to ASI, ending factory farming, etc). 2. The projects and organizations which will turn
https://x.com/dwarkesh_sp/status/2056856368745726238
Chinese court awards compensation to sacked worker replaced by AI | China | The Guardian
https://www.theguardian.com/world/2026/may/13/china-court-awards-compensation-sacked-worker-replaced-by-ai
China moves AI brain implants from trials towards real-world use
https://www.nature.com/articles/d41586-026-01468-x
⚡️Raising $1.1b to build the fastest LLM Chips on Earth — Andrew Feldman, Cerebras – YouTube
AI Database | Oracle
https://www.oracle.com/database/?source=%3Aad%3Anw%3Aop%3Aeng%3Aa_nas%3A%3ARC_WWMK260212P00002%3A&SC=%3Aad%3Anw%3Aop%3Aeng%3Aa_nas%3A%3ARC_WWMK260212P00002%3A
Build with Oracle AI Database | Developer |Oracle
https://www.oracle.com/developer/resources/?source=%3Aad%3Anw%3Aop%3Aeng%3Aa_nas%3A%3ARC_WWMK260212P00002%3A&SC=%3Aad%3Anw%3Aop%3Aeng%3Aa_nas%3A%3ARC_WWMK260212P00002%3A
didn’t believe @ml_hardware for a while on @cerebras. he was totally right. admire a lot about the co: the team slaps — they do controversial things for the right reasons. persistence. execution. they built a banger chip. grateful to be an investor. Also – 1st IPO for Hanabi ;).
https://x.com/ishanit5/status/2055000270837543052
everyone in ai infrastructure* is finally getting filthy rich and it is so nice to see them succeed *not the sexy ai research stuff, just “boring” infra
https://x.com/swyx/status/2057543654340710556
For frontier AI chips, memory is the largest and fastest-growing component cost. High-bandwidth memory (HBM) has grown from 52% to 63% of total AI chip component spending between Q1 2024 and Q4 2025.
https://x.com/EpochAIResearch/status/2057531410030997789
Frontier labs don’t use most AI compute (yet) – by Josh You
https://epochai.substack.com/p/frontier-labs-dont-use-most-ai-compute
Inference is becoming the largest compute market and energy consumer in AI. Pearl turns inference CapEx of hyperscalers into a profit center: every LLM token produced by GPUs can simultaneously generate ¶PRL in parallel. That means users get 2-for-1 economics: useful inference
https://x.com/prlnet/status/2055339314205139226
Its The Graph again (not the METR graph, the one from the o1 launch). Although no logarithmic decay of ability with increasing compute…
https://x.com/emollick/status/2057197215093764490
JUPITER supercomputer breaks world record with 50-qubit quantum simulation | ScienceDaily
https://www.sciencedaily.com/releases/2026/05/260510234715.htm
One of the biggest misconceptions”” Cerebras CFO @BobKomin pushes back on the small-models narrative. “”We serve all models, and there is no limit to the size of the models that we can serve. Today, we’re serving trillion parameter models. We’re serving trillion parameter
https://x.com/dee_bosa/status/2055351401472020949
Quantum 2026 — IBM Technology Atlas
https://www.ibm.com/roadmaps/quantum/2026/
Some new results I found surprising that I’m tweeting for Chris (who isnt on here). With enough compute, the best data filter for LMs (on DCLM) might be no filter. Why? Large models can tolerate a surprising amount of nominally ‘low quality’ data, and can sometimes even benefit.
https://x.com/tatsu_hashimoto/status/2057489411768803526
The Second Scaling Law remains undefeated. If you want better hacking (or math, or science, or crossword puzzle solving) out of an LLM, just add thinking tokens. There doesn’t seem to be any plateau so far.
https://x.com/emollick/status/2055079006035206462
Attention in AI is a dynamic relevance computation in vector space. Here’s what Transformers do step-by-step: 1. Tokens become embeddings that represent meaning. The Transformer starts with embeddings + positional encodings injecting word order information. 2. These vectors
https://x.com/TheTuringPost/status/2056507915952095621
AI compute and inference are increasingly $$$. How can we change the unit economics of AI to improve accessibility? It’s been fun working with @prlnet to release the first model endpoint that simultaneously generates tokens **and** a digital asset that can subsidize inference! 🪙
https://x.com/simran_s_arora/status/2055348155051569474
You don’t understand the current AI race if you don’t think about it in terms of compute – and compute clearly distinguishes 3 tiers of companies. Arthur Mensch, Mistral’s CEO, recently had a hearing at the French Assemblée Nationale. He elegantly framed the AI race as a compute
https://x.com/AymericRoucher/status/2057492189626720729
Americans Oppose AI Data Centers in Their Area
https://news.gallup.com/poll/709772/americans-oppose-data-centers-area.aspx
There is a lot of fear-based marketing in AI right now which serves some purpose. But it’s misleading. Again, what you want to enable is giving access to people so that they can build.”” @ClementDelangue, co-founder & CEO @HuggingFace Watch the full interview on YouTube:
https://x.com/TheTuringPost/status/2056167344712691903
Blackstone Announces Joint Venture with Google to Create New TPU Cloud – Blackstone
Blackstone Announces Joint Venture with Google to Create New TPU Cloud
Industry-wide collaboration on content transparency tech is key to a trusted web. 🤝 We’re accelerating the momentum started with @NVIDIA and partnering with @OpenAI, Kakao, and @ElevenLabs to bring SynthID to their generative content — helping give everyone more helpful context
https://x.com/Google/status/2056787749965799508
OpenAI partners with Cerebras | OpenAI
https://openai.com/index/cerebras-partnership/
OpenAI to spend more than $20 billion on Cerebras chips, receive stake, The Information reports | Reuters
https://www.reuters.com/technology/openai-spend-more-than-20-billion-cerebras-chips-receive-equity-stake-2026-04-17/
News – Quantum Computing Report
Which problems will quantum computers solve–and when? | Scientific American
https://www.scientificamerican.com/article/which-problems-will-quantum-computers-solve-and-when/
some interesting numbers from the SpaceX IPO filing: musk stock conditions: > 302.1M performance-based Class B shares > vesting requires both market cap milestones ($1.065T to $6.565T) and SpaceX completing non-Earth data centers capable of 100 terawatts of compute per year
https://x.com/eliebakouch/status/2057222864332320999?s=12
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