AI Rundown
Your weekly rundown on all things AI.
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Two Lightscape portfolio companies announce major new fundraises, assistants reshape the platform wars, and the Elon x OpenAI lawsuit gets a trial date
Physical AI Takes Over CES, OpenAI Backs Its Own Power, and Articul8 and Profitmind Announce New Funding Rounds
Cyber safety failures collide with mega-finance, as SoftBank locks in a reported $40B OpenAI check and Meta pays up to buy an agent startup.
Amazon weighs a $10B plus OpenAI bet, Washington reopens the Nvidia H200 China question, and Lovable’s $330M round shows vibe coding is getting institutional
Disney challenges Google on AI copyright, Trump targets state-by-state AI rules, and Skild’s billion-dollar robotics round signals embodied AI’s next wave
AWS Trainium3, Amazon’s Nova stack, and an AI safety scorecard turn up the heat on the big labs
Lenovo hoards DDR5 for the AI crunch, Gemini 3 Pro pressures ChatGPT, and Harmonic bets $120M on mathematical superintelligence
Nvidia’s AI revenue machine shifts into overdrive, Google bets big on Gemini 3, and Suno’s $250M raise tests the future of generative music
SoftBank doubles down on OpenAI, Anthropic ramps a $50B compute build-out, and Parallel arms agents with live web access
U.S. Blocks Nvidia’s Blackwell Chips to China, Google Rolls Out Ironwood TPUs, and OpenAI Signs $38B AWS Megadeal
OpenAI Unveils Atlas Browser, Anthropic Locks Up 1M TPUs, and Reddit Sues Perplexity Over Scraping
