AI Rundown
Your weekly rundown on all things AI.
Connect
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
First U.S.-Made Blackwell Wafer Debuts, $40B Data-Center Grab, and OpenAI-Broadcom Line Up 10 GW of Custom AI Silicon
Databricks Hits $100B Valuation, Nvidia Designs China-Specific Chip, and OpenAI Staff Eye $6B Share Sale
Nvidia Targets On-Prem AI with New Blackwell GPU, OpenAI Hits $2B in App Revenue, and Cohere Secures $500M for Enterprise Push
OpenAI launches GPT-5, AMD and Super Micro stumble, and Google throttles AI workloads to protect the grid
Figma’s IPO Surges 158%, Nvidia Rebuts China Security Concerns, and OpenAI Commits to Hydropowered Norwegian “Stargate,”
Nvidia Chips Flood China, Altman Sounds Fraud Alarm, and OpenAI’s GPT‐5 on the Horizon
U.S. chip export reversal, OpenAI’s math breakthrough, and AWS bets big on enterprise AI agents
