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Latest updates from the world of artificial intelligence

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THE AI POWER ERANEXTERA × DOMINION · $67BU.S. power demand: about +60% by 2045Roughly six times faster than the prior two decades — the demandthesis behind NextEra's $67B all-stock takeover of Dominion.~200 MW · typical project, 2025~5,000 MW · AI data-center hubs20252045Source: NextEra / Dominion · CNBC
Industry

NextEra to Buy Dominion for $67B in an All-Stock Deal Built for the AI Power Era

NextEra Energy has agreed to acquire Dominion Energy in an all-stock deal worth about $67 billion, creating the world's largest regulated electric utility. The rationale is almost entirely about AI: the two companies project U.S. power demand will climb roughly 60% by 2045, driven by data-center hubs that now approach 5,000 megawatts apiece, and the combined firm is chasing a large-load pipeline north of 130 gigawatts.

NextEra Energy / CNBC

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Altman and Amodei Walk Back Their AI “Jobs Apocalypse” — “I’m Delighted to Be Wrong,” Says Altman, as Both Eye $1T IPOs
Industry

Altman and Amodei Walk Back Their AI “Jobs Apocalypse” — “I’m Delighted to Be Wrong,” Says Altman, as Both Eye $1T IPOs

On May 26, both Sam Altman and Dario Amodei softened their AI “jobs apocalypse” warnings. Altman told Commonwealth Bank’s CEO he was “pretty wrong” and “delighted to be wrong” that entry-level white-collar roles haven’t been wiped out, while Amodei recast his 50%-of-white-collar-jobs warning as automation that “expands” human work. The walk-back lands just as OpenAI and Anthropic head toward IPOs valued near $1 trillion each.

Fortune / Time

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BLOOMBERG · MAY 26, 2026 BITSMINDS BOARDING PASS CAAC PASSENGER AI RESEARCHER EMPLOYER ALIBABA / DEEPSEEK ROUTE PVG to SIN NeurIPS · Dec 2026 DENIED NOT APPROVED SEAT · BLOCKED NO DEPARTURE WITHOUT APPROVAL SELECTION CRITERIA Strategic value, not seniority.
Industry

Beijing Extends AI Travel Curbs to Private Firms, Putting Alibaba, DeepSeek and Others on the No-Fly List Without Approval

Bloomberg reported on May 26 that China has quietly extended the overseas-travel restrictions long applied to state researchers and nuclear scientists to engineers, founders and executives at private AI companies including Alibaba and DeepSeek. Selection is by "strategic value" — not seniority — and Beijing is openly framing the move as a counter to Meta's $100M signing bonuses and DeepSeek's Singapore relocation.

Bloomberg / Tom's Hardware

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YC · PG · MAY 25, 2026 BITSMINDS pg Paul Graham @paulg May 25 · 9:34 AM A lot of the emails I get from founders are written in a hard-hitting journalistic style. I know they're written by AI. 1.0M VIEWS · 24 HOURS AI PROSE DETECTED THE VERDICT “Feels like being lied to, and who would stand for that?” Paul Graham · on X Co-founder, Y Combinator
Industry

Paul Graham Says AI-Written Founder Emails "Feel Like Being Lied To" — and He Stops Reading the Moment He Spots One

In a viral X post on May 25, Y Combinator co-founder Paul Graham drew a line under the cold-outreach gold rush: he can spot AI-written founder emails by their "hard-hitting journalistic style," he stops reading the moment he notices, and the practice "feels like being lied to." A million views and a wave of reactions from Mike Isaac, Kenneth Stanley and Steven Sinofsky later, hand-written email is suddenly the new premium signal in a VC inbox.

Digg / BeInCrypto

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Inside GenAI.mil: 25 Pentagon "Power Users" Are Bake-Offing OpenAI, Google and Grok Against Claude
Industry

Inside GenAI.mil: 25 Pentagon "Power Users" Are Bake-Offing OpenAI, Google and Grok Against Claude

Bloomberg pulled back the curtain on the DoD’s replacement search for Claude this week: a hand-picked group of 25 military "power users," a new platform called GenAI.mil that sits independent of Maven Smart System, and a six-month transition deadline for every contractor that built on Anthropic. Frontier models from OpenAI, Google and xAI are now being graded inside classified workflows that Claude used to own.

Bloomberg / The Star

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VATICAN · PAPAL ENCYCLICAL · MAY 25, 2026 BITSMINDS FIRST AI ENCYCLICAL Magnifica Humanitas Pope Leo XIV · Synod Hall · 11:30 Rome time "Not a technological challenge, but an anthropological one." PRESENTATION PANEL CO Christopher Olah · Anthropic 3× Cardinals Fernández, Czerny, Parolin 2× Profs. Rowlands & Lushombo 135 YEARS AFTER RERUM NOVARUM Signed May 15 to mark Leo XIII's 1891 labour letter First pope to read his own encyclical to the public CORE WARNING Lethal autonomous weapons must not absolve humans of responsibility Source: Vatican News · America Magazine · CNN
Industry

Pope Leo XIV Releases First AI Encyclical Magnifica Humanitas, With Anthropic Co-Founder at His Side

In a Vatican first, Pope Leo XIV personally presented his inaugural encyclical on artificial intelligence on May 25, sharing the dais with Anthropic interpretability lead Christopher Olah and warning that AI risks absolving humans of moral responsibility — especially in war.

Vatican News / America Magazine / CNN

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WHITE HOUSE · AI EXECUTIVE ORDER · MAY 22, 2026 BITSMINDS POSTPONED SIGNING CEREMONY 90-day voluntary review Frontier models · Treasury-led security testing Pulled hours before the signing — execs en route to D.C. LAST-MINUTE CALLS TO TRUMP DS David Sacks · ex-AI czar EM Elon Musk · xAI MZ Mark Zuckerberg · Meta 79% OF REPUBLICAN VOTERS backed government AI safety testing Future of Life Institute poll · May 2026 SUPPORTED THE ORDER Anthropic · OpenAI · Steve Bannon + 60 MAGA loyalists in open letter Source: Axios · Fortune · Washington Post
Industry

Trump Pulls AI Safety Executive Order at the Last Minute After Calls From Musk, Zuckerberg, and Sacks

The 90-day voluntary frontier-model review was hours from signing when David Sacks, Elon Musk, and Mark Zuckerberg phoned Trump directly. Anthropic, OpenAI, and 79% of Republican voters had backed the order.

Axios

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Leaked Audio: Meta Trained AI on Employees Gmail, Code, and Chats — Then Laid Off 8,000
Industry

Leaked Audio: Meta Trained AI on Employees Gmail, Code, and Chats — Then Laid Off 8,000

A leaked recording captures Mark Zuckerberg telling staff Meta has been monitoring Gmail, GChat, Metamate, and VSCode to train AI — days before 8,000 layoff notices began landing.

Common Dreams

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OPENAI · SUPPLY CHAIN ATTACK · MAY 23, 2026 BITSMINDS JUNE 12 Hard cutoff for macOS users to update After this date, old certs are blocked by macOS Gatekeeper CERTIFICATES REVOKED macOS Windows iOS Android BLAST RADIUS 2 employee devices · 84 malicious artifacts across 42 npm packages May 11 TanStack hijacked May 15 OpenAI discloses May 22-23 Certs re-issued June 12 Old certs blocked Source: SecurityWeek · OpenAI
Industry

OpenAI Pulls All Its Code-Signing Certificates After TanStack npm Attack Hit Two Employee Macs

After malicious TanStack packages compromised two OpenAI laptops, the company is revoking every macOS, Windows, iOS and Android signing certificate — users have until June 12 to update.

SecurityWeek

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Chinese Models Now Run 60% of OpenRouter Traffic, Threatening the IPO Premiums on Claude and GPT
Industry

Chinese Models Now Run 60% of OpenRouter Traffic, Threatening the IPO Premiums on Claude and GPT

DeepSeek, Kimi, and Zhipu have gone from 1% to over 60% of OpenRouter's developer traffic in 18 months — and Databricks CEO Ali Ghodsi says enterprises are now defaulting to the cheap open models and calling Claude or GPT only when they have to.

CNBC

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OpenAI Adopts Google's SynthID and Ships a Public Tool to Verify AI-Generated Images
Industry

OpenAI Adopts Google's SynthID and Ships a Public Tool to Verify AI-Generated Images

OpenAI became a C2PA Conforming Generator and embedded Google DeepMind's SynthID watermark across ChatGPT, Codex, and the OpenAI API on May 20, alongside a public verification tool at openai.com/verify that checks uploads for either signal.

OpenAI

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OpenAI Hands Codex to Dell to Crack the On-Prem Enterprise Market
Industry

OpenAI Hands Codex to Dell to Crack the On-Prem Enterprise Market

OpenAI's first explicit hybrid and on-premises distribution deal pairs its 4-million-weekly-developer Codex agent with Dell's AI Data Platform and AI Factory, opening the door to regulated buyers in finance, healthcare, and government.

OpenAI

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Nvidia Posts $81.6B Quarter, Authorizes $80B Buyback, and Guides to $91B Next
Industry

Nvidia Posts $81.6B Quarter, Authorizes $80B Buyback, and Guides to $91B Next

Q1 FY27 revenue jumped 85% to $81.6B, data center alone hit $75.2B, and Nvidia stacked an $80B repurchase on top — then guided to $91B for Q2 without China.

NVIDIA

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Trump's AI Executive Order Lands Thursday With a 90-Day Pre-Release Window for Frontier Models
Industry

Trump's AI Executive Order Lands Thursday With a 90-Day Pre-Release Window for Frontier Models

The voluntary framework asks labs to hand frontier models to the government 90 days before public release. Industry wanted 14.

Axios

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KPMG Rolls Out Claude to All 276,000 Staff in Anthropic's Biggest Enterprise Alliance Yet
Industry

KPMG Rolls Out Claude to All 276,000 Staff in Anthropic's Biggest Enterprise Alliance Yet

KPMG and Anthropic announced a global alliance on May 19 putting Claude in front of every one of the Big Four firm's 276,000 employees and embedding Cowork and Managed Agents directly inside Digital Gateway, the platform KPMG uses to deliver client work.

Anthropic

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Wirestock Lands $23M Series A to Pipe Human-Made Multimodal Data Into Six of the Top Foundation Labs
Industry

Wirestock Lands $23M Series A to Pipe Human-Made Multimodal Data Into Six of the Top Foundation Labs

The 700,000-creator platform now runs at a $40M revenue clip and is becoming the back-end for the labs racing to push frontier models past pure web-scrape data.

TechCrunch

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Anthropic and the Gates Foundation Commit $200M to Put Claude on the Front Line of Global Health
Industry

Anthropic and the Gates Foundation Commit $200M to Put Claude on the Front Line of Global Health

A four-year pact pairs Claude credits, grants, and engineering with Gates priorities in polio, HPV, eclampsia, education, and smallholder farming.

Anthropic

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HubSpot Launches Free AEO Sensor as ChatGPT Referral Traffic Hits a 12-Month Low
Industry

HubSpot Launches Free AEO Sensor as ChatGPT Referral Traffic Hits a 12-Month Low

A public dashboard tracks daily volatility across ChatGPT, Gemini, and Perplexity — confirming what marketers have suspected: citation patterns from answer engines can swing 40-60% inside a single month.

PPC Land

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Cerebras Slides 10% on Day Two of Its $5.55B IPO as Wall Street Rethinks the AI-Chip Premium
Industry

Cerebras Slides 10% on Day Two of Its $5.55B IPO as Wall Street Rethinks the AI-Chip Premium

After a 68% pop on debut, Cerebras dropped 10% on May 15 as investors weighed an eye-watering valuation, two-customer concentration, and a $20B+ OpenAI bet against Nvidia's grip on AI silicon.

CNBC

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Cisco Locks In $5.3B of Hyperscaler AI Orders, Cuts 4,000 Jobs, and Stock Jumps 16%
Industry

Cisco Locks In $5.3B of Hyperscaler AI Orders, Cuts 4,000 Jobs, and Stock Jumps 16%

Cisco doubled its AI hyperscaler order forecast to $9B, raised full-year revenue guidance, and announced a $1B restructuring to redirect investment toward silicon, optics, and security as the AI capex boom keeps reshaping incumbents.

CNBC

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GridCARE Raises $64M to Launch Power Acceleration, the New AI Bottleneck Category
Industry

GridCARE Raises $64M to Launch Power Acceleration, the New AI Bottleneck Category

Sutter Hill, John Doerr, and National Grid Partners back GridCARE's bet that the AI economy is constrained by megawatts, not GPUs, and that physics-based AI can unlock 400+ MW from grids already operating at 30% utilization.

BusinessWire

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Anthropic Product Lead Says Claude's Next Leap Is Anticipating What You Want Before You Ask
Industry

Anthropic Product Lead Says Claude's Next Leap Is Anticipating What You Want Before You Ask

Cat Wu, head of product for Claude Code and Cowork, lays out a six-month roadmap built around proactivity: agents that learn your workflow and set up automations without being asked.

TechCrunch

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Lyrie Raises $2M Pre-Seed and Open-Sources Agent Trust Protocol to Secure the Autonomous AI Economy
Industry

Lyrie Raises $2M Pre-Seed and Open-Sources Agent Trust Protocol to Secure the Autonomous AI Economy

Dubai-based Lyrie.ai emerged from stealth with a $2 million pre-seed round and the release of Agent Trust Protocol, an open cryptographic standard for identifying, scoping and revoking autonomous AI agents that the company plans to submit to the IETF.

Tech Startups

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IBM Pitches an AI Operating Model at Think 2026 With Next-Gen watsonx Orchestrate and Sovereign Core
Industry

IBM Pitches an AI Operating Model at Think 2026 With Next-Gen watsonx Orchestrate and Sovereign Core

CEO Arvind Krishna unveiled an agentic control plane, made Sovereign Core generally available and folded the Confluent acquisition into watsonx.data as IBM argued enterprises now need an entirely new model for running AI.

IBM Newsroom

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Wall Street Calls a Changing of the Guard in AI Chips as AMD, Intel and Micron Sprint Past Nvidia
Industry

Wall Street Calls a Changing of the Guard in AI Chips as AMD, Intel and Micron Sprint Past Nvidia

Mizuho analyst Jordan Klein flagged a sharp rotation this week as AMD and Intel jumped roughly 25 percent, Micron leapt 37 percent and Corning added 18 percent, while Nvidia trailed the broader Nasdaq for the year.

CNBC

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Commerce's CAISI Signs Pre-Deployment Frontier AI Testing Pacts With Google DeepMind, Microsoft, and xAI
Industry

Commerce's CAISI Signs Pre-Deployment Frontier AI Testing Pacts With Google DeepMind, Microsoft, and xAI

The Center for AI Standards and Innovation will get pre-release access to frontier models from Google DeepMind, Microsoft, and xAI — including versions with safeguards stripped — to evaluate cyber, bio, and chemical risk.

HPCwire

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Pentagon Signs AI Deals With Eight Big Tech Vendors, Cuts Out Anthropic
Industry

Pentagon Signs AI Deals With Eight Big Tech Vendors, Cuts Out Anthropic

DoD finalizes AI agreements with OpenAI, Google, Microsoft, Amazon, Oracle, Nvidia, SpaceX, and Reflection AI for classified workloads — while labeling Anthropic a supply-chain risk.

gHacks Tech News

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FIS Teams With Anthropic on Agentic AML Tool That Cuts Investigations From Days to Minutes
Industry

FIS Teams With Anthropic on Agentic AML Tool That Cuts Investigations From Days to Minutes

FIS is rolling out an Anthropic-built Financial Crimes AI Agent that turns AML investigations from a days-long slog into minutes, starting with BMO and Amalgamated Bank.

FIS

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Pony.ai Switches On Europe's First Commercial Robotaxi Service in Zagreb
Industry

Pony.ai Switches On Europe's First Commercial Robotaxi Service in Zagreb

The Chinese autonomous-driving company partners with local operator Verne to run paid, app-bookable Gen-7 robotaxis across 90 square kilometers of central Zagreb, with Uber integration coming next.

Stock Titan

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1,000 Google Workers Sign Letter Against Pentagon AI Deal — But This Isn’t Project Maven
Industry

1,000 Google Workers Sign Letter Against Pentagon AI Deal — But This Isn’t Project Maven

Roughly a thousand Google employees have signed an open letter opposing the company’s Pentagon Gemini deal. Unlike 2018’s Project Maven, leadership is digging in — and experts say staff leverage has materially eroded since then.

Fortune

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Pentagon Inks AI Deals With 7 Big Tech Firms, Freezing Out Anthropic
Industry

Pentagon Inks AI Deals With 7 Big Tech Firms, Freezing Out Anthropic

The Defense Department signed procurement contracts with Amazon, Google, Microsoft, Nvidia, OpenAI, SpaceX, and Reflection to deploy AI in classified networks — leaving Anthropic on the outside after the company refused to allow Claude to be used for autonomous weapons and mass surveillance.

SiliconANGLE

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Meta's AI Bill Hits $145B as Stock Tumbles on Earnings Beat
Industry

Meta's AI Bill Hits $145B as Stock Tumbles on Earnings Beat

Meta beat Q1 estimates with $56.3B in revenue, but raised its 2026 capex guidance to as much as $145 billion — and the market punished the stock for it.

Fortune

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Elon Musk Takes the Stand in Landmark Trial That Could Reshape OpenAI
Industry

Elon Musk Takes the Stand in Landmark Trial That Could Reshape OpenAI

Musk testified in Oakland federal court on Tuesday, seeking $130 billion in damages and the ouster of Sam Altman, in a case that could decide whether OpenAI is forced back into a nonprofit.

CNN Business

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Meta Signs Deal for Space-Beamed Solar Power and 100-Hour Batteries to Run AI Data Centers
Industry

Meta Signs Deal for Space-Beamed Solar Power and 100-Hour Batteries to Run AI Data Centers

Meta inked agreements with Overview Energy for up to 1 GW of orbital solar capacity and with Noon Energy for up to 1 GW / 100 GWh of ultra-long-duration storage, betting on exotic energy sources to keep its AI data centers humming.

TechCrunch

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China Vetoes Meta’s $2 Billion Manus Deal After Months-Long Probe
Industry

China Vetoes Meta’s $2 Billion Manus Deal After Months-Long Probe

Beijing’s NDRC ordered Meta and agentic-AI startup Manus to unwind their already-closed acquisition, dealing a major blow to Zuckerberg’s AI-agent ambitions and underscoring how AI deals are now entangled in U.S.-China rivalry.

TechCrunch

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Google Grants Pentagon Sweeping AI Access After Anthropic's Refusal
Industry

Google Grants Pentagon Sweeping AI Access After Anthropic's Refusal

Google has agreed to let the U.S. Department of Defense use its AI on classified networks for essentially all lawful purposes — terms Anthropic refused over concerns about domestic mass surveillance and autonomous weapons.

TechCrunch

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Meta Signs Multi-Billion-Dollar AWS Deal for Graviton Chips to Power Agentic AI
Industry

Meta Signs Multi-Billion-Dollar AWS Deal for Graviton Chips to Power Agentic AI

Meta will deploy hundreds of thousands of Amazon Graviton CPUs over at least three years, joining AWS's top five Graviton customers and broadening AI compute beyond Nvidia GPUs.

TechCrunch

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Congress Pushes to Sanction Chinese Firms Stealing American AI Models
Industry

Congress Pushes to Sanction Chinese Firms Stealing American AI Models

New legislation targets foreign entities using distillation attacks and espionage to replicate US AI models, backed by a House Select Committee report detailing China's systematic campaign to acquire frontier AI capabilities.

Japan Times / House Select Committee on China

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AI Music Flood: 44% of Deezer's Daily Uploads Are Now AI-Generated
Industry

AI Music Flood: 44% of Deezer's Daily Uploads Are Now AI-Generated

Deezer reports 75,000 AI-generated tracks flood its platform every day — 44% of all new music — yet 85% of the streams these tracks receive are flagged as fraudulent and demonetized.

TechCrunch

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Q1 2026 Shatters All Records: $300 Billion Invested in AI Startups in a Single Quarter
Industry

Q1 2026 Shatters All Records: $300 Billion Invested in AI Startups in a Single Quarter

Global venture investment hit $300 billion in Q1 2026, with AI capturing 80% of all capital deployed. Four of the five largest venture rounds in history — OpenAI, Anthropic, xAI, and Waymo — all closed in the same 90-day window.

Crunchbase

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Gartner: Successful AI Companies Invest 4x More in Data Foundations
Industry

Gartner: Successful AI Companies Invest 4x More in Data Foundations

A new Gartner survey finds organizations with high-performing AI invest up to four times more in data and analytics infrastructure, with top-quartile companies reporting 28% AI-driven productivity gains versus 6% for laggards.

Gartner

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nEye.ai Raises $80M Series C to Bring Optical Circuit Switching to AI Data Centers
Industry

nEye.ai Raises $80M Series C to Bring Optical Circuit Switching to AI Data Centers

nEye.ai has secured $80 million in Series C funding to deploy optical circuit switching technology that allows AI data centers to flexibly pool GPU, CPU, and memory resources — addressing one of the biggest bottlenecks in modern AI infrastructure.

BusinessWire

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PwC Study: 74% of AI's Economic Value Is Captured by Just 20% of Companies
Industry

PwC Study: 74% of AI's Economic Value Is Captured by Just 20% of Companies

A new PwC study of 1,200+ executives finds AI's financial returns are highly concentrated, with the top 20% of companies capturing nearly three-quarters of the value — and the gap is widening.

PwC

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AI Alliance Launches Project Tapestry, Names Yann LeCun Chief Science Advisor
Industry

AI Alliance Launches Project Tapestry, Names Yann LeCun Chief Science Advisor

The AI Alliance announced Project Tapestry to champion open and sovereign AI worldwide, appointing Turing Award winner Yann LeCun as its first Chief Science Advisor.

HPCwire

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Q1 2026 Shatters All Records: AI Startups Capture $242 Billion in Historic Funding Quarter
Industry

Q1 2026 Shatters All Records: AI Startups Capture $242 Billion in Historic Funding Quarter

Global venture investment hit $300 billion in Q1 2026, with AI companies claiming 80% of the total in the largest funding quarter ever recorded — driven by mega-rounds at Anthropic, xAI, and Waymo.

Crunchbase News

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NVIDIA Reveals H200 Chip: Double the AI Power
Industry

NVIDIA Reveals H200 Chip: Double the AI Power

NVIDIA unveiled the H200, a new AI chip that doubles performance for training and inference of large models.

NVIDIA

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European Union Approves the AI Act
Industry

European Union Approves the AI Act

The European Union has approved the world's most comprehensive regulation on artificial intelligence.

European Parliament

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