Huge congrats to Michel Devoret for the 2025 Nobel Prize in Physics, and to Hartmut Neven & all our colleagues at the Google Quantum AI team, proud to be collaborating with them. This is the third Nobel associated with work done at Alphabet / Google in 2 years – not bad!
AI HARDWARE
-

OpenAI Dev Day reveals Apps, Agents, and major partnerships
By
–
Top stories in AI today: – OpenAI's Dev Day Apps, Agents, and more
– OpenAI, AMD ink compute partnership
– Build AI customer support with Agent Builder
– Anthropic’s Petri for AI safety auditing
– 4 new AI tools, community workflows, and more Read more: https://
therundown.ai/p/openais-bigg
est-dev-day-reveals
… -
Unitree Humanoids Armed With AK47s Replace Tank Turrets
By
–
After we’ve exhausted our supply of tanks, our turrets will be 3200 usd Unitree humanoids wielding AK47s
-

Amazon Unveils Proactive Alexa+ Echo Devices With Custom AZ3 Chips
By
–
Alexa gets proactive
Amazon unveiled a new generation of Echo devices built around Alexa+.
Smarter, context-aware, and powered by custom AZ3 chips — it can now act before you ask.
Ambient AI for your home just got real. https://
buff.ly/GUegVQT -

World’s Fastest AI Inference Accelerating Agents and Reasoning
By
–
Featuring an exclusive fireside chat with @andrewdfeldman
: The World’s Fastest AI Inference – Accelerating the Future of Agents and Reasoning -
OpenAI Dev Day: Visual Agent Builder and Device Hints
By
–
OpenAI Dev Day keynote is at 10am Pacific. Looks like we’re getting a new visual agent builder, similar to what n8n, MindStudio, and Lindy are doing (but only with oAI models). Jony Ive is doing a fireside too. Maybe we get more hints at the oAI device too?
-

Optimus learns kung fu, Chinese startup unveils humanoid robot
By
–
Top stories in robotics today: – Optimus is now a kung fu fighter
– Chinese startup unveils human-face robot
– MIT’s framework builds in real-world chaos – Arctic deep dive tests hybrid exploration
– Quick hits on other robotics news Read more: https://
robotnews.therundown.ai/p/optimus-now-
does-kung-fu
… -
AGI Portfolio Hedging Through AI Infrastructure Spending
By
–
I wonder how much of the spend on AI infrastructure is because it is otherwise very hard to get market exposure to the possibility of transformative AI. There are only a few companies in that AI race, so if you want “AGI” hedges in your portfolio, it is data centers or nothing?
-

OpenAI Partners AMD Five-Year GPU Supply Agreement Six Gigawatts
By
–
Breaking: OpenAI has partnered with AMD in a massive five-year GPU supply agreement to deploy 6 Gigawatts of AMD GPUs over multiple years. Deal Highlights: – The deal gives AMD a seat at the table as one of OpenAI’s core compute suppliers
– AMD issued OpenAI a warrant for up -
AI in 5 minutes: GLM-4.6, OpenAI acquires Roi, device with Jony Ive
By
–
—
5 minutes of reading = 1 month ahead on AI This morning in my newsletter: → GLM-4.6: the Chinese model rivaling Claude (48% win rate)
→ OpenAI acquires Roi to turn ChatGPT into a personal financial advisor
→ The OpenAI + Jony Ive AI device
—