Cap-ex at google is increasing at roughly 6x per year!
BIG TECH
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Who controls AI infrastructure and data? Dell AI Factory
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One of the biggest enterprise AI questions right now is simple: who controls the infrastructure and the data? That’s why this matters. Bringing @MistralAI models into the Dell AI Factory with NVIDIA gives enterprises more control over how they train, deploy, and scale AI without
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Anthropic CEO reacts to leaked Claude training on automation
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Le CEO d’Anthropic quand il a vu cette formation Claude de 13 heures qui a fuité,
— Jouhatsu | AI Influence Operator (@Jouhatsu_ai) 19 mai 2026
où un gars montre littéralement comment il a automatisé tout son business
et gagne 300 000 $ par an en pilote automatique. https://t.co/utg3gBHGun pic.twitter.com/pTjO7F7hclAnthropic's CEO when he saw this leaked 13-hour Claude training, where a guy literally shows how he automated his entire business and makes $300,000 per year on autopilot.
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Speculation on OpenAI’s potential GPT-5.6 release
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Just imagine, OpenAI waits for Google I/O only to strike back on Thursday with GPT-5.6.
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AI ambition easy, execution hard: Dell AI Factory with NVIDIA
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AI ambition is easy. AI execution is the hard part. A lot of companies have ideas, pilots, and demos. Far fewer have the infrastructure, governance, and operational readiness to deploy AI at scale. That’s why the Dell AI Factory with NVIDIA conversation matters: moving
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Unified Vision World Models framework from Beijing Jiaotong, ByteDance, Tencent
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What if AI could learn the world just by watching? Researchers from Beijing Jiaotong, ByteDance, Tencent present a unified framework for Vision World Models: encoding visuals, learning dynamics, simulating outcomes. This survey outperforms fragmented taxonomies, outlining
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Gemini desktop app gets Live, Spark, Omni, and Stream to Cursor
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GOOGLE 🔥: Gemini desktop app will get Gemini Live, Gemini Spark, Gemini Omni, and a new "Stream to Cursor" feature.
— 🚨 AI News | TestingCatalog (@testingcatalog) 18 mai 2026
What we know so far 👀
– "Stream to Cursor" feature will allow Gemini to have something similar to "Magic Pointer" announced last week during Android Show.
-… pic.twitter.com/DehBkQkKUjGOOGLE : Gemini desktop app will get Gemini Live, Gemini Spark, Gemini Omni, and a new "Stream to Cursor" feature. What we know so far – "Stream to Cursor" feature will allow Gemini to have something similar to "Magic Pointer" announced last week during Android Show. –
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AI races: top contenders in models, data centers, chips
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The three AI races and their top contenders:
Models: OpenAI, Anthropic, Google
Data centers: Amazon, Microsoft, Google
Chips: Nvidia, AMD, Google -
Microsoft missed AI wave, Copilot struggles, NPUs no killer app
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Former Microsoft VP says Microsoft missed the AI wave like the internet and mobile, as Copilot scales back in Windows 11 Microsoft spent $37.5B per quarter on AI. Less than 3.3% of Microsoft 365 users pay for Copilot. OEMs stuffed NPUs into every laptop, and not a single k1ller
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Google Announces New Gemini AI Features and Hardware Ahead of I/O
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Google didn't even wait for I/O to start dropping Gemini Intelligence announced for Android -proactive AI built into your phone Gemini in Chrome with agentic browsing New "Googlebook" laptop category AI glasses sneak peek – coming later this year Full I/O kicks