May 5 is the GPT-5.5 launch celebration in San Francisco and the Claude Finance Briefing in New York. Real opposite valence events on opposite coasts.
MARKET TRENDS
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OpenAI vs Anthropic Valuation and ARR Comparison 2024
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OAI 850B valuation, ~30B ARR now Ant ~900B valuation, ~44B* ARR now *revenue recognized differently, per Denise Dresser its probably closer to 8-10B lower if using OAI methodology chart reconstructed from wsj by me
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OpenAI smartphone to replace all apps with AI agents by 2028
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OpenAI is building a smartphone where AI agents replace every app on your home screen. Qualcomm and MediaTek are co-developing the chip. Luxshare is assembling it. Mass production targeted for 2028. The pitch: no more app grid. No more switching between 40 apps to get one
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AI Full Stack: Five Layers Defining the Next Industrial Era
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AI isn't just software. It's a five-layer cake: energy, chips, infrastructure, models, and applications. The countries and companies that build the full stack will define the next industrial era. Read more here: https://t.co/Lc9Cfjg2nv https://t.co/v3KMwPFBgv
— NVIDIA (@nvidia) 4 mai 2026AI isn't just software. It's a five-layer cake: energy, chips, infrastructure, models, and applications. The countries and companies that build the full stack will define the next industrial era. Read more here: https://
futurumgroup.com/research-repor
ts/five-layers-of-the-ai-cake?ncid=so-link-329109-vt04
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How AI Is Powering the Next Generation of Robotaxis
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How #AI is powering the next generation of robotaxis
by @tim @rafeuddin_ @ian_bott_artist @BobHaslett @ft Learn more: https://
bit.ly/3QH8bEE #ArtificialIntelligence #ML #MachineLearning -
Tenstorrent Galaxy Blackhole Deploys DeepSeek 671B at 350 t/s/u
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That's a wrap on TT-Deploy! ICYMI we launched Tenstorrent Galaxy™ Blackhole deployed at scale with industry winning benchmarks including: – @deepseek_ai 671B at 350+ t/s/u, with a roadmap to 500 t/s/u at $6 per million tokens, extending the low-cost serving curve where GPU
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CEO Discusses AI Chip Wars and Infrastructure Future at WebSummit
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The AI chip landscape is shifting fast. Catch our CEO @RodrigoLiang at @WebSummit Vancouver breaking down what’s changing and what it means for the future of AI infrastructure. May 13 | 2:00–2:20 PM https://
vancouver.websummit.com/sessions/van26
/777c4409-1a00-428e-ba1e-59898cb69085/the-new-diplomacy-of-the-ai-chip-wars/
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Futurum and NVIDIA Frame AI as Five-Layer Stack with $690B Spend
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Futurum Group just published a report with NVIDIA that frames AI as a five-layer stack: energy, chips, infrastructure, models, applications, and the data is worth sitting with. The five largest US hyperscalers are on track to spend up to $690B on infrastructure this year alone,
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Nemotron 3 Super Tops Open Source EnterpriseOps-Gym Leaderboard
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Benchmarks should reflect real-world performance. That’s why we’re excited to share that Nemotron 3 Super has topped the open source category on the EnterpriseOps-Gym leaderboard. This agentic gauntlet evaluates performance across 1,150 tasks in fully interactive environments
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Startup Acquisition Price vs Investment Commitment: Key Difference
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guys – a company committing to invest up to $1b in a new initiative as a result of buying a startup is not the same thing as that startup being bought for $1b