● Baidu ERNIE 5.1 Preview Goes Live — Lighter Architecture, Strong Performance · ● Cognizant Acquires Astreya for AI Infrastructure Services · ● Hightouch Raises $150M at $2.75B Valuation — Goldman Sachs and Bain Capital Lead · ● @GEODNET — Physical AI Will Be the Largest Market in History — Precise Positioning Is C… · ● Pentagon and Google Bring Gemini into Classified Military Networks · ● Kimi K2.6 Becomes #1 Open-Weight Model on Vals Index — #8 Overall · ● Amazon FCF Down 95% — Free Cash Cushion Almost Gone Despite Revenue Growth · ● Ineffable Intelligence Raises $1.1B Seed at $5.1B Valuation — David Silver, Sequoia, Li… · ● @AIRoboticsInt — Fed Holds Rates at 3.5-3.75% — Higher Rates Increase Cost of Capital f… · ● Dean W. Ball — 'Extremely Sophisticated Regulatory Capture Strategy' in AI · ● Waymo Robotaxis 'Backsliding' — First Responders Report More Traffic Violations to NHTSA · ● Big Tech 2026 Capex — Meta $145B, Google $190B as AI Infrastructure Race Intensifies · ● @CoreWeave — CoreWeave Launches Day-0 Support for IBM Granite 4.1 8B on W&B Inference · ● White House Blocks Anthropic Mythos Expansion — Security Concerns Cited · ● Demis Hassabis — Google Lacks Compute for Two Frontier Models, West Losing to China on… · ● Meta Q1 2026 — $56.3B Revenue +33%, Net Income $26.8B +61% · ● Baidu ERNIE 5.1 Preview Goes Live — Lighter Architecture, Strong Performance · ● Cognizant Acquires Astreya for AI Infrastructure Services · ● Hightouch Raises $150M at $2.75B Valuation — Goldman Sachs and Bain Capital Lead · ● @GEODNET — Physical AI Will Be the Largest Market in History — Precise Positioning Is C… · ● Pentagon and Google Bring Gemini into Classified Military Networks · ● Kimi K2.6 Becomes #1 Open-Weight Model on Vals Index — #8 Overall · ● Amazon FCF Down 95% — Free Cash Cushion Almost Gone Despite Revenue Growth · ● Ineffable Intelligence Raises $1.1B Seed at $5.1B Valuation — David Silver, Sequoia, Li… · ● @AIRoboticsInt — Fed Holds Rates at 3.5-3.75% — Higher Rates Increase Cost of Capital f… · ● Dean W. Ball — 'Extremely Sophisticated Regulatory Capture Strategy' in AI · ● Waymo Robotaxis 'Backsliding' — First Responders Report More Traffic Violations to NHTSA · ● Big Tech 2026 Capex — Meta $145B, Google $190B as AI Infrastructure Race Intensifies · ● @CoreWeave — CoreWeave Launches Day-0 Support for IBM Granite 4.1 8B on W&B Inference · ● White House Blocks Anthropic Mythos Expansion — Security Concerns Cited · ● Demis Hassabis — Google Lacks Compute for Two Frontier Models, West Losing to China on… · ● Meta Q1 2026 — $56.3B Revenue +33%, Net Income $26.8B +61% ·
