Hardware·
Nvidia's RTX Spark laptops run 120-billion-parameter models locally, no cloud needed
Nvidia's RTX Spark laptops put a Grace Blackwell superchip and 128GB of unified memory in a notebook, aimed at running 120B-parameter models offline.
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AI·
SpaceX's S-1 revealed who's paying for Colossus. Anthropic just locked in $45B through 2029.
Anthropic is paying SpaceX $1.25 billion a month for Colossus 1 and 2 capacity. The contract runs through May 2029 and books about 83% of SpaceX's revenue.
Hardware·
Alibaba's new Zhenwu M890 chip is 3x faster and aimed straight at agent workloads
Alibaba showed the Zhenwu M890 at its Cloud Summit on May 19. 144 GB of memory, 800 GB/s interchip bandwidth, and Qwen3.7-Max riding on top.
Hardware·
Cisco cut 4,000 jobs on its record revenue day. AI infrastructure orders jumped to $9 billion.
Cisco posted $15.8B in Q3 FY26 revenue on May 14, up 12% YoY, then sent layoff notices to 4,000 staff the same day. AI orders are now tracking to $9B for the fiscal year.
Hardware·
Cerebras priced its IPO at $185 and closed at $311. Andrew Feldman and Sean Lie became billionaires.
Cerebras raised $5.55 billion on May 14 and closed its first day at a $95 billion market cap. The wafer-scale AI chip maker shipped the year's biggest tech IPO.
Policy·
NV Energy is cutting off 49,000 Lake Tahoe homes by May 2027. The power is going to AI data centers.
Liberty Utilities serves 49,000 Tahoe customers. NV Energy supplies 75% of that power and is reclaiming it for Northern Nevada data center expansion.
Policy·
Residents can't sleep. 29 million gallons vanished. Oregon sent the bill. Data centers are losing the neighborhood.
Three data center stories trended in one week: infrasound, 29M gallons of missing water, and Oregon forcing grid cost pass-through.
Gaming·
Nintendo hiked the Switch 2 by $50. AI data center demand for memory chips drove it.
Nintendo confirmed a $50 Switch 2 price increase effective September 1 in the US, citing market conditions. The DRAM shortage caused by AI buildouts is the trigger.
Web·
Cloudflare cut 1,100 jobs on its best earnings day. Revenue grew 34% and the stock dropped 18%.
Cloudflare laid off 20% of its workforce on May 7 while reporting record Q1 revenue of $639.8M. The stock dropped 18% after hours.
Policy·
A Michigan town voted against a $16B data center. The lawsuit was filed two days later.
Saline Township rejected rezoning for a 1.4 GW OpenAI-Oracle data center. Related Digital sued in 48 hours, and construction is underway.
AI·
Anthropic doubled Claude Code's limits by renting 220,000 GPUs from xAI
Anthropic doubled Claude Code's 5-hour limits, killed peak-hours throttling, and raised Opus API tiers. The capacity comes from xAI's Colossus 1, via a SpaceX deal.
Hardware·
AMD's data center revenue jumped 57% to $5.8 billion in Q1. Its stock closed up 18%.
AMD reported Q1 revenue of $10.25B, up 38% YoY. Data center hit $5.8B (+57%) and Q2 guidance midpoint of $11.2B beat consensus by roughly $700M.
Apple·
Apple dropped its 7-year 'net cash neutral' policy. Ternus is freeing up the balance sheet for AI.
Mark Gurman's May 3 Power On reads Apple's quiet capital-allocation shift as cover for John Ternus to spend more on AI infrastructure and acquisitions, less on buybacks.
AI·
Alphabet hit $109.9B in Q1 and is starting to sell TPUs to outside data centers
Alphabet posted $109.9B Q1 2026 revenue with Cloud up 63% and a $460B backlog. Sundar Pichai said Google will sell TPUs to select customers running them in their own data centers.
AI·
Hyperscalers are on track to spend $700B on AI infrastructure in 2026
Big-tech AI capex is projected at $700B in 2026, up from $410B in 2025. Microsoft alone guided $190B. Wall Street is split: Meta got punished for the spend, Alphabet rallied.
Hardware·
Samsung Q1 profit hit 57.2 trillion won. Memory chips for Nvidia drove 93% of it.
Samsung Electronics posted record Q1 2026 results on April 30: 133.9 trillion won revenue and 57.2 trillion won operating profit. Semiconductors did 93% of the work.
AI·
OpenAI's models are on AWS Bedrock the day after Microsoft lost exclusivity
Amazon shipped Bedrock Managed Agents powered by OpenAI on April 28, plus Codex on Bedrock. Altman tells Stratechery the runtime matters as much as the model.
AI·
Microsoft and OpenAI just rewrote their deal. Exclusivity is dead, and so is the AGI clause.
Microsoft loses exclusive rights to OpenAI's models. The revenue share now caps at 2030 and stops depending on AGI. Here's what actually changed and who it benefits.