⛵ Nvidia Eyes Perplexity at $30B
Good Morning, Early Adopters!
Nvidia's seven-day slide shakes investor confidence, OpenAI scrambles to restore Plus capacity, and XPeng's 00M bet on humanoid robots shows where Silicon Valley's capital is flowing.
Nvidia in Talks to Invest in Perplexity at $30B+
TL;DR: Nvidia is reportedly negotiating a new investment in Perplexity AI at a valuation exceeding $30B. The deal would deepen Nvidia's AI ecosystem play beyond chip sales into the search space. Read more →
OpenAI Restores 5-Hour Codex Limits
TL;DR: OpenAI reinstates the 5-hour Codex and Work usage limit for ChatGPT Plus users after a capacity crunch caused by rapid user growth to 20M. The move follows weeks of complaints about silently reduced quotas. Read more →
Nvidia Groq 3 LPX Enters Full Production
TL;DR: Nvidia announces full production of Groq 3 LPX inference chips, with $20B worth of racks to be delivered this year. The milestone accelerates Nvidia's AI inference market expansion beyond training. Read more →
Zillow and Redfin Settle FTC Antitrust Case
TL;DR: Zillow and Redfin reach a settlement with the FTC over allegations of rental listing price manipulation. The resolution marks a significant moment in online real estate platform regulation. Read more →
Tesla Semi Enters Europe with Record Order
TL;DR: Tesla confirms the Semi electric truck is coming to Europe and has secured its largest order to date. The expansion marks a pivotal step in electrifying long-haul freight globally. Read more →
IonQ Skyloom Deploys 84 Orbital Optical Terminals
TL;DR: IonQ subsidiary Skyloom reaches 84 on-orbit optical communication terminals supporting the SDA constellation. The milestone advances space-based laser communication infrastructure. Read more →
Tesla Ditches Solar Roof for Traditional Panels
TL;DR: Tesla discontinues its Solar Roof product line to focus on conventional solar panel installations. The strategic pivot reflects the company's shift toward more scalable clean energy products. Read more →
Thomson Reuters Bets $40M on Building Its Own AI
TL;DR: Thomson Reuters invests $40M in proprietary AI infrastructure rather than renting from OpenAI. The decision reflects a growing enterprise trend toward owning AI models instead of relying on external APIs. Read more →
Quintessent Raises $40M for AI Cluster Lasers
TL;DR: Quintessent raises $40M to develop silicon-based optical lasers for AI data center interconnects. The technology aims to solve the bandwidth bottleneck in large-scale AI compute clusters. Read more →
Lady Gaga Co-Founds Biotech Startup
TL;DR: Lady Gaga and her fiancé launch a biotech startup, marking a high-profile crossover from entertainment into drug discovery. Read more →
AWS Patches SDK Flaw Enabling Credential Theft
TL;DR: AWS fixes a critical SDK vulnerability that allowed attackers to exploit a region field for remote credential theft. The flaw affected a wide range of AWS services. Read more →
Grok Voice Deployed at Scale by Starlink
TL;DR: Starlink deploys xAI's Grok Voice for customer support and sales at scale, marking the first major commercial validation of the voice AI system. Read more →
YMTC Eyes Record-Breaking Shanghai Star IPO
TL;DR: China's flash memory giant YMTC plans a Shanghai Star Market IPO that could become the largest semiconductor listing in history, amid escalating US-China chip tensions. Read more →
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