⛵ Nvidia Fully Exits Arm
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Infrastructure is being locked in. Stakes are being clarified. And the future is quietly choosing its suppliers.
Nvidia Fully Exits Arm
TL;DR: Nvidia has sold its remaining 1.1 million shares in Arm, worth roughly $140 million, fully exiting the company and ending the last financial tie to its failed $40 billion takeover attempt. After regulators blocked the 2022 deal, Arm went public in 2023 under SoftBank. Nvidia remains a key Arm licensee, but the ownership chapter is now decisively over.
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Blue Origin Goes All In Moon
TL;DR: Blue Origin CEO Dave Limp pledged to “move heaven and Earth” to outpace SpaceX in the race back to the moon, reframing the company as a serious lunar contender rather than a tourism player. With Blue Moon landers aimed at NASA’s Artemis 3 contracts, Blue Origin is betting its future on deep-space credibility and long-term government partnerships.
Micron’s New SSD Powers AI Memory
TL;DR: Micron has begun mass production of its PCIe 6.0 9650 SSD, pushing up to 28 GB/s reads to relieve a growing choke point inside AI datacenters. Built for high-density E1.S and E3.S arrays, it offloads key-value caches and model state to keep long-context inference responsive. Consumer PCs lack compatible CPUs, but AI clusters are ready to turn bandwidth into throughput.
Stripe Deepens Stablecoin Bet
TL;DR: Stripe-owned Bridge won conditional approval for a national trust bank charter, positioning it to custody digital assets, issue stablecoins, and manage reserves under federal oversight. The move follows similar nods to Circle and Ripple after pro-crypto rule shifts like the GENIUS Act as stablecoins swell past $308 billion.
Parliament Pulls the Plug on AI
TL;DR: The European Parliament has temporarily disabled AI features on lawmakers’ devices, fearing sensitive data could be routed to external cloud services beyond its control. IT officials say they cannot yet verify what information is shared with providers, prompting a blanket ban until security is clarified.
Tesla Rebrands to “Supervised”
TL;DR: Tesla avoided a 30-day license suspension in California after dropping the term “Autopilot” from its marketing, ending a nearly three-year fight with the state DMV over deceptive claims. By retiring Autopilot and reframing Full Self-Driving as “Supervised,” Tesla preserved access to its largest U.S. market while nudging customers toward a $99-a-month FSD subscription model.
Texas Targets TP-Link
TL;DR: Texas Attorney General Ken Paxton has sued TP-Link Systems, alleging the router maker misled consumers about security while enabling China-backed hackers to access U.S. devices. TP-Link denies any Chinese government control, insisting its operations and data are U.S.-based.
Meta Doubles Down on Nvidia
TL;DR: Meta is dramatically expanding its Nvidia partnership, committing to millions of GPUs and, for the first time, deploying Nvidia’s standalone Grace CPUs at scale. As part of a multiyear, tens-of-billions build-out tied to up to $135 billion in 2026 AI spending, Meta is locking in Blackwell and Rubin supply, deepening co-design, and signaling that its AI future runs on Nvidia’s full-stack infrastructure.
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