OpenAI Proposes Giving the US Government a 5% Stake
Sam Altman is in early talks with the Trump administration to grant the US government a 5% stake in OpenAI, valued at roughly $42.6 billion, as a way to share AI upside with the public.
Categories: Open source, Biznis (AI)
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Štvrtok 2. júla 2026
Nvidia Offers Revenue-Sharing Model for Aspiring AI Startups
Nvidia is granting token compute credits to AI startups in exchange for a share of future sales, aiming to expand access to large-scale GPU infrastructure beyond well-funded companies.
Meta Is Building a Cloud Business to Sell Excess AI Compute
Meta Platforms is building a cloud infrastructure business to monetize its vast AI compute surplus, competing directly with AWS, Microsoft Azure, and Google Cloud. Meta shares surged more than 9% on the news.
SoftBank Renews Talks for $10 Billion Loan Against OpenAI Stake, Adds Concessions
SoftBank has reopened talks for a $10 billion margin loan against its OpenAI stake, adding a self-repayment guarantee after lenders rejected an equity-only collateral structure for a private company.
Palantir CEO Alex Karp Blasts Token-Based AI Pricing as 'Completely Wrong'
Palantir CEO Alex Karp publicly criticized the token-pricing model used by OpenAI and Anthropic as fundamentally broken, saying enterprise CEOs are frustrated by skyrocketing AI costs and demand for closed frontier models could erode.
Utorok 30. júna 2026
BIS warns AI investment boom could trigger next financial crash
The Bank for International Settlements named an AI bust among the three biggest threats to global prosperity, warning that hyperscalers' >$1T capex in 2025-2026 exceeds earnings and free cash flow, with 'circular financing' deals amplifying systemic risk.
CoreWeave ARIA Launches as an AI Research and Iteration Agent
CoreWeave launched ARIA, an autonomous AI research agent built into Weights & Biases that can analyze experiments, form hypotheses and run continuous model improvement loops with minimal human oversight.
Animation's AI reckoning: Filmmakers say they can make movies for 90% less
Bloomberg finds animators using generative AI to cut animated film production costs by up to 90%. Jeffrey Katzenberg says a world-class animated movie that once needed 500 artists over five years 'won't take 10% of that' going forward.
China and India see top firms lose market cap share amid AI lag
China, India and Hong Kong are the only major markets where top firms now hold a smaller share of total market cap than a year ago, while Korea (65%) and Taiwan (56%) saw concentration surge thanks to AI champions.
LongCat-2.0: Meituan releases 1.6T-parameter MoE model with 48B active and 1M context
Chinese super-app Meituan published technical details and weights for LongCat-2.0, a 1.6-trillion-parameter mixture-of-experts model with about 48B activated per token and a 1-million-token context, trained almost entirely on domestic Chinese chips.
Google reshuffles its AI coding team as it struggles to catch Anthropic
Google has restructured its AI coding strike team, adding a new "midtraining" phase and pulling Sergey Brin and DeepMind CTO Koray Kavukcuoglu into direct oversight after losing six senior researchers in five months — most recently Denny Zhou to Meta.
Pondelok 29. júna 2026
Google Caps Meta's Use of Gemini AI Models, FT Reports
Google has capped Meta's access to Gemini models because it cannot supply the compute Meta demanded, pushing Meta to shift to its internal Muse Spark model and triggering an internal pushback against "tokenmaxxing."
Tokenmaxxing Is Dead, Long Live Tokenmaxxing
Widely-shared essay argues the industry pivot from raw token consumption to efficiency-per-task is real but overstated — agentic workflows are quietly burning more tokens than ever, just hidden inside higher-level abstractions.
A Way to Exclude Sensitive Files Issue Still Open for OpenAI Codex
A long-standing GitHub issue resurfaced showing OpenAI's Codex CLI still lacks a clean way to exclude .env-style secrets from being uploaded to the model. Renewed scrutiny after a string of leak incidents.
Herdr: Agent multiplexer that lives in your terminal
A new open-source tool called Herdr lets developers run and orchestrate multiple AI coding agents in parallel from the terminal; it trended on Hacker News.
Nedeľa 28. júna 2026
OpenAI Considers 2027 IPO After Anthropic's Expected Public Debut
OpenAI is leaning toward delaying its IPO to 2027 according to Bloomberg, which would put it on public markets after rival Anthropic, who is targeting October 2026.
ON Semiconductor to acquire Synaptics in $7B all-stock deal for Edge AI
Analog giant ON Semiconductor is acquiring Synaptics in an all-stock deal, absorbing its Edge AI compute, HMI and wireless connectivity portfolio. The move targets a $30B TAM expansion by 2030.
SoftBank Shares Tumble 13% After Report of OpenAI's IPO Delay
SoftBank shares fell as much as 13% on June 26 after a NYT report indicated OpenAI is leaning toward delaying its IPO to 2027 — the steepest single-day drop since August 2024.
AI Revenue Hits $25 Billion, Topping Depreciation for Meta, Alphabet, Microsoft
Bloomberg flags that combined AI revenue at Meta, Alphabet, and Microsoft has for the first time exceeded depreciation on AI infrastructure — a milestone toward positive ROI.
Sobota 27. júna 2026
Amazon debuts Alexa+ Agentic Ads at Cannes Lions with Papa Johns and music artists
Amazon unveiled Alexa+ Agentic Ads at Cannes Lions 2026 — a new conversational ad format letting users see an ad and finish a purchase entirely within an Alexa conversation. Launch partners include Papa Johns for food orders and artists Beck, Jill Scott and Omar Courtz for concert tickets.
Chinese hedge funds warn the AI 'super bubble' is ready to burst
Wealspring Asset and Shanghai Banxia, two well-known Chinese hedge fund managers, warn that global AI stocks have entered a 'super bubble' territory and the collapse may not be far off.
AI rout exposes Wall Street's $270 billion speculation machine
A retail-fueled unwind in AI chip stocks reverberated through semiconductor shares across Asia and the US, hammering leveraged ETFs and denting newly launched SpaceX funds.
KPMG Q2 2026 AI Pulse: agent deployment now above 50%, focus shifts from experiments to pragmatism
KPMG's Q2 2026 AI Pulse Survey shows enterprise agent deployment holding above 50% as organizations move from experimentation to multi-agent orchestration with concrete ROI. Investment levels remain steady, but the 'tokenmaxxing' waterfall is over.
OpenAI at Cannes: 'We are clearly in the advertising business now' — targeting $100B by 2030
At its first-ever Cannes Lions appearance, OpenAI publicly branded advertising as a core part of its strategy, with 900M weekly ChatGPT users and an internal target of $2.5B in ad revenue in 2026.
Zuckerberg's war on whistleblowers backfires into a Streisand effect
Cory Doctorow's Pluralistic essay chronicles Meta's escalating lawsuits against whistleblowers leaking internal documents about its AI, content moderation, and operations. Doctorow argues the tactic produces a Streisand effect amplifying the very leaks Meta is trying to suppress.
Piatok 26. júna 2026
OpenAI Leans Toward Waiting Until 2027 for IPO; SoftBank Shares Tumble
OpenAI is leaning toward delaying its IPO to 2027 per NYT/Bloomberg reporting — with Altman pushing for a $1T valuation. SoftBank, whose OpenAI stake is projected to reach ~$65B by October, tumbled 13%.
OpenAI and Anthropic Face New Reality as Enterprise Customers Shift from 'Tokenmaxxing' to Efficiency
CNBC reports the 'tokenmaxxing' era — where developers were rewarded for burning unlimited tokens — is ending as enterprises impose spending caps and pivot to cheaper Chinese models. The shift threatens growth assumptions baked into OpenAI's and Anthropic's IPO valuations.
Google Finance gets a dedicated app for Android with AI 'Key Moments'
Google launched a dedicated Google Finance Android app featuring real-time market data, live news and an AI-powered Key Moments feature that explains why stocks are moving. An iOS version is coming later.
AI Demand Begins to Justify Massive Cost of Data-Center Buildout
Global AI sales excluding China hit roughly $25B in Q1 2026, finally exceeding ~$21B in data-center depreciation costs. Margins remain thin and the math is still tight.
Štvrtok 25. júna 2026
Meta tests stand-alone AI companion app for Facebook creators
Meta is reincarnating Creator Studio as a stand-alone AI companion app that coaches creators, analyzes performance and drafts replies in their voice.
Ford rehires 350 engineers to fix mistakes made by its AI systems
Ford has brought back 350 veteran engineers over the past three years to retrain AI tools that failed to catch quality issues that cost the automaker billions.
SK Hynix Files for $29.4 Billion US Nasdaq Listing — Among Largest Share Sales Ever
South Korea's SK Hynix filed with the SEC on June 24 to raise ~$29.65 billion via Nasdaq ADR listing. Seoul shares are up ~850% over the past 12 months.
Bloomberg opinion: Maybe the AI honeymoon phase is over
Jessica Karl's column flags rising volatility in tech stocks and growing investor doubt that AI will actually transform society as promised.
Agility Robotics Going Public via $2.5B SPAC Merger with Churchill Capital XI
Humanoid robotics startup Agility announced a merger with Churchill Capital XI at ~$2.5B valuation on June 24. Its bipedal Digit robot is already deployed at 9 customer sites.
Two More Senior Google Gemini Researchers Defect to Anthropic
Jonas Adler and Alexander Pritzel — key Gemini AI coding and training names — are leaving Google for Anthropic. That's the fourth senior departure in six days.
Figma Launches Code Layers, Native Motion Timeline and AI Plugin Builder at Config 2026
On June 24 at Config 2026, Figma announced Code Layers (cloning repos to the canvas), a native motion timeline, an AI Plugin Builder, and connectors to Notion, GitHub, and Excel.
Micron Smashes Estimates with $41.46B Q3 Revenue, Stock Jumps 15% on AI Memory Demand
Micron reported fiscal Q3 revenue of $41.46B on June 24 vs $35.84B estimated. Shares jumped 15% in after-hours following a mid-week AI-trade selloff.
Streda 24. júna 2026
Micron and Anthropic Announce Strategic Agreement to Scale Next-Generation AI Infrastructure
Micron will supply HBM, DRAM and SSDs for Anthropic's AI stack and joins the Series H, with co-design of memory and storage subsystems. Micron stock hit a record close at $1,211.38.
Wall Street 'Chip-Wreck' Triggers AI Bubble Fear
The Nasdaq 100 sank 3.3%, a chip gauge slid about 8% and South Korea's Kospi plunged 10% from a record as investors questioned whether the AI rally is overblown.
Meta pauses employee keystroke-tracking program after data breach
Meta has paused its 'Model Capability Initiative', which since April had quietly collected keystrokes, mouse movements and screen content from US employees to train AI. The trigger was a leak of 45,000 internal database tables including private conversations and medical records.
Qualcomm Sets Its Sights on AI Software Infrastructure Firm Modular
Qualcomm is weighing a roughly $4B move into AI software infrastructure firm Modular, makers of the Mojo language and MAX engine, to push beyond mobile silicon.
Masayoshi Son Dismisses Musk's Idea for Orbital Data Centers
SoftBank founder Masayoshi Son said there's little merit in space-based data centers as championed by Elon Musk, predicting Earth-bound compute will win the AI race.
SoFi Announces New AI Trading Tool for Individual Investors
SoFi Technologies introduced an AI tool that can generate bespoke trading strategies for individual investors inside the app.
Superhuman acquires AI detection startup GPTZero
Superhuman (formed after Grammarly's acquisition) has acquired GPTZero, a three-year-old startup with 19M registered users and $30M ARR. AI and hallucination detection will be integrated into the Superhuman Go assistant.
India's MoEngage bets that the future of marketing is millions of AI agents
Indian customer-engagement software firm MoEngage has acquired SF-based Aampe in an all-cash deal, betting that AI agents making decisions for individual customers will become the future of marketing.
Utorok 23. júna 2026
Oracle Layoffs Fueled by AI Reduce Workforce by 21,000
Oracle disclosed in its annual filing that 21,000 roles were eliminated in 12 months (162k -> 141k), explicitly citing AI adoption and warning more cuts will follow.
Google DeepMind Bets $75M on AI's Future in Hollywood with A24 Deal
DeepMind put $75M into indie studio A24 in a first-of-its-kind research partnership for AI filmmaking tools, starting with AI storyboards — explicitly without access to A24's library or training data.
OpenAI Launches Patch the Planet Open-Source Security Initiative
Partnering with Trail of Bits and HackerOne, OpenAI uses GPT-5.5-Cyber plus human reviewers to find and patch bugs in critical OSS (cURL, Go, Python, Sigstore). First week: 37 patches merged across 19 projects.
Global Tech Stocks Plunge Most Since March in Test of AI-Driven Rally
Asian tech tumbled 6% (biggest drop since March 9), South Korea's Kospi plunged 10%, Samsung and SK Hynix off >12%. Nasdaq futures -2.69%.
Tencent Tests AI Assistant for Its Super App WeChat in China
Tencent began testing a native AI assistant inside WeChat — its 1B+ user super-app — as part of catch-up efforts in China's competitive AI race against ByteDance, Alibaba, Zhipu, and MiniMax.
GitLab cites AI for 14% layoff (TechCrunch 2026 AI-layoffs tracker)
GitLab will cut ~350 employees (14% of staff) to fund AI infrastructure; CEO Bill Staples cited agentic workloads requiring '100x' capacity growth.
Google Taps Employee Alumni Network with AI Startup Incubator
A 12-week AI Futures Fund incubator targets ex-Googlers and DeepMind alumni — up to $350K in Cloud/AI credits plus up to $100K funding, no equity required.
Major Claude Outage Across All Platforms
Outage began 06:28 UTC affecting Claude.ai, Console, API, Code, and Cowork across all models except Claude for Government — Downdetector reports topped 8,000.
Pondelok 22. júna 2026
Identity verification on Claude
Anthropic now requires Claude users to verify their identity via Persona — a government ID plus selfie. The change triggered a major 'cancel Claude' backlash on Hacker News.
Samsung Electronics deploys ChatGPT Enterprise and Codex to all employees globally
OpenAI announced one of its largest enterprise deployments yet — Samsung is rolling out ChatGPT Enterprise and Codex to all DX-division employees globally, three years after banning ChatGPT internally.
TechCrunch Mobility: A new robotaxi scorecard shows China's dominance
Autnmy AI launched the Road to Autonomy Index — a generative-AI–refreshed ranking of robotaxi operators. Top 5: Waymo, Baidu Apollo Go, Pony.ai, WeRide, Tesla. Three of five are Chinese.
The Doom Justifies the Valuation
George 'geohot' Hotz argues AI-doom messaging (singling out Anthropic) is primarily a marketing strategy to justify outsized valuations, contrasting it with substantive technical communication.
Nedeľa 21. júna 2026
Signal's Meredith Whittaker wants you to remember that AI chatbots 'are not your friends'
In a Bloomberg/TechCrunch interview, Signal's CEO sharply criticised the agentic-assistant vision of scanning emails and family chats for shopping convenience. 'These are not your friends. These are not sentient interlocutors.'
Go eyes robotaxis and acquisitions after Japan's biggest IPO of 2026
Japanese ride-hailing leader Go priced Japan's biggest IPO of 2026 at $553M, with proceeds earmarked for autonomous vehicles and acquisitions. Robotaxi pilot is running with Waymo and Nihon Kotsu.
VivaTech 2026 closes decade with public festival as Europe AI buildout moves to construction phase
Paris's VivaTech 2026 closed its tenth edition on June 20. Headline: Mistral Compute with Nvidia (18,000 Grace Blackwell superchips) and the Bruyères-le-Châtel data center are already partly online — Europe's sovereign-AI buildout is moving from slides to construction.