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AI News Flash

[5/18 07:00] Applied Materials Earnings AI Supercycle Record Results / Mutual Funds Cut Tech Exposure 8-Year Low AI Disruption

3 min•18 maj 2026

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AI News Flash for May 18, 2026 at 07:00 UTC. Topics: 1. Applied Materials Earnings AI Supercycle Record Results https://www.trefis.com/stock/amat/articles/599628/applied-materials-earnings-ai-supercycle-ignites-record-results-and-a-bullish-outlook/2026-05-18 2. Mutual Funds Cut Tech Exposure 8-Year Low AI Disruption https://m.economictimes.com/mf/analysis/mutual-funds-cut-technology-sector-exposure-to-8-year-low-in-april-is-ai-disruption-reshaping-sentiment/articleshow/131166767.cms 3. AMEC China Semiconductor Equipment Industry Standard https://www.scmp.com/tech/tech-trends/article/3353937/chinas-amec-semiconductor-technology-now-industry-standard-adopted-rivals-founder 4. Royal Observatory AI Human Intelligence Decline Warning https://www.bbc.com/news/articles/c2023l60370o 5. Walmart AI Delivery Speed Reengineering https://emerj.com/how-walmart-is-reengineering-ai-delivery-speed/

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[8/31 15:00] OpenAI says ChatGPT Ads hit a $1 billion annualized revenue run rate in under 200 days, opens self-serve buying in India, Europe, the Middle East and North Africa / Nvidia invests $3.5 billion in MediaTek convertible bonds; MediaTek adopts NVLink Fusion to bring custom XPUs into Nvidia rack-scale AI factories

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[8/31 09:00] FSB Chair Andrew Bailey warns G20 finance ministers that cyber risk from frontier AI models is the most immediate concern for the financial system / EuroHPC orders the LUMI-AI supercomputer from France's state-owned Bull for 387.8 million euros, its sixth AI Factory machine, built on AMD MI430X GPUs and due in 2027

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[8/31 06:00] WSJ: SoftBank's SB Energy issued OpenAI warrants worth an estimated 5.5 billion dollars to lock it in as a long-term data center tenant / The Information: OpenAI has bought tens of thousands of Mac minis and Mac Studios to train agents; Anthropic is renting Mac minis through AWS

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[8/30 06:00] Sony Music Publishing and Warner Chappell sue Anthropic over lyrics training, alleging "one of the largest thefts of intellectual property in history" / Coding-agent usage limits: Anthropic sets a permanent 25% Claude Code increase from Sept 14 (about 17% below today's temporary 50% boost); OpenAI fixes eight token-waste bugs in Codex and resets usage for all paid users

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[8/29 15:00] OpenAI to cut off SpaceX-owned Cursor from its models on November 12 / Google releases Gemini Omni 1.1 Flash video generation model

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[8/29 00:00] Federal judge rules Pentagon's "supply chain risk" designation of Anthropic illegal and vacates it / Andreessen Horowitz raises $1.1B "Machine Age Fund" for AI hardware infrastructure

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[8/27 15:00] SK hynix breaks ground on $3.87 billion Indiana HBM packaging plant / Georgia regulators approve Georgia Power's 3.2 gigawatt OpenAI contract

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[8/27 09:00] Salesforce x Anthropic announce Claudeforce / Anthropic x Nscale $45 billion six-year compute deal

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[8/27 06:00] MTN x Al Ashram Africa AI data centers venture / Seventh Circuit ruling on AI-generated CSAM possession

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