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AI News Flash

[5/25 09:00] Goldman Sachs Hedge Fund Trend Monitor reveals massive rotation from software to AI semiconductors / Nvidia quantum computing strategy with Alice & Bob partnership and research center launch

3 min•25 maj 2026

Om avsnittet

AI News Flash for May 25, 2026 at 09:00 UTC. Topics: 1. Goldman Sachs Hedge Fund Trend Monitor reveals massive rotation from software to AI semiconductors https://www.cnbc.com/2026/05/25/hedge-mutual-funds-semiconductors-software-goldman-.html 2. Nvidia quantum computing strategy with Alice & Bob partnership and research center launch https://finance.yahoo.com/sectors/technology/articles/nvidia-extends-ai-story-quantum-080753084.html 3. Meta and Google open-weight AI model safety guardrails stripped in minutes shocking discovery https://www.ft.com/content/5630ed79-a263-41ed-9a1a-321617ae310e 4. Schneider Electric India AI data center business to outpace core growth https://www.reuters.com/world/india/schneider-electric-sees-india-data-center-business-outpacing-core-growth-ai-boom-2026-05-25/

Fler avsnitt

[9/1 03:00] Anthropic publishes "Improving our alignment and security efforts": paused some RL for weeks, deployed an escape-detection classifier, resumed external cyber evaluations, calls for a verifiable mechanism for coordinated pacing / Anthropic signs a $35 billion cloud deal with Nvidia-backed Lambda for a roughly 350-megawatt Texas data center being developed by Hut 8, with Nvidia reportedly holding the lease

[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

[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

[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

[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

[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

[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

[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

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

[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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