AI News
The latest developments, breakthroughs, and analysis from the world of artificial intelligence.
IBM Quantum Simulates 12,635-Atom Protein in Drug Discovery Leap
IBM, Cleveland Clinic, and RIKEN simulated a 12,635-atom protein — the largest molecule ever modeled on quantum hardware — in a drug discovery milestone.
Meta Raises 2026 AI Capex to $145B: More Than Its Last Two Years
Meta bumped its 2026 AI infrastructure spending to $125-145B after Q1 earnings, signaling that the race for AI dominance is accelerating—costs be damned.
OpenAI Crosses $25B ARR, Sets Late 2026 IPO Target
OpenAI has crossed $25 billion in annualized revenue and is targeting a late 2026 IPO with Goldman Sachs, JPMorgan, and Morgan Stanley as advisors.
Oracle Brings Grok 4.3 and NVIDIA Nemotron 3 to Enterprise AI
Oracle's new OCI Enterprise AI platform gives companies instant access to xAI's Grok 4.3 and NVIDIA's fully open-source multimodal Nemotron 3 Nano Omni.
Eli Lilly Launches LillyPod: Pharma's Most Powerful AI Supercomputer
Eli Lilly has inaugurated LillyPod, a 9,000-petaflop AI supercomputer built on NVIDIA Blackwell GPUs to accelerate drug discovery and genomics research.
Nvidia Tops $40B in AI Equity Bets: Chipmaker to Kingmaker
Nvidia has committed over $40 billion in equity investments in 2026, financing the entire AI supply chain to cement its dominance beyond chips.
Snap and Perplexity's $400M AI Deal Is Dead: What Went Wrong
Snap and Perplexity have quietly ended their $400M AI search deal after six months, raising questions about AI search integrations in consumer apps.
Google, Microsoft & xAI Now Submit AI Models for US Gov Testing
Three more AI giants join CAISI's pre-launch review program, giving the US government early access to frontier AI models before they reach the public.
IREN Lands $3.4B NVIDIA Deal: AI Infrastructure Goes Mainstream
IREN's $3.4B NVIDIA cloud contract and $2.1B share option cement the ex-Bitcoin miner as a major GPU cloud player — and signal AI infrastructure is booming.
NVIDIA Ising: Open AI Models That Could Make Quantum Computing Useful
NVIDIA launched Ising, the world's first open AI model family built for quantum computing — cutting error-correction time by 60% and calibration from days to hours.
US and China Eye AI Risk Talks at Trump-Xi Beijing Summit
Washington and Beijing are weighing a first-ever official AI dialogue at the May 14-15 Trump-Xi summit — a potential breakthrough in the US-China AI rivalry.
Google Accidentally Leaked Gemini 3.2 Flash Before I/O 2026
Gemini 3.2 Flash leaked in Google's iOS app on May 5 — priced at $0.25/M tokens with near-Pro coding performance — two weeks before Google I/O on May 19.
Google's Gemma 4 Is the Best Open-Source AI Model Yet
Google's Gemma 4 arrives in four sizes with multimodal support, 256K context, and Apache 2.0 licensing — ranking #3 globally on the AI Arena leaderboard.
Microsoft: 17.8% of Working Adults Now Use AI Regularly
Microsoft's new AI Diffusion Report shows global AI use ticked up to 17.8% in Q1 2026, with the UAE at 70% and a widening gap between rich and developing nations.
OpenAI Launches ChatGPT Futures to Honor the Class of 2026
OpenAI's ChatGPT Futures: Class of 2026 gives $10,000 grants and frontier model access to standout students from MIT, Stanford, Oxford, and 20+ universities.
OpenAI Opens ChatGPT Ads to All U.S. Advertisers
OpenAI's self-serve Ads Manager goes live with CPC bidding and measurement tools, targeting $2.5B in ad revenue this year.
GPT-5.5 Instant: ChatGPT Gets Smarter, Less Wrong
OpenAI swaps ChatGPT's default model to GPT-5.5 Instant — 52.5% fewer hallucinations, tighter answers, and Gmail-powered personalization for paid users.
SubQ Launches 12M-Token Context AI at 1/5 the Cost of Frontier
Subquadratic launched SubQ — the first sub-quadratic LLM with a 12M token context window — raising $29M at a $500M valuation, priced at 1/5 of Claude Opus.
IBM Think 2026: Context Studio Goes Live, Process Studio Coming
At Think 2026, IBM rolled out Context Studio and previewed Process Studio — new tools to help enterprises build AI agents grounded in their own data.
IREN to Buy Mirantis for $625M, Deepening AI Cloud Software Stack
IREN is acquiring Mirantis in a $625M all-stock deal to add Kubernetes orchestration and enterprise AI cloud delivery on top of its GPU infrastructure.
JPMorgan Reclassifies AI as Core Infrastructure in $19.8B Tech Budget
JPMorgan's 2026 tech budget hits $19.8 billion as the bank reclassifies AI from R&D to core infrastructure and targets $2.5B in annual AI value.
ServiceNow and Accenture Launch FDE Program to Scale Agentic AI
ServiceNow and Accenture's new forward deployed engineering program embeds AI-native engineers inside customer environments to push agentic AI from pilot to production.
ServiceNow and NVIDIA Launch Project Arc Desktop AI Agent
ServiceNow's new Project Arc desktop agent runs inside NVIDIA OpenShell, a sandboxed runtime that lets autonomous agents execute multi-step work with full audit trails.
Voxpopme Launches Compass, an AI Research Agent for Enterprises
Voxpopme's new Compass agent searches existing research, surfaces insights, flags gaps, and autonomously launches new studies — turning research libraries into action.