Wildcard Desk: Two quirky highlights: Microsoft demonstrates a laser‑etched glass medium claimed to last 10,000 years, and a leaked Ring email reveals plans to morph doorbell cams into a neighborhood-wide search party.
The headline story today is Meta’s expansion of its multiyear Nvidia deal to power hyperscale AI data centers with advanced GPUs. The pact deepens infrastructure ties and reshuffles the AI hardware landscape.
Market-moving
Saudi‑backed Humain invests 3 billion into xAI. This move injects deep-pocket capital into Elon Musk’s AI ambitions and signals sovereign-backed confidence as seen in this report.
Quantonation closes 220M quantum and deep‑physics fund. Focused on bridging lab breakthroughs to industry, this fund signals aggressive capital deployment in breakthrough tech as detailed here.
Platform risk
Microsoft Copilot bug exposes confidential emails. The inadvertent summarization of private emails underscores inherent risks in AI tools, outlined in this notice.
Texas sues TP-Link over alleged security backdoors. Allegations of concealed China links and security flaws raise red flags for networking devices, as explained here.
Strategic signal
Nvidia exits remaining Arm equity stake while keeping engineering ties. This strategic shift distances Nvidia from ownership yet preserves tech collaboration, as detailed in the report.
Activist Starboard urges Riot to pivot into AI data centers. Leveraging power assets for AI hosting, the activist push reshapes strategy and boosts stock momentum, noted here.
Product noise
Anthropic launches Claude Sonnet 4.6 with 1M‑token context window. Upgraded coding and agentic abilities tighten competition among AI models, as highlighted in this summary.
Google unveils Pixel 10a with flat back and modest upgrades. A reinvigorated midrange handset with improved features rolls out as per the launch news.