• Jensen Huang took a surprise call from President Trump onstage at the All-In Summit on Monday in LA, where the two dismissed fears of an AI takeover (New York Times)
• Google gives all of its engineers Claude Opus 5 access via Antigravity, and says "Gemini remains our primary and foundational model for internal development" (Hugh Langley/Business Insider)
• A deep dive into on-device and data center inference for robots, including a primer on robot models, deployments, supply chains, the "network wall", and more (SemiAnalysis)
• Netherlands-based inference chip startup Euclyd raised a €200M+ Series A co-led by Samsung, Somerset Capital, Scaleup Europe Fund, and Innovation Industries (Kai Nicol-Schwarz/CNBC)
• Sources: Tokyo-based memory maker Kioxia is considering raising $10B+ through a 2027 US ADR listing as it seeks liquidity after billions in share buybacks (Bloomberg)
• Rome-based Exein, which offers cybersecurity tools for connected devices including cars and home routers, raised $270M led by Headline at a $1.7B valuation (Tom Wilson/Financial Times)
• OpenAI researcher: top models are becoming so situationally aware humans "are losing the ability to evaluate them" while humans rely more on AI to lead research (Daniel Kokotajlo/@dkokotajlo)
• A look at iLands, a company that is essentially Fiverr for AI agents, whose bots email unsolicited and annoying pitches to people, usually for ~$25 services (Ernie Smith/Tedium)
• Thoughts on AI labs' safety concerns: a coordinated slowdown may look like an antitrust conspiracy to limit output that would preserve frontier model margins (Matt Levine/Bloomberg)
• Cybersecurity stocks were the top performers in the S&P 500 on Monday amid escalating AI fears; CrowdStrike rose 14%, Palo Alto Networks 13%, and Fortinet 9% (Britney Nguyen/Dow Jones Newswires)
• Vera Rubin NVL72 inference tests show up to 7x better token throughput per MW vs. Blackwell on a 1.6T DeepSeek model, above Huang's 3x claim for 1T-3T LLMs (Bryan Shan/SemiAnalysis)
• Sources: Apple's H1 2027 plans include an iPhone 18e, an A20 iPhone 18, an A20 Pro iPhone Air 2, an OLED iPad Air, an A19 Pro MacBook Neo, and an M6 MacBook Air (Mark Gurman/Bloomberg)
• London-based Jack & Jill, which offers Jack, an AI agent for job seekers, and Jill, an agent for companies, raised a $40M Series A, after raising $20M in 2025 (Chris Metinko/Axios)
• Cornelis, spun off from Intel in 2020 to build networking tech that helps AI chips communicate more effectively, raised $205M led by IAG Capital (Dominic-Madori Davis/TechCrunch)
• Source: defense tech startup Shield AI is in talks to raise new funds at a valuation of at least $20B; Shield raised $2B at a valuation of $12.7B in March (The Information)
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