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• Q&A with Edison Scientific CEO Sam Rodriques about Kosmos, Edison's AI tool for scientific research, why AI probably won't cure diseases anytime soon, and more (New York Times)
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• The European Commission claims €80B of €120B in post-EU Chips Act investments remain on track, despite the stalled GlobalFoundries-STMicro project in France (Virginie Malingre/Le Monde)
• Sources: Peter Thiel and Larry Page may leave CA over a proposed ballot measure, opposed by Newsom, that levies a one-time 5% tax on those with $1B+ in assets (New York Times)
• As inference splits into prefill and decode, Nvidia's Groq deal could enable a "Rubin SRAM" variant optimized for ultra-low latency agentic reasoning workloads (Gavin Baker/@gavinsbaker)
• ServiceNow has spent $12B+ on acquisitions and investments in 2025 amid concerns about revenue growth, projected to fall below 20% in 2026 without acquisitions (Brody Ford/Bloomberg)
• Facing disruption from GenAI, the $250B Indian IT industry has adapted by focusing on preparatory work AI requires, such as data cleanup and system integration (Manish Singh/India Dispatch)
• Despite Palantir's high trailing P/E ratio of ~450, retail traders have poured billions of dollars into the stock, which is up ~3,000% in the past three years (Alex Harring/CNBC)
• NY Gov. Kathy Hochul signs a law requiring social platforms with features like addictive feeds to show warning labels about mental health impacts on young users (Andre Revilla/Engadget)
• The Groq deal secures key talent for Nvidia, including CEO Jonathan Ross, creator of the TPU, and keeps them from companies that may try to make their own chips (M.G. Siegler/Spyglass)
• Indian IT services provider Coforge agrees to acquire Encora, which offers AI tools for product, cloud, and data engineering, at an enterprise value of $2.35B (Reuters)
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• Governor Hochul signs law for mental health warnings on addictive social media features (Felix Day/WRGB)
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