新科技/风口

Nvidia is investing $500M in Corning as part of its partnership to expand US manufacturing of fiber optics for AI infrastructure; GLW jumps 20%+ pre-market (www.wsj.com)
2026-5-6 AI Manufacturing Nvidia

A profile of David Sacks, appointed as White House AI adviser in December 2024, who has a ruthless devotion to self-interest and helped pass the GENIUS Act (www.theatlantic.com)
2026-5-6 AI

Wired for War: Silicon Valley's military AI Ukrainian testing ground (www.rt.com)
2026-5-6 AI Ukraine

Document: SpaceX proposes a $55B investment to build a Terafab chip facility in Grimes County, Texas, with potential total capital expenditures reaching $119B (www.bloomberg.com)
2026-5-6 SpaceX Texas

Finnish AI lab QuTwo, led by ex-AMD Silo AI CEO Peter Sarlin, raised a €25M angel round at a €325M valuation, and secures $23M in committed partnership revenue (techcrunch.com)
2026-5-6 AI Finland AMD

Meta plans advanced ‘agentic' AI assistant for consumers (www.ft.com)
2026-5-6 AI

A medical student reverse-engineered AI tools used by medical colleges on suspicion they were filtering his applications, highlighting AI-driven hiring concerns (www.wired.com)
2026-5-6 AI

Study: using weaker AI models to supervise a more capable model could prevent the stronger model from deliberately underperforming on benchmarks and evaluations (x.com)
2026-5-6 AI

Sources: the Big Fund, China's biggest state-backed chip investment fund, is seeking to lead an investment in DeepSeek that could value the AI company at ~$45B (www.ft.com)
2026-5-6 China AI

Infineon expects data center revenue to grow from €1.5B in FY2026 to €2.5B in FY2027, as it and EU peers STMicro and NXP benefit from AI infrastructure demand (www.bloomberg.com)
2026-5-6 AI

Security camera companies are embracing AI to give customers detailed descriptions of surveillance footage that are often spot on but can also be wildly wrong (www.wsj.com)
2026-5-6 AI

Sources: Blue Origin outlines a new employee stock plan to quell staff unrest and make its incentives more competitive with SpaceX (www.ft.com)
2026-5-6 SpaceX

Germany-based eleQtron, which develops trapped-ion quantum computing processors using proprietary tech, raised a €57M Series A led by Schwarz Digits (tech.eu)
2026-5-6 Germany Quantum

Google has quietly shut down Project Mariner, its Chrome-browsing AI agent for completing tasks on users' behalf, after highlighting it onstage at I/O 2025 (x.com)
2026-5-6 Google AI Chrome Google I/O

Source: Alphabet is in talks with Blackstone, KKR, and EQT to give their portfolio companies AI model access, after OpenAI's and Anthropic's JVs with PE firms (www.theinformation.com)
2026-5-6 AI Alphabet

Nace.AI, which lets companies build specialized AI models tailored to their business' mission and language, raised a $21.5M seed led by Walden Catalyst (www.axios.com)
2026-5-6 AI

CRM software company Freshworks said it plans to cut 11% of its workforce, or ~500 jobs, as it deals with AI's impact; FRSH has dropped ~26% in 2026 (www.reuters.com)
2026-5-6 AI CRM

Abundant electricity isn't enough: China's overbuilt AI computing power is underused (www.aspistrategist.org.au)
2026-5-6 China AI

US labor experts and economists warn US unemployment benefits are unlikely to protect against AI job losses, and the GOP-led Congress is doing little to prepare (www.nytimes.com)
2026-5-6 AI Unemployment Republican

Samsung reaches a $1T valuation, making it only the second Asian company after TSMC to hit the mark, after its stock rose 4x+ over the past year on the AI boom (www.bloomberg.com)
2026-5-6 Samsung AI

Sources: the WH is mulling EOs to address security risks from advanced AI, including barring companies from “interfering” with the government's use of models (www.politico.com)
2026-5-6 AI EOS

Apple Agrees To Pay iPhone Owners $250 Million For Not Delivering AI Siri (yro.slashdot.org)
2026-5-6 iPhone AI Apple

Australian Defence AI policy risks writing modern EW out of the force (www.aspistrategist.org.au)
2026-5-6 Australia AI

Coinbase Lays Off Nearly 700 Workers In 'AI-Native' Restructuring (slashdot.org)
2026-5-6 AI Coinbase

Ukrainian drone strike kills 5 civilians in Crimea – governor (www.rt.com)
2026-5-6 Drone Ukraine

Palantir touts record expansion and ‘battlefield' AI value (www.rt.com)
2026-5-6 AI

Google DeepMind Workers Vote To Unionize Over Military AI Deals (tech.slashdot.org)
2026-5-6 Google AI

AMD reports Q1 revenue up 38% YoY to $10.25B, Data Center revenue up 57% to $5.8B, and forecasts Q2 revenue above estimates, as AI chip demand stays strong (www.reuters.com)
2026-5-6 AI AMD

Musk v. Altman: Greg Brockman testified about tense negotiations with Musk in 2017, saying “he knows rockets, he knows electric cars” but “does not know AI” (www.bloomberg.com)
2026-5-6 AI

Sources: Meta is building agentic tools, including an OpenClaw-like assistant powered by its new Muse Spark AI model to help users create AI bots (www.ft.com)
2026-5-6 AI

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