Isomorphic Labs raises $2.1B to scale AlphaFold drug discovery to human trials
Demis Hassabis spins out DeepMind's Nobel-winning protein-folding breakthrough (AlphaFold) into Isomorphic Labs, raising $2.1B led by Thrive Capital to advance ISODDE engine from…
Google launches AI-first laptop and pivots Gemini to system layer
Google is vertically integrating model, TPU, and distribution layers to move from OS to 'intelligent system', launching the Google Book laptop with native Gemini Intelligence that…
Google eating Apple's market share as Apple fails on AI delivery
Apple signed a $1B/year deal to license Gemini with no signs of building its own base model, while Google's AI laptop and ecosystem integration (wireless transfer, Android compani…
SpaceX becomes picks-and-shovels provider for orbital AI data centers
SpaceX is forming a symbiotic AI alliance (Google, Anthropic, Corsa, Tesla) providing cheap launch and solar power for orbital TPU/GPU clusters; Google owns 6.1% and has radiation…
Mira Murati's Thinking Machines launches omni model but Meta commoditizes it instantly
Thinking Machines' 12B-parameter 'interaction model' achieves 200ms micro-turns for natural voice interruption, but Meta shipped equivalent tech hours later; at 1/100th the scale…
Anthropic and OpenAI declared unapproved secondary share transfers (SPVs) void, crashing the grey market where tokenized shares traded at $1.5T valuations on Solana; this recalibr…
Nvidia caught in US-China GPU tug-of-war as China shifts to Huawei
Jensen Huang joined Trump's Beijing delegation to preserve China GPU access, but China mandated domestic hardware (Huawei) for top labs; DeepSeek V4/4.1 now matches Claude Opus on…
Huawei GPUs power China's sovereign AI stack rivaling US frontier models
Chinese government mandate forced top labs onto domestic hardware; DeepSeek V4/4.1 and Kimi 2 now match Claude Opus performance on Huawei GPUs at lower cost, proving China's AI se…