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Top stories today:
- NVIDIA enters Windows PC chip market with RTX Spark
- Nemotron 3 Ultra unveiled as NVIDIAās largest open model
- Coinbase, Kalshi launch perpetual crypto futures for U.S. investors
- Anthropic trims unauthorized secondary market seller list
- Meta targets AI pendant testing in 2027, new AI glasses launch in Jun.
0. Data and calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
All times are ET.
Listen to our AI-generated podcast summarizing todayās newsletter (beware of hallucinations):
1. NVIDIA enters Windows PC chip market with RTX Spark, takes on Intel, AMD
Up to 20 CPU cores and a Blackwell GPU with 6,144 CUDA cores, supporting 100fps 1440p gaming and 120B-parameter AI models.
NVIDIA partnered with MediaTek to develop RTX Spark.
Microsoft unveiled the Surface Laptop Ultra powered by RTX Spark
Coming this fall: 15-inch mini-LED touchscreen and up to 128GB of unified memory.
Microsoft and NVIDIA will āreinvent the PC,ā Jensen Huang said.
This fall: 30+ RTX Spark-powered laptops and 10 desktops from Dell, HP, Lenovo, and others will debut.
NVIDIA also unveiled DGX Station, a desktop AI PC capable of running 1T-parameter models.
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3. Nemotron 3 Ultra unveiled as NVIDIAās largest, most powerful open model
The model has surpassed other U.S. open-weight models on the Artificial Analysis benchmark:
550B parameters (55B active).
Up to 5x faster inference and up to 30% lower cost than other open frontier models in its class, NVIDIA said.
Jun. 4: expected to be available via Hugging Face, ModelScope, OpenRouter, and NVIDIA platforms.
Dec.: NVIDIA announced Nemotron 3 Ultra as part of its Nemotron 3 family.
NVIDIA also released Cosmos 3, its open AI world model for robots and autonomous vehicles
Cosmos 3 tops physical AI model benchmarks, NVIDIA claimed:
Trained on 20T tokens of multimodal data, including 400M real and synthetic videos.
3 variants: Super, Nano, and Edge (coming soon).
Available via NVIDIA Build and NIM, as well as Hugging Face and GitHub.
Agile Robots, Black Forest Labs, Runway, and Skild AI are among the initial partners.
NVIDIA also unveiled Isaac GR00T, an open humanoid robot design powered by its Jetson Thor chip.
Vera Rubin has entered full production, NVIDIA said, with first systems due this fall.
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5. Coinbase, Kalshi launch perpetual crypto futures for U.S. investors
The move follows CFTC approval for Coinbase and Kalshi to list the contracts.
Fri.: the CFTC issued a policy statement clarifying its oversight of perpetual futures.
+29% YoY to $61.7T in perpetual futures trading volume in 2025, per CryptoQuant.
Eight firms were initially flagged as unauthorized to buy or sell Anthropic shares in violation of transfer restrictions:
Anthropic (archived).
Hiive criticized Anthropic for naming its platform in the earlier warning.
Removal does not constitute Anthropic endorsement or approval, the company wrote on its support page.
Anthropic and OpenAI have long warned against unauthorized secondary transactions.
7. Meta said to target AI pendant testing in 2027, new AI glasses launch in Jun.
The new AI glasses would expand the existing lineup consists of Metaās Ray-Ban and Oakley models:
Codenamed āModelo,ā the glasses would be the first in the expansion, per a reported internal memo.
Additional models, āLunaā and āRBM2 Refresh,ā are slated for fall, followed by āMojito VIPā in Dec. āArtemisā and āSSGā remain internal prototypes.
A new āWearables for Workā initiative is in development to let enterprises deploy apps on Meta devices.
The AI pendant equipped with a camera is slated for internal testing next spring.
H2 2026: Meta targets 10M wearable device sales.
8. LG +314% YTD in 2026 on physical AI push
Jun. 5: LG Group Chair Ko Kwang-mo is set to meet NVIDIA CEO Jensen Huang.
The meeting will focus on expanding cooperation in physical AI, according to NH Investmentās Shawn OhSecurities.
9. BlackBerry +166% as QNX targets robots
10. Robotics, physical AI VC funding hits $23B+ in 2026 after record 2025
11. Interesting videos, posts, and memes
12. Other headlines
AI
SoftBank pledges ā¬75B to build Europeās biggest AI facility in France.
OpenAIās Brockman expands influence in Washington.
Microsoft to build unified Copilot app with new Autopilot tool: sources.
MiniMax starts China IPO process as ARR hits $300M.
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Tech
Tech & Law
China rolls out new food delivery regulations.
Biotech
Alzheimerās changes linked to poor sleep in women.
Longevity research shifts toward systems biology.
resbiotic, Tiny Health partner on at-home microbiome testing.
Longevity science becomes public health imperative.
Lithuania elevates longevity to national priority.
Business
Berkshire to buy Taylor Morrison for $6.8B.
Crypto
U.S. politics
Powell warns Fed credibility at risk if presidents can fire officials.
World
Iran talks advance despite clashes, Trump remains optimistic.
Colombiaās de la Espriella tops first round, advances to runoff.
Taiwan emerges as focus of Hegseth talks with allies.
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