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Top stories today:
- NVIDIA forms Nemotron Coalition with AI labs to build open model
- OpenAI to cut side projects, focus on coding, enterprise push
- SEC to propose ending quarterly reporting, allow semiannual results
- OpenClaw meets NVIDIA Agent Toolkit in NemoClaw for secure agents
- Manus launches My Computer app for agents to access local files, apps
- Britannica, Merriam-Webster sue OpenAI over AI training data use
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).
No major events today.
Listen to our AI-generated podcast summarizing todayās newsletter (beware of hallucinations):
1. NVIDIA forms Nemotron Coalition with AI labs to build open model on DGX Cloud
Coalition members will contribute data, evaluations, and domain expertise to the open model.
TBD: the amount of compute available to the coalition.
NVIDIA has forecast $1T+ in AI chip sales by 2027, up from a prior $500B projection by 2026
Compute demand has increased 1MĆ in the past two years, CEO Jensen Huang said.
NVIDIA plans to push deeper into CPUs and introduced new semiconductors from Groq.
NVIDIAās Groq 3 LPX inference rack debuted with 256 LPUs and 128GB of on-chip RAM.
H2 2026: availability.
Space-1 Vera Rubin for orbital data centers was announced, with up to 25Ć more AI compute than H100.
NVIDIA stock closed +2% on Mon. following the announcements.
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3. OpenAI said to cut side projects, focus on coding, enterprise push
Coming weeks: changes expected as Fidji Simo reportedly told staff leaders, including Sam Altman, are reviewing areas to cut.
āBetting on a series of startupsā is how Altman previously described OpenAI.
Anthropicās success should serve as a āwake-up call,ā Simo told staff.
Separately, OpenAI is said to be in advanced talks with TPG, Advent to form a JV to distribute its enterprise tools.
4. SEC said to propose ending quarterly reporting, allow semiannual results
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