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Techmeme

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IBM closes its $11B deal for data streaming company Confluent; IBM CEO Arvind Krishna says he expects IBM will maintain or grow its head count over five years (Belle Lin/Wall Street Journal)
Baidu is integrating OpenClaw with its Xiaodu devices to work as voice-controlled remotes, joining Tencent and Alibaba in racing to capitalize on agentic AI (Bloomberg)
Sources: OpenAI signed a deal with AWS to sell its AI services to US government agencies for both classified and unclassified work, amid the Anthropic-DOD spat (The Information)
Crypto trading firm GSR says it is acquiring Autonomous and Architech for $57M, expanding into token advisory and capital markets services (Krisztian Sandor/CoinDesk)
World launches AgentKit, a software development tool that enables sites to verify that a real human is behind the purchasing decisions of AI shopping agents (Lucas Ropek/TechCrunch)
Memo: Satya Nadella says ex-Snap executive Jacob Andreou will lead Copilot for commercial and consumer clients; Mustafa Suleyman will focus on new AI models (Jordan Novet/CNBC)
Alibaba launches Wukong, an enterprise AI platform that coordinates multiple AI agents to handle complex tasks like document editing, currently in beta (Reuters)
Nvidia says game developers have full "artistic control over DLSS 5's effects", following backlash alleging that the AI rendering tech altered source material (Tyler Wilde/PC Gamer)
Open models will largely lose if they keep chasing closed frontier AI models; instead, open models should serve as complementary tools to closed agents (Nathan Lambert/Interconnects AI)
Q&A with CEO Jim Lanzone on Yahoo being "very profitable", its new AI search engine, focusing on sports content, including original video and podcasts, and more (Nilay Patel/The Verge)
Samsung says it is winding down sales of its $2,899 Galaxy Z TriFold in South Korea and the US once it clears inventory, after just three months on the market (Bloomberg)
Nvidia announces NemoClaw, which combines the OpenClaw agent platform with components of Nvidia's Agent Toolkit to add privacy and security controls (Frederic Lardinois/The New Stack)
US startup Reflection AI is working with South Korea's Shinsegae Group to build a 250MW data center in South Korea, sources say in a several-billion-dollar deal (Amrith Ramkumar/Wall Street Journal)
Nvidia unveils Space-1 Vera Rubin for orbital data centers, saying its GPU delivers up to 25x more AI compute for space-based inferencing compared to the H100 (Sebastian Moss/DatacenterDynamics)
Nvidia says BYD, Geely, Isuzu, and Nissan will use its Drive Hyperion AV platform, and that Uber will launch Hyperion-powered robotaxis across 28 cities by 2028 (Andrew J. Hawkins/The Verge)
Roche says it has deployed 3,500+ Nvidia Blackwell GPUs, which it calls "the greatest announced GPU footprint available to a pharmaceutical company" (Sebastian Moss/DatacenterDynamics)
Manus introduces My Computer, a desktop application that enables its AI agent to interact directly with the user's local files, tools, and applications (Manus)
Austin-based Ironlight, which is building a regulated marketplace for tokenized securities, raised a $21M Series A; its platform received FINRA approval in 2025 (Ryan Lawler/Axios)
Nscale acquires American Intelligence & Power, which owns a 2,250-acre data center campus in West Virginia, where it plans to build up to 8GW of compute by 2031 (Robbie Whelan/Wall Street Journal)
Nvidia announces the Nemotron Coalition, which includes Thinking Machines Lab, Cursor, and Mistral and will develop an open model trained on Nvidia DGX Cloud (Sebastian Moss/DatacenterDynamics)

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