Bob M

TL;DR - AlphaEvolve shaved 0.7% off Google's global compute bill. Sounds tiny. At their scale that's thousands of servers and eight figures a year. - Next-gen TPU chips contain logic AlphaEvolve dreamed up. Engineers called it weird. Metrics said ship it. - Dual-model loop:

May 7, 2026. Cloudflare reports Q1: $640M revenue, 34% YoY growth, 25 cents EPS (beat 23 cents expected). Great numbers. Same day: 1,100 people gone, 20% of workforce. Stock down 18% after hours. CEO Matthew Prince calls it an "agentic AI-first operating model." Points at 600% internal

Filed May 7, 2026. SpaceX putting $55 billion into a Texas fab called Terafab. Grimes County. Could hit $119 billion across phases. That's not a typo. Intel manufacturing partner, 14A process node, custom GPUs for Grok and Tesla and SpaceX satellites, 1 terawatt per year output target. Weeks

China's national semiconductor fund put money into an LLM company for the first time ever. That's the headline from DeepSeek's May 6, 2026 funding announcement. $3-4 billion raised at $45-50 billion valuation, Big Fund leading, Tencent and Alibaba in the round. The valuation was

May 6, 2026. Anthropic announced three things at their dev conference and the internet lost its mind over the wrong one. Yes, they signed a deal with SpaceX. Yes, the same Elon Musk who called them "misanthropic and evil" is now their GPU landlord. Funny. But that'

GPT-5.5 Instant dropped May 5, 2026. 500 million ChatGPT users woke up with it by default. OpenAI's own numbers claim 52.5% fewer hallucinations on high-stakes prompts. Medicine, law, finance. That number sounds like the problem is solved. It isn't. Hallucinations have been blocking enterprise