According to CNBC... Google’s AI project delay hit chip stocks, but hyperscale data center buildout and AI capex plans remain on track, per analyst reports.

According to @CNBC, Jeff Bezos outlined AI’s growth, enterprise uses, and investment outlook, highlighting profit drivers and risks for 2026.

According to @CNBC, analysts boosted Nvidia, AMD, Broadcom and Adobe on AI demand, while SpaceX and Kratos drew defense AI interest.

According to @CNBC, ex-a16z partner Erik Torenberg criticizes VCs for political infiltration in AI, warning of policy capture risks for startups.

According to FoxNewsAI, Sen. Tom Cotton urged DOJ to investigate a Chinese effort to hinder US AI, citing national security and competitiveness risks.

According to Sawyer Merritt, Google signed a $920M per month deal with SpaceX for 110,000 NVIDIA GPUs from Oct 2026 to Jun 2029, per a new filing.

According to SawyerMerritt, SpaceX will receive $2.17B monthly from Google and Anthropic for compute capacity, implying a $26B annual run rate.

According to SawyerMerritt, SpaceX signed a $920M per month Google Cloud deal for 110,000 Nvidia GPUs, fueling large scale AI training and inference.

According to FoxNewsAI, surging data center demand is pushing energy and tech firms to develop new power sources, reshaping AI infrastructure economics.

According to OpenMind... OM1 ran on Unitree Go2 and Nvidia Isaac Sim at MSBuild, highlighting practical robotics integration with Microsoft and GitHub.

According to satyanadella, NVIDIA and Microsoft expand agentic AI from Windows PCs to AI factories, highlighting cloud and edge partnership at Build.

According to TheRundownAI, Nvidia advances agents, Sanders proposes public AI equity, Claude skill audits emerge, Meta AI exploited, plus 4 new tools.

According to @AINewsOfficial_ and YouTube, NVIDIA unveils GR00T with Unitree H2 Plus and Sharpa Wave hands; Cosmos 3 open-weight models; ARM RTX Spark local.

According to TheRundownAI, Nvidia unveiled RTX Spark PCs, Vera CPU, Cosmos 3 model, and Nemotron 3 Ultra, signaling on-device agent computing.

According to TheRundownAI, Nvidia and Unitree debuted a plug and play humanoid, Waymo revealed Ojai robotaxi, and Wayve opened a robotics lab.

According to @openclaw, new NVIDIA RTX Spark Laptop support strengthens OpenShell and Microsoft security primitives on native Windows.

According to @openclaw, scans of 67,453 ClawHub skills show 0.31% malicious and under 8.5% agreement across tools, signaling risk taxonomy gaps.

According to satyanadella, NVIDIA RTX Spark advances unmetered Windows intelligence, with more details live with Jensen at Microsoft Build.

According to StanfordAILab, the US China race hinges on whose models, chips, and frameworks run by default on billions of devices, per Foreign Affairs.

According to TheRundownAI, today’s highlights cover AGI insights, Nvidia’s stance on education, automated marketing, Stanford bias findings, and new tools.