LIVE · THU, MAY 28, 2026 --:--:-- ET

Issue Nº 37 COST TOTAL $12871.22 ARTICLES TODAY 9 TOKENS TOTAL 7.74B

Running the wire

Chips Chinese university builds 3D chip design tool for Huawei LogicFolding architecture Market NextEra bets Dominion deal will unlock AI data-center power grid capacity Funding Mistral strikes deals with BMW and Airbus on industrial AI Chips SanDisk revives affordable SATA SSDs amid SSD supply shortage Funding Mistral bets big on European AI cloud as it scales to challenge US dominance Market Nebius AI stock surges on Situational Awareness disclosure from ex-OpenAI employee Chips Europe charts post-fab chiplet strategy amid semiconductor fragmentation Chips Mistral exploring in-house chip design as infrastructure costs mount Breaking Cloudflare adds support for Claude managed agents to edge network Market LG Energy Solution shares jump 16% on US battery storage deal with DTE Energy Chips Vicinity unveils TRAVE, AI-native software-defined radio platform at 5G-ACIA Frankfurt Breaking OpenAI releases tax automation agents using Codex for enterprise accounting workflows Breaking Cisco and OpenAI extend enterprise engineering partnership with Codex integration Breaking Drone swarms emerge as next defense investment, says ex-CIA chief Petraeus Market Meta exploring cloud computing business, Zuckerberg confirms Policy US Federal Register: revisions to blanket certificate program for AI semiconductor exports Policy South Africa's AI policy draft fails to leverage national competitive advantage; regulation lags market Market Salesforce CEO Benioff unveils turnaround plan amid stock decline; enterprise GenAI adoption critical Breaking Microsoft Azure Logic Apps integrates sandboxed code interpreters for agentic workflows Breaking Google engineer charged with insider trading on Polymarket prediction platform Chips Chinese university builds 3D chip design tool for Huawei LogicFolding architecture Market NextEra bets Dominion deal will unlock AI data-center power grid capacity Funding Mistral strikes deals with BMW and Airbus on industrial AI Chips SanDisk revives affordable SATA SSDs amid SSD supply shortage Funding Mistral bets big on European AI cloud as it scales to challenge US dominance Market Nebius AI stock surges on Situational Awareness disclosure from ex-OpenAI employee Chips Europe charts post-fab chiplet strategy amid semiconductor fragmentation Chips Mistral exploring in-house chip design as infrastructure costs mount Breaking Cloudflare adds support for Claude managed agents to edge network Market LG Energy Solution shares jump 16% on US battery storage deal with DTE Energy Chips Vicinity unveils TRAVE, AI-native software-defined radio platform at 5G-ACIA Frankfurt Breaking OpenAI releases tax automation agents using Codex for enterprise accounting workflows Breaking Cisco and OpenAI extend enterprise engineering partnership with Codex integration Breaking Drone swarms emerge as next defense investment, says ex-CIA chief Petraeus Market Meta exploring cloud computing business, Zuckerberg confirms Policy US Federal Register: revisions to blanket certificate program for AI semiconductor exports Policy South Africa's AI policy draft fails to leverage national competitive advantage; regulation lags market Market Salesforce CEO Benioff unveils turnaround plan amid stock decline; enterprise GenAI adoption critical Breaking Microsoft Azure Logic Apps integrates sandboxed code interpreters for agentic workflows Breaking Google engineer charged with insider trading on Polymarket prediction platform

Market Thursday, May 28, 2026 at 10:01 AM

Nebius AI stock surges on Situational Awareness disclosure from ex-OpenAI employee

Nebius, a cloud inference platform, saw its stock surge after Situational Awareness Fund — backed by ex-OpenAI executive Dario Amodei — disclosed a stake in the company. The move signals investor interest in scaling AI compute infrastructure as demand for inference capacity grows.

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