TL;DR

Nvidia’s Blackwell sets LLM training records; Reddit sues Anthropic over data; OpenAI hits 3M business users.

Highlights

• Reddit sues Anthropic for allegedly scraping Reddit data 100,000+ times to train Claude AI; Reddit stock up 6.63%1.
• Nvidia ’s Blackwell GPUs train Llama 3.1 (405B) in 27 minutes; Nvidia Q1 revenue up 69% YoY; Wistron and Foxconn post strong AI server growth2.
• CoreWeave , Nvidia-backed, surges 260% post-IPO to $72B valuation; discloses 5.5% stake in Applied Digital 8.
• AMD acquires Brium to strengthen compiler tech and open AI software stack, aiming to challenge Nvidia’s CUDA ecosystem9.
• OpenAI’s ChatGPT surpasses 3 million business customers; launches enterprise connectors, meeting recording, and expands Memory to free users3.
• OpenAI disrupts 10 malicious ChatGPT campaigns (four China-linked) involving influence and cyber operations; ongoing platform abuse monitoring5.
• Apple and Alibaba ’s AI launches in China delayed by 145% US tariffs, CAC regulatory hurdles, and Huawei competition6.
• Amazon to deploy hundreds of AI-powered humanoid robots (Unitree, Agility Robotics) for package delivery in Rivian vans; builds “humanoid park” for testing4.
• Amazon announces $10B AWS data center investment in North Carolina, creating 500 jobs for AI infrastructure expansion7.
• Alibaba releases free Qwen3 embedding/reranker models (0.6B–8B params), supporting 119 languages, outperforming larger models; open weights for RAG10.
• OpenAI challenges NY court order to preserve all ChatGPT logs (including deleted), citing privacy risks in copyright case11.
• Microsoft launches free Bing Video Creator (Sora-powered) for 5s clips, competing with Google Veo 3; includes C2PA credentials12.
• Meta unveils Aria Gen 2 research glasses with 4 CV cameras, 6DOF tracking, and advanced AI features13.
• Hugging Face launches SmolVLA, a compact vision-language-action robotics model that runs on consumer hardware14.
• FDA approves Clairity’s CLAIRITY BREAST AI for 5-year breast cancer risk prediction from standard mammograms15.

Commentary

AI infrastructure investment and competition remain intense. Nvidia ’s Blackwell platform is setting new benchmarks in LLM training speed, driving record revenue and fueling growth for server partners like Wistron and Foxconn2. CoreWeave ’s rapid post-IPO valuation surge and strategic stake in Applied Digital highlight investor appetite for AI cloud infrastructure and ongoing sector consolidation8. AMD’s acquisition of Brium signals a push to close the software ecosystem gap with Nvidia, as compiler and inference optimization become critical for hardware differentiation9.

On the enterprise and product front, OpenAI continues to expand ChatGPT’s business footprint with new integrations and features3, while Microsoft ’s free Bing Video Creator and Hugging Face’s SmolVLA point to increased accessibility and competition in generative AI and robotics1214. Alibaba ’s Qwen3 models, released as open weights and outperforming larger competitors, reinforce the trend toward high-performing, multilingual, and open AI components—particularly relevant for RAG and enterprise search10.

Regulatory and legal risks are growing more acute. Reddit ’s lawsuit against Anthropic over data scraping1, OpenAI’s challenge to a broad data preservation order11, and the disruption of China-linked influence operations on ChatGPT all underscore the heightened scrutiny around data use, privacy, and platform security5. Meanwhile, Apple and Alibaba ’s delayed AI launches in China, due to tariffs, regulatory approval, and local competition, illustrate the operational impact of US-China tech tensions on cross-border AI rollouts6.

Healthcare AI advances with the FDA’s approval of Clairity’s breast cancer risk prediction tool15, while Amazon ’s $10B AWS investment and humanoid robotics pilots further demonstrate the sector’s influence on regional economies and automation initiatives47. Meta ’s new Aria Gen 2 research glasses and Amazon’s humanoid delivery pilots signal ongoing R&D in AI-powered devices and interfaces134.