TL;DR

Nvidia tops $3.45T valuation; Google releases Gemini 2.5 Pro; OpenAI appeals NYT data order.

Highlights

• OpenAI is appealing a federal court order to preserve all ChatGPT user logs—including deleted and temporary chats—in the ongoing New York Times copyright lawsuit; Microsoft is also a defendant 1.
• Google released a preview of Gemini 2.5 Pro, regaining top performance in coding, reasoning, and science benchmarks; new developer controls and stable pricing introduced 2.
• Anthropic launched Claude Gov, a custom AI suite with looser guardrails for U.S. national security, deployed in classified environments and developed with Palantir and AWS 3.
• Nvidia became the world’s most valuable public company ($3.45T), with AI chip demand driving a 69% YoY revenue increase; U.S. data centers are shifting to gas-fired power, contributing to a 150% rise in emissions at major tech firms 7.
• TSMC projects record 2025 profits and holds over 70% foundry market share, with AI and HPC silicon growth exceeding 40% CAGR; demand continues to outpace supply 5.
• Broadcom reported $15B Q2 revenue, driven by 46% YoY growth in AI networking; forecasts $15.8B Q3 revenue and $5.1B in AI chip sales 4.
• China’s AI agent sector is advancing: Manus achieved 92% task success, Quark reached 149M users, Huawei introduced MoGE, and Nvidia launched B30 chips tailored for China 9.
• Amazon is expanding AI and robotics in logistics, deploying Project Vulcan, humanoid robots, and AI-driven mapping and forecasting tools to improve delivery speed and efficiency 11.
• Recursion and MIT released Boltz-2, an open-source AI model for protein structure and binding affinity prediction, operating 1,000× faster than traditional methods and rivaling AlphaFold 3 6.
• Anduril raised $2.5B at a $30.5B valuation, led by a $1B Founders Fund investment, after winning a major U.S. Army AR/VR contract 10.
• Perplexity AI will launch its Comet browser on Android after handling 780M queries in May; CEO targets 1B weekly queries by year-end 13.
• Figure Robotics’ Figure 02 robot autonomously sorts and manipulates deformable packages in logistics, with Figure 03 in development 14.

Commentary

Major AI infrastructure and model vendors continue to set the pace for the industry. Nvidia ’s record valuation and revenue growth highlight sustained demand for AI compute, while TSMC and Broadcom ’s strong earnings and guidance confirm persistent supply constraints and robust AI chip sales 754. The shift by U.S. data centers to gas-fired power, driven by AI workloads, is contributing to a sharp increase in emissions, raising potential regulatory and cost implications for operators and cloud providers 7.

On the model front, Google ’s Gemini 2.5 Pro preview reestablishes the company’s technical leadership in several benchmarks 2, while Anthropic’s Claude Gov and OpenAI’s ChatGPT Gov reflect a growing focus on government and defense markets 3. Claude Gov’s looser guardrails and classified deployment signal a trend toward more tailored, use-case-specific models for sensitive environments 3. The ongoing OpenAI/NYT copyright litigation, particularly around data retention, may set important precedents for privacy, compliance, and evidence handling in AI model operations 1.

China’s AI agent ecosystem is rapidly scaling, with Manus and Quark demonstrating high user engagement and task success 9. Domestic models and chips are gaining traction amid U.S. export controls, while Nvidia adapts with region-specific hardware 9. This dynamic is shaping both the competitive landscape and supply chain dependencies in global AI 9.

Applied AI is seeing accelerated adoption in logistics, biotech, and content creation. Amazon ’s integration of agentic AI and robotics into its supply chain 11, Figure’s autonomous warehouse robots 14, and Recursion/MIT’s Boltz-2 release for drug discovery 6 all point to rapid commercialization and operational impact. Venture funding remains strong, especially in defense (Anduril) 10, as AI becomes increasingly embedded in national security and enterprise workflows.