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14.05.26 - 07:06
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Google pivots to Gemini Intelligence, linking AI with premium hardware (Digitimes)
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Google's The Android Show 2026 reframed its Android and AI strategy around Gemini Intelligence, signaling a shift toward premium hardware as the primary battleground for AI. The move integrates Gemini across devices and partners, aligning Google with an Apple-like model that places the hardware layer at the center of AI rollout....
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14.05.26 - 01:36
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Origin Lab Raises $8M Seed Led by Lightspeed to Build the Platform Turning Video Game Worlds Into Training Data for AI (Business Wire)
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Origin Lab's proprietary capture and enrichment platform turns officially licensed game worlds into multimodal training data for AI labs building next-generation world modelsSAN FRANCISCO--(BUSINESS WIRE)--Origin Lab, the technology platform turning licensed game worlds into structured training data for world models and multimodal AI, today announced an $8M seed round led by Lightspeed Venture Partners. The financing will accelerate Origin Lab's software, capture, enrichment, QA, search, and delivery systems, while expanding its applied research work in world understanding, dataset intelligence, and interactive simulation. SV Angel, Eniac, Seven Stars, FPV and angels from robotics, AI, gaming, and Google also participated, including Twitch Co-Founder Kevin Lin and Cruise Founder Kyle Vogt.
As AI moves beyond language and static images, frontier models need data that reflects how the world actually works: motion, physics, spatial structure, action, environment state, and cause and effect. Much of that da...
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13.05.26 - 21:01
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Gamma And Momentum: A Recipe For Cheers And Tears (ZeroHedge)
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Gamma And Momentum: A Recipe For Cheers And Tears
Authored by Michael Lebowitz via RealInvestmentAdvice.com,
Intel (INTC) shares have risen 90% over the past month and more than 200% since the start of the year. Its competitors, Advanced Micro Devices (AMD) and Micron (MU), are posting similar gains. Many other semiconductor stocks, along with some computer hardware companies, are the market's latest AI darlings. Momentum and gamma are driving the outperformance, and, in their wake, a supportive narrative is trying to justify it.
The narrative holds that the insatiable infrastructure buildout for AI, including data centers, GPUs/CPUs, networking equipment, and power grids, requires massive capital expenditure from the largest hyperscalers (Microsoft, Google, Amazon, and Meta). The suppliers of these products, including semiconductor and hardware producers, are the most direct beneficiaries.
AI will significantly improve the bottom line for many companies. But investors should be asking wh...
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13.05.26 - 19:12
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Nvidia: KI-Revolution mit diesem Junior-Partner? (Der Aktionaer)
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Das klingt spannend: Nvidia treibt seine Expansion im Bereich Künstliche Intelligenz weiter voran und kooperiert künftig mit dem jungen KI-Start-up Ineffable Intelligence. Das Unternehmen wurde erst Ende 2025 von David Silver gegründet, einem früheren Spitzenforscher von Google DeepMind und Professor am University College London....
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