Coverage of frontier labs, autonomous agents, AI infrastructure, and the capital flowing across the stack — where artificial intelligence meets Web3.
The newest stories in AI — labs, agents, capital, policy.
Bitget says its unified AI trading layer crossed 1 million users and $1.2B in agent-routed volume across 58 tools. The bigger story: exchanges found a user-acquisition loop that compounds — give traders an agent, and the agent keeps trading when the human sleeps.
On May 11, OpenAI granted vetted European cybersecurity teams preview access to GPT-5.5-Cyber. Anthropic has not extended similar access for Mythos. The split is shaping the EU AI Act compliance race ahead of the August 2 deadline.
NVIDIA reports Q1 FY27 on Wednesday, May 20 after the bell. Management guided $78B (77% YoY) but consensus already assumes 79%. The five numbers that matter: Blackwell gross margin, Vera Rubin timing, customer concentration, China revenue, and the $1T Jensen backlog.
Google I/O 2026 keynote lands Monday May 19 at 10am PT. Expect Gemini Spark (a background agent that acts without prompting), Aluminium OS (the long-rumored Android-Chrome desktop merge), an Android XR glasses preview, and a Gemini 4 reveal positioned against GPT-5.5.
Anthropic now commands 40% of enterprise LLM spend versus OpenAI's 27%, per Menlo Ventures' 2025 report. Q1 2026 revenue grew 80x to a $30B run rate. A $1.8B Akamai deal and 300MW SpaceX Colossus contract race to fund the demand.
For the first time ever, Anthropic's Claude holds 34.4% of enterprise AI spending vs OpenAI's 32.3%, per Ramp's May 2026 AI Index. Claude Code, a SpaceX compute deal, and sector dominance in finance and tech drove the historic crossover — and on-chain pre-IPO tokens are already pricing the fallout.
The AI stories our editors think you can't miss.
Five institutions, five products, one blockchain, one day. On May 5, Cloudflare, Google Cloud, State Street, Western Union, SoFi, and MoonPay all chose Solana for AI agent payments — independently. Here is what each launched and why Solana won.
Microsoft's six-year OpenAI exclusivity ended April 27. By April 28, OpenAI was on AWS — with a $138B total compute commitment. Inside the deal that rewrote AI's cloud map.
Cobo just launched an AI-native wallet supporting 80+ blockchains, escalating an agentic wallet race that Coinbase opened in February. Inside the three launches in 70 days that built the production stack for autonomous on-chain AI — and the security gap nobody has solved.
A compromised third-party AI tool gave attackers access to Vercel's internal systems and customer environment variables — sending Web3 teams scrambling to rotate API keys and exposing a new class of supply chain risk hiding in plain sight.
OpenGradient raises $9.5M led by a16z crypto and Coinbase Ventures to build a decentralized compute layer for verifiable AI — where every inference comes with cryptographic proof, auditable on-chain.
Hermes Agent by Nous Research has hit 97,000 GitHub stars in 8 weeks. Behind the numbers is a Web3-native AI lab backed by Paradigm and a16z — and an unresolved token question the crypto community can't stop talking about.
Autonomous agents, on-chain agents, and the protocols that move them.
On May 11, OpenAI granted vetted European cybersecurity teams preview access to GPT-5.5-Cyber. Anthropic has not extended similar access for Mythos. The split is shaping the EU AI Act compliance race ahead of the August 2 deadline.
Google I/O 2026 keynote lands Monday May 19 at 10am PT. Expect Gemini Spark (a background agent that acts without prompting), Aluminium OS (the long-rumored Android-Chrome desktop merge), an Android XR glasses preview, and a Gemini 4 reveal positioned against GPT-5.5.
Anthropic now commands 40% of enterprise LLM spend versus OpenAI's 27%, per Menlo Ventures' 2025 report. Q1 2026 revenue grew 80x to a $30B run rate. A $1.8B Akamai deal and 300MW SpaceX Colossus contract race to fund the demand.
Notion launched its Developer Platform on May 13, enabling third-party AI agents — Claude Code, Codex, Cursor, Decagon — to read, write, and act inside workspaces via Workers, database sync, and an External Agent API. The pivot reframes Notion as agent-native enterprise infrastructure.
OpenAI's May 8 blueprint for running Codex at enterprise scale — sandboxed containers, two-phase network isolation, admin-enforced shell rules, and OpenTelemetry agent logs — becomes the first public template for deploying autonomous coding agents safely inside real production workflows.
Cloudflare cuts 1,100 jobs — 20% of its workforce — on the same day it posts record Q1 2026 revenue of $639.8M (+34% YoY), citing a 600% surge in internal AI use. It's the starkest proof yet that AI-era growth and mass white-collar displacement are now the same event.
Crypto-native AI, AI tokens, on-chain payments, and infrastructure crossovers.
A Coinbase engineer's viral argument holds that autonomous AI agents — which browse, buy, and decide without human eyeballs — could structurally dismantle the $600B+ global digital advertising industry, forcing Web3 and legacy platforms alike to rethink how the internet gets paid for.
LinkedIn co-founder Reid Hoffman argues NFTs could stage a meaningful comeback — not as speculative art, but as cryptographic identity rails for AI agents transacting autonomously online. As bots outnumber humans in digital spaces, blockchain-verified credentials may become the only scalable trus...
OKX is rolling out perpetual futures contracts tied to OpenAI, SpaceX, and Anthropic — giving crypto traders leveraged exposure to three of the world's most valuable private companies before any public listing. Here's why the move redraws the line between crypto derivatives and traditional pre-IP...
Five institutions, five products, one blockchain, one day. On May 5, Cloudflare, Google Cloud, State Street, Western Union, SoFi, and MoonPay all chose Solana for AI agent payments — independently. Here is what each launched and why Solana won.
K Wave Media redirected its $485M Anson Funds commitment from a Bitcoin treasury strategy toward AI infrastructure — data centers, compute, and critical AI technologies. The company also plans to divest its K-Pop subsidiary and rebrand to 'Talivar Technologies.' Stock fell 25%.
Haun Ventures has closed a $1 billion fund split evenly between early and later-stage vehicles, targeting next-gen financial infrastructure, tokenized assets, and the emerging agentic economy where AI systems transact on behalf of humans.
Where the capital is flowing across the AI stack.
Ethos has closed a $22.75M round led by a16z to build an AI-native expert network that onboards 35,000 specialists every week using voice technology — signaling that the next battleground for institutional knowledge isn't search, it's structured human intelligence at machine speed.
DeepSeek is seeking a $45 billion valuation in what would be its debut external funding round — a landmark for the Chinese AI lab whose cost-efficient LLMs rattled Silicon Valley. The raise signals Beijing's frontier-AI ambitions are entering a new, capital-hungry phase with global consequences.
Bitcoin miner Hut 8 has secured a $9.8 billion AI data center lease in Texas — expandable to $25 billion — sending shares up more than 30% in a single session. The deal signals a pivotal identity shift: from crypto miner to full-stack AI infrastructure operator at institutional scale.
LinkedIn co-founder Reid Hoffman argues NFTs could stage a meaningful comeback — not as speculative art, but as cryptographic identity rails for AI agents transacting autonomously online. As bots outnumber humans in digital spaces, blockchain-verified credentials may become the only scalable trus...
OKX is rolling out perpetual futures contracts tied to OpenAI, SpaceX, and Anthropic — giving crypto traders leveraged exposure to three of the world's most valuable private companies before any public listing. Here's why the move redraws the line between crypto derivatives and traditional pre-IP...
SpaceX is reportedly weighing an investment of up to $119B in a vertically integrated semiconductor facility dubbed 'Terafab' in Texas — a move that would rank among the largest single chip-manufacturing bets in US history and signal Elon Musk's push toward full-stack AI hardware independence.