Google's I/O keynote shifted Gemini into an "agentic" era, debuting Gemini Spark — a 24/7 AI agent — alongside faster models and a new AI video tool. Rollouts start with paid tiers and testers.

Analog Devices is reportedly close to buying Empower Semiconductor for about $1.5 billion to add power-delivery tech for AI data centers.

Blackstone and Google announced a $5 billion joint venture to sell Google TPUs as compute-as-a-service, targeting about 500MW of capacity by 2027. Benjamin Treynor Sloss will lead the new company and outlets say the buildout could scale much larger.

A May 12 federal complaint says Hisense and VIDAA snapshot screens every half‑second, build cross‑device profiles and share them with ad‑tech and Chinese affiliates.

Top AI researchers say limited access to TPUs and server time at Google pushed them to found startups that can buy or control compute. The shift is reshaping Bay Area AI.

OpenAI quietly acquired voice‑cloning startup Weights.gg, took its Replay app offline and removed a public catalog of celebrity and political voice models. The tiny team has been folded into OpenAI’s voice work.

A UC Berkeley working paper ties a post‑ChatGPT surge in A grades to students’ use of generative AI. Campuses are redesigning exams and reinstating proctoring to protect degree value.

OpenAI is weighing legal steps against Apple after reporting says its ChatGPT tie‑in with Siri hasn’t delivered as promised.

A PLOS ONE study traced a 2020 apartment outbreak to shared bathroom ducts and urges retrofits — exhaust fans and non‑return flaps — to reduce airborne spread.

Google’s Project Suncatcher has moved from research into launch talks, and SpaceX may be a partner; prototypes are slated for early 2027 amid major technical questions.

Cisco raised its fiscal 2026 revenue forecast to $62.8–$63B and announced a restructuring that could cost up to $1B in pre‑tax charges, with local job impacts still unclear.

Anthropic is reportedly courting $30–$50B in fresh capital that could value the San Francisco AI firm near $1 trillion as Claude demand strains compute.

Apple released iOS 26.5 on May 11 with dozens of security fixes; the company and security agencies are urging iPhone users to install the update immediately. The patches close real‑world attack paths.