Nvidia stock jumps to highest levels

👋 Good morning/evening (wherever you are). It’s Wednesday.

Nvidia is back on top.

Shares closed at a record high, lifting its market cap to $3.77 trillion and reclaiming the title of world’s most valuable company.

More importantly, Jensen Huang told shareholders that robotics is now Nvidia’s biggest growth bet after AI, a multitrillion dollar wave powered by autonomous vehicles, humanoid robots, and smart factories.

Nvidia no longer sees itself as just a chipmaker, it’s building the full stack for physical intelligence.

Switching gears:

Whoa…a fake Hogwarts vlog series made with AI just hit 16 million views in 16 days.

It’s called Vlogwartz, and it’s blowing up on TikTok.

More details on my LinkedIn post. Watch it here.

OK let’s keep going ↓

Here’s what you should know:

• Build AI apps with Claude artifacts

  You can now embed AI directly into your Claude artifacts, turning simple ideas into interactive apps anyone can use, customize, and share.

• DeepMind unveils AlphaGenome to predict DNA mutation effects

  New AI model analyzes long DNA sequences to help scientists understand how mutations impact gene regulation.

• Google launches open-source Gemini CLI for developers

  Gemini CLI gives developers free, high-limit access to Gemini 2.5 Pro directly from the terminal, with support for custom prompts, Google Search grounding, and real-time automation.

• Microsoft launches $3.3B AI manufacturing hub

  Microsoft is investing $3.3 billion to build an AI-focused data center and co-innovation lab in southeast Wisconsin, aiming to boost manufacturing innovation and workforce skills.

• Microsoft launches Mu, on‑device AI model for Copilot+ PCs

  Microsoft has introduced Mu, a compact 330 M-parameter AI model that runs locally on Copilot+ PCs via the NPU, enabling faster and more private AI-powered controls in Windows Settings.

• Walmart rolls out new AI tools for 1.5 million associates

  Walmart is deploying AI-powered task planning, real-time translation, and GenAI upgrades to boost efficiency and support across its U.S. workforce.

• Ring introduces AI-powered Video Descriptions

  A new feature uses generative AI to turn motion alerts into smart, real-time descriptions so you can instantly see what’s happening at home with just a glance.

• Bipartisan bill seeks to ban Chinese AI from U.S. agencies

  A new bill backed by lawmakers from both parties would block AI systems tied to foreign adversaries like China from operating inside federal government systems.

• X Games CEO launches Owl AI sports judging company

  Powder Magazine first reported that Owl AI, led by X Games CEO Jeremy Bloom, has launched with $11 million in funding to bring AI-powered judging, commentary, and translation to sports competitions.

• Verizon launches new AI-powered customer support experience

  Verizon is rolling out 24/7 live help, a redesigned app, and personalized service using Google’s Gemini AI across its network, stores, and support systems.

• Getty drops copyright claims against Stability AI

  Getty Images has withdrawn its primary copyright infringement claims against Stability AI in London's High Court, narrowing the case to trademark and secondary copyright issues.

• Creative Commons launches 'CC Signals' to guide AI data use

  A new framework lets dataset holders signal how their content can be reused for AI training, aiming to build a more equitable, open AI ecosystem.

• China unveils Meteor‑1 optical AI chip

  Meteor‑1 is China’s first parallel optical computing chip, achieving 2,560 TOPS via light-based processing. It rivals Nvidia GPUs and signals a new frontier in ultra-efficient AI hardware.

The numbers:

• Klarna co-founder’s Norrsken Foundation commits $348M to back European AI startups focused on climate and social impact.

• Rubrik to acquire AI platform Predibase in a deal worth over $100M.

• AI security startup Xbow raises $75M to scale its top-ranked offensive cybersecurity tool.

• OpenRouter secures $40M to expand its marketplace for open-source AI models.

• Arine lands $30M Series C to grow its AI platform for optimizing medication use.

• Spinwheel raises $30M Series A to accelerate development of its agentic AI operating system.

• Wispr Flow nets $30M to enhance its AI-powered voice dictation app.

• Property tech startup Aedifion closes $20M Series B to boost AI solutions for smart buildings.

• Enterprise voice AI company Synthflow raises $20M to bring conversational tools to sales and support teams.

• Seattle-based Clarify picks up $15M to challenge Salesforce with its AI-native autonomous CRM.

Thought starters:

• How bioengineering Professor Russ Altman uses AI

• Sarah Silverman loses key AI claim against Meta

• Pete Buttigieg says we’re still underreacting to AI

• Teachers using AI every week are saving six weeks of their school year

• Sam Altman at Hard Fork Live

  ⏱️ 33:10 min (YouTube)

Moonshot AI’s Kimi-Researcher just hit 26.9% on Humanity’s Last Exam, up from 8.6%.

It runs long reasoning chains, checks over 200 URLs per task, and produces full research-style web pages.

Some believe it signals a new phase in AI training. Instead of just predicting text, it acts more like an agent trained through reinforcement learning.

If the claims hold up, this could be a real step toward autonomous research.

Meme of the day:

Thanks for reading,

Eddie

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