China's humanoid robot boom: five firms hold 86% of global shipments

MediaTek reported a 44% surge in monthly sales, driven by its emerging AI chip business, including work for Alphabet's Google. Nvidia is a backer of the chipmaker.

Bank of America's Sebastian Raedler says the key question for investors is whether the AI capex boom is sustainable, calling it the driver of the strongest US earnings upgrades in 40 years. He flagged nervousness about the timing of a potential crash.

The stack combines Palantir Foundry and AIP with NVIDIA Nemotron open models, grounded in the Palantir Ontology, and is first deployed inside NVIDIA's own supply chain. NVIDIA's Vera Rubin racks contain 1.3 million parts sourced from thousands of suppliers.

Jacob Coxon, a former OpenAI and Anthropic employee, resigned from Anthropic and posted his first-ever tweet accusing AI companies of gambling with our lives; it drew over 700k likes and 140 million views. He added that builders "earnestly believe that it could kill us all by the end of the decade."

Anthropic handed the EU's cybersecurity agency access to its Mythos AI model more than three months after first signaling the bloc would get it. The model was released over three months before the access was granted.