1. Nvidia Has Already Poured $40 Billion Into AI Equity Investments This Year
Nvidia’s pace of investment in AI infrastructure is accelerating. According to TechCrunch, in just the first few months of this year, Nvidia has already committed $40 billion to AI equity deals. That’s more aggressive than many expected — Jensen Huang isn’t just selling chips, he’s using capital to tie the entire AI ecosystem to his platform. From chips to ecosystem, the moat is getting deeper.
Source: TechCrunch
2. DeepSeek Records $7B Funding, V4.1 Scheduled for June
According to QbitAI, Liang Wenfeng personally contributed 20 billion yuan to lead DeepSeek’s first round of 50 billion yuan ($7 billion) in funding, setting a record for Chinese AI companies. The V4.1 release is already scheduled for June. Last year, DeepSeek carved out its own path internationally with open-source models. Now with money and technology, the real question is how it’ll go head-to-head with closed-source rivals.
Source: QbitAI
3. Baidu Launches ERNIE 5.1: Tops Domestic Search, Training Cost Only 6% of Industry
Baidu released ERNIE 5.1 today, with search capabilities ranking first among all domestic large models. What’s even more noteworthy is the pre-training cost — Baidu claims it’s only 6% of the industry standard. If true, this means Baidu has significantly optimized its underlying training efficiency. As the LLM arms race enters a phase where efficiency matters more than raw parameter count, cost control may be more persuasive than scale.
Source: QbitAI
4. Cloudflare Admits AI Made 1,100 Jobs Obsolete, Even as Revenue Hits Record Highs
Record revenue on one side, AI replacing 1,100 jobs on the other. Cloudflare’s candid statement is representative of a broader reality — AI’s impact on employment is no longer a prediction, it’s happening now. Interestingly, the company didn’t try to hide it, instead presenting it alongside its performance growth.
Source: TechCrunch
Other Updates
- OpenAI launched new voice intelligence API features, expanding voice interaction capabilities for developers
- OpenAI introduced an internal “trusted contact” mechanism to identify potential user self-harm risks
- Anthropic raised Claude Code usage limits and revealed a new partnership with SpaceX
- Elon Musk once tried to recruit the OpenAI founding team to create an AI division within Tesla, but failed
- Google will link to more original sources in AI Overviews, a response to ongoing criticism
- Google released screenless Fitbit Air and the Google Health app, officially replacing the Fitbit brand
- Google DeepMind partnered with EVE Online to test AI models in a game environment
- Sony says “more efficient” AI tools will lead to more games on the market, with quality variance likely increasing
- TSMC is turning to wind power as surging AI chip demand strains Taiwan’s energy grid
- StepFun’s latest voice model ranks first in China on the Artificial Analysis benchmark
- Meitu RoboNeo upgraded: first image creation Agent Teams, professional creative work in one place
- OpenAI’s Weng Jiayi proposed a new paradigm: reinforcement learning without updating parameters — just have the AI write a
.pyfile for decision-making