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Nvidia’s Vera CPU sets sights on a $200bn frontier in agentic AI

Jensen Huang’s declaration at an investor briefing this week that Nvidia Corporation (NASDAQ: NVDA) has identified a “brand new” $200bn market for its Vera CPU is more than rhetorical flourish—it is a strategic repositioning of the world’s most valuable chipmaker. The Vera, described as …

Vinay Lochav | 21 May 2026

Microsoft’s carbon-removal plans aren’t dead after all

Microsoft (NASDAQ: MSFT) has quietly restarted its carbon-removal programme after a six-week hiatus that rattled the nascent market. On May 20th the firm disclosed a deal to buy 650,000 metric tons of removal credits from BioCirc, a San Francisco-based start-up—enough to offset roughly 140,000 …

Vinay Lochav | 21 May 2026

Nvidia’s $43bn bet on the future of AI

Nvidia Corporation designs graphics processing units (GPUs) and system-on-chip platforms, dominating the market for high-performance computing hardware essential to artificial-intelligence workloads. With aMarket Capitalisationof roughly $2.3trn, Nvidia sits at the nexus of the AI infrastructure stack, supplying accelerators to data centres, autonomous vehicles, robotics …

Vinay Lochav | 21 May 2026

OpenAI barrels toward IPO that may happen in September

OpenAI’s march toward an initial public offering reflects a broader reckoning within the artificial-intelligence sector: the tension between rapid innovation and investor discipline. The San Francisco-based company, whose valuation has surged to $730 billion in private markets, is positioning itself to list as early …

Vinay Lochav | 21 May 2026

OpenAI claims it solved an 80-year-old math problem — for real this time

OpenAI’s latest announcement—published on May 20th 2026—marks what could be the first genuine instance of a general-purpose AI model solving a long-standing open problem in mathematics. The so-called planar unit distance problem, proposed in 1946 by Hungarian mathematician Paul Erdős, asks whether it is …

Vinay Lochav | 21 May 2026

Sam Altman makes ‘mic drop’ offer to every Y Combinator startup

During a Y Combinator event on Tuesday, Sam Altman, chief executive of OpenAI, unveiled a sweeping offer: $2m in OpenAI tokens to every startup in the accelerator’s current cohort, provided in exchange for equity via an uncapped SAFE (simple agreement for future equity). The …

Vinay Lochav | 21 May 2026

SpaceX files for record-breaking IPO amid Elon Musk’s empire expansion

Key HighlightsSpaceX has filed confidentially for an IPO that could raise between $40bn and $80bn, per WSJ filingsThe proposed valuation could reach $1.25tn—making it potentially the largest public offering in historyThe IPO seeks to monetise SpaceX’s satellite internet service, xAI, and former TwitterAssetsunder one …

Vinay Lochav | 21 May 2026

Quantum biology meets silicon: how Imperagen is rewriting the rules of enzyme engineering

Key HighlightsImperagen, a Cambridge-based biotech startup, has raised £5m ($6.7m) in seed funding to merge quantum physics with AI for enzyme engineering.The round was led by Cambridge InnovationCapitalwith participation from Oxford Science Enterprises and angel investors.Enzyme engineering traditionally relies on costly trial-and-error; Imperagen claims …

Vinay Lochav | 21 May 2026

In SpaceX’s IPO, Elon Musk is a risk factor

Space Exploration Technologies Corp. (SpaceX) has filed its IPO prospectus—an event that would normally be celebrated for its technological audacity and market disruption. Yet the filing reads less like a standard disclosure and more like a cautionary tale about founder risk. In its 1,500-page …

Vinay Lochav | 21 May 2026

IrisGo, backed by Andrew Ng, bets big on AI assistants that live on your desktop

IrisGo is quietly building what may become the default AI companion for the desktop—an always-on assistant that sits in the system tray, intercepts keystrokes, and automates repetitive workflows without shipping data to a distant cloud. Backed by Andrew Ng, co-founder of Coursera and former …

Vinay Lochav | 21 May 2026
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