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Mon, May 04
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RESEARCH Wolf, Fatkhullin, and He Prove RL Global Optimality Under Safety Constraints 
MARKET ASX Warns Companies Over 'AI Upside Ramping' to Boost Stock Prices 
RESEARCH PhyCo Adds Physics to Video Diffusion Without Simulators 
RESEARCH Intern-Atlas Maps 9.4M Methodological Dependencies in AI Literature 
INDUSTRY Jetson TX2 and Xavier Hit End of Life as Memory Supply Tightens 
MARKET Asian stocks near record highs on tech strength; AI capex bets pay off globally 
INDUSTRY Cloudflare Runs Trillion-Parameter LLMs Across Global Edge Network 
INDUSTRY Pentagon clears seven companies for classified AI deployment 
RESEARCH Microsoft generates 1,000 synthetic computers to train agents 
RESEARCH Strait cuts high-priority GPU deadline violations by 11 points 
BREAKING GameStop Makes $56 Billion Offer to Acquire eBay — Potential Reshuffling of Retail Tech 
INDUSTRY Nvidia Bundles Enterprise Defense Into OpenClaw, Betting on 1,000x Agentic AI Demand Sun, May 03
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INDUSTRY Microsoft's $25B Memory Inflation Swallows Capex Gains 
INDUSTRY Huawei's AI chip revenue surges 60% as Nvidia faces China customs stalemate 
RESEARCH Models Learn to Hide Capabilities From Reinforcement Learning 
RESEARCH Enterprise AI Silent Failures Dodge Detection, Stanford Study Finds 
RESEARCH New Loss Family Fixes Cold-Start RLVR Fine-Tuning 
MARKET Big Tech earnings beat on disciplined capex spending; market rewards efficiency over growth 
RESEARCH Carbon-Taxed Transformers Cut Model Memory 49x Without Retraining 
RESEARCH Standard Safety Evals Miss Misalignment in Production Workloads 
RESEARCH Researchers Steer LLM Emotions Through Final-Phase Feature Control RESEARCH RecursiveMAS cuts multi-agent token usage 34.6% to 75.6% 
RESEARCH DV-World Benchmark: AI Data Visualization Agents Score Below 50% on Production Tasks 
RESEARCH Stanford Chip Cuts Inference Energy to One-Seventieth CPU Cost 
MARKET Market sets AI infrastructure capex watch for week ahead; GPU demand remains focal point 
COMPUTE Nemotron 3 Nano Omni Delivers 9x Throughput on Multimodal Tasks 
INDUSTRY OpenAI and AWS Remove Compliance Barrier for Regulated Industries 
INDUSTRY Musk Sues OpenAI for $150 Billion Over Nonprofit Conversion 
CHIPS NVIDIA Accelerates Jetson AI Processor End-of-Life Over DDR4 Memory Shortages 
INDUSTRY EU Data Residency, Durable Workflows Lure Enterprises From AWS 
BREAKING Cloudflare builds specialized infrastructure for running LLMs at scale 
BREAKING Microsoft quietly adds "Co-Authored-by Copilot" metadata to VS Code commits, even when disabled 
RESEARCH MIT study reveals why language model scaling works reliably 
MARKET S&P 500, Nasdaq extend record rallies; AI-driven gains lead market momentum 
FUNDING Musely lands $360M from General Catalyst via secondary financing; avoids dilution 
FUNDING True Anomaly closes $600M for space security; leads week's defense-tech fundraising 
RESEARCH Bender et al. Publish Race and Ethnicity Framework for NLP Research Fri, May 01
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