Powering the Next American Century: US Energy Secretary Chris Wright and NVIDIA’s...
On Thursday, May 7, 2026, the AI landscape saw a flurry of activity, with major announcements from industry leaders and significant developments in funding and innovation. It's a mixed bag today, with updates on everything from energy and supply chain management to cybersecurity and voice intelligence.
NVIDIA Vice President of Hyperscale and High-Performance Computing Ian Buck and U.S. Energy Secretary Chris Wright made the case for AI's role in building the energy it needs, highlighting the Genesis Mission. NVIDIA also announced that Linked and Loaded: Gaijin Single Sign-On is now available on GeForce NOW, streamlining logins for gamers.
On the infrastructure side, IREN inked a 5 GW deal with NVIDIA, sending its shares surging 13% in after-hours trading. Meanwhile, Kodiak AI's stock plummeted 37% after the company disclosed a $100 million capital raise at a steep discount to market price.
In funding news, Moonshot AI landed $2 billion in new funding at a $20 billion valuation, signaling sustained investor appetite for open-weight large language models. Anthropic and Groq also made headlines, with Anthropic closing $65 billion and Groq reportedly raising $650 million for its inference cloud.
A quieter note from Databricks: the company posted a blog on why talent transformation is the missing focus of enterprise AI. Databricks also showcased TestGorilla, a startup using a combination of research, data, and AI to help recruiters find job candidates.
Google Cloud AI announced the general availability of Gemini 3.1 Flash-Lite, its fastest and most cost-efficient Gemini 3 series model yet, designed for ultra-low latency and high-volume workloads. The company also highlighted how BASF manages thousands of supply chain decisions with AlphaEvolve's agentic algorithms.
OpenAI published a series of updates, including the expansion of Trusted Access for Cyber with GPT-5.5 and GPT-5.5-Cyber, which helps verified defenders accelerate vulnerability research and protect critical infrastructure. The company also introduced new real-time voice models in the OpenAI API, enabling more natural and intelligent voice experiences. Additionally, OpenAI began testing ads in ChatGPT and introduced Trusted Contact, an optional safety feature that notifies someone you trust if serious self-harm concerns are detected.
AWS AI/ML posted several updates, including a guide on how to secure reserved GPU capacity for short-term workloads using Amazon EC2 Capacity Blocks for ML and Amazon SageMaker training plans. The company also published a post on overcoming reward signal challenges with verifiable rewards-based reinforcement learning on SageMaker AI.
ClickHouse announced the preview of Postgres Query Insights in ClickHouse Cloud, which provides a diagnostic picture of why each query is slow. Snowflake, meanwhile, emphasized the importance of trusted data foundations for AI in healthcare and government, and showcased TestGorilla as part of its Startup Spotlight series.
At the AI Supply Chain Summit, five executives spanning the AI stack discussed the hard limits of the industry's architectural assumptions. The panel included ASML's CEO Christophe Fouquet, who highlighted the challenges of building and deploying AI systems at scale.
That's the Daily AI Brief for Thursday, May 7, 2026. More tomorrow.
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