DX Today | No-Hype Podcast & News About AI & DX

DX Today AI Daily Brief - Thursday, May 7, 2026

Today's brief covers the European Council and Parliament's deal to streamline the EU AI Act, the end of the Snap-Perplexity $400M partnership, Corning's 14% stock surge on a sweeping NVIDIA optical infrastructure pact, 365 Data Centers' new 200 megawatt build-out with Aphorio Carter, Arctic Wolf's 250 layoffs in an AI pivot, ServiceNow's Autonomous Workforce expansion at Knowledge 2026, BigBear.ai's 34% Q1 margins, AMD's earnings beat and 16% rally, Anthropic's compute deal for SpaceX's Colossus 1, Cadence and NVIDIA's expanded robotics simulation partnership, Coinbase's player-coach restructure with 14% staff cuts, and Cognizant's massive 12,000 to 15,000 job reduction.

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#AINews #ArtificialIntelligence #EUAIAct #Earnings #DXToday

Anthropic's Wall Street Operating Layer: Ten Finance Agents, Microsoft 365 Native, and a 1.5 Billion Dollar Joint Venture - May 6, 2026

On May 5, Anthropic shipped ten purpose built Claude agents for banking, insurance, and asset management, with native Microsoft 365 integration, premium data partners including Moody's, and a 1.5 billion dollar joint venture anchored by Blackstone, Hellman and Friedman, and Goldman Sachs. Chris and Laura unpack the Dimon and Amodei stage moment, the agent lineup, the FactSet selloff, and what it all means for the analyst desk.

Hosted by Chris and Laura.

The DX Today Podcast brings you daily deep dives into the most consequential stories in the AI ecosystem.

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#Anthropic #ClaudeAI #WallStreet #AgenticAI #FinTech

DX Today AI Daily Brief - Wednesday, May 6, 2026

Today on the brief: Sierra closes a $950 million Series E at a $15.8 billion valuation led by Tiger Global and GV. Coinbase lays off 14% of staff in an AI-driven restructuring that swaps managers for player-coaches. The Center for AI Standards and Innovation signs pre-release testing agreements with Google DeepMind, Microsoft, and xAI. OpenAI president Greg Brockman says the company will spend $50 billion on compute in 2026. Digi Power X signs a $1.1 billion ten-year colocation deal with Cerebras for a 40 megawatt Alabama AI campus. Anthropic launches ten finance agent templates plus Microsoft 365 add-ins for Claude. Reserv raises $125 million Series C led by KKR for AI-native insurance claims. Standard Intelligence emerges from stealth with $75 million for a screen-watching foundation model. Palantir beats Q1 with $1.63 billion revenue and 85% growth, but shares slide on valuation concerns. CopilotKit raises $27 million for its open-source AI agent protocol. ServiceNow unveils its Autonomous Workforce, Otto, and Action Fabric at Knowledge 2026. And ASML chief Christophe Fouquet tells Milken that AI demand is keeping the chip cycle alive.

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#AINews #ArtificialIntelligence #AIAgents #AIInfrastructure #DXToday

Claude on Mars: Anthropic's Frontier Model Just Planned a Real Drive for NASA's Perseverance Rover - May 5, 2026

Anthropic's Claude wrote the actual command file for two NASA Perseverance rover drives across 455.9 meters of Jezero Crater, generalizing its coding skills into a niche XML dialect called Rover Markup Language. We unpack the engineering choreography behind the first AI planned drives in interplanetary history, the simulation safety stack that vetted them, and what this template means for Mars Sample Return, lunar operations, and high stakes agentic deployments back on Earth.

Hosted by Chris and Laura.

The DX Today Podcast brings you daily deep dives into the most

consequential stories in the AI ecosystem.

Send us fan mail: https://dxtoday.com/contact

#AI #Anthropic #NASA #Mars #AgenticAI

DX Today AI Daily Brief - Tuesday, May 5, 2026

Today on the brief: Bret Taylor's Sierra raises $950M led by Tiger Global and GV at a $15.8B valuation

Cloudflare and Stripe's Agent Commerce Protocol: How AI Agents Can Now Buy Domains, Provision Cloud Accounts, and Deploy Production Apps Without Human Intervention

On April 30, 2026, Cloudflare and Stripe jointly launched an open protocol that lets AI agents create cloud accounts, register domain names, start paid subscriptions, and deploy production applications, all without a human in the loop. Chris and Laura unpack the three part Discovery, Authorization, Payment architecture, the one hundred dollar default spend cap, the OAuth identity flow, and what this lands on the broader convergence of agentic infrastructure across the AI ecosystem.

Hosted by Chris and Laura.

The DX Today Podcast brings you daily deep dives into the most consequential stories in the AI ecosystem.

Send us fan mail: https://dxtoday.com/contact

#AI #Cloudflare #Stripe #AIAgents #AgenticAI

DX Today AI Daily Brief - Monday, May 4, 2026

Today: the Pentagon strikes classified AI deals with eight tech giants while leaving Anthropic on the bench

Huawei's Ascend 950PR: ByteDance's $5.6B Order, CUDA Compatibility, and the DeepSeek V4 Catalyst Behind China's AI Compute Sovereignty - May 3, 2026

Huawei's Ascend 950PR has flipped China's AI accelerator market in a single quarter. ByteDance has committed $5.6 billion to a single purchase order, Alibaba and Tencent have followed, and DeepSeek V4's Ascend optimizations have unlocked a CUDA compatible alternative that could push Huawei to 60% domestic share by year end. Rick Spair and Laura unpack what this means for Nvidia's China revenue, the unintended consequences of US export controls, and the rapidly forming Chinese AI compute supply chain.

Hosted by Rick Spair and Laura.

The DX Today Podcast brings you daily deep dives into the most consequential stories in the AI ecosystem.

Send us fan mail: https://dxtoday.com/contact

#AI #Huawei #Nvidia #ChinaAI #SemiconductorIndustry

The AI Termination Ban: How a Hangzhou Court Just Made It Illegal to Fire Workers Solely to Replace Them with AI - May 3, 2026

A Chinese intermediate court in Hangzhou has issued the first major-jurisdiction ruling that companies cannot legally terminate employees just to swap them out for AI. We dig into the Zhou case, the legal reasoning, and why this precedent could reshape global enterprise AI deployment.

Hosted by Rick Spair and Laura.

The DX Today Podcast brings you daily deep dives into the most

consequential stories in the AI ecosystem.

Send us fan mail: https://dxtoday.com/contact

#AI #LaborLaw #ChinaTech #EnterpriseAI #FutureOfWork

Novo Nordisk and OpenAI: End to End Pharma AI, the GLP One Race, and the Regulatory Crucible Ahead - May 3, 2026

The Danish drugmaker behind Ozempic and Wegovy is integrating OpenAI's models across drug discovery, clinical trials, manufacturing, supply chain, and commercial operations, with pilots in twenty twenty six and full integration by year end. Rick Spair and Laura unpack what is real, what is theater, and what the deal signals for the rest of regulated industry.

Hosted by Rick Spair and Laura.

The DX Today Podcast brings you daily deep dives into the most

consequential stories in the AI ecosystem.

Send us fan mail: https://dxtoday.com/contact

#AI #OpenAI #NovoNordisk #PharmaAI #DrugDiscovery