Google and Blackstone Launch a New AI Cloud
Blackstone, one of the world’s largest alternative investment firms, announced a joint venture with Google. The new company will be funded with an initial $5 billion commitment from Blackstone and will provide AI infrastructure running on Google TPUs. The goal is to bring a 500 MW data center online by 2027.
We keep circling from “software is eating the world” to “AI is eating the software,” but clearly that leap requires electricity, chips, and cloud infrastructure first. Investments keep growing, and their direction signals that the real bottleneck in the AI race is infrastructure and energy, not the models themselves. The fact that investment firms like Blackstone are now joining in shows that it’s not just tech companies in this race anymore. Capital holders are showing up too.
OpenAI Offers Guaranteed Compute Capacity
OpenAI announced a new offering that gives large enterprise customers guaranteed compute capacity. As big companies rely more heavily on AI tools for critical workflows, it’s becoming obvious that AI will need to be planned and committed to like any other operational infrastructure, just like phone lines, the internet, or cloud computing.
This move solves a real problem, and it also feels like a signal that a compute shortage is coming, and that shared resources may soon become harder to access.
Some Juicy Gossip ☕️
Karpathy Joins Anthropic
Anthropic keeps collecting stars. Andrej Karpathy, one of the original OpenAI co-founders, announced he’s joining Anthropic’s pre-training team, where he’ll work on Claude model training. What happens to his startup Elementary Labs, which he founded after leaving OpenAI, is still unclear.
Anthropic has been making aggressive moves lately, not just in models and integrations, but in talent too. The Instagram co-founder’s CTO and the Workday CTO also recently left their roles to join as members of technical staff.
Elon Musk Loses His OpenAI Lawsuit
The lawsuit Elon Musk filed against Sam Altman, OpenAI, and Greg Brockman ended in a verdict against him. The jury found no breach of the founding agreement as alleged, and Musk’s claims were dismissed. Evidence was presented showing Musk had used OpenAI for his own benefit during that period, but the reason he lost was simpler: the jury ruled the case was filed too late.
Even so, the trial did one important thing. It brought the conversation about OpenAI’s transformation from nonprofit to its current corporate structure back into public view. Musk is reportedly preparing to appeal.
Bryan Johnson Announces ‘Female Bryan Johnson’
Longevity-obsessed billionaire Bryan Johnson announced a female Bryan Johnson. That person is Kate Tolo, Blueprint’s co-founder and the one who convinced Johnson to share this project publicly. She’ll follow the same protocol, though baseline measurements that show results in 1-2 weeks for men will take 3 months for women due to metabolic differences.
The longevity space has long been criticized for not doing enough research on women and for offering recommendations that don’t translate well to female biology. This is a meaningful step forward.
SpaceX Planning to Buy Cursor
SpaceX, expected to go public in early June, is reportedly planning to acquire Cursor right after its IPO. We mentioned before that SpaceX had invested in Cursor with a purchase option. On the heels of that, Cursor’s team announced Composer 2.5, claiming it’s currently the most advanced model in terms of price/performance and beats Opus 4.7 on several benchmarks.
GitHub Joins the List of Hacked Companies
GitHub confirmed that attackers gained unauthorized access to some of its internal repositories through a malicious VS Code extension installed on an employee’s device. The attackers are claimed to have stolen data from approximately 3,800 internal repositories. GitHub, which has been owned by Microsoft for some time, also noted that there is no evidence so far that customer data was affected, that the incident has been contained, and that the investigation is ongoing.
Kısa Kısa ⚡️
• Netflix announced INKubator, an AI-powered experimental animation studio. Animation Magazine →
• Google I/O 2026 highlights: Gemini integration in Android and more. 9to5Google →
• Apple and OpenAI appear to be heading toward a legal dispute. TechCrunch →
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