☕️ Nvidia keeps the AI party alive

Nvidia's AI boom, Google's Nano Banana 2, Valve sued, and more.

Hi there, this is your daily ☕️ Techpresso.


In today's Techpresso:

💰 Nvidia keeps the AI party alive

🍌 Google launches Nano Banana 2

🎰 New York sues Valve over loot box gambling

🤖 Perplexity's new AI system can autonomously run projects

🍔 Burger King uses AI to monitor employee politeness

📉 Jane Street accused of manipulating Bitcoin prices

Plus: 🎁 19 other news you might like, 🧰 6 tools, and 📚 5 papers.

💰 Nvidia keeps the AI party alive LINK

  • Nvidia posted record quarterly profits driven by surging AI demand, with CEO Jensen Huang saying token demand has gone "completely exponential" and even six-year-old GPUs in the cloud are fully consumed.
  • The company reported $68 billion in quarterly revenue, up 73% from last year, with $62 billion coming from data center sales split between $51 billion in compute and $11 billion in networking.
  • Nvidia said it has no China chip export revenue yet despite lifted restrictions, flagged Chinese competitors gaining ground, and confirmed it is close to a partnership agreement with OpenAI.
  • 🍌 Google launches Nano Banana 2 LINK

  • Google has announced Nano Banana 2, an image generation model built on Gemini 3.1 Flash Image that creates more realistic images and will become the default across the Gemini app.
  • The model can produce images from 512px to 4K resolution, maintain character consistency for up to five characters, and handle fidelity of up to 14 objects in one workflow.
  • All images created with Nano Banana 2 will carry a SynthID watermark and support C2PA Content Credentials, and Google says people have already verified over 20 million images since November.
  • 🎰 New York sues Valve over loot box gambling LINK

  • New York Attorney General Letitia James has sued Valve Corporation, claiming the loot box systems in Counter-Strike 2, Team Fortress 2, and Dota 2 operate as illegal gambling under state law.
  • The complaint says players pay roughly $2.49 for a key to open a virtual case that awards a random cosmetic item, with slot machine-style animations and "near miss" effects mimicking casino techniques.
  • Valve profits from a 15% commission on its Steam Community Market, where skins can be resold, and the lawsuit says third-party marketplaces let users cash out items for real money.
  • 🤖 Perplexity's new AI system can autonomously run projects LINK

  • Perplexity launched Computer, a multiagent orchestration system that routes tasks across 19 frontier AI models to handle full workflows from research and design through code deployment.
  • Claude Opus 4.6 serves as the core reasoning engine, breaking down requests into subtasks and assigning each to specialists like Gemini, Grok, or ChatGPT 5.2 based on the task's requirements.
  • Available now to Max subscribers at $200 per month, Computer introduces per-token billing for consumers for the first time, making AI budgeting look more like managing cloud compute costs.
  • 🍔 Burger King uses AI to monitor employee politeness LINK

  • Burger King is rolling out an AI chatbot called "Patty" that lives in employee headsets, helping with meal preparation and evaluating worker interactions with customers for "friendliness."
  • The OpenAI-powered system was trained to recognize phrases like "please" and "thank you," and managers can ask the AI assistant how their location is performing on friendliness as a coaching tool.
  • Patty is piloting in 500 restaurants now, with the full BK Assistant platform planned for all US locations by the end of 2026, while AI drive-thru ordering is only being tested in fewer than 100 stores.
  • 📉 Jane Street accused of manipulating Bitcoin prices LINK

  • Jane Street, one of the world's largest trading firms, is facing accusations from crypto traders on X who claim it systematically sold bitcoin at 10 a.m. ET daily to push prices down.
  • Data tracked by crypto economist Alex Kruger shows the alleged "10 a.m. dump" closely mirrors Nasdaq performance, suggesting broad risk-asset repricing rather than manipulation by a single firm.
  • As an authorized participant in bitcoin ETFs, Jane Street can legally short shares without borrowing costs and source bitcoin privately through OTC shops, which may create temporary downside pressure.
  • Other news you might like

    • Anthropic’s Pentagon Showdown Is About More Than AI GuardrailsLINK
    • Instagram to start parent alerts for teen suicide, self-harm searchesLINK
    • Gemini can now automate some multi-step tasks on AndroidLINK
    • The White House wants AI companies to cover rate hikes. Most have already said they would.LINK
    • Anthropic acquires Vercept to advance Claude's computer use capabilitiesLINK
    • Alphabet-owned robotics software company Intrinsic joins GoogleLINK
    • Kalshi fined a MrBeast editor for insider trading on markets related to the YouTube starLINK
    • Everything announced at Samsung Unpacked: The Galaxy S26 Ultra, Galaxy Buds 4 and moreLINK
    • Hacker used Anthropic's Claude chatbot to attack multiple government agencies in MexicoLINK
    • Cloudflare experiment ports most of Next.js API 'in one week' with AILINK
    • OpenAI COO says ads will be ‘an iterative process’LINK
    • Paypal, Stripe not currently in talksLINK
    • Thrive Capital invested about $1 billion in OpenAI at a $285 billion valuation, source saysLINK
    • 'You’ve heard about the SaaSpocalypse? And it isn’t our first. We’ve had a few of them': Salesforce CEO Marc Benioff bullish over AI market potentialLINK
    • Andrej Karpathy says programming is "unrecognizable" now that AI agents actually workLINK

    🧰 Trending tools

    Koidex: searches and scans extensions, npm packages, and AI models across multiple platforms to quickly verify if they're safe to install.LINK

    Rover by rtrvr.ai: automates complex web scraping and browser workflows using natural language commands through multiple interfaces including API, browser extension, and WhatsApp integration.LINK

    Tessl: a platform for evaluating and optimizing AI agent skills to reduce hallucinations and bugs, helping developers build more reliable agents faster.LINK

    gpt-realtime-1.5 by OpenAI: enables low-latency voice and audio conversations in applications through real-time streaming API with natural speech interaction capabilities.LINK

    Terminal Phone: a Bash script enabling anonymous, end-to-end encrypted voice and text walkie-talkie communication over Tor using .onion addresses.LINK

    IronClaw: a security layer for AI agents that stores credentials in encrypted vaults and sandboxes tools to prevent prompt injection attacks from stealing API keys.LINK

    📚 Trending papers & reports

    Large Language Models Can Unmask Anonymous Writers: by comparing writing patterns like word choice and sentence structure, LLMs matched anonymous texts to known authors with 74% accuracy.LINK

    Combining Multiple LoRA Adapters Degrades Performance: merging several specialized AI model adapters together produces worse results than using a single adapter, even with smart combination methods.LINK

    Automated theorem prover solves competition problems: the system proved 10 out of 15 mathematical problems from a contest without human help, matching undergraduate level reasoning.LINK

    Chain of Thought Has Fundamental Limits: even with unlimited thinking steps, language models cannot solve all solvable problems because sequential reasoning hits mathematical boundaries.LINK

    Hexagon-MLIR Compiler for Qualcomm Neural Processors: software translates AI models into optimized instructions for Qualcomm's specialized chips, letting developers run neural networks on mobile devices efficiently.LINK


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