> ## Content Index > Fetch the complete content index at: https://adjacent.media/llms.txt > Use this file to discover other available public pages before exploring further. # Chips, Models, and the AI Money Race, Platform Moves, Consequential, Bets, Builds, and One Uphill Road - URL: https://adjacent.media/scan/2026-05-12-am/ - Published: 2026-05-12T10:05:36.000Z - Updated: 2026-05-12T10:05:36.000Z - Description: Markets are watching chips and EVs pull in opposite directions as two platform giants tighten their grip on data — yours and their employees’. The thread running through today is control: who has it, who’s losing it, and who’s about to pay more for it. - Author: Jonathan Greene - Tags: #scan-am, #scan Markets are watching chips and EVs pull in opposite directions as two platform giants tighten their grip on data — yours and their employees'. The thread running through today is control: who has it, who's losing it, and who's about to pay more for it. > **31%** — Ford's electrified vehicle sales dropped year-over-year in April, a jarring number as rivals push deeper into the segment. *(Slashdot/Electrek)* --- ### Machines & Minds #### [AMD, Intel, and Micron Soar While Nvidia Lags](https://hardware.slashdot.org/story/26/05/10/0214232/changing-of-the-guard-amd-intel-and-micron-soar-while-nvidia-lags?utm%5Fsource=rss1.0mainlinkanon&utm%5Fmedium=feed) The "changing of the guard" framing may be premature, but the rotation out of Nvidia into its rivals is worth watching as infrastructure buildout matures. *(Slashdot)* #### [Cerebras to Increase IPO Price Target Amid Surging Investor Demand](https://siliconangle.com/2026/05/10/report-ai-chipmaker-cerebras-increase-ipo-price-target-amid-surging-investor-demand/?ref=adjacent.media) Bumping the price target before listing suggests AI chip appetite hasn't cooled — and that Cerebras is reading the room correctly. *(SiliconANGLE)* #### [Jensen Huang Tells Carnegie Mellon's Class of 2026 Their Career Starts at the AI Revolution](https://thenextweb.com/news/jensen-huang-carnegie-mellon-ai-revolution?ref=adjacent.media) Honorary doctorate in hand, Huang used a commencement stage to frame AI as the foundational condition of every career starting today, not merely a tool for it. *(The Next Web)* #### [Claude is Done With Your One-Shot Prompts](https://techtiff.substack.com/p/code-with-claude-2026) Anthropic's Code with Claude event featured agentic, multi-step workflows — a deliberate push to move Claude from chat interface to development environment. *(Techtiff)* ### Connected World #### [Google Ads Will Limit Access to Older Reporting Data](https://www.searchenginejournal.com/google-ads-will-limit-access-to-older-reporting-data/574467/?ref=adjacent.media) Restricting historical data in the ad interface and API cuts advertisers off from longitudinal benchmarks Google itself retains. *(Search Engine Journal)* #### [Google's UCP Update: Carts, Catalogs, and Loyalty in AI Shopping](https://www.searchenginejournal.com/googles-ucp-update-carts-catalogs-and-loyalty-in-ai-shopping/571496/?ref=adjacent.media) Google is embedding commerce infrastructure directly into AI-driven search results — less a feature update than a channel strategy. *(Search Engine Journal)* #### [The New AI-Powered Google Finance Is Expanding to Europe](https://blog.google/products-and-platforms/products/search/ai-powered-google-finance-in-europe/?ref=adjacent.media) Full local-language support across Europe puts Google in more direct competition with Bloomberg and local financial data providers on their home turf. *(Google Blog)* ### Connected World #### [Istanbul's Grand Games Lands a $70M Series B](https://thenextweb.com/news/istanbuls-grand-games-lands-a-70m-series-b-as-balderton-doubles-down-on-turkeys-puzzle-game-pipeline?ref=adjacent.media) Balderton doubling down on Turkey's puzzle-game ecosystem is a bet that the country's mobile gaming talent pipeline is durable, not a one-hit fluke. *(The Next Web)* #### [Ford's Electrified Vehicle Sales Dropped 31% in April](https://tech.slashdot.org/story/26/05/10/237205/fords-electrified-vehicle-sales-dropped-31-in-april-from-one-year-ago?utm%5Fsource=rss1.0mainlinkanon&utm%5Fmedium=feed) Hybrids included in that decline makes the number harder to dismiss as pure EV skepticism — something broader is going on with Ford's electrification pitch. *(Slashdot)* #### [ABC Files 52-Page FCC Petition Against Trump Administration](https://open.substack.com/pub/harrylitman/p/the-media-empire-strikes-back) The petition's length alone suggests ABC intends to win this regulatory fight on the record, not just in the press. *(Talking Feds)* #### [Lime's IPO Gamble](https://techcrunch.com/2026/05/10/techcrunch-mobility-limes-ipo-gamble/?ref=adjacent.media) Micromobility going public in this environment is either perfectly timed optimism or a cautionary tale in progress — TechCrunch is skeptical, and the word "gamble" in the headline is doing real work. *(TechCrunch)* #### [Amazon Won't Build This Kindle Remote, So BOOX Did It for $26](https://www.yankodesign.com/2026/05/11/amazon-wont-build-this-kindle-remote-so-boox-did-it-for-26/?ref=adjacent.media) A $26 hardware accessory that Amazon left on the table illustrates how niche product gaps get filled the moment a platform holder decides something "isn't worth it." *(Yanko Design)*