The week, in AI & compute.

Weekly AI & Compute Innovation Briefing — week of May 11, 2026.

1. 01NVIDIA's "Project Glasswing" / Claude Mythos Preview surfaces as Anthropic gives select hyperscalers early access to its vulnerability-finding model — the model reportedly surfaced thousands of zero-days during testing, …
2. 02Cerebras's blockbuster IPO (May 14, 2026) — shares opened >100% above the $185 IPO price, raising ~$5.55B and validating wafer-scale inference silicon at a ~$50B market cap; the largest US AI-infrastructure listing of 20…
3. 03Anthropic overtakes OpenAI in US enterprise AI spend (Ramp AI Index, May 2026 release): Claude paid-customer share rose to 34.4% vs. OpenAI's 32.3%, while Anthropic is reportedly in talks for a $30–50B round at a ~$950B …
4. 04Google DeepMind's Gemma 4 open-weight family released (May 13–15, 2026), claimed as Google's most capable open model series to date and paired with a Kaggle "Gemma 4 Good Challenge".
5. 05POET Technologies + Lumilens announce wafer-level photonic interposer partnership (May 14, 2026) with a >$500M five-year purchase trajectory and engineering samples in late 2026, targeting the optical-engine bottleneck f…