Google‑Blackstone AI cloud venture
According to Yahoo Finance, “Google, Blackstone to create new AI cloud company, WSJ reports”, Blackstone will commit $5B to a TPU‑powered venture targeting 500MW by 2027; the move could reconfigure AI infrastructure — TPU. [Yahoo Finance](https://finance.yahoo.com/sectors/technology/articles/google-blackstone-create-ai-cloud-001303808.html)
Nvidia earnings surge
According to AP, “Nvidia Q1 results surpass Wall Street expectations thanks to massive AI chip demand”, Nvidia beat estimates and raised guidance, underscoring how GPU EARNINGS are driving markets. [AP](https://apnews.com/article/955c699a0c91c423edc81b7903b80f85)
Google I/O: Gemini, Android 17, XR
According to Android Central, “Google I/O 2026 Live Blog updates: Android 17, Android XR glasses, Gemini AI news”, Google unveiled Gemini upgrades, creator tools and XR prototypes as GEMINI becomes central to its developer pitch. [AndroidCentral](https://www.androidcentral.com/phones/live/google-i-o-2026-live-blog-android-17-android-xr-glasses-and-all-the-gemini-ai-news)
Fed’s independence. According to AP News, “Warsh is sworn in as the Fed chair after Trump’s bid for greater control over the independent bank” — Kevin Warsh was sworn in May 22, 2026 at a White House ceremony, a move that spotlights questions about central-bank independence and could influence markets and rate expectations. [AP News](https://apnews.com/article/d87285399582840f585bc4e24dd4f10f)
Inflation pressure. According to the U.S. Bureau of Labor Statistics, “CONSUMER PRICE INDEX – APRIL 2026” — the CPI rose 0.6% month-over-month in April and 3.8% year-over-year, led by energy and shelter, reinforcing concerns about persistent inflation and upward pressure on Treasury yields. [BLS](https://www.bls.gov/news.release/cpi.htm?rel=outbound)
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