Welcome to AI Insider’s The Week Ahead in AI. See the key developments and events we’re watching May 31- June 6.
Weekend AI News Briefs
US Takes Step to Halt Nvidia AI Chip Shipments to Chinese Firms Outside China
The U.S. Commerce Department issued new guidance clarifying that advanced AI chips require export licenses when sold to Chinese companies and their overseas subsidiaries, closing a potential loophole that critics said allowed access to leading processors outside China, according to Reuters. The move is intended to strengthen existing export controls on high-end AI semiconductors amid concerns that Chinese firms may have been acquiring advanced chips through operations in countries such as Malaysia. (Reuters)
SoftBank Group Investing €75B to Build 5 GW of AI Data Center Capacity in France
SoftBank Group announced plans to invest up to €75 billion to develop 5 gigawatts of AI data center capacity in France, including an initial €45 billion phase targeting 3.1 gigawatts across sites in Hauts-de-France by 2031. The initiative includes a partnership with Schneider Electric to build manufacturing facilities supporting AI infrastructure deployment and is expected to create thousands of jobs across data centers, energy systems, robotics, advanced manufacturing and engineering. (AI Insider)
As the Pentagon Pushes for Battlefield AI, Some Military Leaders Urge Caution
According to Reuters, U.S. military leaders are embracing AI to accelerate decision-making and improve operational efficiency, while also warning that safeguards are needed to ensure humans retain control over the use of force. The debate comes as the Trump administration pushes for broader military adoption of AI and clashes with companies such as Anthropic over restrictions, autonomous weapons and the role of safety controls in defense applications. (Reuters)
Firebird to Join Armenia’s National-Level AI Education Efforts, Launches Firebird Labs
Firebird launched Firebird Labs, a venture platform focused on robotics, physical AI, aerospace and life sciences startups, while partnering with OpenAI and Armenia’s government to provide AI tools to 50,000 students, educators and researchers. The initiative plans to support up to five startups annually with funding, mentorship, OpenAI technologies and dedicated compute resources as Firebird expands its effort to position Armenia as a regional AI hub. (AI Insider)
Airis Labs Emerges from Stealth with $60M in Total Funding to Turn Fragmented Field Video into Mission-Ready Intelligence
Airis Labs emerged from stealth with $60 million in funding, including a $31 million Series B led by PSG Equity, to expand its AI-powered visual intelligence platform for government and defense customers. The company’s technology analyzes video and imagery from sources such as drones, security cameras, smartphones and social media, transforming large volumes of visual data into searchable intelligence designed to support analysts, operators and AI systems. (AI Insider)
ARM Institute 2025 Impact Report: $87M AFRL Funding, Key Robotics Projects & Practical Manufacturer Support
The ARM Institute’s 2025 Impact Report highlighted 14 completed technology projects, 18 new project starts and $3.8 million in project funding, alongside a new five-year cooperative agreement with the Air Force Research Laboratory worth up to $87.66 million. The organization identified robotics for casting and forging and physical AI for manufacturing as strategic priorities, while funding new projects focused on aircraft inspection, robot safety, robotic inspection and aerospace manufacturing automation. (AI Insider)
Upcoming Earnings
Credo Technology (CRDO)
Credo Technology is expected to report earnings after the market closes on Monday, June 1. According to Zacks Investment Research, analysts forecast earnings of $0.77 per share, up from $0.20 in the same quarter last year. (Nasdaq)
Palo Alto Networks (PANW)
Palo Alto Networks is expected to report earnings after the market closes on Tuesday, June 2. According to Zacks Investment Research, analysts forecast earnings of $0.43 per share, unchanged from the same quarter a year earlier. (Nasdaq)
Broadcom (AVGO)
Broadcom is expected to report earnings after the market closes on Wednesday, June 3. According to Zacks Investment Research, analysts forecast earnings of $2.02 per share, compared with $1.33 in the same quarter last year. (Nasdaq)
CrowdStrike (CRWD)
CrowdStrike is expected to report earnings after the market closes on Wednesday, June 3. According to Zacks Investment Research, analysts forecast earnings of $0.13 per share, compared with a loss of $0.23 per share in the same quarter last year. (Nasdaq)
C3.ai (AI)
C3.ai is expected to report earnings after the market closes on Wednesday, June 3. According to Zacks Investment Research, analysts forecast a loss of $0.74 per share, compared with a loss of $0.59 per share in the same quarter last year. (Nasdaq)
Rubrik (RBRK)
Rubrik is expected to report earnings after the market closes on Thursday, June 4 for the fiscal quarter ending April 2026. According to Zacks Investment Research, analysts forecast a loss of $0.44 per share, compared with a loss of $0.53 per share in the same quarter last year. (Nasdaq)
AI Policy & Governance
Building an AI-Ready America: Higher Education in the Age of AI
On June 3, the House Subcommittee on Higher Education and Workforce Development will hold a hearing titled “Building an AI-Ready America: Higher Education in the Age of AI” as part of an ongoing series examining artificial intelligence. The hearing will focus on the role of colleges and universities in preparing students and the workforce for an AI-driven economy and is scheduled for 10:15 a.m. ET in the Rayburn House Office Building. (House Committee on Education & the Workforce)
The AI Security Landscape: How Frontier Models, Agentic AI, and AI Coding Tools Are Reshaping Cybersecurity and Critical Infrastructure Resilience
On June 4, the House Homeland Security Subcommittee on Cybersecurity and Infrastructure Protection will hold a hearing examining how frontier AI models, agentic AI systems and AI-powered coding tools are reshaping cybersecurity and the resilience of U.S. critical infrastructure. The hearing will explore both the defensive and offensive implications of AI, with witnesses from Google, the Frontier Model Forum, Corridor Security and the Electronic Frontier Foundation scheduled to testify. (House Committee on Homeland Security)
Upcoming Events
Microsoft Build 2026
June 2–3, San Francisco, Calif., (in-person sold out) + free online streaming), Microsoft Build is a developer-focused conference centered on AI, Azure, agents/agentic workflows, Windows AI, GitHub, and scaling AI systems. Keynotes (including from Satya Nadella) and hands-on sessions. Excellent for practical AI engineering insights with much content available online for free. (Microsoft)
Agentic AI Summit New York
June 4, New York, NY, Agentic AI Summit New York is a builder-focused, engineering-first summit on agentic AI systems, multi-agent architectures, scaling, orchestration, and real-world deployment. Aimed at AI engineers and technical leaders and part of broader NY Tech Week activity. (AI Accelerator Institute)
NVIDIA GTC Taipei 2026
June 2–4, Taipei, Taiwan, NVIDIA GTC Taipei 2026, Nvidia’s technology conference held alongside COMPUTEX at the Taipei International Convention Center, focused on the latest advances in AI computing platforms, physical AI, GPU architectures, AI infrastructure and agentic systems. The program features major keynotes including from Nvidia CEO Jensen Huang, technical sessions, training workshops and live demo showcases highlighting hardware and software technologies that enable next-generation robotics, embodied intelligence, autonomous systems and edge AI deployments. (NVIDIA)
COMPUTEX 2026
June 2–5, Taipei, Taiwan, COMPUTEX 2026, one of the world’s largest technology exhibitions dedicated to AI computing hardware, semiconductors, AIoT platforms and next-generation infrastructure, co-located with NVIDIA GTC Taipei featuring keynotes and sessions on physical AI, GPUs, AI agents and data center technologies. The multi-venue event highlights innovations in chips, edge computing and components essential for powering advanced robotics, autonomous systems and embodied intelligence at scale. (COMPUTEX 2026)
