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AXIOS (Ina Fried) - Scoop: First Windows PCs powered by Nvidia chips to debut next week

The company best known for powering the AI boom is coming for the PC: Nvidia is expected next week to debut the first Windows computers that use its chips as the main processor, sources confirm to Axios. Why it matters: Microsoft's first AI PC push stumbled , but Nvidia's arrival gives it a second chance, this time with the world's hottest chipmaker attached. Driving the news: Nvidia and Microsoft will unveil their joint work and the first computers running the chips at two key industry conferences — the Computex trade show in Taiwan and Microsoft's Build developer conference in San Francisco. - Nvidia-powered PCs are expected both from Microsoft's homegrown Surface brand as well as other computer makers, including Dell, sources…

NYTIMES (Andrew Ross Sorkin, Bernhard Warner, Sarah Kessler, Michael J. de la Merced, Niko Gallogly, Brian O’Keefe, Ian Mount and Lauren Hirsch) - The $900 Billion Giant: How Anthropic Got So Big, So Fast

The artificial intelligence giant was just valued at $900 billion, surpassing OpenAI. Here are the numbers behind its rise — and headwinds it faces.

WAR (C. Todd Lopez) - War Department Signs $9.7B Technology Deal With Dell for Microsoft Services

The War Department signed a $9.7 billion, five-year enterprisewide contract to purchase Microsoft Services, a move expected to save the department an initial $422 million annually.

NYTIMES (Adam Satariano and Paul Mozur) - UK Institute Is Hunting for Dangers Lurking in AI

The government’s A.I. Security Institute, staffed by alumni from OpenAI and Google, is becoming a model for countries grappling with A.I.’s emerging risks.

AXIOS (Neal Rothschild) - The end of the internet's golden age

Google's overhaul of the search bar this week washes away one of the last vestiges of the internet's halcyon era — when search tools felt empowering, social media and swiping were novel, and popular disillusionment had yet to set in. Why it matters: The AI era and the TikTok-ification of social media have produced a digital world that's responsive to the market demands of today and unrecognizable from a decade ago. In heralding the "biggest upgrade to our Search box in over 25 years," Google acknowledged that search was a model of the past and that its core product had to be more aligned with the AI age. - The blue links that colored the Google user experience for decades have been demoted to a secondary offering as zero-click answers…

NYTIMES (Dustin Volz and Julian E. Barnes) - White House Approves $9 Billion for Spy Agencies to Catch Up on A.I.

The C.I.A. and N.S.A. cannot fully deploy the latest models on their classified systems because of a shortage of cutting-edge chips.