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The U.S. National Science Foundation announced the NSF State and Regional Artificial Intelligence Infrastructure Hubs program, a $100 million initiative to drive AI-enabled scientific discovery and innovation across disciplines. The program will transform research and workforce development by expanding access to compute, data and other AI resources that frontier science now requires.

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter…