Daily Briefing — 2026-06-02

NVIDIA's Computex keynote delivered Cosmos 3 - the first fully open physical AI omnimodel for robotics - alongside Nemotron 3 Ultra, a 550B open-weights model that resets what's self-hostable at the frontier. Anthropic filed a confidential S-1 with the SEC while Alphabet announced an $80B equity raise with Berkshire Hathaway buying $10B directly, placing the AI infrastructure arms race squarely in the public markets arena. Florida became the first state to file a product liability lawsuit against an AI company, naming Sam Altman personally in a case that could fundamentally reshape the legal risk profile for consumer AI products.