Why "Dark Output", the AI-generated economic value that is currently invisible to national statistics, may be one of the hardest measurement problems in history (SemiAnalysis)

Why "Dark Output", the AI-generated economic value that is currently invisible to national statistics, may be one of the hardest measurement problems in history (SemiAnalysis)

SemiAnalysis:
Why “Dark Output”, the AI-generated economic value that is currently invisible to national statistics, may be one of the hardest measurement problems in history  —  Why AI's increasing output is going to be one of the hardest economic measurement problems in history.



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PitchBook: VC investment in global robotics and physical AI jumped to $26B in 2025 from $4.2B in 2019, and has already topped $23B as of May 20 this year (Kate Clark/Wall Street Journal)

PitchBook: VC investment in global robotics and physical AI jumped to $26B in 2025 from $4.2B in 2019, and has already topped $23B as of May 20 this year (Kate Clark/Wall Street Journal)

Kate Clark / Wall Street Journal:
PitchBook: VC investment in global robotics and physical AI jumped to $26B in 2025 from $4.2B in 2019, and has already topped $23B as of May 20 this year  —  Investors bet big on infrastructure and ‘physical AI,’ enticed by prospect of revenue opportunities



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Antenna: bundles make up 33% of new major streaming service subscriptions in the US, and 28% of all subscriptions, up from just 10% of new subscriptions in 2024 (John Koblin/New York Times)

Antenna: bundles make up 33% of new major streaming service subscriptions in the US, and 28% of all subscriptions, up from just 10% of new subscriptions in 2024 (John Koblin/New York Times)

John Koblin / New York Times:
Antenna: bundles make up 33% of new major streaming service subscriptions in the US, and 28% of all subscriptions, up from just 10% of new subscriptions in 2024  —  Warner Bros. and Disney have been fierce rivals for decades.  But like other entertainment companies, they both struggled …



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SoftBank pledges to invest up to €75B in AI computing clusters in France, first leading a €45B investment to build 3.1GW of capacity by 2031 in Hauts-de-France (Financial Times)

SoftBank pledges to invest up to €75B in AI computing clusters in France, first leading a €45B investment to build 3.1GW of capacity by 2031 in Hauts-de-France (Financial Times)

Financial Times:
SoftBank pledges to invest up to €75B in AI computing clusters in France, first leading a €45B investment to build 3.1GW of capacity by 2031 in Hauts-de-France  —  Masayoshi Son places France at the centre of his global AI ambitions  —  SoftBank has pledged to invest up to €75bn …



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What to expect at Computex 2026: AI chips, budget PCs competing with the MacBook Neo, Nvidia entering laptop SoC market with the rumored N1X chip, and more (PCMag)

What to expect at Computex 2026: AI chips, budget PCs competing with the MacBook Neo, Nvidia entering laptop SoC market with the rumored N1X chip, and more (PCMag)

PCMag:
What to expect at Computex 2026: AI chips, budget PCs competing with the MacBook Neo, Nvidia entering laptop SoC market with the rumored N1X chip, and more  —  The theme for Computex 2026, according to organizer TAITRA, is “AI Together.”  Sure, it sounds a little like a tech-industry group hug.



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Sources: Microsoft is working on an app that will include GitHub Copilot, Copilot chat, Copilot Cowork, and a new agentic workflow tool called Autopilot (Sebastian Herrera/Fortune)

Sources: Microsoft is working on an app that will include GitHub Copilot, Copilot chat, Copilot Cowork, and a new agentic workflow tool called Autopilot (Sebastian Herrera/Fortune)

Sebastian Herrera / Fortune:
Sources: Microsoft is working on an app that will include GitHub Copilot, Copilot chat, Copilot Cowork, and a new agentic workflow tool called Autopilot  —  Microsoft needs to solve a nagging problem: It has various Copilot AI assistants throughout its portfolio of products, irking customers who seek a single destination.



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