Axios

Nvidia founder and CEO Jensen Huang told graduates at Carnegie Mellon University in Pittsburgh yesterday that demand for AI infrastructure is creating a "once-in-a-generation opportunity to reindustrialize America and restore the nation's capacity to build."

Why it matters: With many college grads fearing AI could obliterate their career dreams, Huang pointed to boundless opportunity as a "new industry is being born. A new era of science and discovery is beginning ... I cannot imagine a more exciting time to begin your life's work."

President Trump told Axios in a short phone call on Sunday that he would reject Iran's response to the latest draft agreement to end the war.

Why it matters: The U.S. waited 10 days for the Iranian response, which came on Sunday. The White House hoped Iran's positions would show further progress toward a deal, but Trump's initial reaction signals the opposite.

Pennsylvania Gov. Josh Shapiro is quietly trying to derail a left-wing congressional candidate championed by New York Rep. Alexandria Ocasio-Cortez, Axios has learned.

Why it matters: The May 19 primary is shaping up as an early test of strength for the two potential 2028 presidential campaign rivals.