Google plans up to $40B investment in Anthropic as AI rivals race to secure massive compute capacity, following the limited release of its powerful, cybersecurity-focused Mythos model.
Natural gas power plant costs have nearly doubled in two years and take 23% longer to build as data center electricity demand skyrockets.
OpenAI has won major concessions from its largest shareholder, Microsoft, that will allow it to sell products on AWS, while Microsoft gets more cash in a revenue-share agreement.
Google Cloud topped $20B in quarterly revenue for the first time, fueled by surging demand for AI. But capacity constraints mean it could have grown even faster.
Microsoft gets to offer OpenAI’s tech to its cloud customers and doesn’t have to pay for it. “We fully plan to exploit it,” Nadella said.
Salesforce lets its customers lead its product roadmap with the thinking that if one enterprise customer has a problem, the others likely do too.
The new service, called Amazon Supply Chain Services, pits the e-commerce giant directly against UPS and FedEx.
The raise gives Sierra more than $1 billion to work with — capital the company says it will use to become the “global standard” for AI-powered customer experiences.
SAP plans to buy German AI startup Prior Labs and invest heavily in it. It is also prohibiting customers’ agents use to a select few like Nvidia’s NemoClaw.
Enterprise AI will be QuTwo’s bread and butter. “AI is the north star that we will continue to aim for. Quantum is just a new type of compute,” said Sarlin, who is adamant that QuTwo is an AI company.