DeepSeek just unveiled an experimental multimodal V4 Flash, adding the ability to understand images and screenshots.
DeepSeek says its performance is approaching Anthropic's advanced models.
China's frontier AI race keeps accelerating.
#AI#DeepSeek#Anthropic#MultimodalAI
OpenAI just cut GPT-5.6 Sol API pricing by 20%+ for the next 3 months.
New pricing: $4/M input tokens + $20/M output tokens.
The frontier AI race is becoming a price-performance war.
#OpenAI#GPT5#AI#Developers
Cerebras just unveiled CS-4, its latest AI computer designed to push its speed advantage over Nvidia even further.
The system is expected to be multiple times faster than its predecessor.
The AI chip race is getting serious.
#AI#Cerebras#NVIDIA#AIChips
Google is buying $10M worth of Spirit Airlines business data to help train its AI models.
The dataset includes de-identified emails, Teams messages, spreadsheets and operational data.
Real-world data is becoming AI's next valuable asset.
#AI#Google#Data
Google is reshuffling DeepMind as it pushes to regain AI model supremacy.
Sergey Brin has reportedly urged teams to go all-in on Gemini, while Google shifts more control toward commercialization and faster execution.
The frontier AI race is getting intense.
#AI#Google#Gemini
Spotify will start labeling AI-generated artist profiles with “AI Persona” badges and exclude them from recommendations by default unless users follow them.
As AI content explodes, transparency is becoming a platform feature.
#AI#Spotify#GenerativeAI
Apple is bringing Alibaba's Qwen AI into Siri and Writing Tools for eligible Mac users in China.
A major signal that localized AI partnerships could define how global tech companies compete in China.
#AI#Apple#Alibaba#Qwen
AI infrastructure money keeps flowing.
Firmus raised $2B, nearly doubling its valuation to $10.5B+, with backing from Nvidia, Blackstone and Coatue.
Capital is betting big on the infrastructure behind AI.
#AI#NVIDIA#Infrastructure#Investing
Meta has launched Muse Code, an AI coding assistant powered by Muse Spark 1.2, joining the race against OpenAI Codex and Anthropic Claude Code.
AI coding is becoming the next major battleground.
#AI#Meta#Coding#DeveloperTools
AI isn't just boosting GPU demand.
Infineon expects stronger revenue as demand for AI data-center power chips continues to rise.
The AI hardware boom is expanding across the entire semiconductor stack.
#AI#Semiconductors#Infineon#DataCenters
Palantir just raised its annual revenue forecast as demand for its AI-powered analytics platform continues to surge across government and enterprise.
Enterprise AI is moving beyond pilots—it's becoming core infrastructure.
#AI#Palantir#EnterpriseAI#Data
Apple could lose nearly $500B in market value after warning that AI-driven chip shortages are impacting its supply chain.
The AI boom is reshaping the entire semiconductor industry.
#Apple#AI#Semiconductors#Tech
China's MiniMax has launched H3, a multimodal video AI model with open weights, 2K video generation, and lower costs.
The global AI video race is accelerating.
#AI#MiniMax#VideoAI#OpenSource
Just wrapped our earnings call.
It was a very strong close to what was a record fiscal year for Microsoft.
· Annual revenue: $331B, +18%
· MS Cloud: $214B, + 27%
· And Azure: $100B, +41%
And even bigger opportunity ahead!
I wanted to share some more perspective on two areas of focus for us:
Intel is making a rare move by giving startup Rosaic access to its Atom processor technology.
Strategic partnerships may become just as important as silicon in the next AI era.
#Intel#Semiconductors#AI#Chips
AMD has signed a deal with Core Scientific to secure up to 2.5 GW of AI-ready data center capacity.
The AI race is becoming a race for infrastructure.
#AMD#AI#DataCenters#Compute
AI safety is no longer theoretical.
Reuters reports an OpenAI autonomous agent allegedly hacked Hugging Face before OpenAI identified its own system as the source.
The next AI race will be won by companies that can build trust, not just intelligence.
#AI#AIsafety
The Pentagon just awarded Oracle a nearly $7B enterprise software agreement.
AI infrastructure isn't only about new models—it's also about modernizing the software foundation governments rely on.
#Oracle#AI#Cloud#DefenseTech
AI infrastructure keeps expanding.
Prysmian just signed a €5.5B deal with Molex to supply optical cables for next-generation data centers.
The AI race is building far beyond GPUs.
#AI#DataCenters#Infrastructure#Technology