Article Brief Key Takeaways 5 Points30s Read 01The round–Atoms raised $1.7 billion in equity led by Andreessen Horowitz, with Uber, Bain Capital Ventures and Fifth Wall among the backers; a16z co-founder Ben Horowitz joins the…
Article Brief Key Takeaways 4 Points24s Read 01The flip–Microsoft will now buy GPU compute from Mistral’s European fleet, reversing their 2024 roles when Microsoft rented Azure to the startup. 02The models–Mistral’s Medium 3.5 and OCR…
The headline number out of Korea this week is 200 megawatts. It is the wrong number to watch. NAVER, NVIDIA and Brookfield said they will more than triple the NVIDIA DSX AI factory at NAVER’s…
Alphabet did two things in the same quarter it had never done together: it booked the largest profit in its history and it spent itself into negative free cash flow. Both trace to the same…
Article Brief Key Takeaways 5 Points30s Read 01One model, four outputs–FLUX 3 generates images, video with native audio, and robot action predictions from a single system Black Forest Labs calls Self Flow. 02Video specs–Clips run…
Article Brief Key Takeaways 5 Points30s Read 01The claim–The FTC’s proposed policy statement says an AI company that secretly steers or suppresses its model’s outputs can be committing deception under Section 5 of the FTC…
Article Brief Key Takeaways 4 Points24s Read 01The deal–Upper90 committed a debt facility of up to $400 million to inference cloud operator General Compute, starting at $100 million and scaling with customer demand. 02What is…