Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026
Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026
The deal could result in Meta owning as much as 10% of AMD's stock as the chip maker seeks to challenge Nvidia
OpenAI says ChatGPT Atlas' opt-in browser memories feature can remember key details from users' web browsing to improve chat responses and offer suggestions
The browser with ChatGPT built in. — Today we're introducing ChatGPT Atlas, a new web browser built with ChatGPT at its core.
First impressions of ChatGPT Atlas, as browser agents remain confusing, with insurmountable security and privacy risks including prompt injection attacks
a web browser with ChatGPT built in, not bolted on. The browser is the agent now. Tabs are prompts. The search bar is dead. Welcome to the post-URL era. P.S the browser wrote this ...
Microsoft adds new AI features to Windows 11: Copilot Voice, with a “Hey, Copilot!” wake word, and Copilot Vision, which can scan the screen to help the user
where AI is built into the tools people already use every day. With today's updates, every Windows 11 PC becomes an AI PC, with Copilot at the center, ready to help you think, crea...
Microsoft says it will bring Copilot Actions, which can use apps to complete some tasks on files in Windows 11, to the Windows Insider Program and Copilot Labs
On Tuesday, Microsoft stopped supporting Windows 10, the operating system it introduced 10 years earlier.
Sources: OpenAI makes a five-year business plan to meet $1T+ spending pledges; OpenAI currently books ~$13B in ARR, 70% of which comes from consumer ChatGPT use
New revenue lines, debt partnerships and further fundraising targeted to cover enormous costs
Salesforce expands its OpenAI and Anthropic partnerships to embed their LLMs into Agentforce 360, letting users access Agentforce 360 apps in ChatGPT, and more
Larry Dignan / Constellation Research :
Trade Desk's stock drops 35%+ after the company's latest earnings and projections heightened concerns about its growth prospects amid Amazon's ad-tech threat
Here's Why the Market Panicked I've learned that when a stock drops 30% in a single session, there's usually more to the story than a slightly soft forecast. That's exactly what ha...
Source: Microsoft has completed training a family of models, codenamed MAI, and is experimenting with swapping out OpenAI's models in Copilot for the MAI models
Aaron Holmes / The Information :
Source: Microsoft has completed training a family of models, codenamed MAI, and is experimenting with swapping out OpenAI's models in Copilot for the MAI models
Mustafa Suleyman wasn't getting the answers he wanted. — Last fall, during a video call with senior leaders at OpenAI and Microsoft …
OpenAI, SoftBank, and Oracle unveil The Stargate Project, a JV to invest in US AI infrastructure, committing $100B now and up to $500B over the next four years
OpenAI says that it will team up with both the Japanese conglomerate SoftBank and with Oracle, along with others, to build multiple data centers for AI in the U.S.
Apple disables notification summaries for News & Entertainment apps in iOS 18.3 beta and makes other changes to summaries, including using italicized text
Apple released iOS 18.3 beta 3 to developers this afternoon. The update includes a handful of changes to the notification summaries feature of Apple Intelligence.
Elon Musk's gamble on Donald Trump pays off, as Trump wins the race; Trump gave Musk a lengthy shout out in his victory speech, calling him “a super-genius”
“A star is born: Elon,” said Donald Trump in a lengthy shout out to his biggest donor while claiming victory in the US presidential race on Wednesday morning.
SoftBank's Arm files to list on the Nasdaq and reports $524M net income on $2.68B in FY 2023 revenue, down 1% YoY from $2.7B; the company wants the ticker ARM
Arm's IPO prospectus estimates the company has a 10% share of the $18B market for cloud processors, up from 7% in 2020, and a 41% share of the automotive market
Tim Bradshaw / Financial Times :
SoftBank's Arm files to list on the Nasdaq and reports $524M net income on $2.68B in FY 2023 revenue, down 1% YoY from $2.7B; the company wants the ticker ARM
- Arm, which is owned by SoftBank, filed on Monday to list on the Nasdaq. — The U.K.-based chipmaker is looking to go public during …
Apple avoided mentioning AI at WWDC, instead referring to machine learning and transformers while describing features; M2 Ultra was touted for training models
Apple prefers using “machine learning,” or just having AI work in the background. — Amid notable new products …
OpenAI's ChatGPT could be a serious threat for Google, offering quick, clear, and comprehensive answers to difficult questions that require no further searches
A new chatbot from OpenAI took the internet by storm this week, dashing off poems, screenplays and essay answers that were plastered …
Meta reports Q3 revenue down 4% YoY to $27.7B, net income down 52% YoY to $4.4B, family daily active people up 4% YoY to 2.93B, and headcount up 28% YoY
MENLO PARK, Calif. - October 26, 2022 - Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended September 30, 2022.