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Dan Shipper and Kieran Klaassen discuss the emerging AI platform war, focusing on Anthropic's move to become a full cloud infrastructure provider and the implications of the xAI compute deal.
NVIDIA and Google Cloud announced a deepened collaboration to advance agentic and physical AI, introducing new A5X instances powered by NVIDIA Vera Rubin and integrating Gemini Enterprise Agent Platform with NVIDIA NeMo.
Google announces the launch of two new specialized TPU chips, TPU 8i and TPU 8t, designed to optimize AI agent reasoning and large model training respectively.
Hugging Face introduces Storage Buckets, a new mutable, S3-like object storage feature on the Hub optimized for production ML workflows using its Xet backend for efficient deduplication.
OpenAI and Microsoft issue a joint statement clarifying that their partnership remains unchanged following OpenAI's new funding announcements and partnerships with other companies like Amazon. The statement reaffirms Microsoft's exclusive cloud provider status for stateless APIs, IP licensing rights, and revenue-sharing arrangements.
OpenAI and Microsoft extend their multi-year, multi-billion dollar partnership, with Microsoft increasing investment in Azure supercomputing systems that will remain the exclusive cloud provider for all OpenAI workloads across research, API, and products.