Advanced Micro Devices announced a strategic partnership with Anthropic, committing to a future investment of up to $5 billion and the deployment of 2 gigawatts of AMD Instinct MI450 Series GPUs. This deal supports Anthropic's efforts to expand computing capacity amid explosive growth and high demand for its AI models.
Elon Musk has reversed his stance on AI startup Anthropic, calling himself "clearly wrong" and praising the Claude maker as the current AI leader. This marks a significant shift from his earlier criticisms, which included calling the company "woke" and "hypocritical."
Google restricted Meta's access to Gemini AI computing capacity, impacting internal projects and forcing Meta to rely more on its own Llama and Muse Spark models. This comes as Meta faces rising AI token costs and seeks to reduce dependence on rivals.
Google capped Meta's use of its Gemini AI model due to Meta exceeding computing capacity, sources told The Financial Times. This highlights a broader industry struggle for tech giants to secure sufficient computing power for their LLMs, despite Meta's $600 billion data center investment pledge.
Crimea declared an "emergency situation" due to fuel shortages and power cuts from Ukrainian aerial attacks. Russia reported shooting down 660 Ukrainian drones. Ukraine plans domestic AI computing capacity with Kyivstar, and both nations swapped 160 captured soldiers.
BlackRock CEO Larry Fink refutes AI bubble concerns, citing a significant shortage in computing capacity, chips, and memory. He predicts a future where financial markets will trade futures of compute, highlighting the growing demand for AI infrastructure. BlackRock is actively investing in data centers and energy assets to meet this demand.
