🔥 Story Of The Week: Anthropic launched Claude Haiku 4.5. This small AI model delivers performance comparable to larger ones at a fraction of the cost, a major step in making advanced AI more accessible and cost-effective.
⭐️ Must Reads: The race for custom AI infrastructure is accelerating, with OpenAI now partnering with Broadcom to develop its own chips. In contrast, Nvidia is aiming to democratize AI power by launching a desktop-sized DGX Spark supercomputer. But as AI expands, new research reveals a critical vulnerability, showing models can be poisoned with surprisingly only 250 documents. The "smaller is better" trend was reinforced as Samsung showed a tiny model can excel at reasoning tasks.
🧰 Technology: Microsoft launched its first in-house image generator, MAI-Image-1, continuing the trend of big tech building its own models. This advanced software is powered by new hardware, with Apple releasing its powerful M5 chip for on-device AI. Google also pushed its video capabilities forward with the release of Veo 3.1.
📊 Business: Global expansion of AI services and infrastructure is accelerating. Google announced a massive $15 billion AI hub in India, its largest investment outside the US. At the same time, Waymo is bringing its autonomous ride-hailing service to London, its first European venture. Meanwhile, Walmart is partnering with OpenAI to integrate shopping directly into ChatGPT, aiming to redefine e-commerce.
📝 Policy: The social governance of AI is intensifying. California has passed the first US law to regulate AI companion chatbots, implementing new safeguards to protect children. Meanwhile, OpenAI is adjusting its own policies, planning to relax content restrictions for verified adults while also reportedly developing a 'Clinician Mode' for healthcare, highlighting the complex balance between user freedom and safety.
⚡ Startups: A flood of capital is pouring into AI infrastructure. A tech consortium including Microsoft and Nvidia acquired Aligned Data Centers for a landmark $40 billion, while Nscale secured a $14 billion deal with Microsoft for GPU deployment. To help steer this rapid growth, a new $500 million philanthropic initiative, Humanity AI, has launched to ensure development prioritizes human needs