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NPR Technology · Ayesha Rascoe

NVIDIA is about to spend $750 billion on AI. Critics are calling it a bubble

NPR's Ayesha Rascoe asks Bloomberg AI infrastructure reporter Dina Bass about concerns over circular financing in the AI sector.

MarkTechPost · Asif Razzaq

NVIDIA AI Releases Molt: A PyTorch-Native Agentic Reinforcement Learning Framework

Agentic RL research is constant algorithm modification, and in mainstream frameworks every change threads through trainer, distributed backend, and rollout glue. NVIDIA's Molt targets that cost with about 8.6K lines of RL code, composing Ray, vLLM, and NeMo AutoModel around one asynchronous loop.

MarkTechPost · Sana Hassan

Accelerating Transformer Training with NVIDIA Transformer Engine, Fused Kernels, BF16, FP8, and GPU Benchmarking

Discover how to optimize transformer workloads using the NVIDIA Transformer Engine. This tutorial guides you through configuring fused GPU kernels, implementing FP8 delayed scaling, and benchmarking model performance.

Simon Willison

deepseek-ai/DeepSeek-V4-Flash-0731

deepseek-ai/DeepSeek-V4-Flash-0731 The latest release in DeepSeek's V4 family, "with substantially enhanced agentic capabilities". It's 304 billion parameters - 167GB on Hugging Face - but it appears to punch well above its weight. Artificial Analysis rank it ahead of MiniMax M3 - a 428B model.

Computerworld NZ

Reporter’s notebook: In Dubai’s sun and sand, AI, server farms, and optimism bloom

Walking around Dubai, it’s hard to believe a war is still going on in neighboring countries. No missiles have struck the city, and it was clear during a recent visit that local residents are keeping to their routines.

Bloomberg Technology · Brody Ford

Big Tech Holds $2 Trillion of Spending Commitments for AI Boom

The four largest players in the data center race have committed nearly $2.4 trillion in spending over the coming years, pointing to massive ongoing investment in AI infrastructure.

Bloomberg Technology

Amazon’s Trillion-Dollar AWS AI Bet

Amazon’s AI spending is beginning to deliver measurable results. TD Cowen Analyst John Blackledge joined Bloomberg Open Interest to explain why soaring AWS demand could keep Amazon capacity-constrained through 2027, how the cloud division could eventually reach $1 trillion in revenue, and why Andy…

Computerworld NZ

Microsoft doubles down on multi-model AI as it builds a Copilot super app

All of the major AI providers want you to use, and ideally stay within, their super apps, and now Microsoft is looking to capture that attention, too. During an earnings call this week, CEO Satya Nadella confirmed that the tech giant is building a Copilot ‘super app’ that will be rolled out this…

Axios · Sam Sabin

Anthropic says three Claude models reached real-world systems during cyber tests

Some of Anthropic's most powerful models. including Mythos 5 and an internal research model. gained unauthorized access to real-world systems during pre-deployment cybersecurity testing, the company said Thursday.

MIT Technology Review · Will Douglas Heaven

OpenAI called the Hugging Face attack unprecedented. But we’ve been here before.

This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first, sign up here. Reading OpenAI’s account last week of how some of its models broke their containment and hacked into the computer systems of Hugging Face, another AI company,…

Tech in Asia · Minh Le

China’s RedNote eyes $2.2b AI data center project

RedNote has been in talks with VNET, one of China’s largest data center operators, and is targeting delivery in the first quarter of 2027, the person said.

The Verge AI · Emma Roth

Tim Cook hints at iCloud Plus tier for AI power users

Apple may allow users to pay to increase their AI usage limits. During an earnings call on Thursday, Apple CEO Tim Cook said that he believes people will want to use Apple Intelligence and the upcoming Siri AI "a lot," adding that "we will have some kind of upgrade possibilities on iCloud Plus…

Axios · Ina Fried

Tim Cook says Apple may charge for AI Siri

Apple hinted Thursday that heavy users of its revamped Siri may have to pay for access. Why it matters: It's the first time that Apple has confirmed it will charge for the new AI-powered voice assistant.

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Ventureburn · Ekemini

Cisco-Backed Startup Eliyan Raises $145M at $1B Valuation to Fix AI’s Data Bottleneck

Everyone’s watching chip speed. Almost nobody’s watching what happens between the chips and that’s exactly where the industry is losing the most performance.

IT-Web Africa

Azure cracks $100bn as AI boosts Microsoft cloud

The software giant reports stronger-than-expected financial results, driven by sustained demand for AI infrastructure and cloud services.

Rest of World · Indranil Ghosh

With Moonshot’s free Kimi K3, China changes the sovereign AI playbook

Governments can now deploy top-tier AI locally, bypassing costly U.S. cloud rentals.

MIT Technology Review · Charlotte Jee

The Download: a chip talent battle, and deflating AI hype

This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. Samsung’s chip workers are jumping ship to rival SK Hynix Lee, an engineer at Samsung’s semiconductor division, used to work late.

TWIML AI Podcast

Why Models Are AI’s Next Training Dataset with Damian Borth - #772

For more than a decade, AI has advanced by training ever-larger models on ever-larger datasets. But as high-quality training data becomes harder to find and pretraining grows increasingly expensive, researchers are looking for new ways to keep foundation models improving.

The Guardian AI · Reuters

Trump administration says 15 agencies will get $5bn in ‘AI for science’ effort

Administration will also overhaul how US government funds federal research by supporting individual scientists and AI over universities The US will spend $5bn to tackle longstanding scientific problems across multiple fields using AI, ⁠the Trump administration said in a statement on Wednesday.

The Verge AI · Emma Roth

New York governor says she’s using AI to analyze ‘every single rule’ in the state

New York Governor Kathy Hochul might have just signed a moratorium on new AI data centers in the state, but she's not against using the technology herself.

Rest of World · Indranil Ghosh

The Gulf has billions to spend on AI. It still needs Nvidia

Saudi Arabia and the UAE are trying to diversify their AI supply chains, but geopolitical constraints and Nvidia's technological lead leave them with few viable alternatives.

Import AI · Jack Clark

Import AI 464: Fables writes GPU kernels; AI automation; and analog computation

Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv, cappuccinos, and feedback from readers. If you’d like to support this, please subscribe.