Nvidia’s $105B OpenAI exposure is a lease guarantee
Nvidia published a press release on Monday, and the number everyone repeated was not in it. The $105 billion showed up in the SEC filing. What it buys is not ...
Tag: big-tech
Microsoft merged the Copilot apps, and three features retire
The app icon changing is not the story. Microsoft started merging the consumer Copilot app into Microsoft 365 Copilot on 13 August, and on 18 August it retires three features ...
Twitch’s AI training toggle is on, and it covers your chat
You went to bed a streamer and woke up a training set. On 12 August Twitch shipped a setting called Training for Generative AI, switched on for everybody, that lets ...
NVIDIA’s $500B compute financing and the 25% backstop
Six phone calls, and nobody said no. That is roughly how Jensen Huang described it, and on 10 August NVIDIA announced memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman ...
Anthropic’s Theseus: a data center deal with no numbers
Macquarie's newsroom in Australia published it, not an AI lab, and it runs about four paragraphs. On 10 August, Anthropic, Macquarie Asset Management and GIC announced Theseus Infrastructure, a platform ...
Jeff Dean leaves Google: what changes for Gemini devs
Your Gemini API key still works. Worth saying first, because the news out of Mountain View reads like an earthquake if you only scan the names. On 5 August Sundar ...
Google Assistant shuts down September 4: what you lose
Check your inbox. If there is an Android phone in your pocket, Google sent you a notice this week saying the assistant on it is being discontinued. Removal starts 4 ...
Bending Spoons is buying Airtable for $1.285B in cash
Someone on your team keeps the client roster in an Airtable base, and that base just changed owners. On 4 August Bending Spoons announced a definitive agreement to buy Airtable ...
Google’s €890M DMA fine: what changes in 60 days
Check your EU rankings in October, not this week. On 23 July the European Commission fined Google 890 million euros across two decisions: 460 million for pushing its own shopping, ...
Open Weights letter: 25 signers, and what it changes
Twenty five logos at the bottom of a three page PDF, and not one of them is OpenAI. That's the story. On July 24 a coalition fronted by NVIDIA and ...