
Meta adds $21 billion to CoreWeave partnership as AI costs surge
Meta announced an additional $21 billion commitment to AI cloud provider CoreWeave, bringing the total partnership value to $35.2 billion and extending the agreement from 2027 to 2032. The deal supplements an earlier $14.2 billion arrangement and will use CoreWeave’s Nvidia‑GPU‑dense data centers to run Meta’s expanding AI workloads, including the new Muse Spark model.
Also developing:

NVIDIA’s Cosmos Reason 2B vision‑language model can now be deployed on the Jetson family using the vLLM inference engine. The tutorial walks through installing the NGC CLI, pulling FP8‑quantized weights, and running device‑specific Docker containers for AGX Thor, AGX Orin and Orin Super Nano. After serving the model, users connect the Live VLM WebUI to stream webcam video and receive real‑time multimodal responses. Memory‑constrained devices like the Orin Super Nano require reduced context length and additional vLLM flags to stay within GPU limits.
Red Hat announced the January and February 2026 batches of validated AI models alongside the Red Hat AI 3.3 release. The collections feature frontier‑class reasoning, multimodal, and NVFP4‑quantized models packaged as ModelCar OCI containers for seamless deployment. Validation delivers hardware‑specific performance baselines, integrity...
Microsoft is embedding its AI assistant Copilot deeply into Windows 11 and Microsoft 365, positioning the feature as a core productivity tool. The FTC has opened an antitrust investigation, probing whether the bundling of AI with the operating system and...
Red Hat AI Enterprise is now generally available, delivering a unified AI platform built on OpenShift that spans the entire model lifecycle from development to high‑performance inference. The solution targets the long‑standing production gap by letting organizations move from proof‑of‑concept...
Flywire reported Q4 2024 revenue of $112.8 million, a 17.4% year‑over‑year increase, and adjusted EBITDA that rose roughly 700 basis points, meeting the midpoint of its guidance. The company highlighted strong growth in its travel vertical—over 50% organic expansion making it...
DigitalOcean reported Q4 2024 revenue of $205 million, a 13% year‑over‑year increase, and lifted net dollar retention to 99%, with core cloud services hitting 100% retention for the first time since mid‑2023. Higher‑spend "Scalers+" customers grew 17% in count, contributed 22%...

GitLab and Tata Consultancy Services (TCS) have teamed up to deliver an Intelligent Orchestration layer that embeds AI agents into the full software development lifecycle. The partnership leverages GitLab’s Duo Agent Platform and a TCS Center of Excellence to standardize...
In 2026 AI leaders face a shift from building models to managing the cost of running them at scale. Fragmented cloud stacks create hidden expenses through data egress, idle compute, and the engineering "glue" needed to keep services synchronized. Upsun...

OpenAI’s new Realtime API introduces a WebSocket‑based mode that streams audio directly to GPT‑4o, collapsing the traditional STT‑LLM‑TTS chain into a single, stateful connection. The protocol delivers full‑duplex communication, allowing the model to listen and speak simultaneously while maintaining session...
X announced new anti‑AI‑bot measures, including user‑added tags for AI‑generated posts and upgraded detection tools, while simultaneously promoting its Grok chatbot across the platform. Head of product Nikita Bier emphasized the need to protect the “human pulse” of X from synthetic...

The 2025 CSBS Annual Survey reveals community banks are feeling heightened pressure from non‑bank competitors, especially in payments and wealth‑management services, while deposit‑rate volatility forces more aggressive pricing. Cybercrime emerges as the top internal risk, with card and identity fraud...

The MarkTechPost tutorial shows how to construct a production‑grade customer‑support automation pipeline with Griptape, combining deterministic Python tools and an LLM‑driven agent. Custom tools handle PII redaction, ticket categorization, priority scoring, SLA assignment, and escalation payload creation before any language...

Facilitated an AI MVP workshop and here is what we built in 30 mins 👌🏾

WinDC has teamed up with Indigenous‑led MSP Yirigaa to roll out modular, high‑density AI data centres powered by renewable energy at generation sites across regional Australia. The partnership couples WinDC’s zero‑scope‑2 emissions compute modules with Yirigaa’s ISO‑27001‑certified workforce, delivering training,...

A new ACT survey shows that more than two‑thirds of independent agencies intend to increase AI use within the next 12 months, yet only 8% currently have AI embedded in daily workflows. Operational efficiency (60%) and staff productivity (52%) drive...
Yes, AI can write the SQL. But do you understand: * Why that join works? * Why that model makes sense? * Why that metric matters? AI lowers the barrier. Foundations raise your ceiling.

Am currently putting together an article, and yeah, the SWE-Bench Verified numbers are definitely a bit sus across all models -- the benchmark suggest they are more similar than they really are. So, I went down a rabbit hole looking into...

Chinese AI startup DeepSeek is set to launch its V4 model, following the market‑shaking debut of V3 last year. V3’s release knocked the Nasdaq composite down 3% and sent Nvidia shares tumbling 17%, wiping out roughly $600 billion in value. Analysts...
Anthropic disclosed that three Chinese AI labs—DeepSeek, Moonshot AI and MiniMax—used roughly 24,000 fraudulent accounts to conduct over 16 million interactions with its Claude models, targeting reasoning, coding and tool‑use capabilities. The coordinated distillation attacks extracted large‑scale training data, effectively stealing...

Enterprise leaders are demanding proof of what AI systems actually did, not just what they were designed to do or what dashboards report. As AI moves into regulated, high‑risk environments, boards and auditors expect decision‑level evidence for each action. The...

Sharon AI, Cisco and NVIDIA are launching Australia’s first Cisco Secure AI Factory, a sovereign AI infrastructure that keeps data and processing within the country. The facility will run on Cisco UCS servers, Nexus Hyperfabric, and 1,024 NVIDIA Blackwell Ultra...
I’ve been watching Seedance 2.0 videos so you don’t have to and they are a nightmare dreamscape https://www.techradar.com/ai-platforms-assistants/ive-been-watching-seedance-2-0-videos-so-you-dont-have-to-and-they-are-a-nightmare-dreamscape

#SEOFOMO x Berlín SEO & Content Club: SEO, AI Search and the New Playing Field in 2026 - An excellent recap by @mjcachon going through what was discussed last week at the event: * The Real Shift: From Clicks to...

Four years after launching the world’s first autonomous electric feeder, China’s 300‑TEU vessel Zhi Fei completed its first fully autonomous docking at Qingdao Port, completing the maneuver in just 30 seconds. The ship, capable of crew‑managed, remote‑controlled or unmanned navigation, operates...
I did a live stream over on LinkedIn this morning on another show and saw @auradeluxe asked me what my latest thinking on AI-driven glasses are. For me, it splits up into three different categories: 1. Ultra-lightweights Where...

Generative AI is being touted as a productivity breakthrough for law firms, but the author argues it may actually increase workload. Drawing on the Solow paradox, the piece suggests that more information leads to more analysis, verification, and billable hours...

Stephen Embry argues that generative AI, while touted as a productivity miracle for law firms, may actually generate more work rather than reduce it. He frames this counter‑intuitive outcome with the Solow paradox, which observes that new technologies often raise...

At the PEI Group’s NEXUS 2026 summit, Thoma Bravo partner Holden Spaht and New York‑based LP specialist Anastasia Titarchuk discussed how artificial‑intelligence disruption is reshaping private‑equity dynamics. Both highlighted accelerating deal flow in AI‑enabled software and the need for deeper technical diligence....

Ottonomy unveiled Ottumn.AI, a cloud‑based platform that orchestrates autonomous robots, drones, and smart infrastructure across healthcare, manufacturing, and commerce. The solution runs on NVIDIA AI hardware, leveraging Jetson edge devices, Isaac Sim digital twins, and cloud GPUs for sub‑30 ms decision...

Companion.AI unveiled "Einstein," an autonomous AI agent that logs into Canvas, watches lectures, writes essays, participates in discussions and submits assignments on a student’s behalf. The startup markets the tool as a full virtual computer that can perform any browser‑based...

Built an MCP server recently? Did developers actually use it, or is it collecting dust? 😵 I'll be speaking at @theleaddev London (June 1-2) about why "connecting AI to everything" doesn't work and what actually does when building tools that...

Generative AI is transitioning from experimental projects to core business workflows. Companies are now emphasizing data readiness, robust governance, and quantifiable productivity improvements rather than lofty automation promises. This shift reflects a pragmatic approach to AI adoption, focusing on measurable...

The real‑estate industry is racing to set data rules before AI triggers another wave of litigation. California has enacted a law requiring agents to disclose AI‑altered listing photos, prompting brokerages to add similar language to agreements. MLS providers are revising...

The best AI workspace in 2026? ClaudeCode + Pilot – AI automated delivery pipeline 🤌 https://pilot.quantflow.studio
AI winners aren’t who you think. Dell’s margin shift changes the AI narrative. Infrastructure, not software, may drive the next leg of leadership. Most investors are looking the wrong way. Read this: https://t.co/nY4GbIKIfM @graniteshares @willrhind

Dassault Systèmes and NVIDIA have launched Industry World Models, a new architectural layer that unites virtual twins with accelerated computing to provide scientifically validated, physics‑based representations of complex engineered systems. Unlike prior industrial AI efforts focused on speed, the partnership...
I just recorded a new @Deepvue Tutorial discussing one of our key AI updates🪄 Now traders can research catalysts and the context behind a gap or significant price move in seconds Here's how.... and it feels like magic 👇 https://t.co/meg4B1IrUQ

The new frontier is not just adopting AI. It is mastering its governance. The companies that prioritize trust and safety will be the ones that lead the next decade of innovation. https://t.co/MqiUbVHQVO
If everyone has the same AI, AI isn’t the advantage. Clarity is. Who are you to your customers? : #AI #Strategy #Leadership #Business #Innovation https://t.co/JZtALylZ7J

74% of firms will deploy agentic AI by 2028. Only 21% have mature governance. A 53-point gap between ambition and readiness. That is a ticking time bomb for shareholder value. https://t.co/TsiQpfm0tL
If we want to talk about manipulation I think it's important to note Cyabra (company POLITICO's story is based on) is an Israeli AI startup that does not have a good record of identifying who is and who isn't bots....
Anthropic is guilty of stealing training data at massive scale and has had to pay multi-billion dollar settlements for their theft. This is just a fact.
“I’m more bullish on AI than I’ve ever been. And that’s exactly why I’m bearish on most software companies. Not because their customers will leave, but because their next thirty competitors just got a lot easier to build.”
IBM, a 115-year-old company, pioneered AI with Watson a decade ago. Today, a 3-year-old startup (Anthropic) just wiped $28 billion off IBM’s market cap. Mercy is for the weak.
The field of AI is still struggling with the fact that task-specific skill is not the same as general intelligence

🚨 ANALYST TAKE: OpenAI just partnered with the very management consulting firms AI is supposed to replace. Here’s why this is NOT really a contradiction. It’s actually one of the key endgames of enterprise AI. Thread 🧵👇 https://t.co/wTKfR4kW6t

Exclusive: New Google Partnership a ‘Sizable Investment’ in AI for Teachers - my latest for @The74 (link in first comment) https://t.co/lQsA79rTiH

The first recording from The Pragmatic Summit is available to watch for anyone: How AI is Reshaping the Craft of Building Software. With @thsottiaux (Head of Codex, OpenAI) and @vijayeraji (CTO of Applications, OpenAI) A very good one. Watch it here: https://t.co/apNHGykKbg...
Here's the recording from my lecture where I posed the question I started working on a decade ago at @Cambridge_Uni: "how to build Embodied AI that can drive any vehicle, anywhere in the world." https://t.co/kYuUhiCs0n

Headed on @CNBCOvertime in a bit to talk $NVDA earnings, Cloud debt, and interesting AI companies I'm tracking. https://t.co/F6LkN3AUt6