Meta signs a massive $21 billion deal with CoreWeave for AI processing capacity through 2032, pushing CoreWeave's revenue backlog to $87.8 billion — but the AI cloud firm faces a staggering $113 billion expansion bill, a $1.17 billion net loss, and dangerous customer concentration risks as Meta and OpenAI together …
Meta doubles down on AI dominance, committing an additional $21 billion to CoreWeave on top of a prior $14.2 billion deal, securing Nvidia GPU-powered cloud capacity through 2032 as part of a staggering $115–$135 billion capital expenditure plan this year.
At the HumanX Summit in San Francisco, AI leaders are raising urgent alarms over skyrocketing compute costs forcing startups to raise up to $100 million for basic resources, growing security risks from unregulated AI agents, and widespread pushback against overhyped productivity claims tied to Andrej Karpathy's viral term 'AI psychosis.'
Amazon surges to $717 billion in revenue with AWS AI income exceeding $15 billion annually, as the tech giant unleashes a $200 billion spending spree on AI infrastructure, robotics, drone delivery, and satellite broadband, cementing its dominance across cloud, grocery, and logistics.
Alibaba and China Telecom launch a massive AI data center in Guangdong powered by 10,000 homegrown Zhenwu chips, signaling China's aggressive push toward semiconductor self-sufficiency as U.S. export restrictions cut off access to advanced Nvidia hardware.
Windsurf launches SWE-1.6, a blazing-fast AI coding model hitting 950 tokens per second, now freely available for three months, featuring smarter task execution with reduced overthinking and faster parallel tool calls powered by Fireworks and Cerebras.
TriAttention, a new open-source method, compresses KV cache by 10.7x and doubles inference speed on long reasoning tasks while maintaining full attention accuracy, using trigonometric frequency-domain compression and integrating seamlessly with vLLM for easy local deployment on memory-constrained GPUs.
A new open-source toolkit called Gemma Multimodal Fine-Tuner now lets developers fine-tune Google's Gemma AI models on text, images, and audio directly on Apple Silicon Macs, requiring no NVIDIA hardware and supporting terabyte-scale cloud datasets while keeping data fully private on-device.
Cisco launches its N9100 Series Switches, delivering a massive 102.4 Tbps bandwidth powered by NVIDIA Spectrum-X silicon, offering low-latency, lossless Ethernet fabrics built to meet the intense demands of next-generation AI workloads across neoclouds and enterprise data centers.
Cisco launches Nexus One, a unified networking platform integrating silicon, software, and security to eliminate data center fragmentation and power AI-scale infrastructure with quantum-safe encryption, real-time GPU visibility, and multi-OS support.