The artificial intelligence sector is experiencing rapid expansion and strategic partnerships, with Oracle and AMD announcing a significant collaboration to deploy 50,000 AMD graphic processing units by the third quarter of 2026. This initiative aims to build an AI 'supercluster' capable of supporting next-generation AI models that are expected to surpass current infrastructure capabilities. This deal is part of a larger trend of substantial investment and agreements within the AI industry, including OpenAI's collaborations with Broadcom and AMD, and Nvidia's investment in OpenAI. Meanwhile, major technology firms like Microsoft, Nvidia, Amazon, and Google are solidifying their influence across AI development, with Microsoft creating its own image generation model, Nvidia enhancing data center networking, Amazon expanding AI agent features, and Google integrating AI image tools into consumer products. Economically, while AI investment boosts the US economy, its impact on workforce productivity remains uncertain, with some analysts from Goldman Sachs warning of potential 'jobless growth' due to increased efficiency. However, the economics of AI are showing positive signs, with inference costs decreasing due to hardware advancements like Nvidia's GB200 systems, leading to improved profit margins for companies such as OpenAI. In other developments, Finance of America is leveraging Better.com's AI platform for streamlined loan processing, and Inception is partnering with Brain Co. to develop AI enterprise applications. On the user-facing side, Pinterest has introduced a filter to hide AI-generated images, and Nandee has launched an AI platform for mobile app security testing. In specialized fields, a new AI and VR medical training center has opened in North India, and California has mandated transparency for AI-written police reports.
Key Takeaways
- Oracle and AMD are expanding their partnership by deploying 50,000 AMD graphic processing units starting in Q3 2026 to create an AI 'supercluster'.
- Major tech companies including Microsoft, Nvidia, Amazon, and Google are increasing their control over AI development and applications.
- Goldman Sachs analysts warn of potential 'jobless growth' in the US economy due to AI-driven productivity gains.
- The cost of AI inference is decreasing due to hardware advancements, improving profit margins for companies like OpenAI.
- Finance of America is partnering with Better.com to use its Tinman® AI Platform for streamlined home equity loan processing.
- Pinterest now allows users to filter out AI-generated images from their feeds.
- Nandee has launched an AI platform to automate mobile app security testing and code fixes.
- An AI and VR-based medical simulation center has opened at the Himalayan Institute of Medical Sciences in North India.
- California has enacted a law requiring transparency for AI-written police reports.
- Inception and Brain Co. are partnering to develop scalable and explainable AI enterprise applications.
Oracle and AMD boost AI partnership with 50,000 new units
Oracle and Advanced Micro Devices are expanding their partnership by deploying 50,000 AMD graphic processing units starting in the third quarter of 2026. This expansion aims to create an AI 'supercluster,' a large system of interconnected high-performance computers. The companies noted that next-generation AI models are expected to exceed current AI infrastructure limits. This move is part of a broader trend of increased investment and deals within the booming AI sector.
Oracle and AMD expand AI partnership with 50,000 new units
Oracle and Advanced Micro Devices are expanding their partnership by deploying 50,000 AMD graphic processing units starting in the third quarter of 2026. This expansion aims to create an AI 'supercluster,' a large system of interconnected high-performance computers. The companies noted that next-generation AI models are expected to exceed current AI infrastructure limits. This move is part of a broader trend of increased investment and deals within the booming AI sector.
Oracle and AMD expand AI partnership with 50,000 new units
Oracle and Advanced Micro Devices are expanding their partnership by deploying 50,000 AMD graphic processing units starting in the third quarter of 2026. This expansion aims to create an AI 'supercluster,' a large system of interconnected high-performance computers. The companies noted that next-generation AI models are expected to exceed current AI infrastructure limits. This move is part of a broader trend of increased investment and deals within the booming AI sector.
Oracle and AMD expand AI partnership amid booming sector deals
Oracle and Advanced Micro Devices are expanding their partnership with the deployment of 50,000 AMD graphic processing units starting in the third quarter of 2026. This creates an AI 'supercluster,' a massive system of high-performance computers. The companies stated that new AI models may outgrow current infrastructure. This partnership is one of many recent deals in the booming AI sector, including OpenAI's collaborations with Broadcom and AMD, and Nvidia's investment in OpenAI.
Oracle and AMD expand AI partnership amid booming sector deals
Oracle and Advanced Micro Devices are expanding their partnership with the deployment of 50,000 AMD graphic processing units starting in the third quarter of 2026. This creates an AI 'supercluster,' a massive system of high-performance computers. The companies stated that new AI models may outgrow current infrastructure. This partnership is one of many recent deals in the booming AI sector, including OpenAI's collaborations with Broadcom and AMD, and Nvidia's investment in OpenAI.
Oracle and AMD expand AI partnership amid booming sector deals
Oracle and Advanced Micro Devices are expanding their partnership with the deployment of 50,000 AMD graphic processing units starting in the third quarter of 2026. This creates an AI 'supercluster,' a massive system of high-performance computers. The companies stated that new AI models may outgrow current infrastructure. This partnership is one of many recent deals in the booming AI sector, including OpenAI's collaborations with Broadcom and AMD, and Nvidia's investment in OpenAI.
Oracle and AMD expand AI partnership amid booming sector deals
Oracle and Advanced Micro Devices are expanding their partnership with the deployment of 50,000 AMD graphic processing units starting in the third quarter of 2026. This creates an AI 'supercluster,' a massive system of high-performance computers. The companies stated that new AI models may outgrow current infrastructure. This partnership is one of many recent deals in the booming AI sector, including OpenAI's collaborations with Broadcom and AMD, and Nvidia's investment in OpenAI.
Goldman Sachs warns of 'jobless growth' as AI boosts output but not jobs
Goldman Sachs analysts warn that the US economy may be entering a period of 'jobless growth' due to AI. While AI is driving productivity and economic output, it is also leading to job cuts as companies focus on efficiency. This trend could disproportionately affect workers in AI-exposed industries and potentially hollow out middle-income jobs. However, increased productivity may also help control inflation, potentially giving the Federal Reserve more flexibility.
AI investment boosts US economy, but productivity gains are uncertain
Investment in artificial intelligence has boosted the US economy, but significant improvements in workforce productivity are still uncertain. While AI spending contributes to GDP growth, its impact on worker efficiency is mixed. Job prospects are declining for graduates in AI-automated fields, though they represent a small part of the workforce. Experts believe productivity may increase as businesses become more familiar with AI, similar to the adoption of desktop computers.
Inception and Brain Co. partner to speed up AI product development
Inception, a G42 company, and Silicon Valley-based Brain Co. have partnered to co-develop next-generation AI products and solutions. This collaboration aims to create scalable and explainable AI enterprise applications for sectors like public services, healthcare, and energy. The partnership is driven by the growing trend of Middle East organizations increasing AI investment. Both companies aim to deliver trustworthy AI solutions that achieve measurable outcomes for their clients.
Inception and Brain Co. partner to speed up AI product development
Inception, a G42 company, and Silicon Valley-based Brain Co. have partnered to co-develop next-generation AI products and solutions. This collaboration aims to create scalable and explainable AI enterprise applications for sectors like public services, healthcare, and energy. The partnership is driven by the growing trend of Middle East organizations increasing AI investment. Both companies aim to deliver trustworthy AI solutions that achieve measurable outcomes for their clients.
AI economics: Inference costs falling, profits rising
Recent analysis suggests that the economics of AI are improving, contrary to some market concerns. While training AI models is expensive, the cost of 'inference' processing is rapidly decreasing due to hardware advancements like Nvidia's GB200 systems. This trend mirrors historical patterns in cloud computing and SaaS, where initial skepticism gave way to significant profitability. Companies like OpenAI are seeing improving profit margins on inference, indicating a potentially strong future for AI monetization.
Finance of America partners with Better.com using AI platform
Finance of America Reverse LLC is partnering with Better.com to offer home equity lines of credit (HELOCs) and home equity loans (HELOANs) for the first time. They will use Better.com's Tinman® AI Platform to streamline the application and approval process, enabling closings in days. Finance of America will also become Better.com's origination partner for reverse mortgages, including their HomeSafe™ product suite. This collaboration aims to help homeowners over 55 access their home equity more easily.
Pinterest adds filter to hide AI-generated images
Pinterest now allows users to filter out AI-generated images from their feeds, a move praised by many artists and creators. Users can adjust settings under 'GenAI interests' to see fewer machine-produced visuals. While the filter is a step in the right direction, some users report still seeing AI images, and the option is not available for all categories. The platform's policy allowing the use of user data for AI training remains in place.
Nandee launches AI platform for mobile app security testing
Nandee has launched a new Software-as-a-Service (SaaS) platform that uses artificial intelligence to automate mobile app security testing and code fixes. The platform acts as a 'virtual security engineer,' identifying vulnerabilities and generating solutions in real time. This aims to reduce friction between development and security teams, allowing for faster and more secure mobile app development cycles. Nandee is currently offering a free open beta for early adopters.
Big Tech expands control over AI development and applications
Major tech companies like Microsoft, Nvidia, Amazon, Google, and OpenAI are increasing their control across all levels of AI development. Microsoft has developed its own in-house image generation model, MAI-Image-1. Nvidia is improving data center networking with Spectrum-X and introducing a new modular data center blueprint called Vera Rubin. Amazon Bedrock is enhancing its AI agent capabilities, while Google is integrating AI image creation and editing directly into consumer products like Search and Photos.
North India launches AI VR medical training center
MediSim VR has opened Uttarakhand's first AI and VR-based medical simulation center at the Himalayan Institute of Medical Sciences (HIMS) in Dehradun. The center offers immersive training for medical, nursing, and allied health students using virtual reality labs for surgeries and emergency scenarios. It incorporates AI for adaptive learning and real-time feedback, aligning with India's National Education Policy 2020. The facility can support up to 500 users simultaneously.
California mandates transparency for AI police reports
California Governor Newsom has signed S.B. 524, a new law requiring transparency for AI-written police reports. The bill mandates that police disclose when AI is used to author reports, fully or in part. It also prohibits vendors from selling or sharing information provided by police agencies to the AI. Departments must retain drafts of reports, creating challenges for vendors like Axon whose Draft One product may not comply without changes.
Sources
- Oracle and AMD expand AI partnership to keep up with demand
- Oracle and AMD expand AI partnership to keep up with demand
- Oracle and AMD expand AI partnership to keep up with demand
- Oracle and AMD expand a partnership with deals in the artificial intelligence sector booming
- Oracle and AMD expand a partnership with deals in the artificial intelligence sector booming
- Oracle and AMD expand AI partnership to keep up with demand
- Oracle and AMD expand a partnership with deals in the artificial intelligence sector booming
- Goldman Sachs warns of 'jobless growth' in the US as AI fuels output but not jobs
- Investment in AI boosts U.S. economy, productivity uncertain
- Inception and Brain Co. partner to accelerate development of AI products for enterprises
- Inception and Brain Co. Partner to Accelerate Development of AI Products for Enterprises
- The secret tech investor: demystifying the economics of AI
- Finance of America Partners with Better.com to Leverage Tinman® AI Platform — Expanding Home Equity Product Suite for Homeowners Over 55
- Pinterest Finally Allows You to Filter Out AI-Generated Images
- Nandee Launches AI-Powered Mobile App Security Testing Platform
- Big Tech Deepens Its Control Across the AI Stack
- North India Debuts AI VR Medical Training
- Victory! California Requires Transparency for AI Police Reports
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