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google, anthropic and openai Updates

The artificial intelligence landscape is seeing significant developments across cloud computing, hardware, and applications. Google is reportedly in talks for a multi-billion dollar cloud deal with Anthropic, potentially involving Google's AI chips, the Tensor Processing Units. This follows Google's previous investment in Anthropic, a competitor to OpenAI known for its Claude AI models. Meanwhile, European company VSORA has announced the successful tape-out of its Jotunn8 AI inference chip, aiming to address the memory wall problem and boost AI hardware capabilities in Europe. In the realm of AI applications, a Boston Consulting Group report suggests AI agents will transform B2B sales, while Microsoft's Copilot tools highlight the importance of continuous learning through 'signals loops' involving user feedback for AI app improvement. OpenAI's new browser, Atlas, has faced criticism from experts for its 'clunky' AI agent, though its potential to challenge Google's browser dominance is noted. The video game industry is also grappling with AI's rapid integration, with employees at Electronic Arts expressing mixed feelings. Beyond innovation, experts emphasize AI's value in cost savings through automation, as seen with Amazon's logistics plans, and warn of its impact on white-collar jobs, with companies like Amazon and Salesforce already reducing staff due to AI adoption. Tesla investors, however, are increasingly focused on the company's AI ambitions, such as self-driving cars, despite slowing EV sales. Concerns about AI misuse have also surfaced, with a lawsuit filed against AI firm ClothOff over the creation of fake nude images.

Key Takeaways

Google is in discussions for a cloud computing deal with Anthropic, potentially worth tens of billions of dollars, which may include the use of Google's Tensor Processing Units (TPUs).
Anthropic, a competitor to OpenAI, has received significant investment from Google and Amazon.
European company VSORA has successfully taped out its Jotunn8 AI inference chip, aiming to improve AI hardware performance and efficiency.
AI agents are predicted to significantly transform business-to-business (B2B) sales, according to a Boston Consulting Group report.
Continuous learning through 'signals loops,' incorporating user feedback and fine-tuning, is crucial for improving AI applications, as demonstrated by Microsoft's Copilot.
OpenAI's new browser, Atlas, has been described as 'clunky' by AI experts, despite its innovative AI agent concept.
AI's economic value is increasingly seen in cost savings and automation, with companies like Amazon leveraging it to reduce labor costs.
AI adoption is leading to workforce changes, with experts warning of impacts on white-collar jobs and companies like Amazon and Salesforce reducing staff.
Tesla investors are prioritizing the company's AI development, including self-driving technology, over its electric vehicle sales.
A lawsuit has been filed against AI firm ClothOff concerning the alleged creation of fake nude images using AI technology.

Google and Anthropic in major cloud deal talks

Google and Anthropic are discussing a significant cloud computing deal potentially worth tens of billions of dollars. The agreement would involve Google providing cloud services and its AI chips, specifically Tensor Processing Units, to Anthropic. This partnership comes as Anthropic, known for its Claude AI models, seeks to scale its operations and compete in the rapidly advancing AI field. Google is already a major investor in Anthropic, having previously invested around $3 billion. The talks are ongoing and details could still change.

Anthropic may use Google AI chips in big cloud deal

AI company Anthropic is in discussions with Google for a cloud computing deal valued in the high tens of billions of dollars. A key part of this potential agreement is Anthropic's use of Google's specialized AI chips, known as Tensor Processing Units. This collaboration highlights the growing demand for advanced AI hardware and cloud infrastructure. The discussions are still in their early stages.

Google and Anthropic in multibillion-dollar cloud talks

Alphabet's Google is reportedly in talks with AI firm Anthropic for a cloud computing deal estimated to be worth tens of billions of dollars. The agreement, which is not yet finalized, would see Google supply cloud services to Anthropic. Both companies have declined to comment on the ongoing discussions. Anthropic, creator of the Claude chatbot, is a major competitor to OpenAI and counts Google and Amazon as key investors.

VSORA launches Jotunn8 AI chip after major funding

French company VSORA has announced the successful tape-out of its Jotunn8 AI inference chip, positioning Europe as a top global supplier of AI hardware. This milestone follows EUR 40 million in funding and allows for the start of industrial production. The Jotunn8 chip is designed to solve the 'memory wall' problem in AI processing, offering high performance with reduced energy use. VSORA plans commercial deployment with development boards and servers available in early 2026, aiming to make large-scale AI inference more viable.

European AI chip Jotunn8 announced by VSORA

VSORA has announced the tape-out of its Jotunn8 AI inference chip, a significant development for European technology. This chip architecture is designed to overcome the memory wall bottleneck, providing improved performance, efficiency, and scalability for large-scale AI tasks. The successful tape-out establishes Europe as a key player in the next generation of AI hardware.

Video game industry grapples with AI's rapid rise

Employees at Electronic Arts (EA) are expressing mixed feelings about the rapid integration of artificial intelligence in the video game industry. Internal communications reveal a sense of uncertainty and urgency surrounding AI's role, with some staff questioning its purpose and demanding immediate implementation. This sentiment reflects a broader divide within the industry about how AI should be developed and deployed.

AI agents to transform B2B sales, BCG reports

A new report by Boston Consulting Group (BCG) suggests that AI agents will significantly change business-to-business (B2B) sales, leading to better performance. The report outlines three stages for AI adoption: exploration, integration, and transformation. Key challenges include data integration, training sales teams, managing change, and addressing ethical concerns. BCG believes companies that embrace AI integration will gain a competitive edge.

Signals loop drives AI app improvement

Building advanced AI applications and agents now requires a 'signals loop' for continuous learning and real-time feedback. This approach captures user data to refine model behavior and improve features over time, moving beyond basic prompting. Microsoft's Dragon Copilot and GitHub Copilot demonstrate this by using fine-tuning and user feedback to achieve significant performance gains. Experts emphasize that fine-tuning, feedback loops, and rapid iteration are crucial for developing competitive AI products.

Experts find OpenAI's new browser 'clunky'

AI experts have tested OpenAI's new browser, Atlas, and found its AI agent feature to be 'very clunky' and 'primitive.' While the concept of an AI agent controlling a browser to perform tasks is innovative, current implementations struggle with complex workflows. Experts like Dr. Junade Ali noted the agent often gets stuck or makes mistakes. Despite these early issues, some believe OpenAI's advancements could still disrupt Google's dominance in the browser market.

Tesla investors focus on AI future amid slowing EV sales

Tesla investors are increasingly focused on the company's artificial intelligence ambitions, including self-driving cars and humanoid robots, rather than its electric vehicle (EV) sales, which are expected to slow. Despite a projected 25% drop in third-quarter profits, Tesla's stock price has more than doubled in the past year. Analysts note that Tesla's high valuation reflects expectations of future AI innovation rather than current performance. The company faces challenges with slowing EV demand and expiring government incentives.

Teen sues AI firm over fake nude images

A lawsuit has been filed against AI software company ClothOff by a teenage girl. Her attorney, Shane Vogt, discussed the case on 'The Will Cain Show,' alleging that the company's AI was used to create fake nude images of his client. The lawsuit highlights concerns about the misuse of AI technology.

AI's true value lies in cost savings, not just innovation

The real economic impact of artificial intelligence is in cost compression, not just advanced capabilities like AGI, according to Forbes contributor Jon Markman. Companies are deploying AI to automate tasks, reduce labor costs, and improve efficiency, as seen with Amazon's logistics automation plans. This 'Automation Dividend' applies to both physical and white-collar work, converting fixed salary expenses into scalable digital costs. Investors should focus on companies effectively deploying AI to reduce labor intensity for sustainable earnings growth.

AI is replacing white-collar jobs, experts warn

Artificial intelligence is already impacting white-collar jobs across various industries, including banking, auto, and retail, with more changes expected. Companies like Amazon, Palantir, and Salesforce are reducing their workforce due to AI adoption. Economists warn that this trend is likely to continue, affecting roles in customer support, coding, and content creation. While new jobs may emerge, experts advise preparing the workforce for significant labor market shifts.