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AI Race Heats Up With OpenAI Compute Push, Alibaba Funding and Meta’s Muse Spark

These steps point to a faster shift from lab research to deployed systems.

Overview

  • OpenAI told investors it aims to expand computing capacity to 30 gigawatts by 2030, a level it contrasted with Anthropic’s 7 to 8 gigawatts forecast for 2027, according to CNBC.
  • Alibaba Cloud led about 2 billion yuan in new funding for Shengshu’s Vidu video generator, with Baidu Ventures and Luminous Ventures joining to fuel world‑model research.
  • The Information reported SpaceX posted nearly $5 billion in losses in 2025 that included xAI’s results, reflecting heavy AI spend even as the company readies a stock listing.
  • Meta launched Muse Spark from its Superintelligence Labs, a smaller model built for efficient reasoning that is rolling into the Meta AI app with an API preview for partners.
  • Xpeng and glass maker Fuyao began mass delivery of AI dimming privacy glass for the GX SUV, which changes tint in 0.16 seconds to give riders quick on‑demand shade.