Overview
- Microsoft said a revised OpenAI pact lets it keep access to OpenAI’s models and agent products without new fees, and OpenAI can now deliver its services on any cloud with AWS set to host its latest models on Amazon Bedrock.
- Google signed a Defense Department agreement that allows its AI to support classified work, with contract language barring use without human oversight for mass domestic surveillance or autonomous weapons.
- Bloomberg reported that Anthropic is weighing a new financing round that could value the company at about $900 billion, which would top OpenAI’s recent valuation.
- Elon Musk testified under oath in his case against OpenAI, arguing the company abandoned its nonprofit mission and recounting a break with Google co‑founder Larry Page over AI safety.
- Operational realities are biting as an NVIDIA executive and Uber’s CTO said compute bills now exceed staff costs for AI services, even as chipmaker MediaTek forecast stronger data‑center demand and multi‑billion‑dollar AI‑accelerator revenue by 2027.