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at Oracle's working on that because, as we discussed last week, they're one of the most exposed to this bubble. Other big data center players that are courting the AI market, it's Microsoft, it's Amazon, it's Google, they all have big things to fall back on if the bubble ends up popping, whereas Oracle is on the hook for a lot of money without as much going on elsewhere. But if they can turn that database into a semantic layer that sits between and reduces calls, that might be pretty valuable. L

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erimental Swarm project, this SDK is open source and built around agents, handoffs, guardrails, and tracing. It is provider-agnostic and runs across most LLMs you would reach for; Microsoft Agent Framework: Microsoft’s newer agent framework brings together ideas from AutoGen and Semantic Kernel for building multi-agent and workflow-based applications. Treat AutoGen/Semantic Kernel status claims as version-specific and verify them against current Microsoft docs before publishing; LangGraph: Model

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ts for the youth; AI isn't killing jobs, it's 'unbundling' them into lower-paid chunks; OpenAI job listing suggests ChatGPT could someday replace junior analysts at Goldman Sachs; Microsoft execs worry AI will eat entry level coding jobs As for who could make use of the tool, it’s configured by default for software developers, and for good reason: According to Hiring Lab data published on Wednesday, the number of job openings for software developers has risen by 15 percent since Anthropic releas

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e. Maybe chatbots can grow into products and don’t need to be wrapped in software. Maybe one lab will start out-executing all the others and pull ahead on sheer product dynamism - Microsoft, Google, Facebook and Apple had to execute their way into a wining position before they had winner-takes-all efforts. Maybe something else will happen. In particular, we have not one but two potential dei ex machina - Trump and China. China is reportedly considering regulating open source and some people clos

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rgets 12.8 Tbps in a single optical pluggable TOP STORIES Anthropic asks users to stop being mean to Claude; '123456' password linked to Denmark data breach affecting 8.8M people; Microsoft and Anthropic play invoice tennis with startup's $17,600 Claude bill; Starlink's plan to avoid orbital near-misses: Ephemeris sharing; Shai-Hulud worm makes jump to AI infrastructure with Tensorlake compromise; Dutch tax office ditches Microsoft 365 cloud for on-premises alternative Cisco, Nvidia team up to b

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reports on AI site reliability engineering; This is your brain on bots: AI interaction may hurt students more than it helps; Some workers already let AI do the thinking for them, Microsoft researchers find; I vibe coded a feed reading web app. It was enlightening and uncomfortable There’s plenty of evidence to suggest Rath is on to something. Analysts have been warning for some time that AI can erode skills due to reliance on tools to handle tasks traditionally left to human developers, but ane

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rgets 12.8 Tbps in a single optical pluggable TOP STORIES Anthropic asks users to stop being mean to Claude; '123456' password linked to Denmark data breach affecting 8.8M people; Microsoft and Anthropic play invoice tennis with startup's $17,600 Claude bill; Starlink's plan to avoid orbital near-misses: Ephemeris sharing; Shai-Hulud worm makes jump to AI infrastructure with Tensorlake compromise; Dutch tax office ditches Microsoft 365 cloud for on-premises alternative Cisco, Nvidia team up to b

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nt: HUMAIN in Saudi Arabia at up to 600,000 GB300, Stargate Abilene at a 450,000 GPU target, South Korea’s national 260,000 Blackwell program, Nscale’s 200,000 GB300 commitment to Microsoft, xAI Colossus 2 at roughly 110,000 installing, Argonne Solstice and Equinox at 110,000 combined, and Stargate Norway at 100,000 announced. This is why “GPU count” is becoming an incomplete question. The constraint has moved outward to power, land, cooling, interconnect, permitting, debt, and offtake. A GPU or

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y, security features such as confidential computing, and the flexibility required for hyperscale environments. --- Hyperscalers and leaders in AI, including AWS, Google Cloud, and Microsoft Azure, have each introduced multiple generations of custom Arm-based processors for their platforms, reflecting a broader move toward purpose-built silicon optimized for modern workloads. Google's Axion processors are designed to support applications ranging from data analytics and microservices to AI inferen

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Is, and to know which labs these are, we need to trace things back to the source. The most obvious source is to rent cloud compute. Similar to how OpenAI rented cloud compute from Microsoft Azure, Chinese AI startups can scale by renting from domestic cloud providers like Alibaba and ByteDance. For example, Moonshot has a job posting for procuring cloud compute resources.1 But Chinese startups are increasingly following in the footsteps of their US counterparts by building their own data centers

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rgets 12.8 Tbps in a single optical pluggable TOP STORIES Anthropic asks users to stop being mean to Claude; '123456' password linked to Denmark data breach affecting 8.8M people; Microsoft and Anthropic play invoice tennis with startup's $17,600 Claude bill; Starlink's plan to avoid orbital near-misses: Ephemeris sharing; Shai-Hulud worm makes jump to AI infrastructure with Tensorlake compromise; Dutch tax office ditches Microsoft 365 cloud for on-premises alternative Cisco, Nvidia team up to b

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ago, the AI community was alight with enthusiasm over the first generative models for images, Generative Adversarial Networks. At the time, the model's outputs looked more like a Microsoft Paint attempt than anything close to photorealism. Ten years later, Latent Diffusion Models, and the scaled-up, improved architectures since built by the team at Black Forest Labs, have ushered in a level of photorealism arguably indistinguishable from reality, were it not for the unreal scenes: The same traj

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ifferent things." When you just need to build a tiny desktop app: TinyJS October 13, 2026 Valen creator drives 'Golden Spike' to connect new languages with Rust September 26, 2026 Microsoft agentically ports Copilot runtime to Rust for $120K September 19, 2026 Apple iPhone Duo makes developers think in folds September 16, 2026 JavaScript installer pnpm recast in Rust because ECMAScript can't keep up September 5, 2026 Kubernetes cleans house, bins legacy kube-dns, IPVS, and cgroup v1 August 27, 2

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ated development. When you just need to build a tiny desktop app: TinyJS October 13, 2026 Valen creator drives 'Golden Spike' to connect new languages with Rust September 26, 2026 Microsoft agentically ports Copilot runtime to Rust for $120K September 19, 2026 Apple iPhone Duo makes developers think in folds September 16, 2026 JavaScript installer pnpm recast in Rust because ECMAScript can't keep up September 5, 2026 Kubernetes cleans house, bins legacy kube-dns, IPVS, and cgroup v1 August 27, 2

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ic, has benefitted tremendously from open research — indeed, the AI revolution was kicked off by my former team (Google Brain) freely publishing the Transformers paper! Imagine if Microsoft’s terms of use barred anyone from using their tools to build competitive software, or if Google barred using it to search for information to work on competing search engines. Anthropic’s argument that it was unsafe for others to be able to make advances in AI also rang hollow. Initially, Anthropic silently de

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Linux, the open source operating system that now runs more than 90% of the world’s cloud computing infrastructure, was the antidote to the Windows monopoly (so much so that former Microsoft CEO, Steve Ballmer, called Linux “cancer”). Android, the open source mobile system, fostered a long string of competitive smartphones before Apple’s iPhone could control the market. Many other examples exist in the more niche, but no less important, segments of self-driving, databases, and semiconductor desig

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rtifacts Artifacts Design Design Design Connectors Connectors Connectors Plugins Plugins Plugins Skills Skills Skills Claude in Chrome Claude in Chrome Claude in Chrome Claude for Microsoft 365 Claude for Microsoft 365 Claude for Microsoft 365 AI agents AI agents AI agents Code modernization Code modernization Code modernization Coding Coding Coding Commerce Commerce Commerce Customer support Customer support Customer support Cybersecurity Cybersecurity Cybersecurity Legal Legal Legal Sales Sale

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s a juicy bit of news. In Q1, there were $17.1 billion in XPU systems sold – I think mostly based on Google TPUs and Amazon Web Services Trainiums with a smattering of others from Microsoft, Cerebras Systems, Groq, and a handful of others. These XPU systems accounted for 13.9 percent of server revenues, up from 8.2 percent a year ago and nearly nothing a few years before that. Add them up, and GPU systems plus XPU systems accounted for $86 billion in revenues, comprising 70.2 percent of overall

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rgets 12.8 Tbps in a single optical pluggable TOP STORIES Anthropic asks users to stop being mean to Claude; '123456' password linked to Denmark data breach affecting 8.8M people; Microsoft and Anthropic play invoice tennis with startup's $17,600 Claude bill; Starlink's plan to avoid orbital near-misses: Ephemeris sharing; Shai-Hulud worm makes jump to AI infrastructure with Tensorlake compromise; Dutch tax office ditches Microsoft 365 cloud for on-premises alternative Cisco, Nvidia team up to b

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cross all major hyperscale cloud platforms. AWS reports that its Arm-based Graviton processors have accounted for over half of new CPU capacity deployed over the past three years. Microsoft and Google have followed with their own Arm-based designs, including Azure Cobalt and Axion, while NVIDIA’s Grace and Vera signal that it sees Arm as central to the future of AI infrastructure. Now about half of the compute shipped to top hyperscalers are Arm-based platforms. Purpose-built for customers Hyper

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