Daily Summary

Google & Blackstone Launch $5B AI Cloud Venture

Google and Blackstone are teaming up to create a new AI cloud company, investing $5 billion to monetize Google's powerful TPUs for external businesses. This massive partnership signals a major shift in how AI infrastructure is built and sold to the world.

• Sources: Google and Blackstone plan to create an AI cloud company to monetize Google's TPUs to external parties; Blackstone plans to put $5B in the venture
• Project Astra: the $420bn merger powering the US AI revolution
• AWS is 20—and all in on AI

AI Breakthroughs: Smashing Memory Walls & Drug Discovery

Researchers have finally broken the 'memory wall' limiting large-scale AI training, while SandboxAQ is making drug discovery accessible to everyone via Claude. These innovations are accelerating the pace of scientific and technical progress.

• Researchers break the 'memory wall' in large-scale AI training
• SandboxAQ brings its drug discovery models to Claude — no PhD in computing required
• 'I'm sorry Dave': NASA is working on an AI chip to help next-generation spacecraft think for themselves

Meta Reassigns 7,000 Workers to Build New AI Tools

Meta is pivoting its workforce, reassigning 7,000 employees to four new units dedicated to building next-generation AI tools. This strategic move highlights the tech giant's intense focus on integrating AI into its core products and services.

• Internal memo: Meta is reassigning 7,000 workers to four new units focused on building AI tools
• AI Chip Startup Tenstorrent Draws Takeover Interest From Intel, Qualcomm
• Dell Scales Up the AI Supply Chain to Meet Demand