Nvidia discloses $3.5B in guarantees to companies leasing land, power, and data center facilities, up 4x on Q3; the move may help firms without credit ratings
Miles Kruppa /The Information:NEW
Source: Blue Owl's Digital Infrastructure funds invested ~$3B in a New Mexico-based Stargate data center, set to consume 4.5GW, as Blue Owl ramps up its AI bet
Miles Kruppa / The Information : Bluesky: @riotgrrlscout Bluesky: @riotgrrlscout : It will be powered by connecting to the existing fairy dust grid with supplemental unicorn dream turbines [embedded ...
A look at Chatbot Arena, which now ranks over 170 AI models and was launched in 2023 by two UCB researchers who hope to grow the project into a Wikipedia of AI
Miles Kruppa / Wall Street Journal : LinkedIn: Laura Hassner . Forums: Hacker News LinkedIn: Laura Hassner : The Wall Street Journal's Miles Kruppa wrote an excellent article (linked below) about Uni...
The NYT sues OpenAI and Microsoft for copyright infringement, alleging they used millions of its articles to train AI, the first major US media outlet to sue
community responds Gaurav Girotra / Tech in Asia : NYT files copyright suit against OpenAI, Microsoft Jacob Oliver / CryptoSlate : New York Times sues Microsoft, OpenAI for alleged copyright infringem...
Internal presentation: Alphabet's Verily is planning more cost cutting after posting wider than expected operating losses on $280M revenue through June in 2023
Miles Kruppa / Wall Street Journal :
Alphabet reports Q2 Google ad revenue up 3% YoY to $58.14B after two consecutive quarters of falling ad sales
Miles Kruppa / Wall Street Journal :
Internal email: Google plans to consider office attendance records in performance reviews and only take new requests to work remotely full time as exceptions
Miles Kruppa / Wall Street Journal :
A profile of YouTube CEO Neal Mohan, credited with bulking up its ad and subscription businesses while seeking to crack down on dangerous and misleading videos
Miles Kruppa / Wall Street Journal : Tweets: @tsoh_investing and @youtubeliaison Tweets: Alex Morris / @tsoh_investing : “YouTube is a place where all formats should thrive,” Mohan said in an intervi...
Alphabet reports Q1 Google ad revenue of $54.55B, vs. $54.66B YoY, the second straight decline after a 3.6% drop in Q4 2022, and the third since going public
Miles Kruppa / Wall Street Journal :
Google announces Google DeepMind, a unit combining DeepMind's team and Google Research's Brain team, to be led by DeepMind co-founder Demis Hassabis as its CEO
two sides of incumbent disruption. Miles Kruppa / @mileskruppa : Google is merging its two AI research units into something called “Google DeepMind” led by DeepMind co-founder and CEO Demis Hassabis h...