Stories on OpenAI’s $300B Oracle deal, Apple’s political AI training, China’s brain-like model, data-hungry AI centers, Altman’s job warnings, 3D photo worlds, and Thinking Machines’ consistency push.

OpenAI reportedly signed a $300B, five-year cloud deal with Oracle, marking one of the largest ever.

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  • Deal involves computing resources to be delivered by Oracle starting in 2027.

  • Signals OpenAI’s shift from relying solely on Microsoft Azure for cloud services.

  • Coincides with Stargate Project, a $500B domestic data center investment with SoftBank and Oracle.

  • Surge in Oracle shares reflects investor confidence in major long-term AI infrastructure contracts.

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  • New guidelines highlight diversity, equity, inclusion, and other politically sensitive issues as “controversial.”

  • Data annotators now pay special attention to prompts about Trump, DEI policies, vaccines, and elections.

  • Apple partnered with Chinese tech firms for on-device AI censorship aligning with local government standards.

  • Annotators must protect Apple’s brand, flag copyright issues, and consider new societal risks from AI adoption.

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Chinese scientists introduced SpikingBrain1.0, a brain-inspired AI model claimed to be up to 100 times faster than conventional systems.

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  • SpikingBrain1.0 mimics brain activity by selectively activating relevant “neurons,” improving energy efficiency.

  • The model operates on China’s MetaX chip platform, bypassing the need for Nvidia GPUs.

  • Uses localized attention, focusing on nearby words for both efficiency and accuracy in text tasks.

  • Achieves continual pre-training with less than 2% of data, claiming comparable performance to mainstream open-source models.

AI data centers are rapidly expanding, demanding huge amounts of land, water, and electricity—raising environmental and economic concerns.

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  • Mega projects like Stargate and Meta’s Hyperion are driving nationwide demand for power and grid upgrades.

  • Google and Meta data centers use over a billion gallons of water annually for cooling.

  • U.S. electricity demand from data centers could double by 2035, pushing up rates and grid stress.

  • Tax incentives fuel growth, but locals worry about job impacts, water depletion, and farmland losses.

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  • Job changes that once spanned generations could now occur within a single decade.

  • Nursing seen as resilient to AI, while programming roles face uncertainty over the next 5–10 years.

  • Past disruptions sometimes created more jobs or shifted employment to lower-wage positions.

  • Some experts warn AI could drive unprecedented job obsolescence, not just faster change.

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Tencent’s Voyager AI creates 49-frame 3D-consistent video from one image, offering interactive, explorable scenes—with technical limitations.

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  • Model outputs both RGB video and depth data for 3D reconstruction using a single image input.

  • Users define virtual camera paths for personalized scene exploration and motion effects.

  • Requires 60–80GB GPU memory; chaining clips extends sequences to several minutes.

  • Achieved highest WorldScore benchmark for spatial consistency, but true real-time 3D worlds remain a challenge.

Thinking Machines Lab aims to eliminate randomness in AI responses, boosting reliability for enterprises and researchers.

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  • Non-determinism often results from how GPU kernels handle inference processing in today’s large language models.

  • More consistent responses could improve AI model training and make reinforcement learning more efficient.

  • Reproducibility is crucial for enterprise use, scientific research, and custom model development.

  • Mira Murati’s team plans to unveil their first product, targeting researchers and startups, in coming months.

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