Updated
Updated
AIOpenAI is developing Project Camellia, a long-term AI infrastructure project in Effingham County, Georgia, and says it will pay all infrastructure and electric-service costs so existing ratepayers are not subsidizing it.
AIMistral announced an expanded global strategic partnership with Microsoft, backed by a multi-billion dollar commitment from Microsoft. The deal accelerates Mistral's AI infrastructure build-out in Europe and makes its open-weight models available to Microsoft customers in Copilot Studio, Azure Foundry, and Azure Local.
AI…OpenAI Group PBC. They bring deep experience in technology, finance, and expanding economic opportunity globally.
AIIt's about interacting with them. Today, SceniX is joining World Labs. 🌎🤖👇
AICognition has acquired or welcomed the TierZero team, led by Anhang and Yun, to bring their work on automations into Devin. The goal is to help engineers spend less time handling incidents and more time building, with the source offering no further product details.
AIThanks @satyanadella @scottgu for the continued partnership. Proud of what our teams are building together!
AIKimi has temporarily paused new subscriptions after Kimi K3 demand pushed its GPU capacity close to limits over the past 48 hours. Existing subscribers are unaffected, and compute is being prioritized for current members while new subscription spots reopen in batches. The company also plans to split membership into Kimi Membership for Kimi Web, App, and Work, and Kimi Code Membership for coding workflows.
AISable has created "Aidan," an AI employee that leads customer calls using vision, voice, video and real-time browser interaction. Frontier companies including Notion and Decagon are already using Sable to explain their products, and more than 150 companies are on its waitlist. Sequoia Capital led Sable's seed round and co-led its Series A.
AIBunkerhill Health's Carebricks platform lets health systems create and deploy AI agents across clinical and operational use cases using data hospitals already generate. Sequoia Capital backed the company at seed and is continuing to invest. At UTMB Health, Bunkerhill grew from one agent in production to more than twenty, consolidating multiple vendors' point solutions into one platform.
AICognition says its one-year-old merger with Windsurf has produced a more capable Devin, which now manages other Devins at a mid-to-senior engineering level, and new SWE-1.7 model, described as its most capable and efficient to date. The company reports growing from 44 to 350 people and revenue run rate from $73M to $500M+ since merging the brands.
AIFidji Simo has decided to leave her full-time role at OpenAI and transition to a part-time advisor position after seven years of managing a chronic illness that required medical leave three months ago. She says she had repeatedly deferred this decision in the past and now prioritizes recovery, while remaining engaged in work on AI-driven health solutions through OpenAI, Chronicle Bio AI, and CODA.
AIAmazing team, who isn’t afraid to redefine what is now possible when it comes to drug development. Glad to be supporting them.
AIIf you like AI, biology, and a team of autodidacts that moves insanely fast, go work with them!
AI…what makes interesting financial news. Their fine-tuned model is more effective and cheaper than any frontier model.
AI…on what's important. Experts improving AI that empowers experts.
AITri Dao says Etched designed and produced its chips within two years by hardcoding attention into silicon and reaching high MFU. He expects hardware built for LLM inference to cut the cost of intelligence by 10x. The quoted Etched post says it has built its first racks after an A0 tapeout, raised $800m, holds $1B+ in customer contracts, and plans to ship the racks this summer.
AIAndy Jassy said Amazon will invest $48 billion in India over the coming five years, including over $21 billion in AI and cloud infrastructure, following a meeting with Prime Minister Narendra Modi. By 2030, Amazon plans to support 3.8 million jobs, enable $80 billion in e-commerce exports, and bring AI benefits to 15 million small businesses and 4 million government school students.
AIFidji Simo praised Intercept, a $500 million philanthropic initiative to eliminate respiratory infections like colds and flu. The accompanying blog post cites links such as 9.8x asthma risk by age 6 after rhinovirus infection in early childhood and 6.1x heart attack risk for seven days after influenza. Intercept will fund broad-spectrum preventatives and air-cleaning technologies.
AITo our awesome Labs community, thank you for being on this journey with us!
AIHis work on transformers, MoE, and efficient decoding have shaped modern AI. He’s extremely AGI-pilled and is super thoughtful about making it all go well. Welcome, Noam!
AIcan't believe it's already been 3+ years - what a legendary run (keep going!). fun fact: i still have the original open source cursor repo on my laptop :) beyond excited to see what they can do with the compute that comes with spacex + xai.
AIWas a really fun experience so far watching people join one by one, building the team culture together and going up on the frontline. 🫠 Unprecedented moment in the history of Singapore to have so many talented researchers in one place. I'm glad to be building this legendary team. 🫡
AISpaceX has exercised its option to acquire Cursor in an all-stock transaction, aiming to build highly useful AI models. The quoted announcement says SpaceXAI has spent several months jointly training a model with Cursor, to be released soon in Cursor and Grok Build.
AISpaceX has exercised its option to acquire Cursor in an all-stock transaction, with the stated goal of building the world's most useful AI models. Over the past few months, SpaceXAI has been jointly training a model with Cursor, which will be released in Cursor and Grok Build soon.
AIIf they can get AI sample efficiency and energy consumption to human levels, thats going to change so many things in the world!
AICognition introduced the AI Productivity Guarantee, under which it will issue credits up to $10M if Devin delivers less engineering value than enterprise customers pay for. The company uses an AI estimator to measure hours of productive output, validated against engineers' own estimates of how long the same work would have taken by hand. Value is converted to dollars at a standard global rate and compared against each customer's consumption near the end of the annual contract.
Why it matters: The post explains how Cognition estimates Devin's output in hours and backs the estimate with a $10M credit commitment, a concrete model for measuring AI vendor value.
AICognition raised over $1B at a $26B valuation, led by Lux Capital, General Catalyst, and 8VC. Enterprise Devin usage grew more than 10x since the start of this year, and run-rate revenue reached $492M. The company also said it launched SWE-1.6, which reaches up to 950 tok/s and has become the most used model in Devin Desktop.
AISolving it takes a community, join us.
AI…log book. Turns out human-human collaboration is important to improving human-AI collaboration. 😊
AII still remember when that company was nothing more than an idea. Proud of @MichaBreakstone and proud to be an advisor to this mission-driven team.
AIWe’re proud to build together with the RAGFlow team through deep PaddleOCR integration and document AI collaboration. More to come! 🌊
AICognition has opened its Asia-Pacific headquarters in Singapore to expand its autonomous software engineering platform, Devin, across the region. The company says OCBC saw up to 30% improvement in code and test case generation, and its system integration test first-pass rate rose from below 50% to over 80% after deployment. Cognition is building its Singapore team across engineering, go-to-market, and partnerships, with Richard Spence leading APAC.
AIMercedes-Benz is deploying Cognition's Devin and Windsurf across its global engineering teams, from the United States to Europe and Asia. In a four-week pilot, Devin analyzed over 200,000 lines of COBOL code and cut modernization time from an estimated eight months to eight days. The company is now rolling out the full suite, with Windsurf for development, Devin as an autonomous cloud agent, and Devin for Terminal for the most complex tasks.
AIMeta has committed to tens of millions of AWS Graviton cores, according to Andy Jassy, Amazon's CEO. Jassy argues agentic AI is becoming as much a CPU story as a GPU story, since multi-step orchestration and real-time reasoning are CPU-intensive. He says the Graviton5 instances deliver up to 33% lower latency between cores.
AICursor's Michael Truell says the company is partnering with the SpaceX team to scale up Composer, calling it a meaningful step toward building the best place to code with AI. The quoted SpaceX post says Cursor gives SpaceX the right to acquire Cursor later this year for $60 billion, or pay $10 billion for the work together. It also cites SpaceX's Colossus training supercomputer, described as a million H100-equivalent system, as a source of training capacity.