Nvidia Reports Record $57B in Revenue, $32B in Profit for Q3

Nvidia reported stellar results for the recent quarter, logging record revenue of $57 billion, up 62 percent year-over-year and 22 percent from Q2. “Blackwell sales are off the charts, and cloud GPUs are sold out,” Nvidia founder and CEO Jensen Huang told investors, saying “we’ve entered the virtuous cycle of AI,” with “more new foundation model makers, more AI startups across more industries, and in more countries.” The results quieted fears about an AI bubble. But there was some drama as Nvidia disclosed there is “no guarantee” of finalizing a previously announced $100 billion investment in OpenAI. Continue reading Nvidia Reports Record $57B in Revenue, $32B in Profit for Q3

Microsoft Introduces New Era of Connected AI Super Clusters

Microsoft’s new Azure AI data center in Atlanta, Georgia — the second in its Fairwater series — is ushering in a new era of connected AI super clusters that will power what The Register calls “the 100 trillion-parameter models of the near future.” Fairwater Atlanta, which became operative in October, is part of “a new class of data center – one that doesn’t stand alone but joins a dedicated network of sites functioning as an AI superfactory to accelerate AI,” training models “on a scale that has previously been impossible,” according to Microsoft. The new purpose-built data center is connected to the tech giant’s first Fairwater site, located in Mount Pleasant, Wisconsin. Continue reading Microsoft Introduces New Era of Connected AI Super Clusters

Google Unveils New AI Chips, Announces Deal with Anthropic

Google Cloud is rolling out its seventh-generation Tensor Processing Unit (TPU), Ironwood, and new Arm-based computing options that aim to meet exploding demand for AI model deployment in what the Alphabet company describes as a business shift from training models to serving end users. “Constantly shifting model architectures, the rise of agentic workflows, plus near-exponential growth in demand for compute, define this new age of inference,” explains Google Cloud. The company said that Anthropic — known for its Claude family of large language models — “plans to access up to 1 million” of the new TPUs. The deal is reportedly “worth billions.” Continue reading Google Unveils New AI Chips, Announces Deal with Anthropic

Sony Debuts Benchmark for Measuring Computer Vision Bias

Sony AI has introduced the Fair Human-Centric Image Benchmark (FHIBE, pronounced “Fee-bee”), a new global benchmark for fairness evaluation in computer vision models. FHIBE addresses the industry challenge of identifying biased and ethically compromised training data for AI, aiming to trigger “industry-wide improvements for responsible and ethical protocols throughout the entire life span of data — from sourcing and management to utilization — including fair compensation for participants and clear consent mechanisms,” Sony AI says. The FHIBE dataset is publicly available now, following publication in the science journal Nature. Continue reading Sony Debuts Benchmark for Measuring Computer Vision Bias

Meta AI Wants to Parse Your Camera Roll to Suggest Styling

For those who may be too busy to look through their smartphone’s camera rolls, Meta Platforms has debuted a new Facebook feature that will parse collections for you, then recommend “fun” edits and collages to make the content more shareable. The feature could also offer ideas such as recaps and birthday themes. Available to users in the U.S. and Canada, to leverage this new AI-powered feature, one must opt-in, and it can be turned off at any time. Once a suggestion is reviewed, the user can then determine whether they want to share it and with whom. Then it’s just a one-click share through Facebook or Messenger. Continue reading Meta AI Wants to Parse Your Camera Roll to Suggest Styling

Oracle Cloud Orders 50,000 New AMD Instinct MI450 AI GPUs

Oracle Cloud Infrastructure (OCI) will be a launch partner for the first publicly available AI supercluster powered by AMD’s upcoming Instinct MI450 Series GPUs — with an initial order of 50,000 of the chips to be deployed starting in Q3 2026 and expanding in 2027. The resulting Oracle installations will feature Instinct MI450s configured with AMD-designed CPUs in AMD’s new Helios server rack systems, positioned to compete with Nvidia’s Vera Rubin NVL144 CPX racks when both platforms are mass-released next year. Oracle is challenged to rapidly scale its data center capacity due to massive compute commitments made this year to OpenAI. Continue reading Oracle Cloud Orders 50,000 New AMD Instinct MI450 AI GPUs

OpenAI & Broadcom Developing Custom AI Accelerator Chips

OpenAI has expanded its alliance with Broadcom, announcing a plan to create enough custom AI accelerator chips to consume 10 gigawatts of power. News of the custom chip collaboration leaked out last month. Now that it is ready to go public, OpenAI says designing its own chips and systems will allow the startup to leverage directly into the hardware what it has learned from developing frontier models. The racks, scaled entirely with Ethernet and other connectivity solutions from Broadcom, will be deployed across OpenAI’s facilities and partner data centers beginning in the second half of 2026. Continue reading OpenAI & Broadcom Developing Custom AI Accelerator Chips

OpenAI Rolls Out New Parental Controls to Help Protect Kids

OpenAI has added parental controls for ChatGPT’s Web interface, with mobile controls coming soon. The controls give parents the ability to reduce or remove certain content and dial down personalization by turning off ChatGPT’s transcript memories. At the same time, OpenAI has added the ability to restrict image generation with the launch of Sora parental controls for ChatGPT-connected teen accounts. There are also controls for sending and receiving direct messages through the app. OpenAI says the changes aim “to give families tools to support their teens’ use of AI.” To activate control access, parents must have their own accounts and teens will need to opt in. Continue reading OpenAI Rolls Out New Parental Controls to Help Protect Kids

Nvidia Investing $100 Billion in OpenAI Data Center Build-Out

Nvidia is investing up to $100 billion in a partnership with OpenAI that will result in what Nvidia CEO Jensen Huang predicts will be “the biggest AI infrastructure deployment in history.” The project will use about 10 gigawatts worth of Nvidia systems — including the upcoming Vera Rubin platform — power equivalent to 4 million to 5 million GPUs. “This partnership is about building an AI infrastructure that enables AI to go from the labs into the world,” Huang said on CNBC’s “Halftime Report,” explaining the $100 billion will be invested in stages as each gigawatt is deployed. The investment will be all-cash with Nvidia receiving an undisclosed amount of OpenAI equity. Continue reading Nvidia Investing $100 Billion in OpenAI Data Center Build-Out

Consistency Is Key: Lessons on Generative AI via ‘The Bends’

In less than three years, generative AI has evolved from an experimental toy to a regular presence in studio pitches, previs workflows, and even the festival circuit. Yet one challenge has stymied the full adoption of generative AI in long-form storytelling: establishing and maintaining control over outputs. This challenge also fuels many of the anxieties surrounding the use of artificial intelligence in media production. How can artists maintain their creative voice when a machine is doing all the artistic work, and often doing so with inconsistent results? The Entertainment Technology Center at USC set out to tackle these and related challenges with a new film project, “The Bends.” Continue reading Consistency Is Key: Lessons on Generative AI via ‘The Bends’

Microsoft Details $7 Billion Future of Wisconsin AI Data Center

Microsoft is in the final phases of building the $3.3 billion Wisconsin facility it says will be the most powerful AI data center in the world when it comes online in early 2026 to train the next decade of artificial intelligence models. The software giant has already begun staffing the operation and is already planning further expansion, with another $4 billion to be spent in the next three years to build a second data center of similar size and scale — bringing the total investment in Wisconsin to more than $7 billion. Located in Mount Pleasant, the nearly completed facility will be the first in what Microsoft is calling its Fairwater family of hyperscale data centers. Continue reading Microsoft Details $7 Billion Future of Wisconsin AI Data Center

RSL Offers Publishers a Path to Compensation for AI Scraping

Publishers have been weathering a monetization crisis as AI encroaches on their original content. Automated licensing has become something of a lifeline. Really Simple Licensing (RSL) is an open, decentralized protocol from nonprofit rights organization RSL Collective, which is making it available free to websites that can use it to set licensing, usage and compensation terms for AI crawlers and agents. Based on the scalable Really Simple Syndication (RSS) framework, it works for digital content from web pages to books and videos, helping to thwart unauthorized scraping. Reddit, People, Yahoo and Ziff Davis are among those who have signed up. Continue reading RSL Offers Publishers a Path to Compensation for AI Scraping

OpenAI Reportedly Turning to Broadcom for Custom AI Chips

OpenAI is said to be in talks with Broadcom about developing custom AI inference chips to run its models. On an earnings call last week, Broadcom disclosed that an AI developer had placed a $10 billion order for AI server racks using its chips. That new customer was reported to be OpenAI, which has relied primarily on hotly sought-after Nvidia GPUs for model training and deployment. Broadcom specializes in XPUs — accelerator chips designed for specific uses, like inference for ChatGPT. OpenAI CEO Sam Altman has publicly complained that a shortage of chips has impeded the company’s ability to get new models and products to market. Continue reading OpenAI Reportedly Turning to Broadcom for Custom AI Chips

OpenAI Developing a Job Platform and Certification Program

OpenAI is sending the message that artificial intelligence is coming to make jobs, not take jobs. The company is developing the OpenAI Jobs Platform and a complementary OpenAI Certification program, and says it will certify 10 million Americans by 2030 working with launch partners including Walmart. The move comes as OpenAI is amping up its commercial endeavors. Although observers are positioning the career-focused effort as a potential rival to LinkedIn, owned by OpenAI investor Microsoft, the new contender will have a much narrower focus. It is expected to go live in mid-2026. Continue reading OpenAI Developing a Job Platform and Certification Program

Meta Profit Is Up 36 Percent, Fueling Superintelligence Race

Meta Platform reported another strong quarter, with profit up 36 percent to $18 billion on revenue of $47.5 billion, a 22 percent increase. Justifying to investors why the company spent billions restructuring AI operations as part of the new AI Superintelligence Lab and recruiting talent to run it, company CEO Mark Zuckerberg emphasized his desire “to build personal superintelligence for everyone in the world.” Zuckerberg said he believes AI superintelligence “has the potential to begin an exciting new era of individual empowerment.” Meta plans to more than double spending to build AI infrastructure, including server-filled data centers, and initiatives supporting model training and cloud computing. Continue reading Meta Profit Is Up 36 Percent, Fueling Superintelligence Race