AI News Daily

25th October - AI News Daily - OpenAI, Anthropic Secure Massive Chip Deals as AI Infrastructure Arms Race Accelerates

• Sandy • Season 1 • Episode 126

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Top Highlights: AMD signed a major chip deal with OpenAI worth potentially $100B with 10% equity. Anthropic gained access to ~1M Google TPUs. OpenAI's Sora 2 reached 1M downloads in 5 days, Android version coming. Salesforce launched MuleSoft Agent Fabric for enterprise AI governance. UK released AI scribing framework; OpenAI added UK data residency.

New Tools: Mistral AI's agent studio offers production observability. Meta open-sourced CTran for cross-vendor GPU support. Karpathy released Nanochat, an open chatbot pipeline. vLLM added TPU support and DeepSeek-OCR. Runway democratized video workflows. OpenRouter introduced :exacto for reliable tool-calling.

LLM Updates: Meta's ScaleRL predicts RL scaling. Lookahead improves model routing. Baseten achieved 650+ tokens/s on 120B models. MiniMax M2 excels at coding tasks. Scaf-GRPO boosted reasoning 44%.

Research: Anthropic's ImpossibleBench tests agent spec-following. Black-box model theft detection advances. Tahoe-x1 3B biotech model released. MedSAM gains clinical traction. New theory links graph algorithms to Transformers.

Industry: AMD-OpenAI deal faces TSMC bottlenecks. Anthropic-Google TPU expansion fuels browser competition. OpenAI backed Valthos ($30M); safety lawsuits mount. Illinois Bar issued AI ethics guidance.

Tutorials: Together AI published Nanochat deployment guide. PyTorch debugging insights shared. RL environment design explainer. Modular's Mojo GPU Puzzles (34 challenges). Stanford's full AI curriculum online.

Showcases: Vision Pro delivers 4K 120Hz wireless VR. Veo 3.1 frame editing impresses. Wan 2.2 + Glif achieve film-quality swaps. Higgsfield Popcorn enables precise video variants.

Discussions: Tensor Logic aims to unify reasoning paradigms. Coverage profiles link pretraining to performance. RAG critiques warn of shallow retrieval. Coding benchmark mismatches noted. Open-source defended as power check.

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