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Meta follows SpaceX’s playbook and builds a cloud business to sell its spare AI compute to outside customers
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- July 1, 2026
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Meta is building its own cloud business to sell spare AI compute to outside customers. With planned AI investments of up to $145 billion this year alone, the same question that came up with xAI now applies to Meta: why isn’t the company putting all that capacity to work on its own models? The article […]
Nvidia in talks to invest in Perplexity at $30 billion-plus valuation
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- August 24, 2026
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Nvidia is negotiating an investment in Perplexity at a valuation above $30 billion, more than 50 percent higher than its last funding round, The Information reports. Perplexity’s annualized revenue has tripled to over $750 million. Much of Nvidia’s investment money tends to flow back as revenue when portfolio companies buy its chips. The article Nvidia […]
The Agentic Data Science Playbook
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- September 30, 2026
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The following article originally appeared on Vanishing Gradients and is being republished here with the authors’ permission When an AI agent can explore a dataset, choose a modeling approach, run the analysis, and explain its findings, what should the data scientist do? Traditionally, data scientists chose each step and implemented much of the analysis themselves. […]
Microsoft Launches $2.5B Frontier Company to Drive Enterprise AI Deployments at Scale
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- July 2, 2026
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Microsoft has announced the creation of Microsoft Frontier Company, a new operating business backed by $2.5 billion and 6,000 industry and engineering specialists, designed to ensure successful AI deployments for enterprise clients using Microsoft’s existing suite of AI tools. Judson Althoff, CEO of Microsoft’s Commercial Business, positioned the venture as something larger than the forward-deployed […]