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🟡 Semafor Tech: ‘Melting’ parts (and hearts)
In this edition, how OpenAI’s GPU dilemma speaks to its fundamental operation, and Signal gets a boost globally.
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Elon Musk is building an AI giant — and Tesla will be central
Musk plays catch-up in the high-stakes AI race.
xAI
Signal downloads skyrocket in Yemen, US after leak
The news resurfaced privacy concerns, but may also suggest growing adoption from bad actors.
Dado Ruvic/Reuters
Exclusive: CoreWeave scales back its IPO ambitions in hit to AI hopes
The cloud computing company will likely seek a valuation closer to the $23 billion valuation it had in the private market a year ago than the roughly $30 billion it had originally targeted, people familiar with the matter said.
Thomas Fuller/SOPA Images/LightRocket via Getty Images
Tech mogul Jon McNeill on placing long-term AI bets
The GM board member and former Tesla president says “AI infrastructure is like the internet” in terms of its prolonged cycle.
Courtesy of VistaShares
YouTube ramps up podcasting with new ad test
The change could cement the Google-owned giant’s place at the center of the media world.
@helloimnik/Unsplash
New York’s longest-running play offers AI-powered live translations to attract new audiences
Attendees can select from 60 languages to hear the play in their preferred language.
Courtesy of the production
Abu Dhabi partners in $25B US AI fund
The deal, signed during UAE National Security Advisor Sheikh Tahnoon bin Zayed’s visit to Washington, is another sign of the Emirates’ relentless push for investment in AI.
Nvidia looks to grow its AI empire
The tech industry is crazy about Nvidia and its leather-clad CEO Jensen Huang. Wall Street, less so.
New Intel CEO takes the helm at a make-or-break moment
Lip-Bu Tan is reportedly considering major changes to the company’s AI and manufacturing approach.
CoreWeave serves as bellwether for AI in soft IPO market
The cloud computing firm intends to test the public markets, potentially setting the tone for other AI firms amid market volatility.
The tiny chips behind Amazon’s big AI investment
Anthropic prepares to put the company’s Project Rainier, potentially the world’s most powerful computer, to the test.
Trump’s Big Oil bear hug won’t help the AI race
Renewables offer a cheaper and faster way to meet surging power demands, said the CEO of the largest US electricity provider.
Meta braces for ex-Facebook employee’s tell-all book
Meta is pushing back particularly hard on some of the author’s claims about the company’s dealings abroad.
Tech leaders pivot away from H-1B visa program after populist revolt
Some tech leaders support reforming the program that has garnered skilled talent, putting them at odds with GOP members who prefer to eliminate it.
Anthropic looks to chip and energy strength to secure American AI dominance
The startup has also recommended the White House enhance national security testing of AI models.
MAGA offers corporations cover to flee Delaware
Threats that blue-chip companies, including Walmart, would leave for politically friendlier states sparked Delaware’s recently proposed overhaul of its corporate laws.
New Palantir venture targets finance industry’s AI spending
The company’s partnership with billionaires Mark Walter and Thomas Tull is pitching a ‘holistic’ approach to fragmented technology investments.
Autonomous driving technology has crossed a threshold, and there’s no going back
I turned the family ski trip into an autonomous driving experiment and saw the future of transportation.