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The Daily AI + Tech Briefing

OpenAI's new talent, Amazon's AI chip challenge

Today, OpenAI lands a Transformer co-inventor, Amazon enters the AI chip market, and Google mandates Android developer verification.

Roll the rundown
AI — OpenAI hires Transformer co-inventor Noam Shazeer from Google DeepMindCHIPS — Amazon to sell its custom AI chips, directly challenging Nvidia in marketBIG TECH — Meta secures 1.6 GW of computing capacity for massive AI infrastructure pushDEV — Google announces timeline for mandatory Android developer verificationSTARTUPS — AI inference startup Baseten reportedly raising $1.5B at $13B valuationAI — OpenAI hires Transformer co-inventor Noam Shazeer from Google DeepMindCHIPS — Amazon to sell its custom AI chips, directly challenging Nvidia in marketBIG TECH — Meta secures 1.6 GW of computing capacity for massive AI infrastructure pushDEV — Google announces timeline for mandatory Android developer verificationSTARTUPS — AI inference startup Baseten reportedly raising $1.5B at $13B valuation

Tonight’s rundown

ViralVault · The Daily BriefingSlide 01 / 05
01AI

OpenAI hires Transformer co-inventor Noam Shazeer from Google DeepMind

Noam Shazeer, a pivotal figure in the development of the Transformer architecture, has joined OpenAI from Google DeepMind. This high-profile hire comes as OpenAI prepares for a potential IPO, signaling a significant strengthening of its research capabilities.

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Hacker News · AI

OpenAI hires Transformer co-inventor Noam Shazeer from Google DeepMind

Noam Shazeer, a key inventor of the Transformer neural network architecture, has officially joined OpenAI.

Shazeer previously worked at Google DeepMind and is credited with co-authoring the influential 'Attention Is All You Need' paper.

This strategic hire is seen as a move to bolster OpenAI's talent pool as the company reportedly moves towards an initial public offering.

The addition of such a prominent figure underscores OpenAI's commitment to advancing its foundational AI research and model development.

OpenAI is bulking up before its IPO, landing Transformer co-inventor Noam Shazeer from Google DeepMind and former Trump AI policy official Dean Ball in the same week.
TechCrunch
ViralVault · The Daily BriefingSlide 02 / 05
02CHIPS

Amazon to sell its custom AI chips, directly challenging Nvidia in market

Amazon Web Services (AWS) is reportedly in talks to sell its custom-designed AI chips to other data centers, aiming to directly compete with Nvidia. This initiative, identified by CEO Andy Jassy as a $50 billion opportunity, signifies a major strategic shift in the AI chip landscape.

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TechCrunch · CHIPS

Amazon to sell its custom AI chips, directly challenging Nvidia in market

If Amazon Web Services has its way, the cloud giant is going to push even deeper into Nvidia’s market, in what might be one of the biggest challenges to Nvidia’s AI chip dominance we’ve seen so far.

Amazon’s AI chief Peter DeSantis told Bloomberg that AWS is in talks to sell its AI chip Trainium to other companies for use in data centers. DeSantis declined to specify which companies could be the buyers of such chips.

Such talks about selling chips are in the early stages, the company tells TechCrunch, and stem from Amazon CEO Andy Jassy’s annual shareholder letter in early April, in which he said the company’s homegrown AI chips were so coveted that he was thinking about selling them.

“If our chips business was a standalone business, and sold chips produced this year to AWS and other third parties (as other leading chips companies do), our annual run rate would be ~$50 billion. There’s so much demand for our chips that it’s quite possible we’ll sell racks of them to third parties in the future.”

How much of a challenge to Nvidia could Amazon be? A $50 billion competitor wouldn’t exactly tank Nvidia — which is currently on a $326 billion revenue run rate — if it keeps delivering quarters like the last one . But it’s akin to Intel’s annual revenues .

AWS is in talks to sell its chips to other data centers. CEO Andy Jassy has said this represents a $50 billion opportunity for the company.
TechCrunch
ViralVault · The Daily BriefingSlide 03 / 05
03BIG TECH

Meta secures 1.6 GW of computing capacity for massive AI infrastructure push

Meta Platforms has contracted to acquire approximately 1.6 gigawatts of computing capacity from data center developer Crusoe, spread across two major facilities in Texas and Missouri. This enormous investment underscores Meta's aggressive expansion in AI infrastructure, crucial for powering its advanced models and services.

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TechMeme · BIG TECH

Meta secures 1.6 GW of computing capacity for massive AI infrastructure push

Meta has entered agreements to purchase 1.6 gigawatts of computing capacity from Crusoe, a data center developer.

This significant power acquisition will be distributed across new data center facilities located in Texas and Missouri.

The move highlights Meta's substantial and ongoing investment in building out its core infrastructure for AI development.

Such large-scale resource commitments are essential for training and deploying the next generation of Meta's AI models and applications.

Meta Platforms Inc. has secured new agreements to get AI computing power from data center developer Crusoe, bolstering the infrastructure.
Bloomberg via TechMeme
ViralVault · The Daily BriefingSlide 04 / 05
04DEV

Google announces timeline for mandatory Android developer verification

Google is rolling out mandatory developer verification for Android, with a clear timeline provided for compliance across supported app stores. This initiative aims to enhance security and trust within the Android ecosystem, impacting all developers publishing applications.

Impact
All Android devs
Focus
Security
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arstechnica.comOpen ↗

Ars Technica · DEV

Google announces timeline for mandatory Android developer verification

Google has claimed that developer verification is a necessary change to smartphone software distribution, pointing to the increased prevalence of scams that trick Android users into installing malware apps. Google’s solution requires verifying the identities of developers outside the Play Store just like it does for devs publishing on its platform. This has proven to be a contentious change for myriad reasons.

In the new blog post , Google’s Matthew Forsythe confirms that the developer verification system is slated to come online on September 30 of this year. The initial deployment will be limited to countries with a high level of app scams: Brazil, Indonesia, Singapore, and Thailand.

Google released its new developer console back in March, inviting external developers the opportunity to pay $25 and verify their identities early. Developers who don’t register will find that their apps cannot be sideloaded on Google-certified Android devices once verification has rolled out.

This system places more burden on developers who want to make software for Android, even if they don’t want to deal with Google directly. There are a few updates that aim to streamline the experience. Google is following through on its promise to extend verification to trusted third-party stores—if a developer is verified in one of these storefronts, they are verified on Google’s side.

Developers will also have access to new APIs to make registering as an external developer less arduous. In the coming months, Google will release an Android Developer ID Status API that will check if a package name is already registered with Google. The Android Developer Console API will let you register and manage your app package names without leaving your development environment, too.

Google shares updated timeline for rolling out Android developer verification.
Ars Technica
ViralVault · The Daily BriefingSlide 05 / 05
05STARTUPS

AI inference startup Baseten reportedly raising $1.5B at $13B valuation

Baseten, an AI inference startup, is reportedly nearing completion of a massive $1.5 billion funding round, valuing the company at $13 billion. This significant investment highlights the ongoing 'inference gold rush' and the demand for efficient, scalable AI model deployment solutions.

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TechCrunch · STARTUPS

AI inference startup Baseten reportedly raising $1.5B at $13B valuation

AI inference company Baseten is close to finalizing a stunning $1.5 billion funding round at a $13 billion valuation, the Wall Street Journal reports . Just five months ago, the startup announced that it had raised a $300 million Series E at a $5 billion valuation. And that round was just nine months after raising a $150 million Series D.

If finalized, this latest round would represent a 160% increase in valuation in less than half a year. However, the WSJ reports that this is a split-priced round , a tactic startups are using to boost their headline valuation and make lead investors look good on paper.

Launched in 2019, Baseten is a startup benefiting from what The Next Wave hailed the “ inference gold rush ,” in which VCs are pouring enormous amounts of money into companies building the inference layer. Inference is what the model does after a user submits a prompt.

Get an inside look at what it takes to scale and succeed from leaders at Mach Industries, Founders Fund, and Shinkei Systems. Through candid fireside chats and high-impact networking, you’ll walk away with valuable insights and new connections.

Startup Baseten is reportedly close to finalizing a $1.5 billion round at a $13 billion as the “inference gold rush" marches on.
TechCrunch