TLDR AI 2025-11-04

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AWS AND OPENAI ANNOUNCE MULTI-YEAR STRATEGIC PARTNERSHIP

OpenAI is moving a significant portion of its compute to AWS in a $38 billion, seven-year deal that provides immediate access to hundreds of thousands of Nvidia GPUs with the ability to scale to tens of millions of CPUs. OpenAI won't serve its models through AWS (yet) due to its exclusive cloud relationship with Microsoft.

MICROSOFT SIGNS $9.7 BILLION CLOUD DEAL WITH IREN AS AI DEMAND SWELLS

Microsoft inked a $9.7 billion deal with data-center operator IREN to access Nvidia's advanced chips, addressing a computing crunch amid increasing AI demand. This five-year partnership allows Microsoft to boost capacity without constructing new facilities or securing additional power. IREN's phased deployment, supported by Microsoft's prepayment, will run through 2026.

WHAT'S UP WITH ANTHROPIC PREDICTING AGI BY EARLY 2027?

To get Nobel-Prize-winning AIs by early 2027, AIs must fully automate researching engineering by December 2026 and go from completing hour-long tasks today to completing two-week-long tasks in just the next 8 months. OpenAI is only slightly more conservative than Anthropic, estimating automated AI research by March 2028.

BABY SHOGGOTH IS LISTENING

AI will replace human writers and readers. Influential figures in AI like Tyler Cowen and Gwern argue that writers shouldn't optimize for human readers served by algorithmic feeds but for LLMs that will invariably train on their work. The motivation ranges from practical (LLMs now mediate most information retrieval and composition) to existential (influencing a future superintelligence may be the only lasting legacy).

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QWEN3-MAX-THINKING

Qwen3-Max-Thinking has been released in early preview. It currently achieves 100% on challenging reasoning benchmarks like AIME 2025 and HMMT when augmented with tool use and scaled test-time compute. The model is available in Qwen Chat and the Alibaba Cloud API.

NOTES FROM READING THE AMP MANUAL

Amp is a coding agent with support for MCP, the ability to set project, folder, and global context, a permissions system, headless mode, and more. It stores all threads on the server so users can resume a thread anytime. Amp picks the right model for each task, but it can be nudged to use more expensive models. It is pay-per-token and not cheap, but it is worth it because it saves time.

ASSISTANT-UI

assistant-ui is an open-source TypeScript/React library for building production-grade AI chat experiences quickly. It handles streaming, auto-scrolling, accessibility, and real-time updates, and works with any custom backend. assistant-ui has broad model support out of the box. It is fast to production and designed for customization with a great developer experience.

ANTHROPIC LANDS COGNIZANT AS ENTERPRISE AI CUSTOMER

Cognizant Technology Solutions is now one of Anthropic's three largest customers by total number of enterprise seats. The company plans to roll out Claude to its 350,000 employees. It will also co-sell Anthropic's Claude models to its business customers. The financial terms behind the partnership have not been publicized.

PERPLEXITY ASSISTANT WILL BE ABLE TO JOIN YOUR MEETINGS SOON

Perplexity is developing a wider set of meeting automation tools. These upcoming options will let users toggle automatic recordings of meetings, enable the assistant to join certain meetings on its own, and specify recipients who should receive a recap after the session concludes. They will help professionals and teams streamline meeting documentation and follow-up and cut down on manual note-taking and coordination. There is no timeline announced yet for the rollout of these new features.

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THIS IS THE LETTER THAT CAUSED GEMMA TO BE PULLED FROM AI STUDIO

Republican Senator Marsha Blackburn wrote a letter to Google demanding information about why its small, open-source model Gemma hallucinated “defamatory” information about her.

MICROSOFT TO INVEST OVER $15 BILLION IN UAE, SECURES US EXPORT LICENSES FOR NVIDIA CHIPS

The investment primarily funds data center expansion, where cutting-edge Nvidia chips will be allowed to enter the UAE for the first time.

PINTEREST ASSISTANT FOR VISUAL SHOPPING

Pinterest has introduced an AI-powered assistant designed to make online shopping more personalized and visually intuitive.