News/Cloud
Tying it all together: Credo’s purple cables power the $4B AI data center boom
Credo, a Silicon Valley semiconductor company specializing in data center cables and chips, has seen its stock price more than double this year to $143.61, following a 245% surge in 2024. The company's signature purple cables, which cost between $300-$500 each, have become essential infrastructure for AI data centers, positioning Credo to capitalize on the trillion-dollar AI infrastructure expansion as hyperscalers like Amazon, Microsoft, and Elon Musk's xAI rapidly build out massive computing facilities. What you should know: Credo's active electrical cables (AECs) are becoming indispensable for connecting the massive GPU clusters required for AI training and inference. The company...
read Oct 16, 2025Tesla’s ex-AI chief releases $100 DIY ChatGPT-ish toolkit
AI luminary Andrej Karpathy, former director of AI at Tesla and OpenAI co-founder, has released nanochat—a comprehensive toolkit that lets anyone build their own ChatGPT-like AI assistant for approximately $100. Released on October 13, 2025, this open-source project represents the most accessible path yet for creating a functional large language model (LLM) from scratch. Unlike previous AI-building tools that required extensive technical expertise or substantial financial investment, nanochat provides a complete "full-stack" solution. This means it handles every step of the AI creation process, from initial data processing to deploying a web interface where users can chat with their custom...
read Oct 16, 2025Novelists sue Salesforce for using copyrighted books to train AI models
Two authors have filed a proposed class action lawsuit against Salesforce, alleging the cloud computing giant used thousands of copyrighted books without permission to train its xGen AI models. The lawsuit highlights growing legal pressure on tech companies over AI training practices, with dozens of similar cases targeting major firms like OpenAI, Microsoft, and Meta. What you should know: Novelists Molly Tanzer and Jennifer Gilmore claim Salesforce infringed their copyrights by using pirated books to train xGen AI models for language processing.• The complaint was filed on Wednesday, with Salesforce declining to comment on the lawsuit Thursday.• Attorney Joseph Saveri,...
readGet SIGNAL/NOISE in your inbox daily
All Signal, No Noise
One concise email to make you smarter on AI daily.
No, the NFL’s AI-powered “Digital Athlete” is not a companion
The NFL has partnered with Amazon Web Services to develop Digital Athlete, an AI-powered injury prediction tool that analyzes data from all 32 teams to help keep players healthier. The system processes massive amounts of player data from sensors, cameras, and tracking technology to identify injury risks and optimize training schedules, representing a significant shift toward data-driven player safety in professional sports. How it works: Digital Athlete uses sensors in shoulder pads, cameras, and optical tracking to gather comprehensive data from practice and games across all NFL teams. The system generates about 500 million data points weekly—the same amount NextGen...
read Oct 14, 2025Google and World Bank partner on AI services for emerging markets
Google and the World Bank have partnered to develop AI-powered public digital infrastructure in emerging markets, focusing on interoperable networks that will help citizens access government services through simple devices in over 40 languages. The collaboration combines Google Cloud's AI technology with the World Bank's development expertise to create Open Network Stacks for critical sectors including agriculture, healthcare, and education. What you should know: The partnership builds on a successful pilot program that has already demonstrated real-world impact for underserved populations. A pro bono pilot in Uttar Pradesh, India, helped thousands of smallholder farmers increase their profitability through AI-powered agricultural...
read Oct 13, 2025How-to: Amazon Quick Suite enables AI assistants to access enterprise data with standardized protocol
Amazon Quick Suite now enables organizations to connect their AI assistants directly to enterprise applications through a standardized protocol called Model Context Protocol (MCP). This capability addresses a critical challenge: allowing AI agents to securely access organizational data and take actions across multiple business systems without requiring complex custom integrations. MCP functions as a universal translator between AI systems and enterprise applications. Instead of building individual connections between your AI assistant and each business tool—a process that traditionally required extensive custom development—MCP provides a single, standardized approach that works across platforms. This matters because it dramatically reduces the technical complexity...
read Oct 13, 2025AWS builds AI dashboard to analyze medical reports. Here’s how to make it work.
Healthcare organizations generate massive amounts of medical data daily, yet much of this valuable information remains locked away in complex reports that require significant time and expertise to interpret. A new solution combining Amazon Web Services' artificial intelligence capabilities with modern web technologies promises to transform how medical professionals interact with patient data. This comprehensive dashboard solution leverages Amazon Bedrock (AWS's managed AI service), LangChain (a framework for building AI applications), and Streamlit (a Python-based web application framework) to create an intelligent system that not only stores medical reports but actively helps interpret them through natural language conversations and dynamic...
read Oct 13, 2025Microsoft Copilot now connects to Gmail, OneDrive and Google Drive
Microsoft has begun rolling out an update to Copilot on Windows that enables the AI assistant to connect directly with OneDrive, Outlook, Google Drive, Gmail, and other personal productivity apps. The upgrade allows users to prompt Copilot in natural language to retrieve and analyze information from their connected accounts, while also introducing the ability to create and export documents through simple voice commands. What you should know: The new connector features are opt-in only and currently available exclusively to Microsoft's Copilot "Insider" program members. Users can grant Copilot access by opening settings, clicking "Connectors," and selecting which services they want...
read Oct 10, 2025Microsoft commits $33B to secure 100K Nvidia chips from neocloud providers
Microsoft has committed $33 billion to partnerships with "neocloud" providers like Nebius, CoreWeave, and Lambda, securing access to over 100,000 of Nvidia's newest GB300 chips without building additional infrastructure. This strategy allows Microsoft to rapidly scale its AI capabilities while reserving its own data centers for paying customers, revealing how tech giants are navigating the intense competition for scarce GPU resources. What you should know: Microsoft's $19.4 billion deal with Nebius, a specialized cloud computing provider, alone provides access to more than 100,000 Nvidia GB300 chips through temporary leasing arrangements. Each Nvidia GB300 NVL72 server rack contains 72 high-end B300...
read Oct 9, 2025Aqua Security wins AI cybersecurity solution of the year award
Aqua Security's AI protection platform, Aqua Secure AI, has been named "Cybersecurity Solution of the Year for Artificial Intelligence" in the ninth annual CyberSecurity Breakthrough Awards program. The recognition highlights the growing need for specialized security solutions as analysts predict over a billion new AI applications will be deployed by 2028, with most running in containerized environments. What you should know: Aqua Secure AI delivers comprehensive security for AI applications throughout their entire lifecycle within Kubernetes and cloud native environments. The platform embeds AI protection directly at the application layer without requiring code changes or impacting performance. It monitors prompt...
read Oct 9, 2025AWS debuts Quick Suite connecting 1,000+ apps for AI-powered workspaces
Amazon Web Services has launched Amazon Quick Suite, an AI-powered platform designed to serve as a centralized hub for enterprise workers to access data and complete tasks across multiple applications using natural language. The solution aims to address the challenge of critical business data being scattered across various systems, positioning itself as "everything you want to do with ChatGPT at work, but can't." What you should know: Quick Suite functions as an AI-powered workspace that connects to numerous enterprise applications and data sources. Workplace administrators can integrate the platform with personal repositories like Google Drive, Office 365, Slack, and email,...
read Oct 9, 2025Microsoft Azure launches world’s first GB300 supercomputer for OpenAI
Microsoft Azure has unveiled the world's first production-scale NVIDIA GB300 NVL72 supercomputing cluster, specifically designed for OpenAI's most demanding AI workloads. This milestone represents a significant leap in AI infrastructure capabilities, featuring over 4,600 NVIDIA Blackwell Ultra GPUs that will power next-generation reasoning models and agentic AI systems while reinforcing American leadership in artificial intelligence. What you should know: The new NDv6 GB300 VM series delivers unprecedented computational power through liquid-cooled, rack-scale systems that integrate cutting-edge hardware into a unified supercomputer. Each rack contains 72 NVIDIA Blackwell Ultra GPUs and 36 NVIDIA Grace CPUs, providing 37 terabytes of fast memory...
read Oct 7, 2025Oracle NetSuite Next brings AI-first ERP with natural language assistant
Oracle NetSuite has unveiled NetSuite Next, positioning it as "the future of NetSuite" with AI-first functionality centered around a natural language assistant called Ask Oracle. The platform represents a fundamental shift in how enterprise resource planning (ERP) systems—software that helps businesses manage day-to-day operations like accounting, procurement, and project management—operate, moving beyond traditional interfaces to conversational, AI-driven workflows that could reshape how businesses interact with their data. What you should know: NetSuite Next introduces comprehensive AI capabilities that transform how users navigate and analyze business data. Ask Oracle serves as a built-in AI assistant that allows users to navigate, search,...
read Oct 3, 2025Microsoft to replace Nvidia GPUs with its own Maia accelerators
Microsoft CTO Kevin Scott announced the company plans to transition most of its AI workloads from Nvidia and AMD GPUs to its own homegrown Maia accelerators in the coming years. The strategic shift reflects Microsoft's pursuit of better price-performance ratios and greater control over its datacenter infrastructure, positioning the company to compete more effectively with Amazon and Google, who have been developing custom silicon for years. What you should know: Microsoft is betting big on its second-generation Maia accelerator to challenge GPU dominance in its datacenters. The company successfully moved OpenAI's GPT-3.5 to its first-generation Maia 100 chips in 2023,...
read Oct 3, 2025Words at a loss: Perplexity makes AI browser free despite massive compute costs
Perplexity CEO Aravind Srinivas announced Wednesday that the company's Comet web browser will soon be free for all users, despite the significant compute costs associated with its autonomous AI capabilities. The move positions Perplexity, an AI-powered search company, to challenge established players while highlighting the complex economics facing AI companies as they scale their most resource-intensive features. Why this matters: The decision to offer compute-heavy AI browsing for free illustrates how startups can exploit advantages that tech giants like Google cannot easily replicate due to their massive user bases and existing infrastructure constraints. Key details: The browser's autonomous, agentic features...
read Oct 1, 2025Crusoe powers up Central Texas AI data center with Oracle partnership
Crusoe has officially powered up the first phase of its flagship Stargate data center campus in Abilene, Texas, developed in partnership with Oracle Cloud Infrastructure. The rapid deployment—going from groundbreaking in June 2024 to operational facilities running Nvidia GB200 racks just over a year later—represents a significant milestone in U.S. AI infrastructure development and demonstrates how quickly large-scale AI computing facilities can be brought online. What you should know: The Abilene campus is already processing AI training and inference workloads with cutting-edge hardware delivered by Oracle. Oracle began delivering Nvidia GB200 racks in June 2025, enabling the site to run...
read Oct 1, 2025AWS and NBA double (dribble) up with AI platform for basketball analytics and fan experiences
Amazon Web Services has announced a multi-year partnership with the National Basketball Association to launch "NBA Inside the Game," an AI-powered platform that transforms game data into insights and interactive experiences. The collaboration positions AWS to capitalize on the growing intersection of sports analytics and artificial intelligence, while giving the NBA advanced tools to enhance fan engagement and team strategy analysis. What you should know: The platform will deliver AI-driven basketball analytics across multiple NBA channels and provide teams with strategic insights. "NBA Inside the Game" will offer features for live broadcasts and be integrated into the NBA App, website,...
read Sep 30, 2025Google Drive adds AI ransomware detection to stop attacks before they spread
Google Drive is adding AI-powered ransomware detection to its desktop application, using a specialized model trained on millions of real-world ransomware samples to identify malicious file modifications before they spread. The feature automatically pauses file syncing when threats are detected, sends alerts to users, and enables file restoration, addressing the growing ransomware threat that saw 5,289 attacks worldwide in 2024—a 15% increase from the previous year. How it works: Google's AI model continuously monitors file changes on Windows and macOS systems to detect signs of ransomware activity like mass encryption or corruption attempts. When the system detects suspicious activity, it...
read Sep 30, 2025CoreWeave shares rise as company signs $14B deal with Meta for AI computing power
CoreWeave has signed a $14 billion agreement with Meta to supply computing power, marking the latest massive infrastructure deal as companies scramble to meet surging demand for AI applications. The deal sent CoreWeave shares up 10% in premarket trading and underscores the intense capital flows driving AI infrastructure expansion, though it also raises questions about potential market bubbles and circular financing patterns. What you should know: This represents one of the largest AI infrastructure deals to date, highlighting the enormous capital requirements for modern AI operations. CoreWeave will provide Meta access to Nvidia's latest GB300 systems as part of the...
read Sep 29, 2025Microsoft wins $3.1B federal AI contract with free Copilot access
Microsoft has secured a massive government cloud and AI contract through the General Services Administration's new OneGov deal, offering steep discounts including free access to its Copilot AI assistant for federal agencies. The agreement could generate $3.1 billion in first-year savings alone and positions Microsoft to dominate the rapidly expanding federal AI market against competitors like OpenAI, Anthropic, and Google. The big picture: This represents a strategic land grab for the federal government's AI infrastructure, with Microsoft leveraging existing compliance advantages to secure long-term vendor relationships. The three-year agreement covers Microsoft 365, Azure Cloud Services, Dynamics 365, and cybersecurity tool...
read Sep 26, 2025Window(s) shopping: Microsoft launches unified marketplace with 3,000+ AI apps
Microsoft has launched Microsoft Marketplace, a unified platform that offers more than 3,000 AI apps and agents built atop Microsoft Cloud. The marketplace merges Azure Marketplace and Microsoft AppSource, allowing businesses to quickly deploy AI tools without security concerns while positioning Microsoft to compete directly with Amazon Web Services in the enterprise AI distribution space. What you should know: Microsoft Marketplace streamlines AI tool procurement for enterprise customers by providing pre-vetted, cloud-compatible solutions. The platform combines Microsoft's existing Azure Marketplace (launched 2014) and AppSource (launched 2016) into a single destination for cloud services and AI applications. All offerings are compatible...
read Sep 25, 2025Microsoft cuts AI services to Israeli defense unit after West Bank surveillance findings
Microsoft has disabled cloud and AI services used by an Israeli defense unit after finding preliminary evidence supporting reports that the technology was being used for civilian surveillance in Gaza and the West Bank. The action follows an internal review triggered by Guardian reporting in August, marking a significant policy enforcement by the tech giant regarding the use of its services for mass surveillance activities. What happened: Microsoft's review found evidence supporting elements of the Guardian's reporting about Israel Defense Forces surveillance operations. The Guardian alleged that the IDF was using Microsoft's Azure cloud platform for collecting and storing data...
read Sep 25, 2025Databricks partners with OpenAI in $100M deal to embed ChatGPT into enterprise platforms
Databricks, a San Francisco-based data analytics firm, has partnered with OpenAI to integrate the ChatGPT maker's AI models directly into its enterprise data and analytics platforms, including its flagship Agent Bricks product. The partnership is expected to generate $100 million in revenue and gives Databricks a competitive edge over rival Snowflake in the rapidly expanding enterprise AI market. What you should know: The integration will embed OpenAI's AI models directly into Databricks' cloud platform and Agent Bricks, which helps customers create, test and scale AI applications and agents.• More than 20,000 enterprise customers of Databricks will gain access to GPT-5...
read Sep 24, 2025Alibaba Cloud integrates Nvidia’s Physical AI tools into PAI service
Alibaba will integrate Nvidia's complete suite of AI development tools for "Physical AI" into its cloud software platform. This partnership positions Alibaba to leverage advanced robotics and embodied AI capabilities within its Platform for AI (PAI) service, potentially expanding its competitive edge in the enterprise AI market. What you should know: The integration brings Nvidia's Physical AI software stack directly into Alibaba Cloud's existing AI platform infrastructure. Alibaba Cloud's Platform for AI (PAI) will now include access to Nvidia's full suite of development tools designed specifically for Physical AI applications. Physical AI refers to artificial intelligence systems that can understand...
read