AI Leaders Weekly Briefing

OpenAI, Meta, and xAI committed billions to infrastructure and compute power, while Musk's lawsuit against OpenAI proceeded, and Anthropic expanded globally, and more.

  • OpenAI secured multibillion-dollar agreements, including a deal with Cerebras Systems for 750 megawatts of ultra-low-latency compute power and a joint $1 billion investment with SoftBank in SB Energy to expand infrastructure for its Stargate project. 12345
  • Meta emphasized its infrastructure buildout, signing major agreements for 6.6 gigawatts of nuclear power to supply US data centers, announcing the 'Meta Compute' initiative, and initiating layoffs in Reality Labs to refocus on AI hardware development. 67891011
  • Elon Musk's xAI faced significant international and domestic regulatory scrutiny, including probes in California and the UK and blocks in Malaysia and Indonesia, over the creation of sexualized deepfakes by the Grok chatbot, even as xAI announced a new $20 billion data center in Mississippi. 121314151617181920
  • A federal judge ordered Elon Musk's lawsuit against OpenAI and Microsoft to proceed to trial, as OpenAI simultaneously faced multiple lawsuits alleging that ChatGPT encouraged users to commit suicide and was required by a court to produce discovery evidence. 212223242526
  • Anthropic expanded its global footprint by appointing a Managing Director for India ahead of a Bengaluru office opening and launched Anthropic Labs, an internal incubator, following a C-suite reorganization, while reportedly banning xAI developers from accessing its Claude models. 2728293031
  • OpenAI announced new consumer-focused initiatives, including ‘ChatGPT Health,’ amid rumours that the company may also be developing AI-powered earbuds, while rival Mistral AI secured a pivotal agreement with the French Ministry of Armed Forces to develop a sovereign military AI capability. 323334353637383940
  • Other notable developments included Chinese rival DeepSeek preparing to launch its next-generation V4 coding model, ElevenLabs crossing $330 million in annual recurring revenue, and OpenAI hiring back key technical staff from former CTO Mira Murati s Thinking Machines Lab. 41424344454647484950515253545556575859606162

Sources

  1. OpenAI’s $10B Cerebras Deal Promises 15x Faster AI Speed eWeek
  2. Exclusive | OpenAI Forges Multibillion-Dollar Computing Partnership With Cerebras The Wall Street Journal
  3. OpenAI partners with Cerebras OpenAI
  4. OpenAI, SoftBank invest $1 billion in SB Energy as Stargate buildout expands The Hindu
  5. OpenAI, SoftBank to Invest $1 Billion in SB Energy The Wall Street Journal
  6. Meta turns to nuclear for AI power Nuclear Engineering International
  7. Meta plans 1,500 job cuts as focus towards AI and data centres surges Business Today
  8. Meta refocuses on AI hardware as metaverse layoffs begin Engadget
  9. Meta unveils 'Meta Compute' initiative to build AI infrastructure Reuters
  10. Meta partners with U.S. nuclear companies to power AI data centres The Hindu
  11. Meta just bought enough nuclear to power 5 million homes Quartz
  12. xAI sued by mother of one of Elon Musk's children over sexual images Australian Financial Review
  13. Elon Musk’s xAI datacenter generating extra electricity illegally, regulator rules The Guardian
  14. Musk's xAI promises new restrictions for sexualized AI images on Grok derstandard.de
  15. Musk dealt blow over Grok deepfakes, but regulatory fight far from over Reuters
  16. Musk’s xAI Faces California AG Probe Over Grok Sexual Images Bloomberg Law
  17. California Investigates Elon Musk’s xAI Over Sexualized Images The New York Times
  18. New $20 billion xAI data center coming to Mississippi Yahoo
  19. Musk’s X Probed by UK Over Grok’s Thousands of Sexualized Images Yahoo Finance
  20. Malaysia and Indonesia become first to block Musk’s Grok over AI deepfakes AP News
  21. OpenAI and Microsoft lose last chance to avoid trial with Elon Musk The Japan Times
  22. When Chats Become Evidence: Court Affirms Order Requiring OpenAI to Produce 20... The National Law Review
  23. ChatGPT served as suicide coach in man s death, lawsuit alleges Yahoo
  24. Musk vs OpenAI trial set for April 27: US court - The Economic Times The Economic Times
  25. ChatGPT Killed a Man After OpenAI Brought Back “Inherently Dangerous” GPT-4o, Lawsuit Claims Futurism
  26. Judge gives all clear for Elon Musk's lawsuit against OpenAI to head to trial: 'We look forward to presenting all the evidence' The Cool Down
  27. 'Thrilled & Excited': After 24 Years With Microsoft, Irina Ghose Moves To Anthropic To Lead India Operations Free Press Journal
  28. Anthropic appoints Irina Ghose as Managing Director of India Anthropic
  29. Anthropic shakes up C-suite to expand its internal incubator The Verge
  30. Anthropic introduces Anthropic Labs Anthropic
  31. Elon Musk's xAI cofounder Tony Wu sends email to employees, says: Anthropic has banned us, this is a.. The Times of India
  32. OpenAI s Sweetpea Earbuds To Use Samsung s 2nm Exynos Chip, Titan ASIC Launching By The End Of The Year Wccftech
  33. Defense: Why France chooses Mistral AI for its sovereign "combat AI" BlogNT
  34. OpenAI is reportedly working on AI-powered earbuds with ChatGPT integration Mint
  35. OpenAI buys tiny health records startup Torch for, reportedly, $100M TechCrunch
  36. OpenAI announces health forum discussion OpenAI
  37. Mistral AI signs an agreement with the Ministry of the Armed Forces for a sovereign military AI Mac4Ever
  38. OpenAI Bridges the Gap Between AI and Medicine with the Launch of “ChatGPT Health” FinancialContent
  39. The Ministry of the Armed Forces signs a framework agreement with Mistral AI L'Informaticien
  40. OpenAI Launches ChatGPT Health, Expanding AI’s Role in Healthcare Greekreporter
  41. DeepMind launches TranslateGemma DeepMind
  42. China’s Alibaba Links Qwen AI App to Vast Consumer Ecosystem The Wall Street Journal
  43. Thinking Machines Lab CTO Barret Zoph returns to OpenAI in surprise move Neowin
  44. Murati’s Thinking Machines Lab Removes CTO The Information
  45. Two More AI Staffers Depart Murati's Thinking Machines The Information
  46. Inside OpenAI's Raid on Thinking Machines Lab Wired
  47. OpenAI expects another 'seismic shock' from China amid speculation of new DeepSeek release The Star
  48. ElevenLabs announces partnership with Deutsche Telekom ElevenLabs
  49. New generation flagship large model DeepSeek V4 to be released around Chinese New Year: AI programming capability surpasses Claude EET China
  50. Mistral announces next phase of Morocco partnership Mistral
  51. DeepMind updates Veo 3.1 Ingredients to Video DeepMind
  52. Microsoft Warns China’s DeepSeek AI Captures Market Share in Global South at 2-4x Rate Winbuzzer
  53. ElevenLabs announces $330M ARR ElevenLabs
  54. ElevenLabs Launches Scribe v2 Realtime: A Breakthrough in Ultra-Low Latency Speech-to-Text QUASA Connect
  55. ElevenLabs: $330M Crossed in ARR Bloomberg
  56. Alibaba’s Qwen family hits 700 million downloads to lead global open-source AI adoption South China Morning Post
  57. Anthropic introduces Cowork research preview Anthropic
  58. Anthropic launches Cowork, a Claude Code-like for general computing Ars Technica
  59. Anthropic advances Claude for healthcare and life sciences Anthropic
  60. DeepSeek set to launch next-gen ‘V4’ model - The Information StreetInsider.com
  61. ElevenLabs introduces Scribe v2 ElevenLabs
  62. DeepSeek to launch new AI model focused on coding in February, The Information reports Reuters
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