The chapter discusses the performance of AI stocks, fundraising rounds of companies like Databricks and Helsing, the importance of data organization for AI, and involvement of big players like Microsoft and Nvidia. It also highlights the potential of AI in defense and national security and growing investment in the European military establishment.
The Information has another Google AI scoop with reports that Google has pushed Gemini to testing with a number of external partners, suggesting that launch is close. Before that on the Brief: AI market enthusiasm leads to big private rounds and the best IPO in two years.
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