The Daily AI Show Apple Flops & Anthropic Excels and Other AI News (Ep. 548)
Sep 10, 2025
This week dives into Meta's surprise pledge of $600 billion for AI infrastructure, revealed in a hot mic moment. Microsoft is shaking things up with a $17 billion data center deal focused on renewable energy. Nvidia showcases its powerful new Rubin tech, setting a new standard for AI processing. OpenAI is venturing into filmmaking with 'Critters,' a $30 million animated feature. On the health front, Harvard’s AI model is revolutionizing drug discovery. Plus, Google and Stanford launch AI Quest to inspire young minds in the classroom.
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Zuckerberg's Hot Mic And A Big AI Pledge
- Mark Zuckerberg was caught on a hot mic telling Trump Meta might invest at least $600 billion in US AI infrastructure through 2028.
- Zuckerberg later clarified the number and said the company may invest even more after briefing the president.
AI Spending Means Massive Data Center Demand
- Large corporate AI spending translates into huge demand for data centers and specialized infrastructure like liquid-cooled NVIDIA clusters.
- Microsoft and Nebius are building renewable-powered capacity that highlights infrastructure firms' central role in AI rollout.
Hardware For Million-Token Contexts
- NVIDIA's Rubin CPX GPUs and Vera Rubin CPUs are designed for disaggregated inference targeting million-token context windows.
- The architecture separates context ingestion and generation to optimize compute and memory for long-context reasoning and video tasks.