AWS and OpenAI announce multi-year strategic partnership (3 minute read) 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 (3 minute read) 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? (23 minute read) 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 (20 minute read) 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). | | Qwen3-Max-Thinking (2 minute read) 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 (5 minute read) 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 (GitHub Repo) 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 (3 minute read) 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 (1 minute read) 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. | | | Love TLDR? Tell your friends and get rewards! | | Share your referral link below with friends to get free TLDR swag! | | | | Track your referrals here. | | Want to advertise in TLDR? 📰 If your company is interested in reaching an audience of AI professionals and decision makers, you may want to advertise with us. Want to work at TLDR? 💼 Apply here or send a friend's resume to jobs@tldr.tech and get $1k if we hire them! If you have any comments or feedback, just respond to this email! Thanks for reading, Andrew Tan, Ali Aminian, & Jacob Turner | | | |
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