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What The AI Inflection Index Caught Early and What It’s Flagging Next

A spike in discussion about AI power demand in late 2024, well before it started to dominate the national discussion. An early alert to rising interest in custom chips for AI inference. A non-consensus perspective on agentic commerce. These are just some of the insights that emerged from The Information’s AI Inflection Index, a new data product for Pro subscribers that we launched last week. (I discussed the index on TITV Friday, in case you missed it.

AMD to Buy Fei-Fei Li’s World Labs for $8.2 Billion

World Labs CEO and AI researcher Fei-Fei Li will join AMD as executive vice president and chief scientist and will report to president and CEO Lisa Su.

Florida AG Seeks to Bar OpenAI from Developing New Models Without Guardrails

Florida’s state Attorney General asked the court for a temporary injunction and called for OpenAI to join the ask.

Exclusive: Instinct Hires Coatue’s Schwerin as Chief Business Officer

Instinct said Monday it had raised $1 billion at a $10-billion valuation.

Nvidia Authorizes $150 Billion Stock Buyback Increase, Largest In History

The move indicates that Nvidia believes it can both invest heavily in its ecosystem and return cash to shareholders.

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Nvidia Releases Products To Stop AI From Going Rogue

CEO Jensen Huang said AI’s “full promise” can only be realized when people are confident AI is running safely.

Exclusive: LiveRamp Expands OpenAI Partnership to Let Brands Target ChatGPT Ads

LiveRamp was among the first outside ad tech companies to work with OpenAI after ChatGPT began testing ads in February.

Meta Taps MongoDB CEO to Lead New Enterprise AI Division

Chirantan Desai will run Meta Enterprise Platform as social media company looks to challenge OpenAI and Anthropic

SpaceX Launches Starship Into Orbit For The First Time

It was the 14th test flight of the Starship and the company released 26 of its new satellites during the test.

What happens when Silicon Valley logs off—the trends, people and companies shaping tech culture.

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Anthropic’s Amodei to Dine With Trump at White House

The Anthropic CEO missed a White House dinner earlier in the week attended by other tech CEOs.

OpenAI Agents Tried to Hack Education Depart. Website Amid Dozens of Misdeeds

The incident came as OpenAI disclosed that it had notified “dozens” of entities of model misbehavior on their websites.

Exclusive: Meta Bolsters Muse Safety Warning After Security Vulnerability Found

Meta said it’s adding an extra layer of protection after a bug bounty researcher discovered a security vulnerability.

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Exclusive: Figma Exec Joins AI Inference Startup Baseten

Former Figma CMO Sheila Vashee spent three years at the design software firm.

Microsoft Launches Revamped Copilot ‘Super App’ with Muse Competitor

CEO Satya Nadella said the redesign aims to make “Copilot as a new OS for work.”
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