Good morning. It’s Wednesday, January 22nd.

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In today’s email:

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OpenAI, Oracle, and SoftBank have set the stage for a $500 billion AI infrastructure overhaul with the Stargate Project. The partnership, revealed by President Donald Trump and tech leaders Sam Altman, Masayoshi Son, and Larry Ellison, includes plans to establish extensive data centers, enhance chip production, and expand energy resources.

Anchored by an initial $100 billion investment, it aims to support job creation and the development of a Texas-based 1-million-square-foot data center. SoftBank will manage funding, with operational oversight by OpenAI. Industry insiders frame the project as essential to outpacing China in the escalating AI arms race. While proponents highlight economic opportunities, critics, like Rob Enderle, caution about its broader socioeconomic ripple effects.

Alongside this announcement, Microsoft has lost its exclusive status as OpenAI's cloud provider. As part of the new agreement, Microsoft will retain the "right of first refusal" for any additional capacity requests, but OpenAI is now free to tap other cloud providers. While Microsoft continues to support OpenAI through its Azure platform, the collaboration has grown increasingly competitive, with OpenAI also integrating Oracle’s cloud infrastructure and other third-party services. Read more.

Anthropic plans to release a 'two-way' voice mode for Claude Anthropic plans to introduce a "two-way" voice mode for its chatbot, Claude, along with a memory feature that enables the model to recall previous interactions with users. CEO Dario Amodei, speaking at the World Economic Forum in Davos, noted the company’s growth driven by a surge in demand over the past year, though it faces challenges in meeting the required compute power.

In a new development that will strengthen its position in the competitive AI landscape, Anthropic has secured an additional $1 billion from Google, following its previous $2 billion investment. Read more.

Isomorphic Labs, the DeepMind spinoff under Google’s umbrella, sets its sights on launching AI-designed drug trials by the close of 2025, as outlined by CEO Demis Hassabis. The company is compressing the typical drug discovery timeline, transforming years of research into mere months. With strategic partnerships with pharma giants like Eli Lilly and Novartis, Isomorphic is positioning itself to exploit AI’s potential for rapid breakthroughs.

However, the pharmaceutical world is treading carefully, with early-stage trial data remaining inconsistent. Hassabis, while bullish on progress, noted that artificial general intelligence (AGI) is still a long way off—five years, perhaps, depending on pivotal advances. Founded in 2021, Isomorphic’s innovations are rooted in DeepMind’s AlphaFold, refining molecular structure predictions and offering promising solutions to complex biological puzzles. Read more. (Paywalled) Alternative Link.

Elon Musk hinted at the forthcoming release of xAI's Grok 3 chatbot, announcing on X that he was "testing Grok 3 int4 inference." The next-generation chatbot, reportedly trained on the Colossus supercomputer powered by 100,000 Nvidia H100 GPUs, is expected to eclipse its predecessors in both computational efficiency and multimodal capabilities.

While prior iterations introduced image generation, Grok 3’s architecture is engineered to refine text synthesis, data interpretation, and multimodal reasoning. Read more.

📄 VideoWorld: Exploring Knowledge Learning from Unlabeled Videos

📄 Multiple Choice Questions: Reasoning Makes Large Language Models (LLMs) More Self-Confident Even When They Are Wrong ​​

📄 GameFactory: Creating New Games with Generative Interactive Videos

📄 Agent-R: Training Language Model Agents to Reflect via Iterative Self-Training

📄 MMVU: Measuring Expert-Level Multi-Discipline Video Understanding

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