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🤖 Grok gets AI companions
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- Elon Musk announced that AI companions are now available for "Super Grok" subscribers, a feature that adds new characters to the chatbot for a $30 monthly fee.
- Examples shared by Musk include an anime girl named Ani and a 3D fox creature called Bad Rudy, which are two of the first available AI companions.
- This launch follows a controversy over Grok’s antisemitic behavior, and it is unclear if the companions are for romantic interest or just serve as new skins.
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⚡️ Meta to invest ‘hundreds of billions’ in AI data centers
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- Meta plans to invest hundreds of billions into new AI data centers, setting a long-term goal to achieve what the company is calling "superintelligence".
- Its first "multi-gigawatt" facility is Prometheus in Ohio, coming online in 2026, with a separate $10 billion Hyperion campus planned for Louisiana.
- Spending on this infrastructure will increase to between $60 billion and $65 billion in 2025, a jump from the $35 to $40 billion spent previously.
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💰 Nvidia resumes H20 AI chip sales to China
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- Nvidia is restarting sales of its H20 graphics processing units in China, stating the U.S. government assured the company that licenses will be granted soon.
- Major Chinese firms like ByteDance and Tencent are scrambling to place orders for the GPUs by registering on a special whitelist created by the chipmaker.
- The company also announced a new RTX Pro GPU model, which is designed to be fully compliant with American export rules for the market in that country.
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🔮 Amazon launches Kiro, its new AI-powered IDE
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- Amazon launched Kiro, a new AI-powered agentic IDE built on Code OSS that aims to help turn developer prototypes into production-ready software systems.
- It introduces Kiro Specs to embed requirement specifications for context and Kiro Hooks that automate AI tasks in the background when developers change files.
- The tool automatically generates design documents, data flow diagrams, and database schemas based on the project's existing codebase and its approved specifications.
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🛡️ Anthropic, Google, OpenAI and xAI land $200 million Pentagon defense deals
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- The Pentagon awarded Anthropic, Google, OpenAI, and xAI contracts with a $200 million ceiling each to develop new artificial intelligence tools for defense.
- These companies will provide models like Claude Gov and Grok for Government to build "agentic" workflows that can reason across classified military data.
- This two-year project aims to integrate the AI into existing DoD platforms, including the Advana and Maven Smart System, for tasks like combat planning.
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🤝 Cognition AI has acquired rival Windsurf
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- Cognition, the company behind the Devin agent, has purchased rival Windsurf to merge their autonomous agents with Windsurf's interactive development environment for coding.
- The acquisition follows a separate $2.4 billion deal where Windsurf's former CEO and senior R&D employees departed for Google, giving it a technology license.
- With the merger, the future of Windsurf's generous free tier for its SWE-1-Lite agent is now uncertain since Cognition does not offer a free product.
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🧲 Apple invests $500 million in US rare earths
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- Apple is investing $500 million with partner MP Materials, committing to buy American-made rare earth magnets produced at a factory in Fort Worth, Texas.
- The multiyear deal includes building several neodymium magnet manufacturing lines that are specifically designed for use inside future Apple products.
- Both companies will also create a rare earth recycling line in California and develop novel magnet materials with new processing technologies to enhance magnet performance.
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