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AXIOS (Madison Mills) - Google's Gemini delay exposes a deeper problem: employee frustration

Poor morale among employees is contributing to delayed model releases from Google's DeepMind AI lab , according to conversations with half a dozen current and former Google DeepMind employees. Why it matters: As the company's cash flow just turned negative, investors and competitors are questioning Google's standing in the AI race. State of play: Google's Gemini 3.5 Pro, its most powerful model in the works, is months behind, per Bloomberg , but the company did just release a series of smaller , more efficient models, garnering mixed reactions. - Top executives from competing AI labs were quick to shade the releases, with Meta's Alexander Wang saying "Gemini who?" on X , and others asking top Google leadership when more powerful models…

NYTIMES (Eli Tan and Mike Isaac) - Meta in Talks to Lease Computing Power to Anthropic in Potential $10 Billion Deal

A deal would underline how scarce computing power is for artificial intelligence development, and could create a new business for Meta.

NYTIMES (Adeel Hassan) - The Cloud Has Sound: The Unrelenting and Unseen Cost of the A.I. Boom

As tech giants rush to build big data centers, some residents who live near them say a constant low-frequency vibration is ruining their health and homes.

AXIOS (Maria Curi) - How Amazon and the White House ended Anthropic's Fable

Anthropic's much-anticipated, powerful Fable 5 AI model lasted just days in the public's hands, after an urgent report from Amazon triggered a scramble inside the White House that ended in a dramatic Friday night takedown. Why it matters: The episode highlights the administration and industry's reactionary approach to a technology that is moving at breakneck speed. - It also raises questions about why Amazon would strike such a disruptive blow against a company in which it is a major investor . Behind the scenes: Amazon called administration officials Thursday night to share a report showing how they were able to jailbreak and access portions of Anthropic's powerful new Mythos model that pose a national security threat, sources familiar…

NYTIMES (Kate Conger) - SpaceX Has $30 Billion Deal to Provide Google With A.I. Computing Power

Elon Musk’s rocket company said Google would pay it $920 million a month, as it prepared for its initial public offering.

AXIOS (Madison Mills) - AI labs can't stop leapfrogging each other

The AI industry has entered an era of perpetual upheaval where market leaders are crowned — and dethroned — every few months. - Today's hottest company could be eclipsed by summer and the laggard could revolutionize the world. Why it matters: As AI changes everything, keeping up with who's dominant and who's falling behind is becoming an existential question for investors, big businesses and regular users trying to guarantee their own futures. - The wrong call can mean spending millions of dollars on a model that could be outdated by the end of the quarter — or spending hours learning a tool that will soon be obsolete. The big picture: OpenAI looked unstoppable through last fall thanks to its first-mover advantage with ChatGPT. …