Week 48 in AI: Meta negotiates multi-billion dollar Google chip deal challenging Nvidia dominance, Anthropic launches Claude Opus 4.5 at 1/3 cost, US launches Genesis Mission for AI science, HP cuts 6,000 jobs citing AI automation, major infrastructure investments exceed $100B while ChatGPT shopping agent enters e-commerce.

📋 Quick Takeaways

• Meta in talks for multi-billion dollar deal to use Google’s custom AI chips, challenging Nvidia’s dominance
• Google reveals “Ironwood” TPU v7, offering 4x performance boost over previous generations
• Banks negotiate $38B funding for massive data center infrastructure supporting OpenAI
• Tesla releases FSD V14.2.1 to AI4 vehicles with enhanced decision-making capabilities
• MIT report predicts AI could replace 12% of US workforce, accelerating labor market concerns
• Alibaba launches Quark AI Glasses, intensifying the smart eyewear competition

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🚀 AI Hardware & Infrastructure Wars

Meta Negotiates Multi-Billion Dollar Google Chip Deal

Strategic Shift: Reports confirm Meta [finance:Meta Platforms, Inc.] is in advanced talks to purchase billions of dollars worth of Google [finance:Alphabet Inc.] custom AI chips (TPUs) and lease cloud capacity.

Week 45 in AI: Meta commits $600B US infrastructure investment, Apple pays Google $1B/year for Gemini-powered Siri, Trump administration blocks Nvidia China exports, Microsoft launches superintelligence team, OpenAI-AWS forge $38B partnership, AI safety vulnerabilities exposed, global chip war intensifies.

📋 Quick Takeaways

• Meta formalizes record $600 billion US investment through 2028 for AI data centers and workforce expansion
• Microsoft forms MAI Superintelligence Team led by Mustafa Suleyman, freed from OpenAI partnership constraints
• Google launches Ironwood TPU with 4X performance boost and secures multibillion-dollar Anthropic megadeal
• Snap-Perplexity finalize $400 million partnership bringing AI search to 940 million Snapchat users
• OpenAI lobbies Trump administration to expand Chips Act tax credits for AI data center infrastructure
• Nvidia faces unprecedented demand for Blackwell chips, requests additional TSMC manufacturing capacity
• Cognizant deploys Anthropic Claude across 350,000 employees for enterprise AI transformation
• Inception raises $50 million seed round for next-generation diffusion-based AI models

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🏗️ AI Infrastructure & Investment Dominance

Meta Commits Historic $600 Billion to US AI Infrastructure Through 2028

Landmark Investment: Meta Platforms formally announced on November 7 its commitment to invest over $600 billion in US infrastructure and jobs by 2028, representing one of the largest corporate investment pledges in history.