AI Brew

Ford has launched Ford Energy, a subsidiary focused on large-scale battery storage for data centers and the electric grid, capitalizing on the AI infrastructure boom. This move has initially boosted Ford's stock, but it has since retreated. Jim Cramer suggests viewing this as a long-term investment opportunity, noting the growing demand for battery storage due to new AI data centers and renewable energy needs.Product

OpenAI has launched a new scheduled tasks feature in ChatGPT, allowing users to manage reminders and recurring tasks more efficiently. The update includes a dedicated Scheduled page for task management and improved notification reliability. Scheduled tasks will replace the existing Pulse feature and are available for Plus, Pro, Business, and Enterprise users. Additionally, OpenAI has enhanced image functionality and other features in the ChatGPT app.Product

CoreWeave's stock surged 9.7% after it set new records in the MLPerf® Training benchmark, showcasing its advanced AI infrastructure. Analysts highlight the company's $40 billion in contracts, suggesting significant undervaluation despite current losses.Product

Odyssey, an AI startup focusing on world models, raised $310 million in Series B funding, reaching a $1.45B valuation. Founded by self-driving vehicle pioneers, it aims to simulate physical data for various applications, including video game creation and robotics. With Amazon backing, Odyssey will optimize its models for AWS's Trainium chips, competing with Nvidia.Product

Allbirds has rebranded to Smartbird, appointing Nadia Carlsten as CEO. The company, now focused on AI infrastructure, saw shares rise 39% after the announcement. Previously, it shifted from footwear to AI, selling its shoe assets for $39 million.Product

Databricks CEO Ali Ghodsi highlighted the company's significant revenue growth, driven by AI tools, at the Data and AI Summit. Despite soaring revenue, costs are rising due to increased AI query consumption, leading to lower margins. Annualized revenue reached $6.9 billion, surpassing competitors like Snowflake. Databricks is also focusing on industry-specific tools, including a cybersecurity software acquisition. Ghodsi noted a shift from excessive AI spending to optimizing efficiency in AI usage.Product

SpaceX has acquired AI coding startup Cursor for $60 billion, enhancing its position in the AI sector. Following a record IPO, SpaceX's shares surged, reflecting market excitement around AI investments. Cursor specializes in AI for software development and has seen rapid growth in valuation, which now exceeds $29 billion. The acquisition is part of SpaceX's strategy to capitalize on the booming AI market and its potential for future growth.Product

Micron Technology Inc has been approved to supply HBM4 memory for Nvidia’s Vera Rubin platform, crucial for AI servers. The stock has surged 196% year-to-date, reflecting strong demand for AI infrastructure.Product

Google has launched Wear OS 7 for Pixel Watches, enhancing features like interface design, notifications, and battery life. The update introduces Gemini Intelligence for custom widgets, connected device control, and multi-step automation using natural language. Users can expect a 10% battery life improvement and new glanceable design elements. The update is currently available for Pixel Watch 2, 3, and 4, with no timeline for other Wear OS devices.Product

Snap has unveiled its long-awaited smart glasses, Specs, priced at $2,195. Equipped with contextual AI and multi-player gaming features, they aim to attract tech enthusiasts. Despite advanced technology, the high price may hinder widespread consumer adoption in a competitive market dominated by Meta and Google. Snap's profitability remains uncertain as they navigate challenges in user engagement and financial stability.Product

Databricks plans to acquire Panther, an AI SOC platform, to enhance its security lakehouse offering. This acquisition aims to replace legacy SIEMs with automated, agentic detection, enabling organizations to better address AI-driven threats and streamline security workflows.Product

Melius Research has initiated coverage of nVent Electric with a buy rating, highlighting its role in the AI data center boom and setting a $214 price target. Shares have surged 70% this year, driven by hyperscaler investments in AI infrastructure. nVent's partnership with Nvidia for liquid cooling solutions positions it favorably in a growing market. Analysts are optimistic, with 14 out of 15 recommending the stock.Product

Silicon Data has partnered with CME Group to create futures contracts linked to AI computational power, allowing companies to hedge against cost fluctuations. This initiative has sparked investor interest, with asset managers proposing ETFs based on these contracts. The founder believes this market could exceed oil futures as demand for compute power in AI grows. Experts highlight the uncertainty in AI infrastructure demand, impacting forecasting for businesses and suppliers.Product

Rackspace Technology's stock rose 30% after announcing a partnership with AMD to deploy 30 MW of AI computing infrastructure. The phased rollout, starting in late 2026 through 2028, aims to enhance AI capabilities for enterprises in regulated sectors, particularly healthcare. The collaboration will focus on simplifying AI deployment and expanding managed AI services, with both companies working together to drive customer adoption.Product

8x8 has saved $5 million annually by using Anthropic’s Claude for various tasks, while other firms face rising AI costs. A new focus on 'tokenomics' is emerging as companies grapple with AI tool expenses. Some firms, like Baseball Lifestyle 101, encourage AI use despite costs, citing significant revenue boosts from AI-driven insights.Product

T.J. Colaiezzi, a former gym manager, founded LifeBrand, an AI startup aimed at helping users manage their online presence. Despite initial success and significant funding, LifeBrand faced fraud allegations, bankruptcy, and a sale for a fraction of its value. Colaiezzi now plans a new AI venture focused on family connections.Product

Alphabet is advancing its AI strategy by ordering 3 million custom Tensor Processing Units (TPUs) from Intel, moving away from reliance on TSMC. This shift aims to enhance chip supply amid growing AI demand and includes new TPU architectures for training and inference workloads.Product

Microsoft is collaborating with Amazon to address capacity issues on GitHub, which has faced outages due to increased AI demand. The deal highlights a multi-cloud strategy as GitHub anticipates a surge in commits. Despite potential competition concerns, the partnership aims to ensure service reliability amid growing AI-driven workloads.Product

In March, major tech companies pledged to fund the electricity needs for AI projects, as demand for power surges. Bitzero, securing low-cost renewable energy, is positioned to meet this demand with significant infrastructure, while the industry faces challenges in scaling power generation to match AI growth.Product

Applied Digital has seen a 282% stock increase due to its role in AI infrastructure, signing a long-term lease for a $5.2 billion AI factory. With a projected $36 billion in lease revenue, the company is poised for significant growth, potentially reaching $86 billion if all contracts are renewed.Product