Latest AI News

The tech M&A market is increasingly focused on data infrastructure companies rather than flashy AI applications. As AI development accelerates, the true value lies in cloud storage, networking, and data architecture solutions that enable AI systems to function. Recent acquisition trends favor companies providing enterprise data management, storage, security, and networking technologies. This shift reflects growing recognition that robust data infrastructure forms the essential foundation for AI innovation, with firms offering reliable, scalable solutions becoming prime acquisition targets.

OpenAI will maintain its partnership with Scale AI despite Meta's recent acquisition of a 49% stake in the company, valued at approximately $15 billion. While Scale AI's founder Alexandr Wang will join Meta to lead AI research initiatives, he'll remain on Scale's board as Jason Droege becomes interim CEO. Scale will use Meta's investment to accelerate innovation and strengthen partnerships. OpenAI's CFO Sarah Friar emphasized the importance of continued collaboration across the ecosystem to maintain innovation pace, noting that severing ties following acquisitions would slow progress. Scale AI will continue serving multiple AI companies including both OpenAI and Meta, maintaining its position as a critical data infrastructure provider for advanced AI models.

AMD is expanding its AI presence through strategic acquisitions of startups like Nod.ai and Mipsology to enhance its chip and software capabilities. At its Advancing AI 2025 event, AMD unveiled an open AI ecosystem vision featuring new silicon, software, and systems. The company is building an open, scalable infrastructure supported by its ROCm ecosystem, collaborating with partners like Meta, OpenAI, and Microsoft. AMD's upcoming Instinct MI400 GPUs have received positive early feedback. Through these initiatives, AMD aims to challenge Nvidia's dominance by focusing on open software platforms and leveraging startup expertise to inform its product development.

Deutsche Telekom and Nvidia are collaborating to build Europe's first industrial AI cloud in Germany by 2026. Nvidia will provide 10,000 chips while Deutsche Telekom handles infrastructure, operations, and security. This partnership aims to transform manufacturing by enhancing efficiency and innovation. The project has attracted high-level attention, with Nvidia CEO Jensen Huang meeting German Chancellor Friedrich Merz. Deutsche Telekom is already offering Nvidia processors for rent, making advanced AI capabilities more accessible to European businesses.