U.S. loosens Export Controls on Technology for China, Apple contemplates integrating third-party AI for Siri features
In the rapidly evolving world of artificial intelligence (AI), tech giants are making significant strides in advancing AI development through substantial investments, strategic partnerships, and innovative initiatives. As we move towards mid-2025, Meta, Apple, Oracle, and CoreWeave are leading the charge.
Meta, under the guidance of Chief AI Officer Alexandr Wang, is building a specialized "Superintelligence" unit. The aim is to develop artificial general intelligence (AGI) that surpasses human brain capabilities. The team, which includes hires from OpenAI, DeepMind, and Anthropic, is a testament to Meta's ambition to lead in advanced AI research. The recruitment drive has seen some key AI talent signing bonuses reaching up to $100 million, underscoring Meta's commitment to this endeavour.
In addition to organisational efforts, Meta is introducing AI models like V-JEPA 2 to help robots understand physical interactions, a move towards improving embodied AI capabilities. The company is also addressing AI development bottlenecks by forming new partnerships focused on AI infrastructure investment.
Apple, while not disclosing any major new AI infrastructure partnerships or investments in the recent results, traditionally focuses on integrating AI within its consumer hardware and software ecosystem, prioritising privacy and on-device AI capability.
Oracle is making a significant mark in the AI infrastructure arena, partnering with OpenAI and SoftBank on a $500 billion "Stargate" infrastructure program. This collaboration aims to expand AI compute capacity, supporting OpenAI's growing need for large-scale AI training and deployment resources.
Meanwhile, CoreWeave, a specialist in cloud-based infrastructure, is renting access to Nvidia GPU architectures essential for AI workloads. The company partners with major cloud hyperscalers and AI developers, including Microsoft, Amazon, Alphabet, Oracle, Meta Platforms, and OpenAI. CoreWeave's strategic positioning makes it a key player in the AI hardware infrastructure space, benefiting from the substantial forecasted growth in AI infrastructure spending, projected to reach $6.7 trillion by 2030.
In summary, Meta is aggressively pushing towards superintelligence with new AI units and talent recruitment, Oracle is collaborating on massive compute infrastructure programs with OpenAI, and CoreWeave is capitalising on the rising demand for AI-specific cloud GPU resources. Apple remains a notable player but without disclosed major new AI infrastructure partnerships in this data. These dynamics reflect an industry increasingly focused on not just AI model development but also the underlying infrastructure and compute partnerships critical to scaling AI capabilities.
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- In the realm of business, Meta's investment in a specialized "Superintelligence" unit, aggressively recruiting top AI talent, and partnering for AI infrastructure development underscores its ambitious pursuit of leading advanced AI research in the stock-market.
- Simultaneously, technology warriors like Oracle are forging significant alliances, such as the $500 billion "Stargate" program with OpenAI and SoftBank, to address AI infrastructure bottlenecks and capitalize on the forecasted growth in this sector, with AI infrastructure spending anticipated to reach $6.7 trillion by 2030.
