Hey AI explorers! Behrad here, dropping in with this week’s pulse check on a fast-shifting landscape. From $38B cloud deals to Google’s major privacy milestones and a wave of new content-licensing agreements, the momentum is unmistakable: AI is reshaping how the entire ecosystem operates.

1. OpenAI Goes Big With Amazon and Oracle – The Cloud Race Is On OpenAI locked in a $38B compute deal with Amazon and partnered with Oracle, gaining vast GPU power and breaking exclusive ties with Microsoft. This fuels faster model improvements, richer consumer tools, and more global collaborations. Access to AI just got bigger—and perhaps, smarter! Takeaway: OpenAI’s new cloud partnerships massively expand its computing power, accelerating model progress and broadening global AI access. Bloomberg

2. Udio & Universal: Major-Label AI Music Is Here

Udio’s partnership with Universal Music Group lets fans remix, create, and share music samples using real, artist-approved recordings. Artists get paid for usage, and strict controls protect rights. This marks a major legal milestone in AI-powered music creation. Takeaway: AI music is entering the mainstream with industry-backed licensing that protects artists and unlocks new creative formats. UMG announcement | AP

3. Google’s VaultGemma: Privacy-Safe AI From Scratch

Google unveiled VaultGemma, a 1B-parameter open-weight model trained with differential privacy. It prevents personal data from being memorized while matching GPT-2-level performance. This is a major step for safe adoption in sensitive sectors like healthcare and finance. Takeaway: Privacy-preserving models are becoming practical at scale, paving the way for wider usage across sensitive industries. Official report | Download

4. AI Licensing Accelerates as Google Traffic Drops

Perplexity signed a multi-year licensing deal with Getty Images for fully licensed photo search, while major publishers are striking direct content deals with Microsoft and OpenAI as Google search traffic declines. AI platforms are emerging as new distribution and revenue engines. Takeaway: As Google’s search dominance weakens, creators and publishers are repositioning around AI platforms for traffic and monetization.

5. Meta & Big Tech: The AI Investment Race Intensifies

Meta announced a $25B bond sale to build massive AI data centers—triggering an 11.3% stock dip—and Microsoft locked in three significant infrastructure deals. The competitive push for AI capacity continues to escalate. Takeaway: Infrastructure is becoming the defining battleground for AI leadership, with massive capital requirements setting the pace. Financial Times

VibeCode an ML powered website from scratch

An ambitious challenge this week: 20 minutes of pure vibe coding to build an ML-powered website from scratch—and train the models from scratch—guided by ChatGPT.

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