TCS Extends AI-Driven Tech Partnership with Virgin Atlantic

Tata Consultancy Services has signed a new 7-year deal with Virgin Atlantic to modernize the airline’s core infrastructure using AI and cloud-based platforms like Cognix and WisdomNext. The partnership focuses on real-time operational insights, customer personalization, and sustainability. (timesofindia.indiatimes.com)

CoreWeave Stock Hits Record High Amid AI Infrastructure Boom

CoreWeave's stock surged to $150.48 following a 25% gain on Tuesday, driven by a long-term data center leasing agreement with Applied Digital and over 400% year-over-year revenue growth. The company, a key player in AI cloud computing and a partner of Nvidia, is experiencing escalating demand for AI infrastructure. (investopedia.com)

Decentralized training enters real-world phase ➤ A wave of teams including Nous, Prime Intellect, and Pluralis have successfully trained models up to 40B parameters using decentralized compute networks. Key challenges include coordination, verifiability, and bandwidth limitations, but recent innovations like Templar’s Gauntlet scoring system and GenSyn’s Verde verification layer are addressing these. Full stack coordination, efficient compression, and new model architectures are essential for further scaling.
[via Chain of Thought]

Meta plans AI to fully automate ad creation by 2026
Meta is developing tools to handle the entire ad process—visuals, copy, targeting, and deployment—using just a product image and budget. Aimed at small businesses, the system could eliminate the need for human marketers entirely.
via The Rundown

OpenAI revamps Codex and voice agents
OpenAI has upgraded its Codex coding assistant and voice agents, enhancing natural interaction and automation. The improvements aim to streamline development workflows and boost productivity.
via Everyday AI

Claude Code: Deep dive into Anthropic’s agentic coding system
Claude Opus 4’s new Claude Code system features real-time streaming, secure execution, and prompt engineering to bridge reasoning and system control.
via TLDR AI

FDA launches AI assistant 'Elsa'
The U.S. FDA unveiled Elsa, a generative AI tool that accelerates clinical reviews and scientific evaluations. Reviews taking days now take minutes.
via TLDR AI

Amazon Commits $10B to North Carolina AI Expansion
Amazon is investing $10 billion in Richmond County, North Carolina, to bolster its AI and cloud infrastructure. This initiative is expected to create at least 500 high-skilled jobs, including roles for data center engineers and network specialists. Amazon to invest $10 billion in North Carolina to expand cloud, AI infrastructure | Reuters

Thrive Capital Launches Shield Technology Partners with $100M Investment
Thrive Capital has introduced Shield Technology Partners, investing $100 million to integrate AI across traditional IT service providers. Shield has already acquired four IT firms, aiming to automate tasks like password resets and enhance sales efficiency. wsj.com

GlobalFoundries Expands AI Chipmaking with Additional $3B Investment
GlobalFoundries announced a $3 billion expansion of its AI chipmaking operations in New York and Vermont, adding to its prior $13 billion commitment under the U.S. CHIPS for America program. This move aims to meet the soaring demand for AI-related semiconductors. timesunion.com

HPE Reports Strong AI Server Demand and $3.2B Backlog

Hewlett Packard Enterprise announced a robust fiscal Q2, with a $3.2 billion AI server backlog and $1.1 billion in new orders. The company highlighted growing momentum in its AI server business, including deployments of Nvidia’s new GB200 Blackwell AI servers. (HPE’s stock rises as the company shows a stronger AI pipeline. Here’s one big catalyst. - MarketWatch)

Decentralized infra meets hardware bottlenecks ➤ Training at scale without centralized clusters exposes hardware variance issues. New protocols like RepOps from GenSyn ensure bit-level consistency across GPU types. However, decentralized networks still lag hyperscalers in latency and bandwidth, which are critical for model-parallel training.
[via Chain of Thought]

Australia’s Monash University to build AU$60m supercomputer
The new supercomputer investment reflects growing regional demand for high-performance computing for AI research.
via DCD Daily

Bit Digital to build 99MW AI data center in North Carolina
Bit Digital is converting a manufacturing site into a high-powered AI data center, aligning with growing compute demands.
via DCD Daily

NVIDIA RTX 5090 GPUs with Blower-Style Coolers Surface in China
A blower-style version of NVIDIA's RTX 5090 GPU has appeared in China, optimized for AI workloads in tight spaces and multi-GPU configurations. These designs are ideal for servers and AI training setups. Nvidia's RTX 5090 GPUs with blower-style coolers appear in China — design optimizes Nvidia's fastest gaming GPUs for use in AI workloads | Tom's Hardware

Qualcomm Addresses Three Adreno GPU Zero-Day Vulnerabilities
Qualcomm has released security patches for three zero-day vulnerabilities in the Adreno GPU driver that were actively exploited in targeted attacks, impacting various chipsets. Qualcomm fixes three Adreno GPU zero-days exploited in attacks

92% of AI developers say data locality will outweigh cloud cost in model deployment decisions by 2026.
(Source: StackWave Survey, 2025)

LoopGPT – A lightweight autonomous agent framework built on GPT-4o.
Perfect for those who want GPT agents that don’t hallucinate themselves into launching nukes (yet). Ideal for scheduling tasks, fetching research, or managing micro-ops on autopilot.
🔗 loopgpt.dev

Bessemer Venture Partners Appoints Pankaj Mitra to Lead AI Investments in India

Bessemer Venture Partners has appointed Pankaj Mitra as a partner in its India team to spearhead investments in artificial intelligence, enterprise technology, and cybersecurity. This strategic hire underscores BVP’s commitment to expanding its presence in India's high-growth technology sectors. (economictimes.indiatimes.com)

Funding flows into decentralized AI startups ➤ Key players include Gensyn ($43M from a16z), Nous ($70M led by Paradigm), and Prime Intellect ($20M from Founders Fund). These teams are designing token-incentivized infrastructure and testing model training beyond centralized data centers. Templar and Macrocosmos are fully funded through Bittensor subnet tokens and offer liquid exposure.
[via Chain of Thought]

Salesforce acquires Moonhub for AI recruiting
Moonhub, which specializes in AI-powered recruiting agents, joins Salesforce’s Agentforce platform, furthering its enterprise AI capabilities.
via TLDR AI

Nuclear fusion firm TAE raises $150M with Google backing
TAE, working on nuclear fusion tech with AI applications, secured $150M in funding to scale operations.
via DCD Daily

Meta signs 20-year nuclear energy deal
Meta’s long-term energy deal underscores its strategy to power AI infrastructure sustainably.
via Everyday AI

The average L40 GPU consumes more energy per month than the average UK household.
Multiply that across Europe’s growing fleet of sovereign data centers, and you're looking at a reshaping of the continent’s energy policy, not just its cloud stack.

Google's New AI Tool Veo 3 Raises Deepfake Concerns

Google's AI video tool, Veo 3, has raised serious concerns due to its ability to generate hyper-realistic deepfake videos depicting riots, election fraud, and other politically sensitive scenarios. Despite safeguards like blocking violent prompts and embedding watermarks, experts warn of the tool's potential misuse in spreading misinformation and inciting unrest. (time.com)

Claude Research adds Integrations and web mode
Anthropic's Claude Pro now supports advanced web search and app integrations, further expanding its capabilities as a research assistant.
via Everyday AI

UK House of Lords rejects AI copyright exemptions
Lords voted against a bill allowing AI developers to freely use copyrighted material, citing artist protections and licensing concerns.
via Everyday AI

AI-Driven Identity Fraud Exploits Biometric Security Systems
A recent report highlights a surge in identity fraud attacks using AI-generated deepfakes that can fool biometric security systems, emphasizing the need for advanced behavior-based detection methods to combat these sophisticated threats. techradar.com

Brookfield Asset Management Plans $10B AI Data Center in Sweden

Brookfield Asset Management announced plans to invest up to $9.91 billion in constructing a large-scale AI data center in Strangnas, Sweden. The project aims to foster collaboration with the Swedish government, academic institutions, and regional businesses, and is expected to create over 1,000 permanent jobs. (reuters.com)

Decentralized AI as an escape from centralized chokepoints ➤ Teams like Pluralis are building systems where no one entity owns the full model, aligning with global goals of AI sovereignty. Projects use model-parallelism to prevent weight leakage and keep inference tied to the network, offering an alternative to hyperscaler control.
[via Chain of Thought]

UK begins work on massive electrical substation for 12 data centers
National Grid is building the UK’s largest substation to power up to 12 data centers, with a 2029 completion target.
via DCD Daily

Globalstar taps DXN for modular Hawaii data centers
Satellite firm Globalstar is deploying three prefabricated data center modules in Hawaii, to be delivered by year-end.
via DCD Daily

U Mobile secures $940M in 5G infrastructure financing
CIMB will coordinate and arrange funding for Malaysian telecom U Mobile to expand its 5G network.
via DCD Daily

Kuwait Wealth Fund Joins $30 Billion AI Infrastructure Partnership
Kuwait's sovereign wealth fund has joined the AI Infrastructure Partnership, alongside Microsoft and BlackRock, aiming to fund data centers and energy projects with a goal of raising up to $30 billion in equity investments. datacenterdynamics.com

 🏁 Outro: Until Tomorrow...

That wraps another issue of Eli’s AI Daily—your front-row seat to the forces shaping tomorrow’s compute landscape. Whether it’s billion-dollar data center deals, agentic assistants quietly rewriting workflows, or the subtle geopolitics behind silicon placement, the message is clear: AI doesn’t just live in the cloud—it builds it.

Stay sharp, stay sovereign—and I’ll see you tomorrow with more signals from the edge.

— Eli