🛠️ Microsoft Adds Anthropic AI to Copilot Tools
Microsoft is adding Anthropic’s Claude models to Copilot and Copilot Studio, letting users switch between OpenAI and Anthropic for research and agent building. The move reduces reliance on OpenAI and reflects Microsoft’s strategy to diversify its AI offerings across platforms.
🔲 NVIDIA, Intel Team Up on AI Chips, PCs
As we reported yesterday, NVIDIA is investing $5B in Intel stock—but new details of the partnership have now emerged. NVIDIA and Intel are collaborating on custom chips for AI data centers and PCs, blending NVIDIA’s GPU power with Intel’s x86 CPUs. Intel will manufacture CPUs and new SoCs with integrated RTX graphics.
💰 Oracle Eyes $15B Bond Sale After AI Deals
Oracle plans to raise $15 billion through a corporate bond offering, possibly including a rare 40-year bond, per Bloomberg. The move follows Oracle’s $300B AI compute deal with OpenAI and reported talks with Meta on a $20B agreement. Leadership shifts also mark a turning point for the cloud giant.
🗣️ Google Opens Public Data Commons to AI
Google launched a new MCP (Model Context Protocol) server for its Data Commons, enabling AI systems and developers to query real‑world datasets (e.g. census, climate, public stats) using natural language. By making structured, verified public data more accessible, the move aims to reduce reliance on noisy web data and help ground AI models in factual context.
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A Deep Dive into NVIDIA Blackwell
The GPU of the next decade is here. Join Dylan Patel (SemiAnalysis) and Ian Buck (NVIDIA) for an insider look at NVIDIA Blackwell, hosted by Together AI.
The deep dive will cover architecture, optimizations, implementation, and more, along with an opportunity to get your questions answered. Join the discussion on Wednesday, October 1, at 9 AM PDT.
📊 MARKET PULSE
Alibaba's AI Infrastructure Gambit: Why China's Tech Giant Is Doubling Down
Eddie Wu had a simple message for investors at Alibaba's flagship cloud conference: the AI revolution demands bigger bets. Much bigger.
The Alibaba CEO announced plans to dramatically increase the company's AI infrastructure spending beyond its already ambitious $53 billion target—a move that sent U.S.-listed shares climbing roughly 9%. But Wu's announcement wasn't just about throwing more money at the problem. It was about positioning Alibaba as a foundational player in what he called the era of "artificial superintelligence." → Continue reading here.
📽️ VIDEO
Genie 3 Team: Agents, Training Genie, Simulation Theory, Text vs Video, and More!
ICYMI: Matt sat down with Genie 3 leads to unpack text-to-3D worlds, training gains, latency tricks, promptable events, agent uses, and simulation theory.
💊 MEDICINE
Mindstate’s AI-Built “Trip-Free” Psychedelic Shows Promise in Early Trials
The Recap: Mindstate Design Labs has developed a psychoactive drug that mimics the therapeutic effects of psychedelics without inducing hallucinations, using AI to guide its design. The company’s first compound, MSD-001, showed early promise in a Phase I clinical trial, producing measurable brain activity and emotional effects without a full psychedelic “trip.”
Highlights:
Mindstate Design Labs used AI to develop MSD-001, a psychoactive drug designed to replicate therapeutic effects of psychedelics without hallucinations.
In a Phase I trial with 47 participants, the drug was safe, well-tolerated, and induced perceptual and emotional changes without triggering a full psychedelic “trip.”
AI models linked molecular profiles to 70,000+ trip reports, helping the company isolate compounds that activate key brain receptors without overwhelming side effects.
Brain imaging showed MSD-001 mimics the neural patterns of psilocybin, supporting the idea that therapeutic benefits can occur without intense subjective experiences.
Experts are divided—some see potential for safer, broader access to psychedelic treatments, while others argue that the absence of altered consciousness may limit true healing.
Forward Future Takeaways:
If Mindstate’s approach proves viable, AI-guided design could redefine what psychedelic therapy looks like—less mystical, more modular, and more accessible. Stripping the “trip” from psychedelics might open new doors for people who need mental health support but can’t—or don’t want to—undergo intense hallucinatory experiences. → Read the full article here. (Paywall)
🍃 CLIMATE
Al Gore’s AI-Driven Climate TRACE Now Tracks Global Soot Pollution
Al Gore’s Climate TRACE coalition has expanded its satellite and AI system to map deadly soot pollution across 2,500 cities worldwide, pinpointing over 137,000 sources and naming nearly 4,000 “super emitters.” The upgraded tool, which already tracks methane, now allows users to trace fine particulate emissions back to their origin—factories, roads, or refineries—at neighborhood resolution.
The goal: empower citizens with hyper-local pollution data and integrate it into weather apps within a year. While soot isn’t a greenhouse gas, its source—fossil fuel combustion—makes it a lethal byproduct of the same processes driving climate change. → Read the full article here.
🤖 MODELS
Google’s New Protocol Lets AI Tap Into Real-World Data, No API Expertise Needed
Google has launched the Data Commons Model Context Protocol (MCP) Server, a tool that gives AI systems seamless access to public datasets—think census stats, climate figures, and global health data—using natural language. Built on the open MCP standard, the server connects structured, verifiable information directly into large language models, helping curb AI hallucinations and boost training accuracy.
It’s already powering tools like the ONE Data Agent for health and economic insights in Africa, and developers can plug into it via Colab, Gemini CLI, or GitHub. For AI pipelines starved of clean, real-world data, this is a major upgrade. → Read the full article here.
🛰️ NEWS
What Else is Happening
💧 Microfluidic Cooling for AI Chips: Microsoft is testing liquid-cooling tech that pumps water through chip-sized tubes, aiming to keep future AI hardware cooler, faster, and more efficient.
💯 AI Aces CFA’s Hardest Exam: New study finds top AI models can now pass the essay-heavy CFA Level III in minutes—marking a leap in financial reasoning once thought beyond machine reach.
💸 Modular Snags $250M to Challenge NVIDIA: Backed by top VCs, the AI startup wants to break CUDA’s grip with chip-agnostic software and expand from inference into AI training.
🎨 Google Unveils Mixboard AI Tool: The Gemini-powered app builds editable moodboards from prompts—letting users design, remix, and visualize ideas like a smarter, generative Pinterest.
🏥 Medicare to Test AI for Care Denials: A new pilot will let AI help decide which Medicare services get pre-approved—raising alarms over delays, oversight, and patient harm risks.
🧰 TOOLBOX
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💡 i10x.aiAccelerate innovation with AI-powered idea generation, validation, and scaling tools. | 👩💻 MerlinAdd ChatGPT-like AI to your browser for real-time help with writing, coding, and more. | ⚙️ AskCodiSpeed up development with AI-generated code, docs, and real-time team collaboration. |
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