AI Coding Live News — Real-Time 𝕏/Twitter Updates & Breakthroughs

Sundar Pichai@sundarpichai·Collected 4d ago

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Alphabet Q3 2026: revenue up 25% to $127.6B, Google Cloud up 103%, first-party model APIs near 32B tokens per minute

After the US market close on Oct 28, Alphabet reported Q3 2026 results: revenue rose 25% to $127.6B, and Google Cloud revenue more than doubled, up 103% to $30.7B, which the company attributes to enterprise AI infrastructure, AI solutions and TPU system sales. In the release and on X, Sundar Pichai said first-party model APIs now process nearly 32B tokens per minute, more than four times a year ago, and that the Gemini app has reached one billion users. The cost: Q3 capital expenditures of $51.4B and free cash flow of negative $9.1B.

Key Takeaways

Revenue of $127.58B, up 25% year over year and the 13th straight quarter of double-digit growth; Pichai says Alphabet is on a $500B annual revenue run rate
Google Cloud revenue of $30.71B versus $15.16B a year ago, up 103%; Cloud operating income of $11.12B versus $3.59B
First-party model APIs process nearly 32B tokens per minute, more than 4x a year ago; Pichai's X post puts quarter-over-quarter growth at 40%
The Gemini app reached one billion users, which Google calls the fastest-growing product in its history; Search query growth is the highest in five years
Q3 capex of $51.36B versus $23.95B a year ago, and free cash flow of negative $9.07B, the second negative quarter in a row

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Linked Models & Agents:

⚡ Gemini 4 Argon ⚡ Gemini 4 Carbon⚡ Genie 4🤖 Gemini app 🌐 Alphabet 🌐 Google 🌐 Google Cloud

#Earnings#Google Cloud#TPU#Gemini#AI capex#tokens per minute

AMD@AMD·Collected 20d ago

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AMD introduces Helion agentic AI rack blueprint: OCP-based design, up to 32,768 CPU cores for hyperscale, MI350P all-in-one for enterprise, partner configs due November 2026

On 2026-10-12 AMD introduced Helion, an OCP-based open rack blueprint for agentic AI infrastructure building on Helios. Hyperscale CPU-only racks with 6th Gen EPYC can reach up to 32,768 cores for agent execution tied to separate inference; enterprise all-in-one racks combine EPYC, Instinct MI350P and general-purpose compute. Open hardware/software plus an integrated token router for frontier and open-source model calls; AMD plans to contribute the spec to OCP, with partner configurations targeted for November 2026.

Key Takeaways

Official: AMD Newsroom and GlobeNewswire (2026-10-12)
Configs: CPU-only 6th Gen EPYC up to 32,768 cores (hyperscale agent execution) vs all-in-one EPYC + Instinct MI350P + general compute (enterprise)
Stack: OCP blueprint, air/liquid cooling, open software, integrated token router across frontier and open-source models
Go-to-market: spec to be contributed to OCP; Cisco/Dell/Hon Hai/HPE/Lenovo/QCT/Supermicro/Wiwynn quoted; partner configs planned November 2026 (vendor)
Vs Helios: Helios is training/large-scale inference rackscale; Helion is the agent-execution-flexible blueprint — do not treat as one SKU

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Linked Models & Agents:

🤖 agentic AI 🤖 token router 🌐 AMD 🌐 Dell 🌐 HPE 🌐 Lenovo 🌐 Supermicro 🌐 Cisco 🌐 QCT 🌐 Wiwynn 🌐 Hon Hai

#AMD#Helion#Helios#OCP#Agentic AI#EPYC#MI350P#Rack#Infrastructure

TechCrunch@TechCrunch·Collected 58d ago

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TechCrunch/Bloomberg: Crusoe reportedly raises $3B at ~$30B valuation

TechCrunch, citing Bloomberg, reports AI data-center/cloud builder Crusoe — which counts Meta, Microsoft, and OpenAI among customers — raised a new ~$3B round at about a $30B valuation. Atreides Management and Valor Equity Partners are co-leading, with Abu Dhabi's Mubadala Capital participating. Bloomberg also reported a ~$13B five-year cloud contract supplying Jane Street with GPUs and AI infrastructure. The raise comes ~10 months after a $1.38B round at a ~$10B valuation last October; Axios previously said Crusoe met Goldman Sachs and Morgan Stanley about a near-term IPO.

Key Takeaways

Reported ~$3B raise at ~$30B; Atreides and Valor co-lead, Mubadala Capital in
Also: ~$13B five-year Jane Street GPU/AI cloud contract
~10 months after ~$1.38B / ~$10B; near-term IPO talks reported

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Linked Models & Agents:

🌐 Crusoe 🌐 OpenAI 🌐 Meta 🌐 Microsoft 🌐 Jane Street 🌐 Mubadala

#Crusoe#Fundraising#AI infrastructure#Neocloud#Jane Street#data center#IPO

Together AI@togethercompute·Collected 62d ago

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Together AI and HUMAIN sign 250MW open-source data center deal, $5B+ annualized

Together AI said it signed one of the largest AI infrastructure deals for open source: a 250MW data center with HUMAIN in Saudi Arabia, carrying more than $5 billion in annualized revenue. The company framed the pact as open-source compute catching up with closed models that have long been bankrolled by hyperscalers, and argued power—not chips alone—is the binding constraint. For teams that fine-tune and serve open weights, the deal points to a step-change in dedicated capacity without each lab raising its own multi-billion-dollar balance sheet.

Key Takeaways

The deal is a 250MW data center with HUMAIN in Saudi Arabia and more than $5B in annualized revenue.
Together positions it as open-source compute catching up with hyperscaler-backed closed models.
The company says power is the bottleneck and partnerships beat every lab raising its own billions.

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Linked Models & Agents:

#Together AI#HUMAIN#data center#open source#Infrastructure

Mistral AI@MistralAI·Collected 63d ago

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Mistral Partners with HUMAIN to Deploy Localized Frontier Models and Sovereign Compute in the Middle East

Mistral announced a full-stack strategic alliance with HUMAIN spanning sovereign AI infrastructure, specialized Arabic frontier model training, and enterprise cybersecurity deployments.

Key Takeaways

Full-stack initiative covering sovereign compute clusters, custom enterprise model tuning, and regional go-to-market;
High-performing Arabic multimodal models and cybersecurity defenses established as key initial milestones;
Emphasizes sovereign data control and secure infrastructure as the primary driver for enterprise AI adoption.

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Linked Models & Agents:

⚡ Mistral Large 3⚡ Codestral 2501

Mistral AI@MistralAI·Collected 63d ago

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Mistral AI Signs Strategic Partnership with HUMAIN in Saudi Arabia for Sovereign AI & Infrastructure

Mistral AI announced a strategic collaboration with HUMAIN covering AI infrastructure, advanced model development, and regional AI deployment in Saudi Arabia. The partnership focuses on localized frontier models for cybersecurity, voice, and Arabic language with strong data sovereignty.

Key Takeaways

Strategic alliance spans infrastructure, model training, and regional deployment with HUMAIN.
Initial product focus: cybersecurity intelligence, native voice models, and Arabic language reasoning.
Provides sovereign AI capabilities for regulated enterprises without handing over sensitive data.

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Linked Models & Agents:

⚡ Mistral Codestral 2501🌐 mistral

#MistralAI#SovereignAI#HUMAIN#Partnership#Infrastructure