Amazon is reportedly in preliminary discussions to invest as much as $10 billion in OpenAI, a deal that would see the AI lab using Amazon's AI chips. The potential agreement could value OpenAI at more than $500 billion. The move follows Amazon's earlier $8 billion investment in Anthropic and its recent launch of the Trainium chip series. OpenAI's shift to a for‑profit model has opened the door to new partnerships beyond its long‑time backer Microsoft. The proposed investment would add to a series of circular deals linking AI startups with hardware and cloud providers. Read more →

Runway announced its new GWM-1 "world model" technology, asserting it can maintain coherent output for minutes at a time. The company framed the model as a step toward unifying diverse domains and action spaces under a single base system. While highlighting potential uses in film, television, advertising, robotics, physics and life‑science research, Runway also disclosed a partnership with CoreWeave that will employ Nvidia GB300 NVL72 racks for training and inference. The move positions Runway in a competitive AI arena where larger tech firms also pursue similar capabilities. Read more →

OpenAI announced an ownership stake in Thrive Holdings, a private‑equity‑style firm backed by Thrive Capital that aggregates AI‑focused companies. While the deal’s financial terms remain confidential, OpenAI will embed its engineering, research, and product teams within Thrive’s portfolio to accelerate AI adoption. The partnership follows OpenAI’s recent circular investments in infrastructure firms such as Advanced Micro Devices and CoreWeave, underscoring a broader strategy of aligning with companies that can embed its technology. Analysts say the move will be closely watched to gauge whether the combined entities can generate sustainable growth or simply inflate valuations. Read more →

Lambda, a U.S. AI data‑center operator, announced a $1.5 billion financing round headed by TWG Global. The firm, founded by billionaire investors Thomas Tull and Mark Walter, brings a $40 billion portfolio that includes stakes in the Los Angeles Lakers and a Cadillac F1 racing team, as well as a $15 billion AI‑focused fund anchored by Mubadala Capital. Lambda, a competitor to CoreWeave, recently struck a multibillion‑dollar AI‑infrastructure deal with Microsoft that will deploy tens of thousands of Nvidia GPUs. The new capital dwarfs Lambda’s prior $480 million Series D raise and positions it for further growth, though valuation details remain undisclosed. Read more →

AI data‑center provider Lambda announced a $1.5 billion financing round led by TWG Global, the investment firm founded by Thomas Tull and Mark Walter. The capital boost follows Lambda’s recent multibillion‑dollar agreement to supply Microsoft with AI infrastructure built on tens of thousands of Nvidia GPUs. The company, which operates a network of U.S. AI data centers and competes with CoreWeave, also offers “AI factories” to hyperscaler clouds. Lambda declined to comment on its current valuation, but the raise far exceeds its prior $480 million Series D round. Read more →

OpenAI disclosed plans to stand up five new data center sites across Texas, New Mexico, Ohio and a yet‑to‑be‑announced Midwest location, partnering with Oracle and SoftBank. The effort is part of the so‑called Stargate project, which aims to deliver up to 10 gigawatts of AI compute power and involves billions of dollars in investment. Existing facilities include a site in Abilene, Texas, and collaborations with CoreWeave. CEO Sam Altman emphasized that expanding compute is essential to AI’s promise, while noting challenges such as financing, permitting and community opposition. A lawsuit from Ziff Davis over alleged copyright infringement is also highlighted. Read more →

CoreWeave, a cloud provider for large‑scale AI model training, announced an agreement to acquire OpenPipe, a Y Combinator‑backed startup that offers tools for building customized AI agents through reinforcement learning. The deal aims to combine OpenPipe’s open‑source agent‑training toolkit with CoreWeave’s high‑performance infrastructure, giving developers a stronger platform for scalable intelligent systems. Terms of the acquisition were not disclosed. The move follows CoreWeave’s recent purchase of the AI developer platform Weights & Biases, signaling a broader strategy to move down the AI stack and serve both major labs and smaller enterprises. Read more →

CoreWeave, a cloud provider for large‑scale AI model training, announced an agreement to acquire OpenPipe, a Y Combinator‑backed startup that offers tools for building customized AI agents through reinforcement learning. The deal aims to combine OpenPipe’s open‑source agent‑training toolkit with CoreWeave’s high‑performance infrastructure, giving developers a stronger platform for scalable intelligent systems. Terms of the acquisition were not disclosed. The move follows CoreWeave’s recent purchase of the AI developer platform Weights & Biases, signaling a broader strategy to move down the AI stack and serve both major labs and smaller enterprises. Read more →

CoreWeave, a cloud provider for large‑scale AI model training, announced an agreement to acquire OpenPipe, a Y Combinator‑backed startup that offers tools for building customized AI agents through reinforcement learning. The deal aims to combine OpenPipe’s open‑source agent‑training toolkit with CoreWeave’s high‑performance infrastructure, giving developers a stronger platform for scalable intelligent systems. Terms of the acquisition were not disclosed. The move follows CoreWeave’s recent purchase of the AI developer platform Weights & Biases, signaling a broader strategy to move down the AI stack and serve both major labs and smaller enterprises. Read more →

CoreWeave, a cloud provider for large‑scale AI model training, announced an agreement to acquire OpenPipe, a Y Combinator‑backed startup that offers tools for building customized AI agents through reinforcement learning. The deal aims to combine OpenPipe’s open‑source agent‑training toolkit with CoreWeave’s high‑performance infrastructure, giving developers a stronger platform for scalable intelligent systems. Terms of the acquisition were not disclosed. The move follows CoreWeave’s recent purchase of the AI developer platform Weights & Biases, signaling a broader strategy to move down the AI stack and serve both major labs and smaller enterprises. Read more →

CoreWeave, a cloud provider for large‑scale AI model training, announced an agreement to acquire OpenPipe, a Y Combinator‑backed startup that offers tools for building customized AI agents through reinforcement learning. The deal aims to combine OpenPipe’s open‑source agent‑training toolkit with CoreWeave’s high‑performance infrastructure, giving developers a stronger platform for scalable intelligent systems. Terms of the acquisition were not disclosed. The move follows CoreWeave’s recent purchase of the AI developer platform Weights & Biases, signaling a broader strategy to move down the AI stack and serve both major labs and smaller enterprises. Read more →