On Thursday, Anthropic and Google unveiled a major cloud partnership allowing Claude to utilize up to 1 million of Google’s custom Tensor Processing Units (TPUs), enhancing AI capabilities without reliance on NVIDIA chips. This strategic deal, valued in the tens of billions, aims for over a gigawatt of AI compute capacity by 2026, facilitating faster training cycles and expanded experimentation for AI models. Meanwhile, Microsoft has relaunched Edge with AI features, positioning it against OpenAI’s Atlas. These enhancements include context-aware browsing and AI-driven actions. Additionally, OpenAI acquired Sky, an interface designed to improve productivity on Macs. Notably, Claude’s new automatic memory feature enables better user context management. This surge in AI development indicates a competitive race for browser dominance and agentic capabilities, reshaping how users interact with content online. As AI systems evolve, they promise new monetization avenues for web publishers and shift traditional ad models.
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