Meta Partners with Nvidia to Advance AI Infrastructure

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.INFRASTRUCTURE PARTNERSHIP:Meta Platformsstated, "We're excited to announce a multi-year strategic partnership with Nvidia to advance our long-term AI infrastructure roadmap. The large-scale deployment of Nvidia technology builds on our existing relationship and will support Meta's build-out of data centers optimized for AI training and inference, as well as our core business. These advances will also deliver substantial improvements in performance per watt, supporting more efficient AI operations at scale... As part of this multi-generational collaboration, engineering teams across Meta and Nvidia will optimize and accelerate state-of-the-art AI models across our core workloads to drive performance and efficiency for new AI capabilities used by billions around the world." Mark Zuckerberg, Founder and CEO of Meta, added, "We're excited to expand our partnership with Nvidia to build leading-edge clusters using their Vera Rubin platform to deliver personal superintelligence to everyone in the world."MUSIC GENERATION MODEL:Joel Yawili, Senior Product Manager, Geminiapp, stated in blog, "Since launching the Gemini app, we've built tools to encourage creative expression through images and video. Today, we're taking the next step: custom music generation. Lyria 3, Google DeepMind's latest generative music model, is rolling out today in beta in the Gemini app. Just describe an idea or upload a photo, like 'a comical R&B slow jam about a sock finding their match' and in a matter of seconds, Gemini will translate it into a high-quality, catchy track. To push the creative envelope further, you can even ask Gemini to take inspiration from something you upload."AI EXPANSION:Microsoftis on pace to invest $50B by the end of the decade to help AI expand to countries across the 'Global South,' specifically emerging or lower-income countries in the southern hemisphere, Reuters.GROWING POLITICAL PROBLEM:When Anthropic was looking for backers for its $30B funding round, it approached 1739 Capital, a pro-Trump venture firm, Keach Hagey, Amrith Ramkumar, Deborah Acosta, and Vera Bergengruen of The Wall Street Journal. 1789 decided to not proceed with the investment due to ideological reasons, citing concerns with Anthropic leaders' history of critizing President Trump, several former Biden administration officials on its payroll, and its lobbying for AI regulation, people familiar with the matter told the Journal. While the company had no problem raising the capital, its spurned appeal shows the startup has a growing political problem. The company recently found itself in the Pentagon's crosshairs, with the Pentagon wanting to be able to use Anthropic and other AI tools for all lawful purposes, while Anthropic does not want its technology used for operations such as domestic surveillance and autonomous lethal activities.AI INFRASTRUCTURE COMPANY:Compass Point analyst Michael Donovan initiated coverage of Nebiuswith a Buy rating and $150 price target. Nebius is a full-stack AI infrastructure company that sells GPU compute and its associated software stack through an AI cloud platform whose Russia operating footprint was sold in a divestment, leaving the company positioned today with a separate, internationally focused perimeter.