Meta Delays Avocado AI Launch to May
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.AVOCADO AI DELAYED:Metahas delayed the launch of its Avocado AI model to at least May over performance concerns and has discussed temporarily licensing Gemini to power its products, The New York Times' Eli Tan. While Avocado outperformed Meta's previous AI model and did better from Google'sGemini 2.5 model from March, it has not performed as strongly as Gemini 3.0 from November, people familiar with the matter say.NVIDIA CHIPS:ByteDance is working with Aolani Cloud to use 500 NvidiaBlackwell computing systems in Malaysia, totaling around 36,000 B200 chips, in an effort to become a global AI leader, Jon Emont and Liza Lin of The Wall Street Journal, people familiar with the matter told the Journal. ByteDance intends to use the computing power for AI research and development outside of China, the sources added.AI CONSULTING JV:Anthropic is in talks with Blackstoneand other private equity firms to form a joint venture selling consulting services for integrating Claude into portfolio companies, The Information's Anissa Gardizy, Valida Pau, and Stephanie Palazzolo.CLAUDE PARTNER NETWORK:Anthropic said it is launching the Claude Partner Network, a program for partner organizations helping enterprises adopt Claude. The company is committing an initial $100M to support its partners with training courses, dedicated technical support, and joint market development. Partners who join from today will get immediate access to a new technical certification and be eligible for investment, says Anthropic. Alongside the network, the company is introducing the first Claude technical certification: Claude Certified Architect, Foundations, available today for partners. This is a technical exam for solution architects building production applications with Claude. Later this year, the company says it will introduce additional certifications for sellers, architects, and developers. Partners who join the network now will get priority access to new certifications as they roll out. Finally, Anthropic is launching a Code Modernization starter kit, which gives its partners a straightforward starting point for migrating legacy codebases and remediating enterprises' technical debt. "This is one of the highest-demand enterprise workloads, and one where Claude's agentic coding capabilities most directly translate into client outcomes," the company adds.MORE NEWS FOR META AI:In a blog, Metaannounced it is partnering with a variety of news outlets, including News Corp, Le Figaro, Prisa and Sueddeutsche Zeitung, to integrate real-time news stories into Meta AI responses. "We're committed to making Meta AI more responsive, accurate, and balanced," the Facebook parent said. "Real-time events can be challenging for current AI systems to keep up with, but by integrating more and different types of news sources, our aim is to improve Meta AI's ability to deliver timely and relevant content and information with a wide variety of viewpoints and content types. We have consistently emphasized that our business decisions are driven by the goal of providing valuable experiences for people who use our technologies. We are excited about the ways people are using Meta AI, whether it's to spark new ideas, edit and animate media, dive deeper into topics of interest, find creative inspiration, and more. As our products evolve, we continue to experiment with different Meta AI experiences for everyone using our services."AI INFERENCE SOLUTIONS:Amazon Web Servicesand Cerebras Systems announced a collaboration that will, in the coming months, deliver the "fastest AI inference solutions available for generative AI applications and LLM workloads." The solution, to be deployed on Amazon Bedrock in AWS data centers, combines AWS Trainium-powered servers, Cerebras CS-3 systems, and Elastic Fabric Adapter networking. Later this year, AWS will also offer leading open-source LLMs and Amazon Nova using Cerebras hardware. "Inference is where AI delivers real value to customers, but speed remains a critical bottleneck for demanding workloads like real-time coding assistance and interactive applications," said David Brown, Vice President, Compute & ML Services, AWS. "What we're building with Cerebras solves that: by splitting the inference workload across Trainium and CS-3, and connecting them with Amazon's Elastic Fabric Adapter, each system does what it's best at. The result will be inference that's an order of magnitude faster and higher performance than what's available today."
