🚩Gemma4 INT4 models are now available! @huggingface @GoogleAI @IntelAI huggingface.co/Intel/gemma-4… huggingface.co/Intel/gemma-4…
→ View original post on X — @clementdelangue, 2026-04-06 22:50 UTC
BIG TECH
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Oracle’s Valuation Disconnect: From Software Vendor to Capital-Heavy Cloud Player
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This should be a juicy business school case study someday: Oracle’s financial profile as a business is totally changing but its stock valuation is still being treated by the Street as if it’s just a database software vendor. As Oracle goes deeper and deeper into sunk capital investment, and deeper in debt, the valuation has to go lower. New CFO for Oracle, brace for a new valuation Hilary Maxson is joining Oracle as CFO after nine years helping to run a company with a very different financial profile, Schneider Electric. The lower margin of Schneider is probably an accurate indicator of where Oracle is headed as a business as it takes on more and more debt to build a cloud AI empire. That business should be valued a lot less than Oracle’s traditional valuation — more like that of Schneider, in fact. thetechnologyletter.com $ORCL
→ View original post on X — @tiernanraytech, 2026-04-06 22:32 UTC
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Tracking 40000 people and 8300 companies on X platform
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I have mine watching 40,000 people and 8,300 companies here on X:
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Anthropic Reaches $30B ARR in Explosive Monthly Growth
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Breaking: Anthropic is now at $30B ARR. Up from $19B in February. That's $11B ARR added in one month. WAT.
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Anthropic’s Run-Rate Revenue Surpasses $30 Billion with Google Partnership
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Our run-rate revenue has surpassed $30 billion, up from $9 billion at the end of 2025, as demand for Claude continues to accelerate. This partnership gives us the compute to keep pace. Read more: anthropic.com/news/google-br…
→ View original post on X — @ceobillionaire, 2026-04-06 22:03 UTC
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Anthropic Signs Agreement with Google and Broadcom for TPUs
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We've signed an agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, coming online starting in 2027, to train and serve frontier Claude models. [Translated from EN to English]
→ View original post on X — @anthropicai, 2026-04-06 22:03 UTC
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Joanne Jang leaves OpenAI after designing GPT-4o personality
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BREAKING: Joanne Jang (@joannejang) responsible for "building model behaviour" and "designing personality for GPT-4o and 4.5" has announced via slack that she is leaving OpenAI. Joanne writes: "OpenAI has never been a normal company, and I hope it never becomes too normal. I've loved that our culture allows for thinking and doing things in unconventional ways. Please keep doing that". Joanne Jang (@joannejang) i shared this note on slack: — https://nitter.net/joannejang/status/2041267523107299557#m
→ View original post on X — @ceobillionaire, 2026-04-06 22:02 UTC
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Invitation to Join OpenAI Developers Upcoming Space Event
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I’m going to @OpenAIDevs’s upcoming Space. Will you join too? nitter.net/i/spaces/1YxNrZDqrOLxw
→ View original post on X — @ceobillionaire, 2026-04-06 21:44 UTC
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Google’s Strategic Advantage: TPU Dominance and AI Compute Leadership
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Google had the foresight to develop TPUs back in 2012. Today, they have by far the most compute. In the long term, Google is in one of the best starting positions: a solid revenue and product base, compute, and above all: distribution. Epoch AI (@EpochAIResearch) We estimate that over 60% of global AI compute is owned by the top US hyperscalers, led by Google with the equivalent of roughly 5 million Nvidia H100 GPUs! Unlike the other hyperscalers, which rely primarily on Nvidia, Google’s fleet is dominated by its custom TPU chips. — https://nitter.net/EpochAIResearch/status/2041241217334419851#m
→ View original post on X — @kimmonismus, 2026-04-06 21:13 UTC
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OpenAI announces $122 billion record fundraising, compute-driven strategy
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"We announced the single largest raise in history, $122 billion, and at the core of that was the validation of our laser-focused strategy, which is on compute… It drives a flywheel – for every quantum of compute we get, we effectively get 3X in revenue." bloomberg.com/news/videos/20…
→ View original post on X — @ceobillionaire, 2026-04-06 21:09 UTC