AI adoption stalls for lack of trained workers, not technology. While businesses wait for a manual that never arrives, China teaches AI skills from elementary school onward. The real gap isn't algorithms—it's who learns to work alongside them.
OpenAI's company knowledge mode connects workplace apps to ChatGPT—but the real test is whether enterprises will expose their entire institutional memory to AI. The feature points toward governed knowledge bases, yet arrives with manual toggles and gaps Microsoft solved months ago.
Good Morning from San Francisco, Anthropic just secured a million AI chips from Google in a deal worth tens of
Google revealed Ironwood, its seventh-generation AI chip, designed to run AI applications faster and more efficiently. The new processor aims to handle the heavy lifting behind AI chatbots and similar tools.
Each Ironwood chip packs 192GB of memory and can work in massive clusters of up to 9,216 chips. Google says it doubles the performance-per-watt compared to its previous chip, Trillium.
The chip specializes in "inference" - running existing AI models rather than training new ones. This focus matters as companies rush to deploy AI applications at scale.
Google built Ironwood specifically for cloud customers who need to run large language models efficiently. The chip includes a specialized core for recommendation systems and ranking tasks.
The launch highlights Google's push to compete with Nvidia, which dominates the AI chip market. Unlike Nvidia's products, Google's chips are only available through its cloud service.
Google plans to integrate Ironwood into its AI Hypercomputer system later this year, though it hasn't named the manufacturer producing the chips.
Why this matters:
Marcus Schuler
OpenAI's company knowledge mode connects workplace apps to ChatGPT—but the real test is whether enterprises will expose their entire institutional memory to AI. The feature points toward governed knowledge bases, yet arrives with manual toggles and gaps Microsoft solved months ago.
Anthropic secured Google's largest chip deal—up to 1M TPUs worth tens of billions—while keeping Amazon as primary partner. The rare multi-cloud strategy gives the startup leverage both clouds typically demand for themselves. Can neutrality scale?
OpenAI bought the team behind Sky, a Mac assistant that actually controls your apps. It's a move from answering questions to doing work—and puts pressure on Apple's automation story. Integration timing and privacy details will decide if it sticks.
GM is removing Apple CarPlay from all future vehicles despite data showing 80% of buyers demand it. The automaker bets billions in subscription revenue will outweigh customer backlash—a wager that could reshape how Detroit values market fit against margin expansion.
Get the 5-minute Silicon Valley AI briefing, every weekday morning — free.
