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AMD will acquire World Labs, a developer of 'world models' founded by Fei‑Fei Li, in an $8.2 billion deal; Li will join AMD as executive vice president and chief scientist. World Labs’ first product, Marble, and the team's focus on models that understand physical reality are cited as drivers for integrating model research with AMD’s chip roadmap; the deal is expected to close before year‑end pending regulatory approval.
Anthropic has signed a seven-year cloud agreement with Akamai Technologies worth $11.6 billion, and received a warrant for up to 5% of Akamai stock (2% tied to the current contract plus up to 3% if the deal expands by up to $9 billion), Reuters reports. Akamai said it expects about $5.5 billion in capital costs and roughly $1.7 billion in additional spending before end-2026; Anthropic has also recently committed $45 billion in capacity from Nscale and has reportedly closed roughly $517 billion in compute deals over the past eleven months.
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