Weekend roundup: Gemini is going to space, Apple chooses Google, and Amazon’s had it with Perplexity

(Picture: generated)

Gemini is launching to orbit
Google’s latest moonshot might almost be literal. They are preparing for sending their TPU processors into low-earth orbit, and maybe then build a proper AI data center in space — where there is ample sunlight to provide it with energy. They have already tested a TPU in orbit conditions in a particle accelerator and it survived, and the next step is the launch of two prototype satellites in early 2027. They call it Project Suncatcher, and say that «in the future, space may be the best place to scale AI compute.»
More at: Sundar Pichai’s tweet, Google’s announcement blog

Google close to Apple deal for AI Siri
Apparently, Apple has chosen Gemini for its upcoming AI version of the Siri assistant. They will use what is likely a custom version of the model with 1.2 trillion parameters, running on Apple’s Private Cloud Compute servers. Apple supposedly also tested options from OpenAI and Anthropic, but Anthropic’s fees were too high and Apple already partners with Google for search results. The deal will cost Apple $1 billion a year, far less than the $20 billion Google pays Apple to be their search provider.
More at: Bloomberg, MacRumors, TechCrunch.

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OpenAI partners with AWS for $38 billion of compute power

OpenAI are free to negotiate deals with Microsoft's rivals, but is still on tap to buy $240 billion of compute from them.
Microsoft no longer has dibs on OpenAI compute, and AWS are moving in to stifle their hunger. (Picture: generated)
After removing Microsofts «first right of refusal» in their Public Benefit makeover last week, OpenAI is already busy making deals with Microsofts competitors.

The new seven-year agreement doesn’t put a gigawatt number on the compute OpenAI is buying, but it costs roughly $40B to build out a 1 GW data center.

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Friday roundup: Unis hiring AI officers, OpenAI on jobs and Nano Banana

Broadcom touts a $10 billion order from a mystery client, believed to be OpenAI.
Not much is known about the custom chips Broadcom will make for OpenAI, scheduled for next year. (Picture: Adobe)

OpenAI will make custom chips with Broadcom
With Nvidia lurking in the background, more companies are working on their custom AI chips. Now OpenAI has entered the fray, said to produce their own chips with Broadcom next year. It will be for internal use, and won’t be released broadly. They have a long history with this, having first entered talks with TSMC last year. Broadcom said on its earnings call this Thursday that it had secured a $10B order for AI chips without naming from whom, and now the Financial Times is reporting that it is, indeed, OpenAI, who has no comment on this.
More at: Financial Times (Paywalled) and Reuters.

Amazon lens lets you shop for anything you can see
The latest feature in the Amazon Shopping app on iOS lets you simply point your camera on anything you like, and shop for the same or similar items in real-time. It partners with Amazon’s AI shopping assistant, Rufus, to also answer questions about the products in the shop. It should «roll out to more customers in the coming weeks,» meaning there’s likely an Android version in the works.
More at: Amazon’s product page, and The Verge.

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Amazon says it will reduce headcount due to AI efficiency

Amazon will reduce headcount as AI agent take over common tasks
Andy Jassy from a previous event. (Picture Steve Jurvetson, CC BY 2.0)
Amazon CEO Andy Jassy sent a company-wide email to workers yesterday, touting the progress they are making on AI implementation.

In it, he says AI agents are coming, and coming fast — and «it should change the way our work is done.»

Using AI everywhere
He wrote that Amazon has been on the bleeding edge of the revolution and is using AI in «virtually every corner of the company,» and goes on to list everything from intelligent shopping assistants to Alexa+.

Amazon has more that 1 000 generative services and applications built or in progress, Jassy says.

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