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Meta is developing plans for a cloud infrastructure business that would sell access to AI compute power and models, directly competing with Amazon Web Services, Google Cloud, and Microsoft Azure.
Meta is launching its own cloud business to sell spare AI compute to external customers, following SpaceX's model of monetizing excess capacity.
Anthropic warns that the U.S. must act now to maintain its AI leadership over China, or risk ceding control to authoritarian regimes.
Nvidia is expanding its physical AI platform at GTC 2026, aiming to revolutionize robotics through enhanced compute power rather than traditional data-driven methods.