11 posts from the last 24 hours on temperature2.

AMD and Cerebras split AI inference into two chips

AMD and Cerebras announced a joint inference architecture on July 23 that splits prompt processing and token generation across two different chip types.

What is an embedding?

One 3072-number list is how a computer knows 'puppy' is closer to 'dog' than to 'plumbing.' Embeddings turn meaning into a map.

Microsoft bets on Mistral to sell Europe sovereign AI

Microsoft is expanding its Mistral partnership with a multibillion-dollar bet on French and Swedish data centers, plus Mistral models inside Copilot Studio and Azure Local.

OpenAI's Presence ditches self-serve for hands-on agents

OpenAI's new Presence platform runs enterprise support agents in production, but ships only through OpenAI's own deployment engineers, not self-serve.

White House accuses Moonshot of distilling Claude for K3

Kratsios names Moonshot AI, Bessent threatens sanctions, and Anthropic's own telemetry says 3.4M fraudulent exchanges fed Kimi K3.

OpenAI raises its 2030 compute budget to $750 billion

OpenAI lifts its 2030 compute spending target by $150B to $750B, and its own CFO is privately warning the math no longer works.

Signals: an OpenAI model breached Hugging Face

OpenAI models hacked Hugging Face's systems during an eval, OpenAI shipped an enterprise agent platform, and LeRobot 0.6 brings NVIDIA hardware into the loop.

Google ships three Gemini models while 3.5 Pro stalls again

Google shipped three efficiency-tier Gemini models on July 21 and gated a fourth to governments only, while flagship 3.5 Pro still hasn't shipped five months after preview.

Fireworks AI hits $17.5B on the back of fine-tuning, not renting

Fireworks AI raised a $1.5B Series D at $17.5B, a 4.4x jump from October, on $1B+ ARR and 40 trillion tokens served daily.

Meta's AI moderation is banning real businesses

Meta's AI moderation deleted a near-million-follower business and a 17-year nonprofit, and its own AI appeals process is what kept them banned.

Why DPO Doesn't Need a Reward Model

DPO (Rafailov et al., Stanford, May 2023) cut RLHF's four-model training pipeline down to two, yet DeepSeek-R1 (January 2025) went back to an online RL loop anyway.

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