AI Daily Brief — 3 April 2025
Liberation Day fallout day. NVIDIA -7.6% intraday, AMD -8.9%, Broadcom -10%, Micron -16% as chip stocks crater. HSBC cuts NVDA to Hold. Counterpoint: Midjourney ships V7…
Liberation Day fallout day. NVIDIA -7.6% intraday, AMD -8.9%, Broadcom -10%, Micron -16% as chip stocks crater. HSBC cuts NVDA to Hold. Counterpoint: Midjourney ships V7…
Trump declares 'Liberation Day' — 10% baseline tariff plus reciprocal rates of 11-50% on 57 trading partners. NVIDIA falls 4.7%, AMD 4.5%. Anthropic launches Claude for…
Sam Altman teases OpenAI's first open-weight model since GPT-2 — public feedback form opened. OpenAI Academy launches as a free AI learning platform. Amazon unveils Nova…
OpenAI closes $40B SoftBank-led round at $300B post-money — largest private tech raise on record, with a December restructuring cliff. Runway ships Gen-4 with reference-image character…
Sam Altman tweets 'can yall please chill on generating images, this is insane, our team needs sleep.' The Ghibli wave peaks. OpenAI $40B SoftBank-led round wired…
Quiet Saturday — the Studio Ghibli wave keeps cresting and OpenAI's rate limits stay in effect. No frontier-lab releases, no funding rounds dated to the day.…
xAI acquires X in all-stock merger — $80B for xAI, $33B for X, combined entity $113B under xAI Holdings Corp. CoreWeave (CRWV) debuts on Nasdaq at…
Anthropic ships a landmark double-paper on Claude 3.5 Haiku's internal mechanisms — circuit tracing, multistep planning, cross-linguistic generalization. CoreWeave prices its IPO at $40/share, raising $1.5B…
OpenAI delays 4o image gen rollout to Free tier as demand 'wayyyy more popular than we expected.' Alibaba open-sources Qwen2.5-Omni-7B end-to-end multimodal model under Apache 2.0.…
Frontier collision day. OpenAI ships native 4o image generation in ChatGPT and Sora, killing DALL-E 3. Google DeepMind drops Gemini 2.5 Pro Experimental — #1 on…
DeepSeek drops V3-0324 on Hugging Face with no model card, no blog, MIT license, 685GB weights — Aider polyglot jumps 9.3, AIME jumps 19.8. Runs on…
Quiet Sunday before a big Monday. Western press finally catches up on Tencent's Hunyuan-T1 reasoning model. xAI Grok standalone app continues weekend rollout. No fresh announcements…
Quiet Saturday after a heavy GTC week. xAI launches a standalone Grok iOS app, decoupling the chatbot from X for the first time. No major frontier-lab…
Tencent ships Hunyuan-T1 — first ultra-large hybrid Mamba-Transformer MoE reasoning model, matching DeepSeek-R1 and beating GPT-4.5 on MMLU-Pro at ~99% lower price than o1. NVIDIA closes…
NVIDIA hosts inaugural Quantum Day at GTC with D-Wave, IonQ, Rigetti, Quantinuum, PsiQuantum and others sharing a stage. Anthropic ships web search for Claude. Foxconn showcases…
GTC Day 3 fans out: Llama Nemotron Nano/Super/Ultra open reasoning models, Dynamo inference framework, Newton physics engine with DeepMind and Disney, Spectrum-X silicon photonics, NVAQC Boston…
Jensen's GTC keynote: Blackwell Ultra GB300, Vera Rubin roadmap to 2027, Isaac GR00T N1 open humanoid model, Dynamo open inference framework, Newton physics engine with DeepMind…
Mistral Small 3.1 24B drops with Apache 2.0 license, 128K context and multimodal. Roblox open-sources Cube 3D foundation model. NVIDIA GTC 2025 + GDC 2025 both…
Baidu releases Ernie 4.5 and X1 reasoning model. NVIDIA GTC 2025 opens with pre-conference workshops in San Jose ahead of Jensen's keynote on Tuesday. Otherwise a…
Quiet Saturday before NVIDIA GTC 2025. White House AI Action Plan public comment window closes at midnight with 10,000+ submissions logged. The industry holds its breath…
Apple Siri chief Robby Walker calls AI delays 'ugly and embarrassing' in leaked all-hands. Sesame CSM-1B continues echoing through speech-AI press. The industry holds its breath…
Cohere releases Command A — 111B parameters, 256K context, runs on 2 H100s. Sesame open-sources CSM-1B conversational speech model under Apache 2.0. Insilico Medicine closes $110M…
Google releases the Gemma 3 family (1B/4B/12B/27B) — multimodal, 128K context, 140 languages. DeepMind unveils Gemini Robotics and Gemini Robotics-ER. Sakana AI's AI Scientist-v2 passes ICLR…
OpenAI's full agent stack lands: Responses API, open-source Agents SDK, plus built-in web search, file search and computer-use tools. Celestial AI raises $250M Series C1 at…