The Rundown AI Profile picture
The world’s largest AI newsletter keeping 1,000,000+ daily readers ahead of the curve. Get the latest AI news and how to apply it in 5 minutes. By @rowancheung

Jul 23, 10 tweets

AI NEWS: OpenAI just struck a $30B/year deal with Oracle for a massive data center.

Plus, more news from xAI, Alibaba, Google, Replit, Hedra, and Sapient Intelligence.

Here's everything you need to know:

Open is set to pay Oracle $30B/year for a massive 4.5GW Stargate data center

The move takes total Stargate capacity under development to 5+GW

CEO Sam Altman says the company will invest way more than the originally committed $500B as part of the project

xAI gave a glimpse of its Colossus 2 data center in Tennessee

The facility will be powered by 550K NVIDIA GB200 and GB300 GPUs, using various energy sources

Musk said the goal is to bring AI compute equivalent of 50M units of Nvidia’s H100 online in 5 years

Alibaba's Qwen team made headlines with three breakthrough releases this week:

—Qwen3 non-thinking update with SOTA performance among open models
—Qwen3-Coder, an agentic coding model that tops benchmarks
—Qwen Code open-source command-line coding tool

Google DeepMind won its first official gold-medal standard at International Math Olympiad

The company's advanced version of Gemini with Deep Think solved 5 out of 6 problem statements, scoring 35/42

Last year, it won silver

Replit dropped Queue, a feature to line up multiple tasks when the Replit Agent is at work

As each task completes, the Agent automatically moves to the next.

Users can also edit, reorder, prioritize tasks

Hedra just launched Live Avatars, a new streaming avatar model in partnership with LiveKit

It allows users to give a visual identity to their AI at just $0.05/min — 15x cheaper than existing solutions — with ultra-low sub-100ms latency

Sapient Intelligence released Hierarchical Reasoning Model

Trained on just 1K examples with no CoT or pre-training, the 27M parameter model handles complex reasoning tasks including extreme-soduko and maze puzzles

As always, we'll be sending out a more in-depth rundown on all the AI news, and why it actually matters in ~5 hours in the newsletter.

Join 1,000,000+ readers for free and never miss a thing in AI ever again:
therundown.ai/subscribe

That's it for today's news in the world of AI.

We share what's happening in AI every day, follow us @TheRundownAI for more.

If you found this helpful, support us with a like/retweet on the first tweet of this thread:

Share this Scrolly Tale with your friends.

A Scrolly Tale is a new way to read Twitter threads with a more visually immersive experience.
Discover more beautiful Scrolly Tales like this.

Keep scrolling