Want to live in a warmer climate? Just live downwind from a data center. The University of Arizona found that residential neighborhoods in Phoenix downwind from a data center can be as much as 4 degrees warmer. The study, via TechXplore, is worth a read. Most of these data centers are going up in rural areas in the South and Midwest, according to Pew Research.
Cohere said it is releasing its Command A+ model under the Apache 2.0 license. Command A+ is a mixture of experts model now available on Hugging Face. The model is designed for efficiency.
The company recently said it will merge with Aleph Alpha. See: Cohere acquires Aleph Alpha to form US AI counterweight
According to Cohere:
“Progress in sovereign AI today depends on advancing three fronts simultaneously: performance, security, and cost. At Cohere, we are investing across all three — both in our models and in the domain-specific capabilities that power North.
That means improving reasoning, multimodal understanding, and coding performance, while ensuring models remain fit to run entirely within customer environments. The goal is not just stronger benchmarks, but systems that can support enterprise-wide transformation under real operational constraints.”
Overall, I like the Cohere move since the game for the company really revolves around North and sovereign AI. You’d have to be crazy to lock yourself into a proprietary model given how quickly things are changing with AI. More:
The SpaceX S-1 has landed for your reading enjoyment. Here's my take:
SpaceX files for IPO: Do you believe in space data centers, xAI's potential?
Intuit reported a better-than-expected third quarter with revenue of $8.6 billion, up 10%, with earnings of $11.09 a share. Non-GAAP earnings were $12.80 a share. Sasan Goodarzi, CEO of Intuit, said the company's "AI-driven export platform strategy" and proprietary data are a winning combination.
As for the outlook, Intuit projected fourth quarter revenue growth of 11% to 12% with non-GAAP earnings of $3.56 a share to $3.62 a share. That outlook includes $300 million in restructuring charges. Intuit is cutting 17% of its workforce to become "a faster, leaner, more focused company."
I'll plan on following Intuit's call and look for more on the AI strategy.
Alibaba CEO Eddie Wu penned his shareholder letter and had a bunch to say about AI. Here's a look:
"We expect the addressable market for companies like Alibaba that provide full-stack AI capabilities is poised to grow exponentially. Against this backdrop, Alibaba's AI has moved beyond the initial investment phase and entered full-scale commercialization."
Alibaba's cloud external revenue growth was 40% in its latest quarter.
"At the infrastructure layer, our proprietary T-Head AI chips have achieved production at scale, delivering high-performance compute capacity to our cloud infrastructure and Model-as-a-Service (MaaS) inference platform."
And then there's Qwen.
"In foundation models, we continued to accelerate our research and development pace, releasing three updates to the Qwen family within the past three months. Our latest generation large language model, Qwen3.7-Max, is specifically engineered for agents and expands the frontier of model capabilities, including in core competencies such as agentic coding and complex reasoning. Complementing the Qwen family, we achieved advancements in specialized models such as HappyOyster, a real-time interactive generative world model, and HappyHorse, a multimodal model for cross-modal understanding and generation."
Here's a look at Qwen 3.7 Max.
Salesforce announced a bevy of Informatica updates and integrated the data platform more with its core properties. Here’s what’s available, planned and launching in 2026.
OpenAI is likely to file for its IPO soon as it scurries to the public markets to ride along with Anthropic, says the Wall Street Journal. I can't wait to see these numbers.
The Journal said in its story in a rather understated way.
OpenAI will have to overcome a host of other challenges, namely concerns about whether the company will be able to generate enough revenue to support its giant data-center spending commitments.
Ya think?
GitHub has confirmed that roughly 3,800 internal repositories were breached after one of its employees installed a malicious VS Code extension.
Aveva, an industrial software company, and IFS, which focuses on enterprise software for verticals such as manufacturing, inked a deal to integrate systems to better track assets and data. The companies said the joint effort will focus on combining operational and asset data to speed up decisions. Use cases will revolve around maintenance, capital planning and risk management. The partnership is the latest indicator that operational technology and IT are converging.
Automation Anywhere announced EnterpriseClaw, which was designed with Cisco, Nvidia, Okta and OpenAI to create enterprise-grade claw-ish AI agents. EnterpriseClaw will leverage Automation Anywhere's Process Reasoning Engine and Contextual Intelligence Graph. Automation Anywhere also outlined a bevy of platform enhancements.
EnterpriseClaw is in private preview.
Microsoft launched three Intel-based business laptops:
Blackstone launched a joint venture with Google to offer TPUs as a service. The venture is focused on building TPU-optimized AI data centers and giving customers another option to access. The joint venture starts with a $5 billion investment to bring 500MW of capacity online in 2027.
"The company expects to bring the first 500 MW of capacity online in 2027, with plans to scale significantly over time. Google will supply hardware, including TPUs, as well as software and services to the new company so it can rapidly accelerate to meet the growing demand for accelerated computing, leveraging the benefit of Google’s technical and domain expertise."
