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AI & Enterprise

AI bubble fears sweep tech, boosting open-weight AI

Concerns about excessive investment in AI infrastructure weighed on tech markets, pushing down AI-related stocks, while Apple, seen as investing less in AI, reached a $5 trillion market value after Nvidia. Some observers warn today’s AI data-centre shortages could turn into long-term overcapacity that shocks equities, with investors shifting toward U.S. Treasuries. The report also cites slowing revenue growth at Anthropic and increased moves by U.S. firms into open-weight AI models.

AI & Enterprise

Meta teams up with Apple on local AI as Muse Spark Open runs on Macs

Meta has released its open-weight AI model Muse Spark Open and has also partnered with Apple, despite a strained relationship. Meta suggested a local setup linking two Mac Studio systems with M5 Ultra chips and 512GB of unified memory each. The Wall Street Journal reported Apple updated its MLX AI tools to help the model run smoothly on Macs. Meta AI chief Alexander Wang said the companies are seeking productive ways to collaborate.

AI & Enterprise

U.S. big tech targets open-weight AI models as Meta steps up offensive after Nvidia

U.S. big tech companies are moving into open-weight AI models long led by Chinese firms, putting the competitive landscape in focus. Meta unveiled its 816 billion-parameter Muse Spark Open model, describing it as the best U.S. open-weight model to date. The model supports up to 1 million tokens of context and takes text, images, video and audio as input. Meta outlined local deployment using two Mac Studio systems. Nvidia is also weighing further investment in or an acquisition of ReflectionAI, the Financial Times reported.