Friday, June 27, 2025

Sources: Mark Zuckerberg and his lieutenants have discussed "de-investing" in Llama in favor of AI models from competitors like OpenAI and Anthropic (New York Times)

New York Times:
Sources: Mark Zuckerberg and his lieutenants have discussed “de-investing” in Llama in favor of AI models from competitors like OpenAI and Anthropic  —  Unhappy with his company's artificial intelligence efforts, Meta's C.E.O. is on a spending spree as he reconsiders his strategy …



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Swiss Re: global premiums for insuring data centers will likely reach $20B-$30B/year by 2030; ~40% of US data-center capacity is located in tornado-prone areas (Jean Eaglesham/Wall Street Journal)

Jean Eaglesham / Wall Street Journal : Swiss Re: global premiums for insuring data centers will likely reach $20B-$30B/year by 2030; ~40%...