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Company: "oracle"
Oracle jumps +36% in a day after winning $300B OpenAI contract
qwen3-235b qwen3-4b qwen2.5-7b vllm oracle openai microsoft moonshot-ai vllm-project thinking-machines-lab meta reinforcement-learning model-weight-updates deterministic-inference benchmarking long-context model-optimization cuda distributed-training kimi_moonshot arankomatsuzaki qgallouedec cHHillee woosuk_k stasbekman
Oracle's OCI division reported a stunning +359% revenue bookings growth to $455B with cloud revenue guidance of $144B by 2030, driven significantly by a large deal with OpenAI amid tensions with Microsoft. On AI infrastructure, Moonshot AI released Kimi’s checkpoint-engine, enabling rapid weight updates on 1T-parameter models across thousands of GPUs, integrating with vLLM. RLFactory introduced a plug-and-play reinforcement learning framework for tool-using agents, showing smaller models outperforming larger ones. TRL v0.23 added context parallelism for long-context training. Thinking Machines Lab published research on deterministic inference pipelines, making vLLM deterministic for Qwen models. Meta launched BackendBench, a PyTorch benchmarking tool.
Project Stargate: $500b datacenter (1.7% of US GDP) and Gemini 2 Flash Thinking 2
gemini-2.0-flash deepseek-r1 qwen-32b openai softbank oracle arm microsoft nvidia huggingface deepseek-ai long-context quantization code-interpretation model-distillation open-source agi-research model-performance memory-optimization noam-shazeer liang-wenfeng
Project Stargate, a US "AI Manhattan project" led by OpenAI and Softbank, supported by Oracle, Arm, Microsoft, and NVIDIA, was announced with a scale comparable to the original Manhattan project costing $35B inflation adjusted. Despite Microsoft's reduced role as exclusive compute partner, the project is serious but not immediately practical. Meanwhile, Noam Shazeer revealed a second major update to Gemini 2.0 Flash Thinking, enabling 1M token long context usable immediately. Additionally, AI Studio introduced a new code interpreter feature. On Reddit, DeepSeek R1, a distillation of Qwen 32B, was released for free on HuggingChat, sparking discussions on self-hosting, performance issues, and quantization techniques. DeepSeek's CEO Liang Wenfeng highlighted their focus on fundamental AGI research, efficient MLA architecture, and commitment to open-source development despite export restrictions, positioning DeepSeek as a potential alternative to closed-source AI trends.