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Company: "thinking-machines-lab"
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.
Bartz v. Anthropic PBC — "Training use is Fair Use"
claude gemini-robotics-on-device anthropic replit delphi sequoia thinking-machines-lab disney universal midjourney google-deepmind fair-use copyright reinforcement-learning foundation-models robotics funding lawsuit digital-minds model-release andrea_bartz giffmana andrewcurran_ amasad swyx hwchase17 krandiash daraladje steph_palazzolo corbtt demishassabis
Anthropic won a significant fair use ruling allowing the training of Claude on copyrighted books, setting a precedent for AI training legality despite concerns over pirated data. Replit achieved a major milestone with $100M ARR, showing rapid growth. Delphi raised $16M Series A to scale digital minds, while Thinking Machines Lab focuses on reinforcement learning for business applications. Disney and Universal sued Midjourney over unauthorized use of copyrighted images. Google DeepMind released Gemini Robotics On-Device, a compact foundation model for robotics.