UPDATED 13:37 EDT / JUNE 28 2024

AI

Generative AI’s big copyright battle commences, and chip upstarts target AI workloads

It’s perhaps the biggest signal yet that generative artificial intelligence model providers aren’t going to get a free content ride: Record labels this week sued two AI music generators, and this one may prove to be the big battle over AI and copyright.

Meantime, the European Union is putting more heat on Microsoft, and it’s clear those efforts won’t be the last —  especially if its execs keep saying things like thisApple isn’t escaping regulators’ scrutiny either, though in the latest case, it’s not about AI.

Still, no one’s slowing down the gen AI freight train. Amazon — which just hit a $2 trillion market capitalization — is working on a new AI chatbot, maybe an AI agent, while Google zeroed in on enterprise with wider availability of several Gemini models. And investors continue to bet big on the picks and axes, providing several AI chip upstarts sizable new funding.

The U.S. Supreme Court surprised many people this week by ruling that the feds can keep riding herd on social media misinformation. Who wants to bet whether that will make any difference in this election?

On the mainstream enterprise front, Broadcom is trying to simplify VMware products, but will that calm customers?

This and other news will be discussed in depth on John Furrier’s and Dave Vellante’s weekly podcast theCUBE Pod, out this afternoon on YouTube. Also, don’t miss Vellante’s weekly deep dive, Breaking Analysis, due out this weekend.

Here’s the week’s news and analysis from SiliconANGLE and beyond:

AI and data: Copyright battles intensify

Marquee news

Record labels file lawsuits against AI music generators Suno and Udio, alleging widespread copyright infringement This one could be a big deal. Incumbent providers, in particular the entertainment and news industries, have a long history of being sensitive to copyright violations, case law that at least gives them some potential recourse, and lots of lawyers to fight it — and have seen this tech playbook before with Google, Uber, Airbnb, Napster and many more.

Meantime, Microsoft thinks web content is free for the taking: Microsoft AI CEO Mustafa Suleyman describes content on the open web as ‘freeware’

And regulators continue to circle AI partnerships: Microsoft’s OpenAI partnership could face EU antitrust investigation

Perplexity isn’t making any friends either. According to Wired: Amazon is investigating Perplexity over claims of scraping abuse

Amazon reportedly working on new AI chatbot to compete with ChatGPT

Google sets sights on the enterprise with wider releases of Gemini 1.5 Flash, 1.5 Pro and Imagen 3

Google uses AI to bring 110 new languages to Translate

Rivals Apple and Meta Platforms reportedly discussing generative AI partnership

OpenAI’s CriticGPT uses generative AI to spot errors in generative AI’s outputs

Meta’s new LLM Compiler could transform the way software is compiled and optimized

AI beats students in UK university exams, fooling human educators

Cautionary note from the WSJ: AI work assistants need a lot of handholding

Social media god Mark Zuckerberg accuses closed-source AI model makers of trying to create God

Ugh. The lack of imagination on how best to use AI continues to be astonishing. We’re still in the “you can store your recipes on it” era of generative AI: An AI version of Al Michaels will deliver Olympic recaps on Peacock

Money matters

Saved by the bell: Stability AI appoints new CEO and closes funding round reportedly worth $80M

SoftBank to invest $10M to $20M in search startup Perplexity AI as part of $250M round, at $3B valuation, Bloomberg reports

AI pioneer and Amazon director Andrew Ng plans to raise $120M for next AI Fund

The AI chips keep coming:

Transformer model chipmaker Etched.ai raises $120M to challenge Nvidia’s market dominance

Innatera books $21M in funding for its ultra-low-power AI chips

AI chip startup Axelera raises $68M to broaden offerings from edge to cloud

Investors are betting big on AI for drug discovery, as these two big fundings show:

AI-powered drug development startup Formation Bio raises $372M

EvolutionaryScale raises $142M in seed funding to accelerate AI-powered protein discovery

CData raises $350M in growth capital to enhance data connectivity solutions

OpenAI acquires developer collaboration startup Multi

AI startup Emergence AI raises a ton of cash to enhance office worker productivity

Hebbia raises nearly $100M Series B for AI-powered document search, per TechCrunch

Klarity Intelligence raises $70M to automate the document review process

Open lakehouse provider Onehouse lands $35M funding round

Orby AI raises $30M to take business process automation to the next level with generative AI

Norm Ai raises $27M to help businesses handle regulatory compliance with AI agents

Illumex raises $13M to add more meaning and context to structured data used by generative AI

Dappier raises $2M in seed funding for its AI data marketplace I think we’re going to see a lot more of this given all the copyright lawsuits

New services

OpenAI launches ChatGPT app for Mac, but delays release of more advanced chat capabilities

Baidu unveils Ernie 4.0 Turbo in a ‘significant upgrade’ to its AI chatbot

Oracle HeatWave database gets host of generative AI features

Oracle unveils generative AI-powered digital assistant for US clinicians

Box announces unlimited queries for Box AI and coming integration with GPT-4o

Motorola and Google Cloud team up to bring generative AI to Razr family of smartphones

DataStax upgrades its AI development tools with new productivity features

SingleStore adds Iceberg support and speedier vector search

Check out the rest of SiliconANGLE’s AI and data news

Around the enterprise: Broadcom’s VMware simplicity push

VMware simplifies product portfolio around Cloud Foundation and vSphere Foundation

Analysis: Cloud infrastructure innovations and private AI: theCUBE assesses the future of VMware’s cloud ecosystem

Money matters

Amazon’s market cap tops $2T for the first time

Micron’s stock slumps as fourth-quarter guidance disappoints

Nokia to buy Infinera for $2.3B to scale up its optical networking business

No-code developer Creatio achieves unicorn status with $200M investment

Clay raises $46M on $500M valuation to enhance AI-driven sales and marketing platform

Coder secures $35M to expand global footprint and enhance cloud development tools

Rocketlane raises $24M to expand professional services automation and development efforts

New products

Intel shows off first fully integrated optical compute interconnect, designed to scale up AI workloads

In a pair of announcements, Pure Storage looks to help customers with AI and ransomware

Samsara debuts new IoT solutions for enhanced operational efficiency

Regulation and policy:

EU files antitrust charges against Microsoft for bundling Teams with Microsoft 365

Check out more news on cloud, infrastructure and policy

Cyber beat: PE pressures Rapid7

Money matters

Jana Partners acquires stake in Rapid7, reportedly pushes for sale of company

Vulnerability detection provider PortSwigger raises $112M

Odaseva nabs $54M for its Salesforce data protection platform

Background check firm KarmaCheck raises $45M to fuel development and growth

Permissions management startup AuthZed raises $12M to accelerate its strategic expansion

Attacks and fixes

LockBit claims Federal Reserve breach, demands ransom not to release stolen data

Progress Software discloses critical vulnerability in MOVEit file transfer service

Cisco Talos warns of wider security implications following Snowflake breach

Supply chain attack compromises 100,000 websites via polyfill.io domain takeover

Google intensifies efforts against wide-reaching China-linked influence operation

Ollama addresses remote execution flaw following Wiz discovery

Cloudflare AppSec report finds denial-of-service and bot attacks dominate web threat landscape

BlackBerry reports 40% increase in unique malware samples in first quarter

Arctic Wolf report reveals 70% of organizations targeted by email compromise attacks

CISA joint guidance warns of memory safety vulnerabilities in open-source projects

Check out more cybersecurity news

Elsewhere in tech

EU tentatively finds that Apple breached DMA rules as officials launch fresh probe

Supreme Court rules US officials can continue communicating with social media companies

Uber and Lyft drivers in Massachusetts to get minimum pay, other benefits in $175M settlement

Factory robotics startup Bright Machines reels in $126M

Wikileaks founder Julian Assange is returning to Australia a free man

Waymo scraps waitlist and makes robotaxis available to everyone in San Francisco

Quantum computing startup Diraq announces additional funding for $22M Series A round

Read more news on emerging tech and blockchain

Comings and goings

Howard Wright, Amazon Web Services’ VP and head of startups (and a former NBA player), joined Nvidia as VP of its startup ecosystem.

Amazon has hired executives from enterprise workflow automation firm Adept, Geekwire reported today, including co-founder and CEO David Luan, former vice president of engineering at OpenAI, and co-founders Augustus Odena, Maxwell Nye, Erich Elsen and Kelsey Szot as well as some other employees. Adept reportedly will keep operating as an independent company and Amazon will use some of Adept’s technology in a non-exclusive license. Luan will report to Rohit Prasad, a longtime Amazon exec leading a new Artificial General Intelligence team.

General Motors’ Cruise autonomous vehicle unit hired former Amazon and Microsoft executive Marc Whitten as its new CEO.

HP appointed Medtronic CFO Karen Parkhill as its new CFO, replacing Marie Myers, who left in January for the same role at HPE.

What’s next

Nothing of note next week, but things will heat up a bit in July — most notably on July 30 with SiliconANGLE’s own Supercloud 7: Get Ready for the Next Data Platform. Look for more information shortly on theCUBE.net.

Image: SiliconANGLE/Ideogram

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