Kevin McLaughlin
@KevKubernetes
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Reporter at The Information covering enterprise AI companies, [email protected]
San Francisco
Joined March 2009
A small-yet-significant bit of news in our Applied AI newsletter this morning. AWS confirms it will add vector database features in S3 storage. It’s all about making it cheaper for customers to store embeddings, the lifeblood for AI apps. More here:
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Amazon launches its new AI-powered IDE, called Kiro, some details of which we reported on May 1 here
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AWS still dominates the cloud computing market, but Google is getting a foot in the door with some AWS customers with Gemini 2.5. It’s too early to call it a trend but it does show how Google has made big strides in AI this year. More here in our report:
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RT @aatilley: Apple has thought about turning its Apple chips into a public cloud for its developers. My latest for The Information https:/….
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RT @theinformation: Atlassian, Notion Jump Into Corporate Data War. Atlassian is throttling Glean and is discussing ways to make its Glean-….
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Salesforce-Glean isn't the only simmering battle over customer data. Now companies like Atlassian and Notion are throttling 3rd party access to APIs or considering it, as competition in enterprise search heats up. More here w/@nmasc_ and @aaronpholmes
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RT @anissagardizy8: BREAKING: OpenAI is renting Google's TPU chips for inference, as it looks to lower costs. The deal marks OpenAI's fir….
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RT @waynema: Microsoft is working on 3 successor AI chips to Maia 100 due in 2025, 2026 and 2027. But its next version, Maia 200, has been….
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AWS is readying an upgrade to its AI app development service, Bedrock, that will let customers build agents using a wider range of models and tools than it currently supports. It's a move to dissuade them from using AI from rivals. More here:
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New: Databricks inks agreement with Google to host Gemini models, a move that makes it easier for customers to build agents that can handle multi-step tasks. More here:
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RT @anissagardizy8: NEW: Nvidia's new "marketplace" for GPUs has worried some cloud providers, who sense that Nvidia is stepping squarely i….
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RT @theinformation: Exclusive: Salesforce is blocking enterprise AI rivals like Glean from using Slack data for their applications. Read m….
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RT @steph_palazzolo: OpenAI goes public with its acquisition of the Jony Ive device startup, which we first scooped here: .
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RT @steph_palazzolo: How Elon Musk's xAI plans to make money is one of the big questions in the AI field right now. @KevKubernetes & I hav….
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RT @amir: 🚨 Reporting job alert: . Join @steph_palazzolo & our incredible team @theinformation to lead coverage of OpenAI (w/ lots of suppo….
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Late-breaking acquisition news: Arista Networks is in the process of acquiring VeloCloud, a Broadcom unit that sells networking hardware and software and was part of its $69 billion purchase of VMware two years ago. More here:
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RT @steph_palazzolo: New: Anthropic is prepping for its first-ever employee share sale, in which the company will buy back shares at its la….
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RT @NASAVoyager: @sirajMachinist I'll keep traveling forever - but my ability to communicate is limited by my power supply, which is waning….
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RT @steph_palazzolo: New w/ @coryweinberg: Glean, the AI enterprise search startup, is raising new funding at a ~$7B valuation led by asset….
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Software coding tools haven't been the most exciting part of enterprise tech, but Cursor and Windsurf are now transforming the segment into a rock concert. Now AWS is vying for a piece of the action with a new coding tool in this mold. More here:
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