Palantir CEO Claims Government Customers Fleeing to Open Source AI

SpaceX's AI unit has shifted into selling computing capacity to major AI labs, generating billions of dollars in monthly commitments from clients including Anthropic and Google. The unit held talks with Microsoft over the summer about leasing compute resources, marking a significant pivot for Elon Musk from initial skepticism toward the cloud computing business. This move positions SpaceX as a major player in the compute-constrained AI infrastructure market.

NVIDIA argues that AI factories, which cost roughly $60 million per megawatt, maximize returns through three factors: productive systems that deliver high throughput per megawatt and low cost per token, durable hardware that remains economically viable years after deployment, and fungible platforms that run diverse workloads. The company claims its latest Vera Rubin NVL72 systems deliver over 30x higher throughput per megawatt than GB300 NVL72 systems and up to 45x lower cost per million tokens on certain models, while older generations like the A100 GPU from 2020 remain in commercial service six years later.

Flow Engineering, an AI startup focused on applying AI agents to hardware design, raised funding at a $750M valuation. The round was backed by Valor Equity Partners, Atreides Management, and Sequoia Capital. Roelof Botha joined as an angel investor and board member.

Google announced Gemini 4 Argon, a frontier AI model designed for complex professional workflows in software engineering, legal, finance, and cybersecurity. The model features a 1 million token context window and is rolling out first to trusted cybersecurity professionals through Google's Fairwind Program, with broader access planned after safety testing. Pricing starts at $2 per million input tokens and $10 per million output tokens.