Kevin McLaughlin @KevKubernetes
Reporter at The Information covering enterprise AI companies, [email protected] extrapop69.blogspot.com San Francisco Joined March 2009-
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Kevin McLaughlin retweeted
Vector database startup Pinecone is considering a sale. The news comes as the company has faced headwinds including losing a major customer, Notion. w/ @PauValida @KevKubernetes bit.ly/4mCOicD
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I’ll be on @theinformation TITV today at 10PT/1ET to talk about our Vast Data story and other enterprise AI topics. Check the stream!"
Kevin McLaughlin retweeted
scoop from @KalleyHuang and @KevKubernetes: Google has struck a major cloud computing deal with Meta. The deal—worth more than $10 billion over six years—is one of the largest known agreements in Google Cloud’s history. And it's for Nvidia GPUs. theinformation.com/articles/meta-…
Scoop w/@KalleyHuang - Google Cloud has struck a six-year cloud agreement with Meta worth more than $10 billion, in the latest sign of how cloud sometimes makes for unusual dance partners. More here: theinformation.com/articles/meta-…
In April, we reported that Snowflake execs had set an AI product ARR target of $100m for its FY ending in January. The database firm was just over halfway there at the end of July, led by its product that lets customers use LLMs in SQL queries. More here: theinformation.com/articles/secre…
Kevin McLaughlin retweeted
Late night scoop w/ @KevKubernetes @nmasc_: Reflection AI, the 1-yr-old startup founded by DeepMind researchers, is in talks to raise $1B+ as it looks to develop open-source models to compete with DeepSeek, Meta and Mistral: theinformation.com/articles/refle…
Well, it took almost five years to happen, but I’m feeling a tiny thrill of satisfaction now that my prediction that Microsoft would start breaking out Azure revenue has finally come true (here’s the original prediction: theinformation.com/articles/what-…)
In the latest example of the AI data wars heating up, @steph_palazzolo reports that OpenAI built an integration with Slack to make the latter's messages and files searchable via ChatGPT, but it was scuttled without explanation in March. More here: theinformation.com/articles/enter…
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: theinformation.com/articles/aws-g…
Amazon launches its new AI-powered IDE, called Kiro, some details of which we reported on May 1 here theinformation.com/articles/amazo…
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: theinformation.com/articles/googl…
Kevin McLaughlin retweeted
Apple has thought about turning its Apple chips into a public cloud for its developers. My latest for The Information
Kevin McLaughlin retweeted
Atlassian, Notion Jump Into Corporate Data War Atlassian is throttling Glean and is discussing ways to make its Glean-like feature easier to use than Glean, a sign that data wars are intensifying. Read more from @nmasc_, @KevKubernetes and @aaronpholmes 👇…
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 theinformation.com/articles/corpo…
Kevin McLaughlin retweeted
BREAKING: OpenAI is renting Google's TPU chips for inference, as it looks to lower costs. The deal marks OpenAI's first effort to use non-Nvidia chips in a significant way. much more here: theinformation.com/articles/googl… w/ @QianerLiu @theinformation
Kevin McLaughlin retweeted
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 delayed by six months, and its performance falls short of Nvidia's chips. Check out my latest scoop with @QianerLiu theinformation.com/articles/micro…
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: theinformation.com/articles/aws-r…
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: theinformation.com/briefings/data…
Kevin McLaughlin retweeted
NEW: Nvidia's new "marketplace" for GPUs has worried some cloud providers, who sense that Nvidia is stepping squarely into their turf. But some GPU clouds felt pressured to join the marketplace effort, worried that saying no would hurt their business. "You’d rather play with…
Kevin McLaughlin retweeted
Exclusive: Salesforce is blocking enterprise AI rivals like Glean from using Slack data for their applications. Read more from @KevKubernetes and @steph_palazzolo 👇 theinformation.com/articles/sales…
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