Artificial intelligence

Microsoft partners with Lambda in multibillion AI infrastructure deal

Lambda has announced a multibillion-euro agreement with Microsoft to expand AI infrastructure powered by tens of thousands of NVIDIA GPUs, marking one of the largest private cloud computing collaborations to date.

The multi-year deal aims to accelerate the deployment of AI supercomputers at scale, enhancing the capacity for enterprise and research applications across industries.

Under the partnership, Lambda will provide mission-critical cloud compute infrastructure using NVIDIA GB300 NVL72 systems.

A collaboration that builds on an eight-year relationship between the two companies and reflects growing global demand for high-performance computing driven by the rise of AI assistants and enterprise AI solutions.

Stephen Balaban, CEO of Lambda, said the project represents a major step in developing gigawatt-scale AI factories capable of serving billions of users. The company positions itself as a trusted large-scale partner for organisations building advanced AI models and systems.

Founded in 2012, Lambda designs supercomputing infrastructure for AI training and inference, aiming to make computing power as accessible as electricity and to advance what it calls the era of ‘superintelligence’.

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Cloudflare chief warns AI is redefining the internet’s business model

AI is inserting itself between companies and customers, Cloudflare CEO Matthew Prince warned in Toronto. More people ask chatbots before visiting sites, dulling brands’ impact. Even research teams lose revenue as investors lean on AI summaries.

Frontier models devour data, pushing firms to chase exclusive sources. Cloudflare lets publishers block unpaid crawlers to reclaim control and compensation. The bigger question, said Prince, is which business model will rule an AI-mediated internet.

Policy scrutiny focuses on platforms that blend search with AI collection. Prince urged governments to separate Google’s search access from AI crawling to level the field. Countries that enforce a split could attract publishers and researchers seeking predictable rules and payment.

Licensing deals with news outlets, Reddit, and others coexist with scraping disputes and copyright suits. Google says it follows robots.txt, yet testimony indicated AI Overviews can use content blocked by robots.txt for training. Vague norms risk eroding incentives to create high-quality online content.

A practical near-term playbook combines technical and regulatory steps. Publishers should meter or block AI crawlers that do not pay. Policymakers should require transparency, consent, and compensation for high-value datasets, guiding the shift to an AI-mediated web that still rewards creators.

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Qwen3-Max-Thinking hits perfect scores as Alibaba raises the bar on AI reasoning

Alibaba unveiled Qwen3-Max-Thinking, which scored 100 percent on AIME 2025 and HMMT, matching OpenAI’s top model on reasoning tests. It targets high-precision problem-solving across algebra, number theory, and probability. Researchers regard elite maths contests as strong proxies for reasoning.

Built on Qwen3-Max, a trillion-parameter flagship, the thinking variant emphasises step-by-step solutions. Alibaba says it matches or beats Claude Opus 4, DeepSeek V3.1, Grok 4, and GPT-5 Pro. Positioning stresses accuracy, traceability, and controllable latency.

Signal from a live trading trial added momentum. In a two-week crypto experiment, Qwen3-Max returned 22.3 percent on 10,000 US dollars. Competing systems underperformed, with DeepSeek at 4.9 percent and several US models booking losses.

Access is available via the Qwen web chatbot and Alibaba Cloud APIs. Early adopters can test tool use and stepwise reasoning on technical tasks. Enterprises are exploring finance, research, and operations cases requiring reliability and auditability.

Alibaba researchers say further tuning will broaden task coverage without diluting peak maths performance. Plans include multilingual reasoning, safety alignment, and robustness under distribution shift. Community benchmarks and contests will track progress.

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Microsoft deal signals pay-per-use path for AI access to People Inc. content

People Inc. has joined Microsoft’s publisher content marketplace in a pay-per-use deal that compensates media for AI access. Copilot will be the first buyer, while People Inc. continues to block most AI crawlers via Cloudflare to force paid licensing.

People Inc., formerly Dotdash Meredith, said Microsoft’s marketplace lets AI firms pay ‘à la carte’ for specific content. The agreement differs from its earlier OpenAI pact, which the company described as more ‘all-you-can-eat’, but the priority remains ‘respected and paid for’ use.

Executives disclosed a sharp fall in Google search referrals: from 54% of traffic two years ago to 24% last quarter, citing AI Overviews. Leadership argues that crawler identification and paid access should become the norm as AI sits between publishers and audiences.

Blocking non-paying bots has ‘brought almost everyone to the table’, People Inc. said, signalling more licences to come. Such an approach by Microsoft is framed as a model for compensating rights-holders while enabling AI tools to use high-quality, authorised material.

IAC reported People Inc. digital revenue up 9% to $269m, with performance marketing and licensing up 38% and 24% respectively. The publisher also acquired Feedfeed, expanding its food vertical reach while pursuing additional AI content partnerships.

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Microsoft invests $15 billion in AI growth across the UAE

Microsoft will invest $15.2 billion in the UAE by 2029 to expand AI infrastructure, develop talent, and build trust across the region. The investment encompasses a $1.5 billion stake in G42, significant AI and cloud data centre spending, and local operating costs to bolster the UAE’s digital economy.

The company is deploying advanced NVIDIA GPUs to power AI applications, including OpenAI models, Anthropic, and Microsoft’s own services. With 59.4 percent of the UAE population using generative AI, the country leads global per capita AI adoption.

Microsoft is also nurturing AI talent through initiatives like the Global Engineering Development Centre, AI for Good Lab, and skilling programmes for students, teachers, and government employees.

Trust is a core component of Microsoft’s strategy. The company, together with G42 and MBZUAI, founded the Responsible AI Future Foundation to promote ethical AI standards across the Middle East and the Global South.

An Intergovernmental Assurance Agreement with the US and UAE governments ensures compliance with cybersecurity, export controls, data protection, and responsible AI practices.

Through technology investment, talent development, and building international trust, Microsoft aims to strengthen the UAE’s position as a global AI hub while fostering long-term economic growth and collaboration between the UAE and the United States.

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AI reveals gene defect driving Crohn’s disease

Scientists at UC San Diego used AI and molecular biology to show how a broken NOD2–girdin partnership causes chronic inflammation in Crohn’s disease. The study explains why some macrophages become inflammatory instead of restorative, leading to intestinal damage.

The study analysed thousands of macrophage genes, identifying 53 that separate inflammatory cells from healing ones. One key discovery revealed that NOD2 normally binds to girdin in non-inflammatory macrophages, keeping inflammation under control.

Mutations in NOD2, common in Crohn’s patients, disrupt this connection, tipping the immune system toward persistent gut inflammation.

Animal studies confirmed the findings. Mice lacking girdin developed severe intestinal inflammation, altered gut microbiomes, and in many cases, fatal sepsis.

The experiments showed that without the NOD2–girdin interaction, the gut’s immune balance collapses, highlighting the importance of this partnership for intestinal health.

By combining AI, genetic analysis, and animal models, the study opens new avenues for Crohn’s therapies. Researchers aim to restore the NOD2–girdin interaction to rebalance macrophages and ease chronic inflammation.

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Microsoft launches Agentic Launchpad to support AI start-ups

Microsoft, in collaboration with NVIDIA and WeTransact, has launched the Agentic Launchpad to drive AI innovation across the UK and Ireland. Built on Microsoft’s $30 billion investment in UK AI infrastructure, the initiative aims to help start-ups and scale-ups develop intelligent, next-generation AI platforms.

The programme provides participants with access to cutting-edge technologies, expert guidance, and global go-to-market support. Companies benefit from technical sessions, co-innovation opportunities, and marketing support to ensure their products reach the marketplace quickly.

Selected participants will also gain exposure through Microsoft and partner communications, networking events, and industry summits.

Agentic Launchpad is open to UK-based software companies developing agentic applications, autonomous systems, or generative AI platforms. Applicants should highlight their vision and technical strengths; submissions are open from 4 November to 28.

Microsoft and NVIDIA highlight the programme’s potential to foster innovation and leadership in the emerging era of agentic AI, offering training, infrastructure, and expert networks to accelerate development and performance.

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EU invests €107 million in RAISE for AI in science

The European Commission has unveiled RAISE, a new virtual institute designed to unite Europe’s AI research and accelerate scientific breakthroughs.

The launch, announced in Copenhagen, marks a flagship moment in the EU’s strategy to strengthen its leadership in science and technology through collective action.

Funded with €107 million under Horizon Europe, RAISE will bring together Europe’s best resources in data, computing power, and research talent.

An initiative that will help scientists apply AI to pressing challenges such as cancer treatment, climate change, and natural disaster prediction, while promoting innovation that serves humanity instead of commercial interests alone.

RAISE will work with the EuroHPC Joint Undertaking to secure access to AI Gigafactories and will dedicate €75 million to train and attract global researchers through Networks of Excellence.

The Commission also plans to double Horizon Europe’s annual AI investments to more than €3 billion, ensuring that the EU remains a global leader in scientific AI.

A project that reflects the EU’s ambition to achieve technological sovereignty and create an inclusive AI ecosystem. As RAISE grows in phases towards 2034, it will strengthen cooperation among Member States, academia, and industry, setting a benchmark for responsible and innovative AI in science.

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Salesforce’s Agentforce helps organisations deliver 24/7 support

Organisations across public and private sectors are using Salesforce’s Agentforce to engage people whenever and wherever they need support.

From local governments to hospitals and education platforms, AI systems are transforming how services are delivered and accessed.

In the city of Kyle, Texas, an Agentforce-driven 311 app enables residents to report issues such as potholes or water leaks. The city plans to make the system voice-enabled, reducing traditional call volumes while maintaining a steady flow of service requests and faster responses.

At Pearson, AI enables students to access their online learning platforms instantly, regardless of their time zone. The company stated that the technology fosters loyalty by providing immediate assistance, rather than requiring users to wait for human support.

Meanwhile, UChicago Medicine utilises AI to streamline patient interactions, from prescription refills to scheduling, while ambient listening tools enable doctors to focus entirely on patients rather than typing notes.

Salesforce said Agentforce empowers organisations to save resources while enhancing trust, accessibility, and service quality. By meeting people on their own terms, AI enables more responsive and human-centred interactions across various industries.

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AWS becomes key partner in OpenAI’s $38 billion AI growth plan 

Amazon Web Services (AWS) and OpenAI have entered a $38 billion, multi-year partnership that will see OpenAI run and scale its AI workloads on AWS infrastructure. The seven-year deal grants OpenAI access to vast NVIDIA GPU clusters and the capacity to scale to millions of CPUs.

The collaboration aims to meet the growing global demand for computing power driven by rapid advances in generative AI.

OpenAI will immediately begin using AWS compute resources, with all capacity expected to be fully deployed by the end of 2026. The infrastructure will optimise AI performance by clustering NVIDIA GB200 and GB300 GPUs via Amazon EC2 UltraServers for low-latency, large-scale processing.

These clusters will support tasks such as training new models and serving inference for ChatGPT.

OpenAI CEO Sam Altman said the partnership would help scale frontier AI securely and reliably, describing it as a foundation for ‘bringing advanced AI to everyone.’ AWS CEO Matt Garman noted that AWS’s computing power and reliability make it uniquely positioned to support OpenAI’s growing workloads.

The move strengthens an already active collaboration between the two firms. Earlier this year, OpenAI’s models became available on Amazon Bedrock, enabling AWS clients such as Peloton, Thomson Reuters, and Comscore to adopt advanced AI tools.

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