iFeeling Daily
Daily curated AI insights you can't miss.
Nscale acquires Anyscale for $1.65B to own more of AI compute stack
British AI neocloud Nscale is acquiring Anyscale, the company behind the Ray distributed computing framework, for $1.65 billion to deepen its vertical integration of the AI compute stack.
Meta uses AI to accelerate app development and launch new apps
Meta uses AI to accelerate app development, launching new apps like Threads, and plans more soon, leveraging LLMs for recommendations and engineering.
GPU Management: Why Idle GPUs Are the New Grounded Aircraft
Enterprise AI is running into the same structure, on a different piece of hardware. A GPU accrues cost by the calendar hour too, whether or not it's doing anything useful.
Supply Chain Compromise Mitigation Guidance
Google Threat Intelligence Group documents a sharp rise in open source supply chain compromises in 2025-2026 and provides detailed mitigation guidance across admin, architecture, and monitoring.
Microsoft Resells the Frontier
Azure grew 43% last quarter but Google Cloud grew 82%; Microsoft's $678b backlog is nearly half dependent on OpenAI, raising credit risk.
Microsoft logs $3.2B Anthropic gain, $600M OpenAI write-down in Q4 FY2026
Microsoft reported a $3.2B gain on its Anthropic investment in Q4 FY2026, while writing down its OpenAI investment by $600M for the same quarter.
How enabling two settings tripled our scores on the ARC-AGI-3 benchmark
Enabling retained reasoning and compaction in the Responses API tripled GPT-5.6 Sol's ARC-AGI-3 score from 13.3% to 38.3% and cut output tokens by 6x.
Borderless Lakehouse: Google Cloud’s unified data and AI agent platform
Google Cloud's borderless Lakehouse connects on-premises, cross-cloud, and SaaS data for AI agents, eliminating data movement and reducing costs.
Runlayer sues Rippling over alleged MCP gateway IP theft after trial
Runlayer sues Rippling for allegedly copying its MCP gateway after a year-long trial, illustrating the risks of selling AI infrastructure to enterprise tech companies.