Apple Eyes Gemini for Siri’s AI Upgrade
Along with Meta Locks $10B AI Deal with Google Cloud
TLDR; In today’s Signal
Meta Partners with Midjourney to Enhance AI Imagery
Apple Adds Enterprise ChatGPT Configuration Flexibility
IBM and NASA Open-Source AI for Solar Flares
NVIDIA Unveils Blackwell Ultra: AI “Fabric” Superchip
JoggAI and ElevenLabs Launch Multilingual AI Avatars
Netflix Sets Generative AI Guidelines for Partners
FieldAI Secures $314M for Robotics Expansion
THE AI SIGNAL PICKS
Netflix Sets Generative AI Guidelines for Production Partners
Netflix has issued formal generative AI guidelines for content partners via its Partner Help Center, clarifying when AI tools such as video, sound, image, or text generators are permissible. Production teams must disclose intended GenAI usage up front, and obtain written approval when AI is used for final deliverables, personal data, or talent likenesses.
Apple Adds Enterprise ChatGPT Configuration Flexibility
Apple’s upcoming software update will allow enterprise IT administrators to enable or restrict access to ChatGPT for Enterprise, or any other “external” AI provider, offering unprecedented control and flexibility. This move demonstrates how Apple is beginning to meet enterprise AI integration demands while preserving strong security and privacy standards.
IBM and NASA Open-Source AI for Solar Flares
IBM and NASA jointly released Surya, an open-source AI model for predicting solar flares, via IBM Research. Trained on decades of space and weather data, Surya surpasses prior models in forecasting high-energy solar storms. The model’s GitHub release provides researchers and power-grid operators with a new tool to prepare for disruptions caused by space weather.Meta Partners with Midjourney to Enhance AI Imagery
Meta announced a licensing and technical collaboration with Midjourney, allowing Meta’s AI research teams to integrate the startup’s acclaimed image and video generation technology into future products. This shift reflects a strategic pivot toward partnering with third-party AI leaders amid ongoing internal reorganization.
THE BIG LEAP
Apple Eyes Gemini for Siri’s AI Upgrade
Signal Scoop: Apple is in early talks to integrate Google’s Gemini model into a major Siri overhaul. This marks a potential pivot: instead of using only Apple’s own AI, it would license Google’s generative model. Such a move could leapfrog Siri’s capabilities in natural language understanding and multimodal tasks. It signals Apple’s urgency to catch up on AI features, especially as Siri has lagged behind competitors in generative AI.
The Full Picture
Apple reportedly wants to fine-tune Gemini for Siri to boost voice assistant intelligence.
CEO Tim Cook’s team has been under pressure to add chat and summarization to Siri; Gemini could fill that gap quickly.
Gemini is multimodal, handling text, images, and code, which could extend Siri beyond scripted responses to contextual assistance.
This would be a historic partnership between Apple and Google in AI, reflecting the tool’s maturity and Apple’s caution with in-house development.
What You Can’t Miss
Boldly, Apple shifting Siri to a Google-owned AI core shows how vital advanced AI is in consumer tech. If realized, the Siri experience could become dramatically more helpful overnight, forcing rivals like Google and Amazon to respond.
Meta Locks $10B AI Deal with Google Cloud
Signal Scoop: Meta has inked a multi-year, over-$10 billion agreement with Google Cloud to power its AI workloads. The deal underscores the growing dominance of external cloud infrastructure in fueling large-scale generative AI.
The six-year contract commits Meta to billions in spend on Google Cloud compute, storage, and networking .
Meta’s workloads including large language model training depends on large GPU clusters that exceed its in-house data centers.
Despite prior focus on building its own supercomputers, Meta is turning to external providers for scale.
The deal reflects the escalating cost of staying competitive in generative AI, where training budgets now run in the billions.
What You Can’t Miss
Meta’s infrastructure spending signals that AI leadership is now a compute showdown. Even tech giants are outsourcing critical hardware, this isn’t just scaling up; it’s redefining how AI leaders source their backbone.
ON THE AI EDGE
NVIDIA Unveils Blackwell Ultra: AI “Fabric” Superchip
NVIDIA’s new Blackwell Ultra GPU, built on the Blackwell architecture and it features a cutting-edge dual-reticle design with 208 billion transistors, delivering AI performance at scale for “AI factory” applications. Designed for large-scale AI reasoning and real-time services, this chip significantly boosts performance, energy efficiency, and scalability for demanding workloads.JoggAI and ElevenLabs Launch Multilingual AI Avatars
AI video startup JoggAI has launched AvatarX, a next-generation avatar system that integrates ElevenLabs’ voice synthesis for natural, expressive multilingual speech. The platform enables creators to generate lifelike avatars that can speak across languages with realistic delivery. This collaboration expands the creative toolkit for video production, lowering costs and scaling personalized content.
AI START-UP NEWS
FieldAI Secures $314M to Scale Robotics Platform
Robotics AI startup FieldAI raised $314 million, lifting its valuation to $2 billion. Investors include Khosla Ventures and Nvidia’s VC arm, signaling strong institutional backing. The funding will accelerate team expansion and product development for large-scale deployment.
Definite Raises $10M Seed to Launch AI-Native Analytics Stack
Philadelphia-based startup Definite raised an oversubscribed $10 million seed round, led by Costanoa Ventures alongside Acrew Capital and angel backers. The company offers a unified AI-native data platform that embeds an assistant-Fi-capable of generating SQL from natural language and delivering data insights in minutes.
Oway Raises $4M for Freight Ride-Sharing App
YC-backed startup Oway secured $4 million in seed funding to develop a decentralized, Uber-like platform for freight. Oway’s AI-driven matchmaking algorithm aims to optimize truck haul capacity, reducing empty-load miles and inefficiencies in logistics. The funding will fuel development and early-market testing across U.S. trucking networks.
NEW TOOLS, NEW POSSIBILITIES
Windsurf: AI-powered IDE with agentic code editing
Twelve Labs: Video understanding API for search and multimodal retrieval.
StatPecker: Turns raw data into charts and infographics automatically
Kindo: The AI Brain for Technical Operations
Adept: Builds AI agents that can use software tools and APIs
AI CAREER HORIZON
Anthropic: Anthropic AI Safety Fellow (London - U.K.)
Hugging Face: Open Source ML Engineer (Remote – U.S.)
OpenAI: AI Technical Support Specialist (San Francisco)
Cohere: Machine Learning Manager - Applied ML (NYC)