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🔓 Wednesday’s AI Report:

1. ⏫ Trump expedites AI expansion?

2. 💼 In partnership with Innovating with AI

3. ⛓️‍💥 OpenAI and Microsoft break ties?

4. ➿ Anthropic’s Claude gets 2-way voice

5. 📼 In partnership with Guidde

6. ⚙️ Trending AI Tools

7. 🏗️ Practical AI Applications

8. 📑 Recommended Resources

Read Time: 5 minutes

📈 AI STOCK TRACKER

AI stocks were boosted by Trump’s quick reversal of the Biden policies. Citing stifling innovation the President vowed to invest heavily in the space. In other news, Apple continued to drop after being downgraded by Loop Capital. This allowed NVIDIA to take advantage of the situation and become the largest company in the world. Apple has fallen more than 14% since it peaked on Dec 26th last year.

LATEST IN AI

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⏫ Trump expedites AI expansion?

🚨 Our Report — One day into his presidency, Donald Trump announced “the largest AI infrastructure project in history,” which is a $500B joint venture—called Stargate—between OpenAI, Oracle, Softbank, and others (including Microsoft, NVIDIA, and Arm), that will build a network of data centers across the US, starting in Texas and expanding into other states.

🔓 Key Points:

• Trump hinted that he would use “emergency declarations” to accelerate the development of the data centers, as “we have to get this stuff built,” and plans to “make it possible to get that production done very easily.”

• His announcement follows one he made, earlier this month, about a $20B commitment made by UAE-based company (and Trump ally)—DAMAC Properties—to build data centers across the US.

• OpenAI, Softbank, and Oracle all praised Trump for making “the most important project of this era” possible, but initial plans for Stargate date back to Biden, with 10 data centers already in construction.

🔐 Relevance — This comes just one day after Trump revoked Biden’s 100-page EO on AI safety standards, and further compounds his priority to maintain a competitive edge in the race against China (and others) to develop advanced AI.

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TOGETHER WITH INNOVATING WITH AI

💼 Start your career as an AI Consultant

The AI consulting market is about to grow by a factor of 8X – from $6.9B to $54.7B in 2032.

But how does an AI enthusiast become an AI consultant?

How well you answer that question makes the difference between just “having AI ideas” and being handsomely compensated for your contribution to an organization’s AI transformation.

Thankfully, you don’t have to go it alone – our friends at Innovating with AI have welcomed 300 new students into The AI Consultancy Project, their new program that trains you to build a business as an AI consultant.

Some of the highlights current students are excited about:

• The tools and frameworks to find clients and deliver top-notch services

• A 6-month plan to build a 6-figure AI consulting business

• Students getting their first AI client in as little as 3 days

And as a reader of The AI Report, you get early access to the next enrollment cycle.

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⛓️‍💥 OpenAI and Microsoft break ties?

🚨 Our Report — Following the announcement of the joint venture between OpenAI, Softbank, and Oracle (called Stargate, see above), OpenAI and Microsoft have jointly announced that Microsoft will no longer be the “exclusive provider” of compute capacity to OpenAI—to develop, train, and run their AI models—clearing the way for OpenAI to work with other compute providers (coincidentally, including Oracle).

🔓 Key Points:

• Microsoft has insisted the new agreement will not change the “key elements” of its partnership with OpenAI—including access to its IP and revenue-sharing arrangements—and these will remain in place until 2030.

• According to Microsoft, the change in the relationship simply means that when OpenAI needs additional compute, Microsoft will have the “right of first refusal” before OpenAI tries other providers.

• OpenAI has also confirmed that it will continue to increase its compute consumption through Microsoft, having recently made “a new, large Azure commitment” for products and model training.

🔐 Relevance — Although the change in relationship seems amicable on the surface, over the last year, there have been signs of strain between Microsoft and OpenAI, with OpenAI blaming a lack of compute for delaying products, and Microsoft declaring OpenAI as a competitor and hiring Inflection (a direct OpenAI rival) CEO, Mustafa Suleyman, and staff, which reportedly angered OpenAI CEO, Sam Altman.

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➿ Anthropic’s Claude gets 2-way voice

• Thanks to a “surge in demand” over the last year, AI start-up, Anthropic, is planning to release a “two-way” voice mode for its chatbot, Claude, alongside a memory feature that allows it to “remember” past conversations.

• Despite this, Anthropic CEO, Dario Amodei, recently revealed that the surge in demand (particularly over the last 3 months) has exceeded their compute capacity, which will surely make it difficult to fulfill its plans.

• And—even after successfully raising $13.7B (mainly from Amazon)—they suffered significant losses last year, but are reportedly in talks for further funding (around $2B) which has valued the company at $60B.

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TOGETHER WITH GUIDDE

Guidde: Create how-to video guides quickly and easily with AI

Guidde is a GPT-powered tool that helps you explain complex tasks in seconds with AI-generated documentation.

• Share or embed your guide anywhere.

• Turn boring documentation into stunning visual guides

• Cut time by creating video documentation 11x faster

Select ‘capture’ on the browser extension and the app will auto-generate step-by-step video guides complete with visuals, voiceovers, and CTA’s.

Plus: The extension will cost you nothing.

TRENDING AI TOOLS

1. Fathom is G2’s #1 AI notetaker that captures, summarizes, and acts on meetings, saving 20mins of work, per call ⭐⭐⭐⭐⭐ / 5 (G2)

2. QA.tech uses AI to test web apps and creates bug reports

3. Assindo manages calls and social networks with AI

PRACTICAL AI

LIVE Q&A

❗Tomorrow: Live Q&A with AI Automation Expert, Grant Hushek

❓ Who: Automation expert Grant Hushek, who founded GrantBot Process & Consulting, which has built a ‘Call to Content’ feature that uses AI to turn meeting transcripts into LinkedIn-ready posts—automatically.
(P.S AI Report readers can try Call to Content for nothing: Just submit a meeting transcript here, and you’ll get 3 LinkedIn posts, delivered straight into your inbox)

⌚ When: Tomorrow, Thursday 23rd January, at 8 AM EST

🎓 Where: Skool

🙋‍♂️ What: Tomorrow, and every Thursday, AI expert, Grant Hushek, will be going Live, on Skool, to answer all your burning questions—big or small—about AI and automation.

‼️For more information about this, and our future Live AI Q&A sessions, visit us at Skool.

RECOMMENDED RESOURCES

STARTUPS

Name: Writer
Value: $500M — $750M
Funding raised: $1126M

Writer uses AI to process text, videos, spreadsheets, and databases and create documents that match the corporate voice of a company.

PODCASTS

How Pokemon Go will change how we navigate the world

In this podcast episode, Google Earth founder—Brian McClendon—discusses how games like Pokemon Go and augmented reality, in general, will change how we navigate the world, making the future of navigation truly immersive.

QUICK HITS

• Alexandr Wang lobby’s Trump to invest in AI

• Perplexity launches an API for AI search

• Mistral AI plans IPO

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Until next time, Martin, Liam, and Amanda.

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