Good morning, AI enthusiast.

The immense demand for AI computing power sent a shockwave through the market this week, catapulting Oracle's stock over 40%. The surge briefly made co-founder Larry Ellison the world's richest person, all thanks to a staggering forecast for future cloud contracts.

The company revealed an astounding $455 billion in its future revenue pipeline, largely fueled by a monumental partnership with OpenAI. With the AI industry's insatiable need for computing power creating a new gold rush, how will this reshape the hierarchy of legacy tech giants?

In today’s AI recap:

• Oracle’s forecast makes Ellison world's richest

• Arm’s new chips for on-device AI

• Claude gets real-time web search access

• An AI training startup eyes a $10B valuation

• 8 trending AI tools

Oracle's AI Shockwave

The Recap: Oracle's stock surged over 40% after an astonishing forecast revealed $455 billion in future cloud contracts driven by AI demand, briefly making co-founder Larry Ellison the world's richest person.

Unpacked:

• The company's future revenue pipeline swelled to a massive $455 billion, largely driven by a reported $300 billion deal with OpenAI for cloud computing power.

• Oracle is projecting its AI-fueled cloud revenue will soar to $144 billion by 2030, signaling a long-term strategy to power the industry's massive computational needs.

• This growth is cemented by major partnerships, including Oracle’s key role in the Stargate project with OpenAI, which aims to build out over 5 gigawatts of U.S.-based AI data center capacity.

Bottom line: The immense demand for AI computing power is creating a new gold rush for cloud infrastructure. This positions established tech giants like Oracle to capture immense value by providing the essential "picks and shovels" for the AI era.

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AI Tools of the Day

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Arm's On-Device AI Push

The Recap: Arm unveiled its new Lumex compute platform, a suite of AI-focused CPUs and GPUs designed to bring powerful AI processing directly to the next generation of PCs and smartphones.

Unpacked:

• The platform is built around Arm's new C1-series CPUs, which now include Scalable Matrix Extensions 2 (SME2) to significantly speed up the matrix math essential for AI models.

• The top-tier C1 Ultra CPU is aiming for a 25% boost in single-threaded performance, signaling a major leap for demanding applications on mobile devices.

• Beyond the CPU, Lumex integrates a new Mali G1-Ultra GPU and other system IP, creating a comprehensive hardware and software platform for running AI tasks locally.

Bottom line: Arm's push for on-device processing means future devices can run complex AI tasks without relying on the cloud, improving privacy and speed. This positions Arm to power a new wave of AI-native PCs and smartphones, intensifying competition in the personal computing market.

AI Training

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The Recap: In this video, I'm going to show you how to build an AI automation that's able to analyze the best performing live ads that your competitors are running on Facebook and Instagram. It's going to find the best ads, download the ad creative, and then spin that ad creative to promote your product or service offering.

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Claude Gets Live Web Access

The Recap: Anthropic just supercharged its API, giving Claude models access to its new web search tool. Developers can now build applications that tap into real-time information, conduct research, and provide cited answers.

Unpacked:

• Claude can now perform progressive searches, using results from one query to inform the next for more comprehensive research.

• For enterprise use, organizations can control access with domain allow-lists and block-lists to ensure results come only from approved sources.

• The tool is available for multiple Claude models and is priced at $10 per 1,000 searches plus standard token costs.

Bottom line: This move directly challenges competitors by equipping Claude with real-time data, a critical feature for building useful AI agents. Developers gain a powerful way to build up-to-date applications without managing their own search infrastructure.

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The AI Training Gold Rush

The Recap: AI training data startup Mercor is reportedly in talks for a new funding round that could value the company at over $10 billion, fueled by explosive revenue growth from clients like OpenAI and Meta.

Unpacked:

• The company’s annualized revenue has skyrocketed to a reported $450 million, a massive leap from the $75 million figure it announced just seven months ago in February.

• Mercor’s model connects top AI labs like OpenAI and Meta with domain experts—such as scientists and lawyers—to provide the specialized human feedback needed to train and refine advanced models.

• The funding talks are reportedly pre-emptive, with VCs proactively making offers valuing Mercor at $10 billion, signaling intense investor demand for companies powering the AI training pipeline.

Bottom line: Mercor's soaring valuation highlights the critical and highly lucrative role of human expertise in the AI supply chain. The gold rush isn't just for chips and models, but also for the specialized data and feedback that makes them truly capable.

The Shortlist

Zillow launched an AI-powered virtual staging tool for its premium Showcase listings, allowing buyers to instantly restyle rooms and reportedly helping homes sell for $7,000 more on average.

Inception Point AI revealed an audacious plan to use generative AI to produce 3,000 podcast episodes per week across 5,000 shows, at a reported cost of just $1 per episode.

Microsoft AI chief Mustafa Suleyman warned that pursuing machine consciousness is a "dangerous" illusion, cautioning that anthropomorphizing AI could lead to unhealthy emotional attachments and even "AI psychosis."

The RSL Collective launched the Really Simple Licensing (RSL) standard, an open protocol backed by major publishers like Reddit and Yahoo that allows websites to specify payment terms for AI companies scraping their content for training data.

Signing off,

David, Lucas, Mitchell — The Recap editorial team