---
title: "Weekly AI Worldview | CoreWeave $1.1B; Microsoft × Coca-Cola $1.1B; Fei-Fei Li Startup"
author: "Unique Research"
sourcePublication: "Unique Research (FFCAP English library)"
originalPublishedAt: "2024-05-06T16:30:00+08:00"
canonical: "https://ffcap.cn/en/research/20240506a05zk800"
source: "https://ffcap.cn/en/research/20240506a05zk800"
language: "en"
cnSourceUrl: "https://view.inews.qq.com/a/20240506A05ZK800"
---

# Weekly AI Worldview | CoreWeave $1.1B; Microsoft × Coca-Cola $1.1B; Fei-Fei Li Startup

_Unique Research · Weekly AI Worldview · May 6, 2024_

One week of funding, events, and people. Charts attach on ingest (16 images).

## Funding

-   **CoreWeave** — **$1.1B** Series C; valuation **$19B**. GPU cloud pioneer; funds global expansion and supercomputer build-out for surging AI compute demand; deep NVIDIA partnership. Coatue’s Philippe Laffont: CoreWeave is becoming a backbone of large-scale HPC infrastructure. (CoreWeave)
-   **Blaize Inc.** — **$106M** round; seven institutions including Mercedes-Benz and Franklin Templeton. Edge + data-center AI chips (Blaize 1600 series; compute modules and PCIe cards); funds R&D, commercialization, and auto / CV / inference / generative markets. (Blaize Inc.)
-   **Lamini** — **$25M** Series A, Amplify Partners lead. Enterprise GenAI to customize and deploy LLMs on proprietary data; tools include LLM memory evaluation and efficient fine-tuning; partners include AMD and Snowflake; funds tech, team, and global GPU cloud. (Lamini)

## Events

-   **Apple ≈ OpenAI** — talks restarted to put ChatGPT / OpenAI tech into **iOS 18**; prior talks with OpenAI and Google had stalled; Gemini also still on the table. Tim Cook: iOS 18 a milestone with GenAI at the core. Apple also open-sourced **OpenELM** for mobile; keeps multi-partner options for tech, safety, and liability. (Bloomberg)
-   **Lanma Tech × CAICT** — Lanma leads drafting China’s first Agent standard guide _Agent Technical Requirements & Evaluation Methods: Platforms and Tools_ (platform mgmt, DevOps, API services). (Lanma Tech)
-   **Financial Times × OpenAI** — Apr 29 content-licensing partnership; FT content to train models with attribution back to originals and publisher revenue; part of OpenAI’s broader publisher deals. (Financial Times)
-   **Microsoft Indonesia** — **$1.7B** over four years for cloud and AI infrastructure; AI skills path for **840,000** Indonesians; deepens “Berdayakan Indonesia” after 2021 first data center; Indonesia is Asia-Pacific’s third-largest GitHub developer community. Local AI economic potential cited at **$366B** by 2030. (Microsoft)
-   **Amazon Q** — May 1 launch: **Amazon Q Business** (enterprise text/analysis; 40+ business tools) and **Amazon Q Developer** (codegen, agents, vuln scan, AWS optimization); **Amazon Q Apps** for non-coders (preview, free). Pricing: Business **$20/mo**, Developer **$25/mo**. (Amazon)
-   **Anthropic Team plan** — enterprise paid tier with higher Claude 3 access, admin/user controls, higher usage, upcoming collab tools, flexible billing; Claude 3 iOS app with free + Pro/Team upgrade and web sync. (Anthropic)
-   **Microsoft × Coca-Cola** — 5-year, **$1.1B** cloud + AI deal (up from **$250M** in 2020); Azure OpenAI for chatbots and GenAI process innovation; Coke fully on Azure. Quotes from CIO Niraj Tolmare and CFO John Murphy. (Microsoft)
-   **BNU Zhuhai AI HPC** — Apr 30 filing for _Cross-Intelligence Supercomputing Center AI Big-Science Infrastructure Platform_; total investment **¥496M**; all-domestic tech on existing rooms; target world-class world models, multi-agent collab, research compute networks. Prior 400× NVIDIA A800 cluster already awarded at HPC events. (AI headlines)
-   **NVIDIA ChatRTX 0.3** — image search, Whisper speech recognition, Gemma + ChatGLM3-6B support; OpenAI CLIP–style; needs RTX 30/40 with ≥8GB VRAM; adds voice/video input. (NVIDIA)
-   **Kimi “Kimi+”** — late-night update: smart product recs, stronger language/creation, multi-function chat with @ calls for multi-task in one window; modular composition for different work scenes. (Kimi)
-   **Douyin Flow** — “星绘” AI camera app (3 selfie shots → AI avatar in Jurassic / snow scenes etc.); overseas **Picpic** app (prompt-driven styles: pixel, cyberpunk, anime). (Douyin)
-   **Atlassian Rovo** — AI search / chat / agents over Jira, Confluence, and third-party files; GenAI workflow agents; respects file permissions; beta waitlist for customers. (Atlassian)

## People

-   **Fei-Fei Li** (“AI godmother,” Stanford CS; ex-Google Cloud AI chief scientist) — founding a startup focused on **spatial intelligence** (3D visual reasoning like humans); seed backed by a16z and Radical Ventures. TED Vancouver: teaching computers intelligent action in 3D across vision and robotics. (Reuters)
-   **OpenAI exits** — VP People **Diane Yoon** and nonprofit/strategy lead **Chris Clark** resign; Julia Villagra succeeds Yoon; Clark’s successor TBD; Yoon stays briefly as advisor. Founding member Andrej Karpathy left in February. (OpenAI)

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Editorial English edition published on UniqueCapital: https://ffcap.cn/en/research/20240506a05zk800
On-site reading page: https://ffcap.cn/en/research/20240506a05zk800
