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#Industry news#Safety / alignment#OpenAI
#Industry news#Safety / alignment#OpenAI
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The Brookings Institution released research by Columbia Business School professor Stijn Van Nieuwerburgh, estimating cumulative US AI infrastructure investment from 2025 to 2032 at about $10.3 trillion, averaging 3.63% of US GDP annually, higher than the historical investment intensity of railways, highways, and fiber-optic construction. The report notes that in 2026, capital expenditure by Oracle, Microsoft, Amazon, Meta, and Alphabet is expected to reach $800.5 billion, exceeding operating cash flow of $707.1 billion for the first time, with the gap reliant on borrowing and external financing. The report also mentions that Meta's Hyperion project has a debt-to-asset ratio of nearly 90%, large cloud providers have about $2.4 trillion in off-balance-sheet lease and purchase commitments, and IT assets such as GPUs are calculated at a 6-year economic life; if demand growth cannot keep pace with capacity expansion, this could bring pressure from declining utilization and lease prices.
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#Papers/Research#Reasoning#Anthropic
#Papers/Research#Reasoning#Anthropic
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#Industry news#Video#Multimodal
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Google Research has released a unified multi-agent framework for automatically generating temporally coherent long-video narratives, addressing identity drift and cascading failures in existing linear pipelines. Built on top of Gemini and Veo as an orchestration layer, the framework consists of four parts: AI video co-director uses multi-armed bandits for global creative search, CANVAS plans multi-shot visual continuity through persistent visual memory, A²RD generates segment by segment autoregressively while maintaining multimodal video memory, and VQQA uses visual question answering to generate semantic gradients for closed-loop prompt optimization. Evaluations show that AI video co-director reaches a peak quality score of 81.4 on GenAD-Bench, CANVAS improves scene-reappearance continuity on ST-Bench and HardContinuityBench, A²RD reduces layout drift on VBench-Long and LVBench-C, and VQQA achieves quality gains on T2V-CompBench, VBench2, and VBench-I2V.

#Model releases#Multimodal#Video
#Papers/Research#Agents#Anthropic
#Industry news#Agents#Anthropic
#Model releases#Multimodal#Speech
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