Meta's 2025 AI Vision, Verizon's Enterprise AI Platform, and Moody's Data Center Forecast

Hi there, In this edition of the Enterprise AI Brief, we bring you the latest developments in the world of artificial intelligence across various sectors. STELLA AI has joined GM's Retail Program, marking a significant step in AI integration within the automotive retail industry. Meanwhile, Kodiak Robotics has delivered driverless trucks to Atlas Energy, showcasing advancements in autonomous vehicle technology. Additionally, Goldman Sachs has launched an AI assistant for its employees, aiming to enhance productivity and streamline operations. In the realm of AI-driven IT management, Atomicwork has secured $25 million in funding, highlighting the growing investment in AI solutions for enterprise IT challenges. Stay tuned for more updates on these and other exciting AI innovations.

STELLA Automotive AI has been chosen to join General Motors' In-Market Retail program, offering its conversational AI platform to GM dealerships to improve customer engagement and operational efficiency. Kodiak Robotics has launched its first commercial driverless truck operations, delivering two autonomous trucks to Atlas Energy Solutions in West Texas. The trucks have completed 100 loads without human drivers in the Permian Basin. Goldman Sachs has introduced an AI assistant for its traders, bankers, and asset managers, aiming to enhance productivity by assisting with tasks like email summarization and code translation. The tool is part of a larger AI initiative and is currently available to approximately 10,000 employees.

Mistral is connected to Alan through co-founder Jean-Charles Samuelian-Werve, influencing its strategy despite Arthur Mensch being the public face. Springbok Analytics raised $5 million to advance AI-driven muscle health technology, backed by Transition Equity Partners, LLC and the NBA. Indigo secured $8 million to expand its AI real estate negotiation platform across the US by 2025.

Token Security, an Israeli company, has raised $20 million in Series A funding to enhance security for non-human identities in enterprises, addressing cyberattack threats on automated systems. A critical security flaw in Meta's Llama Stack framework, identified as CVE-2024-50050, allows remote code execution due to unsafe deserialization of Python objects. Meta has released a patch to address this issue. Conifers.ai, a cybersecurity startup, has secured $25 million in funding from SYN Ventures to enhance its AI-native platform, Conifers CognitiveSOC™, aimed at improving security operations centers. Chinese AI company DeepSeek faces a trademark issue in the US after Delson Group filed for the same trademark, claiming prior use since 2020. Researchers at Rice University have created PRISM, a generative AI tool to enhance research security and compliance with federal regulations, developed with ThirdAI.

Blackstone Energy Transition Partners announced its agreement to acquire the Potomac Energy Center, a 774-megawatt natural gas power plant in Loudoun County, Virginia, to support regional data center power demands. Meta has announced its plans for 2025, which include launching the Llama 4 language model and reaching over 1 billion users with its AI assistant. The company is also building a 2GW data center in Richland Parish, Louisiana, with a significant investment and job creation focus. Verizon Business has introduced the AI Connect platform to help enterprises and cloud providers deploy AI workloads efficiently. The platform combines Verizon's fibre infrastructure with its virtualised 5G network to support low-latency connectivity and generative AI, with early adopters including Google Cloud and Meta Platforms. Moody's anticipates a rise in global data centre capacity by 2025, influenced by government incentives, geopolitical tensions, and data transfer restrictions. PowerHouse Data Centers is launching initiatives to enhance digital infrastructure in North America, including a partnership with Quantum Connect for an AI-focused fiber hub in Ashburn, a 400 MW hyperscale campus in Louisville, Kentucky, and a new data center in Charlotte, North Carolina. Prometheus Hyperscale has appointed John Gross as Chief Technology Officer to lead the development of sustainable, liquid-cooled data centers. ABI Research reports on how the rising compute density and cooling needs in AI data centers are impacting server vendors, driven by the demand for generative AI. Lam Research, a chip-making equipment supplier, forecasts third-quarter revenue of $4.65 billion, surpassing Wall Street's estimate due to increased AI-driven orders. India's IT Minister Ashwini Vaishnaw announced plans to host DeepSeek's AI models on local servers, contingent on compliance with data localization laws. This marks a rare acceptance of Chinese technology in India. Microsoft Corp. reports slower growth for its Azure cloud division, citing data center capacity constraints amid rising AI demand. The company plans significant investments to address these challenges. OpenAI is hiring a data center sourcing manager and an infrastructure strategy manager for its Stargate Project, a $500 billion initiative to build large data centers in the US.

Meta AI has launched Llama Stack 0.1.0, a platform designed to streamline the creation and deployment of generative AI applications, featuring backward compatibility and safety enhancements. Ericsson has launched Cognitive Labs, a virtual initiative to advance AI technologies in telecommunications. The labs will focus on Graph Neural Networks, Active Learning, and Large-Scale Language Models, with collaboration from the open-source community. Chinese AI startup DeepSeek has released the R1 reasoning model, which reportedly rivals OpenAI's ChatGPT o1, despite facing US sanctions on advanced chips.

AVAIO Digital has partnered with the Industrial Development Authority of Prince Edward County to develop a $5 billion, 300 MW hyperscale data center campus in Farmville, Virginia. The project will include five data centers and aims to boost the local economy and infrastructure.
OpenAI, Oracle, and SoftBank Group plan to use solar energy and batteries for the Stargate AI project, with SB Energy constructing the renewable installations.
Chevron Corp. is teaming up with GE Vernova and Engine No. 1 to construct natural gas power plants near US data centers, addressing AI-driven electricity demand with a goal of four gigawatts by 2027.