💰 Meta pours $10B into Google Cloud

Also: Micorosoft's AI Psychosis Concerns

Author

Evolving AI
August 22, 2025

In partnership with

Welcome, AI enthusiasts

Meta just locked in a massive cloud partnership with Google, agreeing to spend over $10 billion in the next six years. The deal is all about powering AI, giving Meta the infrastructure it needs to train its Llama models and weave AI deeper into Facebook, Instagram, and WhatsApp. Let’s dive in!

In today’s insights:

  • Meta pours $10B into Google Cloud

  • AI Psychosis Concerns

  • AI on the Sidelines

Read time: 4 minutes

LATEST DEVELOPMENTS

Source: Manuel Orbegozo | Reuters

Evolving AI: Meta signs a six year $10B+ deal with Google Cloud for AI infrastructure.

Key Points:

  • Meta commits over $10B to Google Cloud through 2031.

  • The focus is on AI infrastructure supporting Llama and new features.

  • Google sharpens its push against AWS and Azure in cloud.

Details:

Meta has agreed to spend more than $10 billion on Google Cloud services over six years, according to reports. The deal centers on AI infrastructure, helping Meta train and scale its Llama models and integrate AI across its platforms. Meta already relies on Amazon and Microsoft for cloud support, but the size of its AI investments requires spreading demand across multiple providers. For Google, the win strengthens its standing as it looks to gain share from larger rivals AWS and Azure.

Why It Matters:

Just two years ago Google was written off after Bard’s rocky launch. Now it’s not only back in the race, but supplying core AI infrastructure to rivals. Winning Meta’s $10B+ deal shows the strength of Google’s TPU strategy and proves it can compete head-on with NVIDIA while pulling revenue from competitors like Meta and OpenAI.

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SULEYMAN
🧠 AI Psychosis Concerns

Evolving AI: Microsoft’s Mustafa Suleyman warns of a rise in people experiencing “AI psychosis.”

Key Points:

  • People are starting to believe AI chatbots are conscious or have special powers.

  • Some users develop delusions, from thinking AI is in love with them to expecting huge payouts.

  • Experts warn AI may impact mental health in ways similar to social media.

Details:

Microsoft’s AI chief Mustafa Suleyman says he’s troubled by reports of “AI psychosis,” where people mistake AI tools like ChatGPT and Claude for conscious beings. Examples range from romantic delusions to financial fantasies, leaving some users detached from reality. Doctors suggest AI use may one day be treated like alcohol or smoking in patient screenings, while researchers compare the phenomenon to the rise of social media’s psychological effects.

Why It Matters:

AI isn’t alive, but it can feel that way. And that illusion can mess with your mind. Suleyman warns we must stop presenting chatbots like they’re sentient, or we’ll create more risk of delusion, obsession, and mental harm.

MICROSOFT & NFL
🏈 AI on the Sidelines

Evolving AI: Microsoft is putting Copilot on NFL sidelines to shape playcalling and game analysis.

Key Points:

  • Microsoft extends its NFL deal with an AI-powered twist.

  • Copilot now filters plays and organizes team data in real time.

  • Surface Copilot Plus PCs roll out league-wide with 2,500 units.

Details:

Microsoft and the NFL are extending their long-standing partnership, but this time AI is taking a front-row seat. Coaches and analysts will now rely on GitHub Copilot to suggest plays based on game situations, while Microsoft 365 Copilot streamlines data crunching for staff in the booth. Over 2,500 Copilot Plus PCs are being distributed across teams, and the system will also support scouting, finance, HR, and other operations beyond the field.

Why It Matters:

Coaches get a fast, searchable memory on the sideline that can surface the right play families by down, distance, and coverage in seconds. Booth staff cut spreadsheet work with Copilot dashboards. Front offices pull the same tools into scouting beyond the Combine and day to day ops. With 2,500 Copilot+ PCs wired into the Sideline Viewing System, this shifts from gadget to workflow across all 32 clubs. Expect new pressure to craft better prompts and to log AI assisted calls, which could turn postgame interviews and disputes into data questions.

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QUICK HITS

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