I'm glad to see their "Private Cloud AI" thing is actually happening. They announced it a couple years ago and then after not hearing a ton I was worried they were going to drop it.

That said, the foundational models they talk about running on it - is that something they've trained themselves? I know they had some sort of deal with Google; could it be Gemini weights loaded into their private compute or something?

I think it's just gemini in a dress