Axios AI+

March 04, 2025
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Today's AI+ is 1,089 words, a 4-minute read.
1 big thing: Turnitin's plan to help students turn AI on
Plagiarism detection service Turnitin is setting its sights on helping educators deal with their latest headache: AI chatbots capable of doing students' homework for them.
Why it matters: The arrival of ChatGPT has been a particular challenge in education, with officials struggling with whether — and how — to allow students to use such tools.
How it works: Turnitin Clarity — announced Tuesday and available later this year — is an online canvas where students can create their work while making use of approved AI tools.
- Teachers, meanwhile, can see the work a student has done, including where and how they have used AI in the process.
The big picture: Schools have taken a wide range of approaches to generative AI.
- Early on, some banned the technology outright, while others have tried to allow it within limits.
Between the lines: Teachers are in a bind.
- Many see the potential for AI to improve the learning experience over time, especially in giving students more personalized help.
- In the short term, though, they are struggling to adjust to a rapidly changed world in which chatbots can spit out essays in seconds.
- Some educators have moved to add more oral examinations or in-class writing assignments, but that uses up precious classroom time.
Students, too, are tempted not only by the option of typing their assignment into ChatGPT, but also by the AI writing features being built into tools like Microsoft Word and Google Docs and even directly into Windows and Mac operating systems.
Clarity aims to create an alternative online space for students to do their work, Turnitin product chief Annie Chechitelli told Axios.
- "It's a clean environment for them to start and not have all of these tools bombarding them."
- The goal, she said, is "to really shift us forward into a world where we don't have to be in this place of losing that trust between the teacher and the student."
- Clarity isn't tied to any specific AI model, Chechitelli said.
The intrigue: While it might seem easy to just show teachers every draft of an assignment, including what was changed and where, teachers say they don't have time for that much information.
- Instead, they want to see when AI may have been used and how.
Meanwhile, educators are also trying to see whether AI could help lighten their workload.
- For now, Turnitin isn't giving teachers their own set of AI tools, with one notable exception — a feature due later this year that summarizes all of an educator's specific feedback within an essay, Chechitelli said.
Fun fact: The advent of chatbots hasn't cut down on how many students copy from existing works. "The rate has not changed, even with AI," Chechitelli said.
What's next: Turnitin is working to finish up Clarity in time for a release in the third quarter of this year, as a paid addition to its existing products.
2. Anthropic is now worth more than $61 billion
Artificial intelligence company Anthropic on Monday said it's raised $3.5 billion, led by Lightspeed Venture Partners, at a $61.5 billion valuation.
Why it matters: The numbers are staggering, even if the deal has been rumored for months.
- It also reflects how DeepSeek's arrival isn't slowing down investment in foundational model companies, including Anthropic rival OpenAI.
Zoom in: In addition to Lightspeed, investors in the round include Cisco Investments, Fidelity, D1 Capital Partners, General Catalyst, Menlo Ventures, Jane Street, and Salesforce Ventures.
- Anthropic now has raised more than $17 billion.
3. TSMC to invest $100B more in U.S. chipmaking
Taiwan Semiconductor Manufacturing Co. will invest an additional $100 billion in U.S. chip production, the company and President Trump announced Monday, adding to its existing $65 billion commitment in Arizona.
Why it matters: TSMC, the world's leading chip manufacturer, wants to diversify its semiconductor manufacturing footprint outside of the political volatility in Taiwan amid tensions with China.
- It's also part of the bipartisan U.S. national security push to increase domestic chip production and accelerate the AI economy.
Driving the news: The new investment will fund three fabrication plants, two advanced packaging facilities and a research and development center, TSMC said in a press release.
- With a total price tag of $165 billion, TSMC's Phoenix commitment represents the largest foreign direct investment in U.S. history, according to the company.
- The expansion is expected to support 40,000 construction jobs over the next four years and "tens of thousands of high-paying, high-tech jobs" moving forward.
Catch up quick: TSMC previously committed to three plants in north Phoenix.
- The first began "high-volume" production of 4-nanometer chips (the kind used in smartphones and other popular electronics) late last year. It marked the first time chips with that level of sophistication were manufactured on U.S. soil, former U.S. Commerce Secretary Gina Raimondo said last month.
- Two other factories are under construction. Once operational, they will produce the world's most advanced semiconductors, including cutting-edge 2-nanometer chips, the company said.
- The Biden administration finalized a $6.6 billion grant agreement with TSMC last November as part of the CHIPS and Science Act.
Zoom out: Monday's announcement also comes amid reports that TSMC is weighing a bid to acquire part of Intel's struggling chip production.
- TSMC was considering the move "at the request of Trump administration officials," Bloomberg reported in February.
State of play: TSMC's announcement is the latest in a series of Big Tech investments in U.S. manufacturing capacity, much of it tied to the AI boom.
- Apple last week announced plans to invest more than $500 billion in the U.S. over the next four years, including the production of advanced silicon at TSMC's Phoenix plants.
- And a coalition of tech companies including Oracle and OpenAI announced plans to invest $100 to $500 billion over the next several years in U.S. production through the Stargate project.
4. Training data
- CoreWeave, the crypto mining services firm turned AI cloud-processing provider, filed to go public, with $2 billion revenue in 2024 but an $863 million net loss. (CNBC)
- Google has added a number of home screen widgets to the iOS app for Gemini. (9to5Google)
- Apple CEO Tim Cook teased on X that "There's something in the air" this week, likely a hint of an upcoming MacBook Air release with the latest M4 processor, or possibly an iPad Air. (The Verge)
- Comms veteran Rachel Whetstone, who has worked at Netflix, Facebook, Uber and Google, is joining AI agent startup Sierra. (Axios)
5. + This
Today I learned that Australia only got color TV in 1975. Read here for more history and while you are there watch an amazing clip from "The Aunty Jack Colour Day Special," which treated the imminent arrival of color as an existential threat.
Thanks to Scott Rosenberg and Megan Morrone for editing this newsletter and Matt Piper for copy editing it.
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