👀In Case You Missed It
Google rolls out Private AI Compute, bringing on-device–grade privacy to the cloud and debuting new Pixel AI features and notification intelligence.
Google Maps gets an agentic project builder, while Gemini arrives on Google TV Streamer for natural-voice content control across the living room.
CoreWeave revenue more than doubles, but data-centre delays hit guidance — a warning sign for third-party GPU clouds as capex gets reshuffled.
Silicon Valley data centres sit idle waiting for power, with grid interconnect bottlenecks rising as demand outpaces utility upgrades.
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🧠 Cloud & Infrastructure Watch
Anthropic commits $50B to U.S. data-centre build-out with Fluidstack, launching sites in Texas and New York and targeting 2026 go-lives.
Read MoreMicrosoft launches the Atlanta Fairwater AI data centre, a “superfactory” powered by hundreds of thousands of Nvidia GPUs, built without UPS or generators.
Read MoreMicrosoft details its global AI supercluster architecture, linking continental regions into a single logical compute fabric.
Read MoreGoogle details Project Peanut — a new Virginia data-centre development outside Richmond.
Read MoreNebius to deploy the first phase of its Meta GPU deal in December, adding fresh hyperscale European capacity.
Read MoreBrazil’s Oi declared bankrupt, creating uncertainty across Brazilian fibre and DC connectivity ecosystems.
Read More200MW data-centre campus proposed in Ho Chi Minh City, signalling Vietnam’s next hyperscale wave.
Read MoreVEIR (Microsoft-backed) introduces superconducting transmission for data-centre cooling and power delivery.
Read MoreEU exploring potential bans on Huawei/ZTE in state-funded networks, impacting telco/DC infrastructure decisions.
Read MoreOpenAI rolls out GPT-5.1 with multiple “personalities” and speed upgrades, now live in Microsoft Copilot Studio, rebooting the day-to-day ChatGPT/Copilot experience and tightening the OpenAI–Microsoft product loop.
Read MoreOpenAI escalates fight with NYT as it pushes back on a court order demanding 20M user chats, calling it a privacy threat.
Read MoreGoogle ships a major Pixel AI upgrade with message summaries, photo remixing and system-level notification understanding.
Read MoreBaidu open-sources ERNIE’s new multimodal model, claiming benchmark wins over GPT and Gemini.
Read MoreFoxconn beats earnings on AI server demand and teases a major OpenAI hardware announcement next week.
Read MoreAI music hits mass adoption as studies show 97% of listeners cannot distinguish AI tracks from human-made songs.
Read MoreTencent grows 15% YoY on AI-powered ads and cloud, reinforcing China’s consumer-scale AI advantage.
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💻 Hardware & Semiconductor Moves
AMD projects the data-centre market will hit $1T by 2030, with AMD alone expecting $100B annual revenue from DC silicon.
Read MoreBaidu launches two new AI processors, strengthening China’s sovereign silicon pipeline amid U.S. restrictions.
Read MoreFoxconn Q3 profit jumps 17% on surging AI server demand; hints at an OpenAI-related announcement next week.
Read MoreDu × NextGenAI deploy 13MW of Nvidia B300 GPUs in the UAE, advancing Gulf-region compute independence.
Read MoreCisco beats earnings with $1.3B in AI orders, citing record demand for AI-scale networking.
Read MoreVEIR superconducting systems promise radical cooling + power-density improvements for high-density racks.
Read MoreElevenLabs signs celebrity deals (Caine, McConaughey) for commercial AI voice cloning.
Read MoreSuperconducting, liquid and hybrid cooling highlighted industry-wide as next-gen thermal management for AI racks.
Read MoreMicrosoft taps OpenAI’s custom chip work to speed up its in-house silicon roadmap for Azure AI.
Read MoreWaymo rolls out freeway robotaxi rides across LA, SF and Phoenix, pushing autonomous inference loads skyward.
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