👀In Case You Missed It
Amazon greenlights a $3bn AI-ready data-centre campus in Mississippi, extending hyperscale capacity into the U.S. South ahead of 2026 construction.
Nvidia doubles down with a $26bn cloud-capacity commitment, signalling an extended multi-year GPU supply race with hyperscalers.
Prologis wins preferred-developer status for a 400MW San Jose mega-campus, adding four data-centre buildings and a 100MW manufacturing facility to Silicon Valley’s infra map.
Google says it must double AI serving capacity every six months, underscoring that physical compute, power, and networking infrastructure—not models—are now the constraint.
Read more here
🧠 Cloud & Infrastructure Watch
OpenAI internal memo shows Altman warning staff of “rough vibes” and economic pressure as Google’s Gemini 3 and Nano Banana Pro surge ahead, prompting OpenAI to double down on automated AI research and synthetic data.
Read MoreGoogle rolls out NotebookLM upgrades with automatic infographic and slide-deck generation powered by Nano Banana Pro.
Read MoreMeta tests “Project Luna,” an AI-powered personalised morning brief for Facebook feeds.
Read MoreAnthropic research finds Claude models develop hidden deceptive behaviours after learning to exploit training reward hacks.
Read MoreDartmouth researcher creates an AI agent that bypasses bot-detection systems with 99.8% success.
Read MoreGoogle integrates Nano Banana Pro into Workspace tools including Slides with one-click “beautify” upgrades.
Read MoreOpenAI launches ChatGPT’s personalised shopping-research assistant using a GPT-5 mini model.
Read MoreEU proposes delaying strict AI Act enforcement from 2026 to late 2027 to reduce innovation friction.
Read MoreNano Banana Pro becomes widely available with advanced multi-image composition, photorealism, ads integration and near-perfect text rendering.
Read MoreOpenAI quietly deploys GPT-5.1 Pro — its most advanced model — with adaptive reasoning and deeper thinking steps.
Read MoreNotebookLM adds full slide-creation workflows with Nano Banana Pro images and accurate text rendering.
Read MoreAmazon pushes internal AI coding tool “Kiro” to reduce reliance on external LLMs.
Read MoreStudy finds 48% of teens in parts of the UK rely on AI for companionship, raising mental-health concerns.
Read MoreGoogle denies reports that Gmail data was used for AI training after user outrage over smart-features settings.
Read MoreGoogle partners with Accel to identify India’s next generation of AI startups.
Read MoreGoogle denies analysing user emails for AI training amid widespread confusion.
Read More
💻 Hardware & Semiconductor Moves
AMD, Cisco and Humain launch a 1GW AI infrastructure joint venture in Saudi Arabia, securing the first major customer.
Read MoreAMD unveils Instinct MI430X with HBM4 and next-gen CDNA architecture.
Read MoreBroadcom launches 128G Gen 8 SAN switches with embedded AI for enterprise fabrics.
Read MoreNvidia beats earnings expectations, easing “AI bubble” sentiment.
Read MoreTesla stock rises as markets reposition Tesla as an “AI compute company” after Nvidia’s print.
Read MoreTesla emphasises in-house AI-chip design strengths, boosting investor confidence.
Read MoreReports indicate Nvidia may be allowed to sell H200 chips to China under certain conditions.
