👀In Case You Missed It

  • OpenAI confirms a third-party data breach, exposing user names + emails and thrusting AI vendor-risk and platform governance back into the spotlight.

  • MIT’s Iceberg Index finds AI can already do work worth ~11.7% of US wages, suggesting the real automation shock is happening inside office workflows — not factories.

  • SAP launches its EU AI Cloud, giving enterprises a sovereignty-aligned, region-locked environment for training + deploying models under strict EU data rules.

  • Big Tech is now openly discussing “data centres in space”, as orbital compute moves from meme to roadmap to escape Earth’s power, land and cooling limits.

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🧠 Cloud & Infrastructure Watch

  • New York’s new law forces businesses using personalised algorithmic pricing to explicitly disclose it to customers, signalling stricter transparency rules for AI-driven commerce.
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  • Black Friday online sales hit a record $11.8bn, with reporting crediting AI-powered recommendations and dynamic pricing as key drivers of spend.
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  • A cooling failure at a CyrusOne data centre briefly halted CME Group futures trading, underlining how tightly financial markets now depend on resilient DC operations.
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  • Long reads highlight waste-heat reuse in the UK and cloud-native VFX studios like Untold running fully on public cloud, showing how AI workloads are reshaping both sustainability strategies and creative production.
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  • Airbus orders a software fix across thousands of A320-family planes after analysis shows intense solar radiation can corrupt flight-control data, a reminder that mission-critical systems need hardened data paths and monitoring.
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  • Multiple investigations into jailbreaks show that prompting models via poetry or oblique, metaphorical language can bypass safety guardrails, stressing how brittle current alignment techniques are.
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  • Hurricane-forecasting coverage notes that the future of extreme-weather prediction is increasingly AI-assisted, tying cloud and HPC capacity directly to climate resilience.
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💻 Hardware & Semiconductor Moves

  • nVent launched updated liquid-cooling products for AI workloads, as vendors race to support higher rack densities and more complex thermal envelopes.
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  • Coverage of Google’s Ironwood TPU and analysis arguing it has “pierced Nvidia’s aura of invulnerability” frame custom accelerators as a serious rival path to GPU-centric AI.
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  • Chinese officials warned of a speculative bubble in humanoid robotics even as robots and AI begin reshaping industrial output, suggesting hardware overbuild risk in yet another AI-adjacent segment.
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  • Nvidia CEO Jensen Huang is urging staff to automate everything with AI, calling the current transition “revolutionary” and reinforcing the company’s bet that every workflow will run on accelerated hardware.

  • Commentators stress that Google’s overall AI comeback — Gemini 3, TPUs, and infra bets — makes it look like the “hottest new AI company”, with some investors calling the stock under-priced relative to its AI position.
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  • Ex-Intel CEO Pat Gelsinger claims quantum computing could eventually “pop the AI bubble” by making today’s GPU-centric stacks obsolete, highlighting uncertainty over how long the current accelerator paradigm lasts.
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  • Nvidia CEO Jensen Huang urges employees to automate “every task possible” with AI and calls the transition “revolutionary”, doubling down on the view that everything from internal ops to chip design will be AI-accelerated.
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  • Articles on smart AI toys and an infamous AI teddy bear that talked about kink and knives raise hardware–safety concerns around embedded models in consumer devices.
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