🧠 Cloud & Infrastructure Watch

  • OpenAI upgraded Deep Research to GPT-5.2 with live progress tracking, follow-up questioning mid-search, and full-screen reports, pushing agent-style workflows further into ChatGPT.
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  • OpenAI disbanded its mission alignment team as it restructures around commercial scale and product velocity.

  • Google Cloud partnered with ReOrbit and Starfish Space to extend cloud services into space operations and satellite servicing.
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  • Anthropic rolled out Claude Cowork to Windows in research preview with file and external service connectors for enterprise workflows.
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  • Meta announced a 1GW Indiana data centre campus exceeding $10bn in planned investment focused on AI workloads.
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  • Gartner forecasts European sovereign cloud infrastructure spending to triple between 2025 and 2027.
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  • Alphabet secured nearly $32bn in debt following major AI data centre capex commitments.
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💻 Hardware & Semiconductor Moves

  • ByteDance is reportedly developing an AI inference chip and discussing manufacturing with Samsung as it reduces dependence on US GPU suppliers.
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  • Cisco’s Silicon One G300 targets ultra-high bandwidth switching for AI fabrics with improved power efficiency claims.
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  • Alibaba released Qwen-Image-2.0, a unified image generation and editing model with improved text rendering and speed.
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  • Zhipu launched GLM-5, its new flagship model aimed at advancing Chinese AI capabilities in chat, coding and agentic tasks.
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  • Warp launched Oz, enabling large-scale orchestration of cloud coding agents from terminal and API environments.
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