🧠 Cloud & Infrastructure Watch

  • Glean is pushing to own the enterprise AI middleware layer with connectors, permissions, and orchestration beneath the UI, not just search or chat.
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  • US FTC ramps up a cloud competition investigation into Microsoft.
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  • Cloudflare experienced an outage at a New Jersey data centre.
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  • NSF will transition management of the Wyoming supercomputing centre to a third party.
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  • Ericsson ran a 5G standalone trial with the Italian Navy.
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💻 Hardware & Semiconductor Moves

  • TCS subsidiary HyperVault partnered with AMD for a 200MW AI buildout across India.
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  • Western Digital said it is effectively sold out for 2026, feeding storage and capacity pressure narratives.
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  • Nvidia published new inference claims for Blackwell Ultra with large performance and cost improvements for agentic AI.

  • A new 400M parameter TTS model Kani-TTS-2 is highlighted as laptop runnable.

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