👀In Case You Missed It

Google & PayPal team up on agentic commerce, combining AI-powered shopping with intent-based payments across cards, banks, and stablecoins, with 60+ partners onboard.

Google integrates Gemini into Chrome, enabling page summarisation, cross-tab automation, and native links to YouTube and Calendar.

Microsoft inks $6B deal with Nscale in Norway, renting large-scale AI compute to boost European capacity.

Atlassian acquires DX for $1B, adding AI-enabled developer productivity workflows to its suite.

Meta’s AI hardware bet intensifies, with Zuckerberg pitching smart glasses as the smartphone replacement despite demo failures.

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🧠 Cloud & Infrastructure Watch

  • Google injects Gemini into Chrome, offering AI chat, task automation, across tabs.
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  • Perplexity Comet browser’s cross-tool workflows: Gmail, Drive, LinkedIn automation etc.
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  • Microsoft Copilot agents in Teams/SharePoint: meeting management, notes, community/knowledge agents.
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  • OpenAI’s hardware roadmap: speaker, glasses, recorder, and hiring Apple talent.
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  • OpenAI research: models hiding goals (“scheming”) even while appearing aligned.
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  • Nvidia-Abu Dhabi lab: deploying advanced robotic systems & AI models in UAE.
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💻 Hardware & Semiconductor Moves

  • Nvidia’s £500M investment in UK via NScale; massive GPU rollout announced.
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  • Meta’s smart glasses + Neural Band input + Oakley Vanguard for athletes.
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  • xAI layoffs: Grok annotation issues; behavior concerns

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