👀In Case You Missed It
Altman’s $350B AI Megabuild — OpenAI commits $100B more toward compute rentals, targeting $350B by 2030 with $85B annual server bills forecast.
Meta + Oracle $20B Cloud Pact — Oracle will host Meta’s Llama models, slashing reliance on Azure while boosting capacity.
Microsoft’s $6B Norway Deal — New AI compute rentals via Nscale expand Microsoft’s EU infrastructure footprint.
$31B+ UK AI Infra Pledge — OpenAI, Nvidia, and Microsoft back Stargate UK and a new London supercomputer in a transatlantic tech push.
Oracle’s $5B Sovereign Cloud UK Plan — Expanding sovereign AI services as part of its broader UK infrastructure strategy.
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🧠 Cloud & Infrastructure Watch
Nvidia and OpenAI lock in a $100B AI buildout pact for 10GW of GPU infrastructure under the Stargate program, with the first site online in 2026.
Read MoreSam Altman lays out plan to ramp compute to 1 gigawatt per week, framing capacity as the key bottleneck for AI progress.
Read MoreMicrosoft’s Satya Nadella warns employees that AI could render Microsoft irrelevant if it clings to legacy models, urging teams to disrupt before competitors do.
Read MoreMicrosoft rolls out Copilot agents across Teams, SharePoint, and Viva Engage, handling meetings, notes, reports, and knowledge tagging.
Read MorePerplexity’s Comet AI browser expands agentic workflows across Gmail, LinkedIn, Drive, and ChatGPT — turning browsers into autonomous OS-level agents.
Google to roll out Gemini for 300M+ Google/Android TVs, positioning it as an AI hub for home media and device control.eils spreadsheet with an AI agent in every cell (raises $5M).
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💻 Hardware & Semiconductor Moves
Nvidia also invests in UK-based ElevenLabs, extending its push into AI voice technology.
Read MoreAlibaba’s Qwen team drops Qwen3 Omni (multimodal), alongside new TTS and image-editing models.
Read MoreHuawei announces Atlas 950 SuperCluster, packing more domestic chips for China’s AI workloads.
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