July 17, 2025 . 5min read
Startups and hyperscalers alike are racing to build faster chips, denser data centers, and smarter infrastructure. It’s no longer about who has the biggest model—it’s about who can power it. As access to raw compute becomes the new moat, responsible deployment must keep pace. Scale without ethics isn’t innovation—it’s instability.
🧠 AI & Cloud Infrastructure
Google launches Gemini 2.5 Pro and Deep Search for AI Pro/Ultra users, enabling advanced multi-source reasoning within Search and AI-powered calling features for local businesses.
SourceAWS unveils AgentCore on Bedrock to simplify enterprise AI agent deployment, backed by $100M investment in its Generative AI Innovation Centre.
SourceAnthropic introduces Claude-based Financial Analysis Solution with S&P Global data integration, targeting finance pros via AWS and Google Cloud.
SourceGoogle tests AI-generated summaries in Discover feed, combining insights from multiple publishers as direct answers erode search traffic to news sites.
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💻 Hardware & GPU Developments
NVIDIA granted U.S. license to resume sales of H20 AI chip in China, with custom Blackwell variant for local industries also in the works.
SourceSwitch unveils new cooling tech offering up to 2MW per rack, improving data centre density and efficiency.
SourceGoogle and Brookfield sign 3GW U.S. hydro power deal to upgrade and expand legacy clean energy infrastructure for AI demands.
SourceHugging Face debuts $299 Reachy Mini robot, aiming to democratise robotics with open-source, desk-sized humanoid device.
SourceRunway launches Act-Two, a motion capture AI system for film and animation with face/body/hand tracking from a single video input.
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🧠 Insight of the Day
The future of AI belongs to those who own the infrastructure—not just the algorithms.
Big models need big machines. As demand for compute skyrockets, control over GPUs, data centers, power grids, and chip manufacturing is becoming more strategic than any app or interface. The companies—and nations—that dominate compute infrastructure won’t just lead in AI. They’ll define the next era of global power.
Cloud is no longer just a tool. It’s a territory.
🏢 Sovereign & Data Centre News
Meta plans massive 5GW Louisiana data centre (Hyperion) as part of its multi-billion-dollar AI supercluster strategy.
SourceCoreWeave to build $6B data center in Lancaster, PA, expected to deliver 300MW IT capacity.
SourceGoogle wins $200M U.S. Department of Defense contract for cloud and AI services.
SourceAllianz acquires stake in data centre developer Yondr; W Denis Group launches insurance arm for data centres.
SourceNational Bank of Bahrain opens new data centre, expanding sovereign infrastructure in the Gulf region.
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🗓️ This Day in AI - June 17
🔓 2019 – OpenAI Shifts Toward Limited Release
OpenAI released its GPT-2 model publicly in stages, citing safety concerns—a key moment that sparked ongoing debates about responsible open-sourcing of powerful models.
🎙️ 2021 – BigScience Project Launches BLOOM Initiative
On July 17, AI researchers from around the globe announced the multilingual BLOOM project, one of the earliest large-scale open collaborative efforts in language modeling.
🧠 2023 – IBM Debuts watsonx for Enterprise AI
IBM officially launched watsonx, its next-gen AI platform aimed at helping enterprises scale foundation models across business and industry securely and efficiently.
🚀 2024 – Meta Showcases New Llama-3 Benchmarks
Exactly a year ago, Meta AI publicly shared benchmark results showing Llama-3’s significant edge over open-weight competitors, reinforcing its position as a leader in open-source foundational models.
🏦 Global AI Investments
Trump announces $70B AI + energy investment plan focused on data centres, workforce development, and grid upgrades.
SourceThinking Machines Lab (ex-OpenAI CTO) raises $2B seed at $12B valuation to launch a multimodal open-source product.
SourceSpaceX plans $2B investment in xAI, part of a larger $10B capital raise to scale Elon Musk’s AI ambitions.
SourceGoogle strikes $2.4B AI talent and licensing deal with Windsurf after OpenAI talks collapse.
SourceCognition acquires Windsurf’s core team, IP, and $82M revenue business to expand Devin AI coding agent tools.
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🛠️ AI Tools & Updates
Devstral Small 1.1 (24B, 128k context, Apache 2.0) hits 53.6 % on SWE‑Bench Verified, a new SOTA for open models, excelling in agentic coding via tool-calling, XML outputs, and function scaffolds
Devstral Medium 2507 available via API, scoring 61.6 % on SWE‑Bench, deployable on-premise and customisable via fine-tuning
Both support Mistral function-calling and agent integration (OpenHands), offering on-device and cloud flexibility
Released July 10, 2025, with pricing aligned to existing Mistral tiers: $0.10/$0.30 per M tokens (Small) and $0.40/$2 per M tokens (Medium)
Mistral releases Voxtral, open-source voice model family
Launched July 15, Voxtral offers high‑accuracy, multilingual speech-to-text performance at less than half the cost of Whisper or Gemini. Fully Apache 2.0 licensed to democratize access to voice intelligence.
🏁 Outro: Until Tomorrow…
The AI world doesn’t slow down—and neither do we. From trillion-parameter models to billion-dollar builds, the infrastructure race is accelerating. We’ll be back tomorrow with the latest from the frontlines of AI, data centers, GPUs, and sovereign tech.
Until then—stay sharp, stay sovereign.
