👀In Case You Missed It

  • Sam Altman admits GPT-5 rollout was botched, pivots quickly to GPT-6 with promises of stronger safety and personalization.

  • Google doubles down on AI everywhere — rolling out Gemini for Home 🏠, expanding Agentic AI Mode for real bookings, and upgrading Translate + Photos with new Gemini features.

  • Meta freezes AI hiring despite billions spent, while Apple reportedly seeks Google’s Gemini to fix Siri after repeated setbacks.

  • Nvidia faces turbulence — halts H20 chip work in China, but pushes forward with Blackwell B30A; meanwhile SoftBank invests $2B in Intel.

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🧠 Cloud & Infrastructure Watch

  • Perplexity launches a $42.5M publisher revenue-sharing program via Comet Plus, giving outlets 80% of proceeds.
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  • Microsoft releases VibeVoice, an open-source text-to-speech model that generates 90 minutes of multi-speaker audio on consumer devices.
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  • Google expands NotebookLM with multilingual Video & Audio Overviews in 80 languages.
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  • Brave uncovers a prompt-injection security flaw in Perplexity’s Comet browser.
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  • Google Translate adds AI-powered lessons and live real-time translations across 70+ languages.
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💻 Hardware & Semiconductor Moves

  • Microsoft integrates Qwen2.5 into VibeVoice to enable natural turn-taking in long-form speech synthesis.
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  • Nvidia Jetson Thor robotics computer becomes generally available, enabling intelligent real-world robotics.
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  • IBM and AMD partner on “quantum-centric” supercomputing that couples quantum with AMD CPUs/GPUs.
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  • Asus to build 250-petaflop Nvidia-powered supercomputer in Taiwan.
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  • AT&T to acquire $23bn in spectrum licenses from EchoStar.
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