🧠 Cloud & Infrastructure Watch

  • Google upgrades Trends Explore with Gemini, enabling AI-driven trend discovery and comparative analysis at scale.
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  • Gemini rolls out a new beta “Personal Intelligence” mode, proactively responding using linked emails, photos, and Google apps.

  • Digg relaunches publicly as a community-first Reddit rival, betting on moderation and AI-assisted discovery.
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  • AI models begin cracking high-level mathematics problems following GPT-5.2’s release, accelerating research workflows.
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  • YouTube adds parental controls to block Shorts, responding to algorithmic risk concerns in AI-driven feeds.
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  • Meta launches “Meta Compute” to build multiple gigawatt-scale AI data centres as a dedicated infrastructure push.

💻 Hardware & Semiconductor Moves

  • Nvidia’s H200 AI chips cleared for China exports on a case-by-case basis by the US government.
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  • Synopsys sells its processor IP business to GlobalFoundries, reshaping the semiconductor IP landscape.
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  • TSMC posts another record quarter, with profits up 35% driven by sustained AI chip demand.
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  • Samsung achieves live vRAN call success on a US network, advancing AI-driven telecom infrastructure.
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