
👀In Case You Missed It
Salesforce confirms data exposure after Gainsight breach, underscoring expanding third-party risk across enterprise AI and SaaS supply chains.
ChatGPT launches global group chats, letting teams co-think with an AI assistant across planning, research, and shared workflows.
Google Maps rolls out Gemini-powered local intelligence, including contextual venue tips and live EV-charger availability predictions.
Gemini begins global rollout to Android Auto, replacing Google Assistant with a multimodal in-car AI system.
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🧠 Cloud & Infrastructure Watch
Amazon will build a $3bn data-centre campus in Vicksburg, Mississippi, with construction starting in 2026, adding a major new AI-capable hub in the US South.
Read MoreNvidia plans to spend $26bn on cloud computing capacity over six years, roughly double last quarter’s commitment, signalling a long runway of GPU-backed infra build-out with cloud partners.
Read MorePrologis has been picked as preferred developer for a 400MW data-centre campus on city-owned land in San Jose, proposing four data-centre buildings plus a 100MW manufacturing site next to a wastewater facility.
Read MoreBrazil’s Huge Networks is entering the cloud market, expanding regional options for AI and enterprise workloads in LATAM.
Read MoreGoogle’s infra chief told staff the company must double AI serving capacity every six months to meet demand, underscoring that physical compute, power and networking are now the main bottlenecks.
Read MoreMeta is looking to enter the electricity-trading business so it can underwrite new power plants for its AI data centres, blurring the line between tech giant and energy market player.
Read MoreIndia’s TCS and TPG will invest up to $2bn in AI-focused data centres for training and inference, boosting India’s role as a regional compute hub.
Read MoreNscale signed a 15MW lease with Verne in Iceland that will host 4,600 Nvidia Blackwell Ultra GPUs, tying Nordic renewables directly to frontier-model training.
Read MoreCentra has broken ground on its second Reno data centre, while OVHcloud launched a new availability zone in its Germany region, both expanding capacity for European and US West workloads.
Read MoreForschungszentrum Jülich integrated a prototype quantum computer into its JUNIQ infrastructure, showing how HPC sites are weaving quantum into their AI/simulation stacks.
💻 Hardware & Semiconductor Moves
Nvidia reported record $57bn revenue with results dominated by its data-centre business, reinforcing that GPU demand for AI remains the core growth engine despite bubble worries.
Read MoreAMD, Cisco and Humain formed a joint venture to build 1GW of AI infrastructure in Saudi Arabia, folding advanced CPUs, networking and accelerators into a national-scale compute platform.
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