Stargate Expansion Goes Nuclear-Sized
OpenAI, Oracle, and SoftBank are adding 5 new U.S. data center sites (Texas, New Mexico, Ohio + Midwest), aiming for ~7GW capacity and $500B investment by 2025.

CoreWeave + OpenAI Lock In $6.5B More Compute
Their reserved-capacity deal pushes CoreWeave’s total OpenAI commitments above $22B, fueling next-gen training and inference.

Crypto Infra Meets AI Cloud
Cipher Mining and Fluidstack (with Google backing) struck a 244MW Texas buildout, merging crypto-hosted infra with AI demand.

Savion’s Co-Sited Solar Compute Campus
The Plano Skies project pairs a 250MW data center with renewables, reinforcing the AI + energy convergence trend.

DataBank Raises $1.1B to Build Faster
Through an ABS facility, DataBank is accelerating new data center builds and upgrades across North America.

Databricks 90× cost-cut breakthrough (beyond its $100M OpenAI deal) signals cheaper enterprise AI infra.
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Bain & Co.: ~$2T new revenue needed to fund industry-wide AI scaling.
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HSBC + IBM demo quantum-enabled trading, hinting at future AI/quantum hybrid infra.eils spreadsheet with an AI agent in every cell (raises $5M).
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Instant Checkout (ChatGPT) rolls out with Stripe — in-chat purchases for Etsy today, Shopify soon.
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Microsoft Office Agent Mode now live in Excel/Word via Copilot Frontier rollout, embedding native iterative agents.
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Google tests AI radio hosts in YouTube Music Labs, delivering commentary sourced from metadata and fandom graphs.
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Meta’s Vibes feed becomes a full AI-only video distribution layer tied to creator tools and templated remixing.
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Meta’s “Metabot” humanoid robotics bet—focus on dexterous manipulation (fine force control, adaptive grasping).
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SoftBank’s ‘cableless’ server rack for data-center robots (automation-first DC hardware).
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DeepSeek V3.2-Exp adds sparse attention to cut API costs >50% at similar performance.
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Apple’s “Manzano” model unifies image understanding and generation; “Veritas” in-house Siri training underway.
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DeepSeek V3.2-Exp debuts sparse attention, cutting API costs by 50%+ with equal performance.
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Microsoft Photos adding auto-categorization via onboard AI.
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Gemini Robotics 1.5 enables planning + web-augmented robot task execution.
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UK gov’t bails out Jaguar Land Rover (£1.5B) after hack disrupted production—cyber risk elevates to state action.
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CloudHQ boosts Mexico DC investment to $4.8B (Querétaro; ops by 2027, up to six facilities).
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California SB-53 signed: transparency rules for AI giants (cluster reporting, whistleblower protections).
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Taiwan rescinds South Africa chip export restrictions; UK £10M semiconductor fund—policy tailwinds for supply chains.
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Quantum, AI prioritized by U.S. government in new R&D policy direction.
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UK bailouts Jaguar Land Rover with £1.5B after cyberattack halted production.
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Northern Data raided in Europe over alleged tax fraud tied to cryptomining infra.
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AI actress “Tilly Norwood” nearing Hollywood agency deal as synthetic talent enters entertainment economy.
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Friend wearable AI startup spent $1M+ on NYC subway ad blitz — signaling aggressive funding.
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Accenture exits 11,000+ staff and reallocates ~$1B into AI reskilling and redeployment.
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Paid (agent billing startup) raises $21M seed for results-based agent work.
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Anything (vibe coding platform) hits $2M ARR in two weeks, now at $100M valuation.
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Maximor (ex-Microsoft execs) launches finance AI agents to replace Excel workflows.
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AI startup Alex raises $17M to automate job interview screening.
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Black Forest Labs reportedly raising $300M at $4B valuation.
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Claude Sonnet 4.5 prompts platform expansion and economic competition.
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🧾 ChatGPT Instant Checkout
OpenAI now lets users buy products inside chat via Stripe — no browser tab needed. Huge for agentic commerce.

🧠 Claude Sonnet 4.5 (Anthropic)
Massive coding upgrade — 30+ hour autonomous dev sessions and SWE-bench dominance. Same price, new ceiling.

📥 ChatGPT Pulse Rollout
Proactive morning recap feeds based on your history/apps. Limited to Pro tier (for now). Think personalized AI butler.

🎥 Sora 2 Social App Incoming
OpenAI is prepping a TikTok-style vertical feed exclusively for AI-generated videos using Sora 2. Remix + identity unlocks.

🧩 Microsoft Agent Mode for Office
Excel and Word now support native AI agents that create, fix, and iterate spreadsheets and docs interactively.

🎙️ Gemini Talking Head Generator
Voice + AI headshot = auto-animated presenters via Wan Video. No filming, no studio, full uncanny energy.

🧬 DeepSeek V3.2-Exp
Sparse attention cuts inference costs by 50% without performance loss — signals pricing wars ahead.

🖼️ HunyuanImage 3.0 (Tencent)
Open-source model rivaling Midjourney — strong for commercial/enterprise use cases.

🗂️ NotebookLM Upgrades
Persistent chat history and transcript surfacing = finally usable for long-form projects and team workflows.

1. GPT-5 Safety Routing Fallout
OpenAI’s silent model-switching on emotional/sensitive prompts is already sparking backlash. Expect calls for transparency, opt-outs, and maybe even regulation. 🔄⚖️

2. Meta’s Humanoid Robot Gambit
Metabot is being treated like AR v2 inside Meta — meaning budgets, platform ambitions, and developer lock-in. If they license the “robot OS,” the robotics ecosystem could get Apple’d. 🦾📲

3. AI-Generated Social Feeds (Slop or Scale?)
Meta’s Vibes launch bombed, and OpenAI is cooking a Sora-powered TikTok app. The question: do users want AI feeds, or is this Web3 déjà vu? 📉📹

4. Instant Checkout in ChatGPT
With Stripe onboard and Shopify/Etsy merchants joining soon, agentic commerce could blow up fast. Ads and paid placement are coming — quietly. 🛒🤖

5. Nvidia $100B x OpenAI Infra Pact
This isn’t hype — it’s 10GW of compute. Watch for effects on model access, pricing power, and who gets GPU crumbs. ⚡🧠