🧠 Cloud & Infrastructure Watch
Oracle plans to raise up to $50bn in debt and equity in 2026 to fund OpenAI-aligned cloud and AI infrastructure expansion.
Read MoreGoogle Cloud and Liberty Global signed a five-year AI partnership, signalling deeper telco–hyperscaler compute integration.
Read MoreSnowflake and OpenAI ink a $200m multi-year partnership to embed OpenAI models/agents into Snowflake’s data cloud, with OpenAI also using Snowflake internally for analytics/testing.
Read MoreOpenAI launches a new macOS Codex app as a multi-agent “command centre” for agentic coding workflows.
Read MoreReports claim Snowflake’s OpenAI deal signals enterprises are increasingly signing multi-vendor AI model agreements rather than picking one lab.
Read MoreFirefox adds a settings-level switch to block all generative AI features, starting with Firefox 148 (“AI controls” section).
Read MoreTech report: Notepad++ says threat actors tied to the Chinese government hijacked its software update mechanism for months to ship tainted updates.
Read MoreLinq raises $20m to let companies deliver AI assistants inside iMessage/RCS/SMS via API.
Read MoreTikTok confirms an outage was tied to an Oracle data centre (impacting cloud reliability narratives around AI-era consumer platforms).
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💻 Hardware & Semiconductor Moves
Nvidia CEO confirmed the company will make a “huge” investment in OpenAI, though below the rumoured $100bn figure.
Read MoreSoftBank subsidiary is working with Intel on next-generation AI memory, targeting bandwidth and efficiency gains.
Read MoreDanish researchers develop a 3D-printed vapour chamber for two-phase liquid cooling (cooling innovation for high-density compute).
Read MorePennsylvania permit granted for 15 natural-gas generators to power an AI data centre in Clearfield County (on-site generation as an enabler for compute).
Gray Oak Power launches positioning as an integrated power solution for data centres (more infra vendors forming around AI).
Read MoreERCOT to announce criteria for a fast-track interconnection process (grid hookups becoming a competitive lever for AI capacity).
Read MoreCarbon Robotics builds a “Large Plant Model” for detection/identification (edge robotics + vision model improvements).
Read MoreOpenAI exploring alternatives to some Nvidia chips (supply/fit issues pushing multi-sourcing narratives).
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