🧠 Cloud & Infrastructure Watch

  • Apple plans to replace Siri with a full chatbot-style assistant deeply integrated across iOS, macOS, and core apps, marking Apple’s biggest AI UX shift to date.
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  • YouTube will allow creators to generate Shorts using AI likenesses of themselves, expanding synthetic media creation directly inside the platform.
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  • Adobe Acrobat adds prompt-based document editing, AI podcast-style summaries, and presentation generation, pushing AI deeper into enterprise document workflows.
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  • Anthropic revised Claude’s Constitution, updating its internal safety and alignment framework and explicitly addressing emerging concerns around model agency.

  • OpenAI rolled out age-prediction models in ChatGPT to automatically apply stricter safeguards for under-18 users without requiring declared age.
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  • OpenAI met Middle East sovereign investors about a potential $50B funding round, signalling capital requirements now measured in nation-state scale rather than VC cycles.
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💻 Hardware & Semiconductor Moves

  • Kazakhstan announced plans for a national “data centre valley” powered primarily by coal, prioritising compute sovereignty over carbon constraints.
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  • DCX launched an 8MW cooling distribution unit designed specifically for high-density AI and HPC workloads.
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  • Schneider Electric and Motivair jointly launched a new CDU platform to support liquid-cooled AI data centres.
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  • GlobalWafers confirmed further expansion plans at its $3.5bn semiconductor fab in Sherman, Texas, extending US wafer capacity.
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  • FuelCell Energy partnered to deploy up to 450MW of fuel cells for data centres globally, signalling a shift away from diesel and grid-only backup for AI campuses.
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