🧠 Cloud & Infrastructure Watch

  • ChatGPT launches a year-end “Wrapped”, signalling consumer retention and personalisation focus.
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  • OpenAI opens ChatGPT’s app ecosystem to broader developer submissions.
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  • Google and Apple warn visa-holding employees to avoid international travel due to extended US visa processing delays.
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  • OpenAI publicly acknowledges AI browsers may remain permanently vulnerable to prompt-injection attacks.
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  • NotebookLM adds native data tables, Google Sheets export, and deeper Gemini integration.

  • Google quietly upgrades NotebookLM to Gemini 3 without a standalone announcement.
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💻 Hardware & Semiconductor Moves

  • Moore Threads unveils next-gen gaming and AI GPUs, claiming performance between Hopper and Blackwell.
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  • US startup claims progress on true 3D chips, stacking logic and memory on a single die.
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  • Moore Threads unveils a next-generation gaming GPU claiming 15× raster performance and 50× ray-tracing gains, with an AI chip positioned between Hopper and Blackwell also in development.
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  • Alibaba reportedly considers a major purchase of AMD AI chips to expand compute capacity.
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