👀In Case You Missed It

  • OpenAI leadership reshuffle signals internal pressure
    OpenAI’s Chief Communications Officer is departing during a period focused on reliability, competition with Google, and enterprise trust, hinting at internal strain as the company matures beyond rapid growth.

  • Browser-layer AI security risks surface
    A widely used Chrome extension was caught intercepting users’ AI chat data, highlighting how AI privacy risks are shifting from model providers to browsers, plugins, and the surrounding software layer.

  • Creative Commons warms to AI pay-to-crawl licensing
    Creative Commons signalled tentative support for AI “pay-to-crawl” frameworks, suggesting a potential middle ground between open access and compensation as content owners seek new AI-era revenue models.

  • OpenAI eyes consolidation with new M&A lead
    OpenAI reportedly hired a former Google executive to head mergers and acquisitions, pointing to a more aggressive consolidation strategy across tooling, infrastructure, or application layers.

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🧠 Cloud & Infrastructure Watch

  • Amazon appoints AWS veteran Peter DeSantis to lead a new AI organisation, tightening control over chips, infra and frontier AI strategy.
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  • Google makes Gemini 3 Flash the default across Gemini and AI Search, prioritising speed and multimodal throughput at scale.
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  • Google integrates Opal “vibe-coding” tools directly into Gemini, turning the chat interface into a lightweight app builder.
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  • Mozilla confirms AI features are coming to Firefox but will remain opt-in, positioning itself against default-on AI browsers.
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  • Google and Meta collaborate on “TorchTPU”, making Google’s TPUs more PyTorch-friendly to erode Nvidia’s software advantage in AI compute.
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  • UK research finds 1/3 of citizens use AI for emotional support, raising societal and trust questions about mainstream AI in daily life.
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  • Oracle stock falls on AI/DC funding concerns, as investor scepticism grows around Oracle’s heavy AI data-centre commitments.
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💻 Hardware & Semiconductor Moves

  • Radiant Nuclear raises $300M to build 1MW micro-reactors, targeting diesel replacement for data centres and remote AI sites.
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  • Micron forecasts surging memory revenue driven by AI demand, reinforcing HBM and DRAM as critical AI bottlenecks.
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  • Nvidia weighs ramping H200 production for China, following regulatory approvals and renewed hyperscaler demand.
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