👀In Case You Missed It

  • Google launches Gemini 3 Pro, pushing a frontier multimodal model across Search, Gemini, AI Studio, Canvas and enterprise tools — its broadest AI platform rollout yet.

  • Microsoft unveils Agent 365, a new governance layer for managing, securing and monitoring fleets of enterprise AI agents as agentic systems go mainstream.

  • xAI ships Grok 4.1, adding emotional-awareness modes and switchable “Thinking / Non-Thinking” states, signalling a new direction in agentic reasoning UX.

  • Anthropic reveals state-backed hackers used Claude to automate sophisticated cyberattacks, raising fresh concerns over LLM misuse and regulatory oversight.

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🧠 Cloud & Infrastructure Watch

  • Salesforce confirms some customer data was accessed after the Gainsight breach, highlighting third-party risk in enterprise AI stacks.
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  • ChatGPT launches global group chats, enabling multi-user collaboration with AI assistance across planning, research, and workflows.
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  • Google Maps rolls out Gemini-powered local tips, EV-charger availability predictions, and contextual guidance.
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  • Gemini starts rolling out to Android Auto globally, replacing Google Assistant for in-car AI navigation and tasks.
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  • Google releases Nano Banana Pro, a new image-generation model with higher resolution, stronger text rendering, and built-in provenance.
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  • Perplexity launches its AI browser Comet on Android, pushing toward AI-first browsing.
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  • OpenAI rolls out GPT-5.1 Pro to ChatGPT Pro users with upgraded reasoning and writing quality.
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  • Google introduces stronger AI scam-detection tools in India, though gaps remain in enforcement.
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  • YouTube tests private in-app messaging again — likely to integrate AI-assisted sharing and discussion.
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  • OpenAI’s Group Chat feature expands globally, enabling persistent AI-mediated collaboration.
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💻 Hardware & Semiconductor Moves

  • AMD, Cisco and Humain launch a 1GW AI infrastructure joint venture in Saudi Arabia, already with a first major customer.
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  • AMD unveils the Instinct MI430X with HBM4 and next-gen CDNA architecture for frontier AI systems.
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  • AMD strengthens its supercomputing presence across the latest Top500 rankings.

  • Broadcom unveils next-gen enterprise AI data tech and new 128G Brocade Gen 8 SAN switches with embedded AI.
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  • U.S. approves export of advanced AI chips to Middle Eastern companies after a Saudi diplomatic push.
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  • macOS Tahoe 26.2 quietly adds clustering for multiple Macs into a local mini-supercomputer for AI workloads.
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  • Nvidia beats earnings expectations, calming near-term “AI bubble” fears.
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  • Nvidia’s earnings boost also lifts Tesla stock as markets reclassify Tesla more explicitly as an “AI company”.
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