👀In Case You Missed It

  • Meta’s model reveal? After billion-dollar poaching, all eyes are on whether Zuck drops a Claude-killer this August.

  • Anthropic funding finalised – Expect a formal $5B close this week and an investor letter to follow.

  • OpenAI’s Stargate Europe buildout – First Norway data centre details could surface; watch for environmental scrutiny.

  • Google NotebookLM update – Rumours suggest live voiceover narration tools hit by mid-August.

  • NVIDIA black market crackdown – U.S. Commerce Dept may tighten export loopholes within the week.

  • Claude app expansion – Email/calendar tools hint at Claude becoming your mobile chief of staff.

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🧠 Cloud & Infrastructure Watch

  • Google’s AlphaEarth AI integrates satellite data into high-precision, real-time global mapping.
    Source

  • OpenAI’s Stargate Norway marks its first EU data centre, backed by Aker and Nscale.
    Source

  • NotebookLM adds Video Overviews—turns docs into narrated, animated slideshows with visuals.
    Source

  • OpenAI’s Study Mode guides learning with hints, quizzes, and reflection prompts.
    Source

  • Runway’s Aleph FX edits real footage via AI, adding rain, lighting, camera angles.
    Source

💻 Hardware & Semiconductor Moves

  • Meta plans up to $72B spend on AI infra in 2025, doubling from 2024.
    Source

  • Groq seeks $600M funding, nearing $6B valuation to challenge NVIDIA in AI chips.
    Source

  • Anthropic nears $5B funding at $170B valuation, with sovereign fund participation.
    Source

  • DTE Energy eyes 7GW new capacity for hyperscaler data centres.
    Source

  • Quantum error rate hits record low, enabling faster, smaller quantum hardware.
    Source

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