

👀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.
SourceOpenAI’s Stargate Norway marks its first EU data centre, backed by Aker and Nscale.
SourceNotebookLM adds Video Overviews—turns docs into narrated, animated slideshows with visuals.
SourceOpenAI’s Study Mode guides learning with hints, quizzes, and reflection prompts.
SourceRunway’s Aleph FX edits real footage via AI, adding rain, lighting, camera angles.
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💻 Hardware & Semiconductor Moves
Meta plans up to $72B spend on AI infra in 2025, doubling from 2024.
SourceGroq seeks $600M funding, nearing $6B valuation to challenge NVIDIA in AI chips.
SourceAnthropic nears $5B funding at $170B valuation, with sovereign fund participation.
SourceDTE Energy eyes 7GW new capacity for hyperscaler data centres.
SourceQuantum error rate hits record low, enabling faster, smaller quantum hardware.
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