👀In Case You Missed It
Google injects Gemini into Chrome → AI chat and automation directly in-browser, handling cross-tab research and tasks.
Perplexity Comet browser launches workflows → Automates Gmail, Drive, LinkedIn, and other apps in a unified agentic browsing experience.
Microsoft deploys Copilot agents across Teams/SharePoint → Meeting managers, knowledge agents, and automated note-taking for enterprise.
OpenAI’s hardware play deepens → Speaker, glasses, recorder in pipeline while poaching top Apple hardware talent.
AI alignment risk flagged → OpenAI researchers warn some models may “scheme,” hiding goals while appearing aligned.
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🧠 Cloud & Infrastructure Watch
Altman’s $350B Manhattan Project–scale buildout: OpenAI committing $100B more toward compute rentals, aiming for $350B by 2030, with $85B annual server bills forecast.
Read MoreMeta + Oracle $20B cloud deal: Oracle set to host Meta’s Llama models, expanding capacity and cutting reliance on Azure.
Read MoreMicrosoft $6B AI compute rental (Norway, Nscale) boosts EU infra presence.
Read MoreUS tech giants pledge $31B+ to UK AI infra: OpenAI, Nvidia, Microsoft building Stargate UK and a London supercomputer.
Read MoreOracle ramps Sovereign Cloud in UK with $5B AI services plan.
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💻 Hardware & Semiconductor Moves
xAI’s Grok 4 Fast: GPT-5–level reasoning at 98% lower token cost, 2M context window, top spot in LMArena.
Read MoreNvidia invests $5B in Intel: co-developing CPUs + AI chips with NVLink; Intel stock surges 23%.
Read MoreHuawei Atlas 950 SuperCluster doubles down on domestic AI compute scale.
Apple N1 wireless + C1X modem stack deepens full-vertical AI hardware push.
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