🧠 Cloud & Infrastructure Watch
Anthropic expanded Claude for Excel beyond Max/Enterprise, unlocking multi-spreadsheet workflows plus safer “don’t overwrite cells” behaviour and longer sessions.
Anthropic launched interactive Claude apps (incl. Slack-style experiences) so bots can run structured workflows inside the Claude UI instead of just chatting.
Read MoreOpenAI scheduled a live builders town hall framed around a “new generation of tools,” signalling near-term platform/product changes for developers.
Read MoreNvidia launched Earth-2 open weather models/tools aimed at faster, cheaper, more accessible forecasting using AI.
Read MoreSecurity researchers flagged malicious VS Code extensions posing as “AI” helpers that exfiltrate developer source code at scale.
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💻 Hardware & Semiconductor Moves
Microsoft unveiled Maia 200, a new inference accelerator (100B+ transistors) designed for high-throughput serving in Azure-scale deployments.
Read MoreNvidia’s Earth-2 weather stack shipped as open models + tooling, pushing GPU-heavy simulation/forecast workloads further into “AI-native” pipelines.
Read MoreMicron announced a $24B investment in Singapore to expand memory manufacturing as AI demand strains global supply.
Read MoreIonQ acquired chipmaker SkyWater Technology for $1.8B, tightening vertical control over quantum hardware supply chain.
Read MoreNvidia deepened its platform pull by pairing CoreWeave capacity expansion with Rubin-era integration, tying next-gen GPU roadmaps to cloud supply.
