OpenAI open-sources GPT-OSS-Safeguard for custom safety rules and targets full AI research autonomy by 2028.

NVIDIA unveils its $500B chip roadmap, hits a $5T market cap, and launches a FedRAMP-aligned “AI Factory for Government.”

Microsoft’s Azure outage hits 365, Xbox, and Minecraft as Big Tech earnings face AI capex scrutiny.

GitHub debuts Agent HQ to coordinate coding agents from OpenAI, Google, and Anthropic in unified workflows.

Big Tech earnings split: Meta tumbles on bigger AI capex through 2026, Microsoft dips on Azure outage and slower growth, Alphabet jumps on first-ever $100B quarter.
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Gemini app tops 650M MAUs as Alphabet posts record quarter; Google One + YouTube Premium surpass 300M paid subs.
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NotebookLM upgrades: 1M-token context, more memory, better multi-source answers, autosaved conversations and persistent goals/tones.

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OpenAI unveils Aardvark, a GPT-5-powered autonomous security researcher for code analysis/patching.
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Amazon’s layoffs framed as “culture” and AI efficiency; analysts debate how much AI vs macro explains cuts.
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Report: only ~0.7% of ~3,000 job skills are currently replaceable by AI; layoffs likely mix real displacement and messaging.
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Google confirms Sheets support is “coming very soon” to NotebookLM.
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AI coding: Cognition’s SWE-1.5 in Windsurf pushes near-frontier accuracy at up to ~950 tok/s to keep devs in flow.
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CoreWeave acquires Marimo to embed marimo notebooks in its GPU cloud.
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Palantir sues ex-engineers behind Percepta AI alleging stolen IP.
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Mistake-filled AI legal briefs highlight workplace limits of LLM tools.
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OpenAI’s complex financing and circular deals underpin rapid scale; target of $1T/yr infra spend highlighted.
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Google partners with Reliance Jio to give free AI Pro access to millions in India.
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Figma buys AI media generator Weavy; plans future Weave integration.
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WhatsApp adds passkey-protected, end-to-end encrypted backups.
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Canva launches its own design model plus new AI features and free Affinity.
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Amazon shares pop on AI-powered growth narrative; raises spending forecast; posts strong profit.
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Nvidia’s $5T milestone and guidance: next-gen chips projected to generate ~$500B revenue; partnerships expand across sectors.
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Google says TPU demand outstrips supply; older TPU iterations running at ~100% utilisation; specialised architectures seen as the future.
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Nvidia to invest up to $1B in Poolside; also deepens factory/robotics push (NVQLink quantum linkage, physical-AI blueprints).
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SK Hynix posts record profit; 2026 AI memory largely sold out; Micron and peers rally.
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Eli Lilly partners with Nvidia on a Blackwell-based supercomputer for drug discovery.
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1X unveils $20,000 Neo home robot learning chores via teleoperation (consumer robotics angle tied to AI).
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