👀In Case You Missed It

  • Reliance launches new AI arm to build India’s backbone, eyeing Google, Meta, and OpenAI tie-ups.

  • Anthropic shifts policy: consumers must opt out by Sept 28 or chats train Claude models; enterprise excluded.

  • WhatsApp patches zero-click spyware exploit that hit iOS and macOS devices through messaging vulnerabilities.

  • Nvidia posts another record quarter — $46.7B revenue, $41.1B from data centers, Blackwell chips lead demand.

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🧠 Cloud & Infrastructure Watch

  • xAI sues ex-engineer for allegedly stealing Grok trade secrets before joining OpenAI.
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  • Meta’s Superintelligence Labs faces early departures and tensions with Scale AI despite $14.3B investment.
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  • OpenAI experiments with “Juice 200” max-thinking mode for deeper reasoning in ChatGPT.
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  • Microsoft unveils in-house AI models (MAI-Voice-1, MAI-1-preview), hedging independence from OpenAI.
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  • Accenture CEO outlines 3 red flags for failed AI projects.
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  • AWS launches a new cloud region in New Zealand to expand local infrastructure and digital services.
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  • US Defense Logistics Agency signs a $48M cloud contract with Google Cloud to modernize defense IT.
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💻 Hardware & Semiconductor Moves

  • Nvidia says two mystery customers made up 39% of Q2 revenue.

  • Alibaba develops a new AI inference chip amid U.S.–China tensions.
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  • Crusoe Cloud adds Nvidia GB200 NVL72 to its platform.
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  • US gov’t to take an extra 5% stake in Intel if it sells majority of foundry business.
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