👀In Case You Missed It

  • 🚀 GPT-5 Launches in August with Multi-Step Reasoning

  • 💡 Google Opal Launches Vibe Coding Revolution

  • 🏗️ Crusoe Reveals Massive 1.8GW U.S. Data Center Campus

  • 👨‍💻 Lovable Raises $200M, Hits $100M ARR with Autonomous Agent

Read more here

🧠 Cloud & Infrastructure Watch

  • China’s AI Action Plan calls for global AI cooperation, proposing a multilateral development body, shared R&D infrastructure, and open-source alignment to counter U.S. dominance.
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  • Microsoft’s Edge browser launches “Copilot Mode”, allowing AI to search open tabs, manage bookings, and summarize tasks directly in-browser.
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  • Meta appoints Shengjia Zhao, GPT-4 co-creator, to lead Superintelligence Labs, signalling a deep move into frontier AI infrastructure.
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  • Google Chrome adds AI-powered store summaries, summarizing reviews to guide shoppers — a play to regain dominance amid rising Amazon AI pressure.
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  • Netflix used AI to generate VFX in new sci-fi series, achieving 10× speed boost while audience couldn’t tell the difference.
    Source

  • Google processes nearly a quadrillion tokens in June, doubling from May — hinting at growing infra strain and inference scale.
    Source

💻 Hardware & Semiconductor Moves

  • Tesla signs $16.5B chip deal with Samsung to produce next-gen AI6 chips for Optimus, data centers, and self-driving — the chips will be built in Texas.
    Source

  • $1B worth of banned NVIDIA AI chips reportedly reach China, with resellers earning up to $100K per rack — exposing a massive black market gap.
    Source

  • U.S. veterans urge halt to NVIDIA H20 sales to China, calling it a strategic blunder that could boost China’s AI edge.
    Source

  • Huawei launches CloudMatrix 384 server, a sovereign alternative to NVIDIA-based AI infra.
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  • Anthropic imposes new rate limits for Claude Pro and Max subscribers starting late August.
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  • Mistral AI publishes lifecycle assessment of a large language model, showing environmental and scaling trade-offs.
    Source

  • Google’s Hunyuan3D model debuts to generate detailed, interactive 3D virtual worlds — positioning itself as a gaming & VR infrastructure leader.
    Source

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