👀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.
    Source

  • Microsoft’s Edge browser launches “Copilot Mode”, allowing AI to search open tabs, manage bookings, and summarize tasks directly in-browser.
    Source

  • Meta appoints Shengjia Zhao, GPT-4 co-creator, to lead Superintelligence Labs, signalling a deep move into frontier AI infrastructure.
    Source

  • Google Chrome adds AI-powered store summaries, summarizing reviews to guide shoppers — a play to regain dominance amid rising Amazon AI pressure.
    Source

  • 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.
    Source

  • Anthropic imposes new rate limits for Claude Pro and Max subscribers starting late August.
    Source

  • 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

🧠  Insight of the Day

Black markets don’t just fill gaps — they build alternate supply chains.

$1B in banned NVIDIA chips just slipped into China, revealing how demand at scale will always find a way. Export controls may slow innovation on paper, but underground networks evolve faster than policy. The AI infrastructure war isn't just about access — it’s about control of the unofficial economy powering it.

🏢 Sovereign and Data Centre News

  • Vantage plans 1,000-acre AI data centre in Texas, expanding its U.S. footprint aggressively.
    Source

  • Starwood’s Echelon and Iberdrola launch Spanish DC venture, aiming for a 230MW campus near Madrid.
    Source

  • San Jose signs power guarantee deal with PG&E, a first-of-its-kind arrangement to secure power for future data centre expansion.
    Source

  • TalkTalk secures £100M investment as UK telcos scale toward more AI‑ready infrastructure.
    Source

  • Blueprint Projects receives greenlight for Texas data centre, further cementing the region’s AI compute boom.
    Source

  • Nxtra inks 125.65MW renewable power deal in India, via AmpIn, to support DC sustainability goals.
    Source

  • Russia’s largest airline Aeroflot hacked, grounding flights and “destroying” systems — exposing fragility of sovereign infra.
    Source

  • DOGE proposes AI tool to eliminate 50% of U.S. federal regulations, sparking legal and ethical debate on AI’s role in policy streamlining.
    Source

🗓️ This Day in AI - July 29

2021 – OpenAI began testing token-based pricing for API access, laying the foundation for GPT monetization across usage tiers and enterprise scalability.

🎨 2022 – Midjourney released Version 2 beta, improving detail and prompt control, sparking broader creative adoption in design, fashion, and digital art circles.

🤖 2023 – Stability AI unveiled StableCode alpha, an open-source coding model positioned to rival GitHub Copilot, with early benchmarks matching commercial LLMs in Python and Java.

💻 2024 – Hugging Face launched the “LLM Leaderboard Pro,” introducing verified enterprise benchmarks and cost-performance metrics for model evaluation across hardware environments.

🛰️ 2025 – China Mobile ordered $17M in humanoid robots, marking the country’s biggest AI embodiment deal to date, shifting robots from demo tools to commercial scale.

🏦 Global AI Investments

  • Z.ai releases GLM-4.5, an open-source agentic model with 355B parameters — claimed to rival Grok 4 and o3 in reasoning and performance.
    Source

  • IMAX partners with Runway AI to screen AI-made films in theatres across the U.S. this August.
    Source

  • OpenAI warns of AI fraud crisis yet urges no regulation — a contradiction as it continues to scale monetisation.
    Source

  • Alibaba releases Wan2.2, a cinematic-grade video model that beats Kling and Seedance on aesthetics, scene control, and camera dynamics.
    Source

  • AI referrals to websites rise 357% YoY, surpassing 1.13B in June, showing AI-native search is reshaping traffic pipelines.

  • Samsung confirms major chip delivery to Tesla, boosting South Korea’s status as an AI chip hub.
    Source

🛠️ AI Tools To Keep An Eye On

🧠 Hyperstack – Autonomous AI workers trained in minutes to handle complex tasks, from customer service to software development; now adding native API integrations and audit trails.

🎬 Runway Aleph – In-context AI video editing lets creators relight, restage, and generate footage from text; already in early use by major Hollywood studios.

🌎 Hunyuan3D World Model 1.0 – Tencent’s open-source model creates interactive 3D worlds from just text or images; designed for gaming, VR, and simulation developers.

📜 Aeneas – Google’s open-source AI restores ancient texts using multimodal reasoning; built for archaeology, linguistics, and historical research projects.

🧠 Qwen3-Thinking – Alibaba’s new reasoning-tuned language model optimized for chain-of-thought and mathematical prompts, now trending among open-source model fans.

👀What To Watch Next

  • GPT-5 official launch confirmation: All signs point to an early August drop—watch for OpenAI blog posts or LM Arena test log leaks in the coming days.

  • Meta Superintelligence Labs first output: Now fully staffed, expect early research papers or benchmarks hinting at Meta’s AGI trajectory.

  • Google Opal rollout beyond U.S. Labs: If Opal expands globally or integrates with Google Workspace, it could reshape low-code/no-code ecosystems fast.

  • DOJ or FTC response to Google AI search backlash: Licensing talks with publishers signal legal friction—expect regulatory commentary or media lawsuits soon.

  • China’s open-source AI offensive: Z.ai, Tencent, and SenseTime are escalating releases—keep an eye on GLM-5 rumors or surprise state-backed deployments in Southeast Asia or Africa.

🏁 Outro: Until Tomorrow…

From GPT-5’s ticking countdown to chip smugglers turning AI hardware into black market treasure, the future’s never been more chaotic—or exciting. Today’s vibe? Vibe-coding, Clippy with trust issues, and a wristband that reads your mind. The race isn’t just to build faster, but smarter—and everyone from Google to Beijing knows it.

We’ll be back tomorrow with another all-signal, no-fluff breakdown.

Until then, stay curious, stay skeptical, and please—don’t buy GPUs in duffel bags. 🧠💸

— Eli

Reply

Avatar

or to participate

Keep Reading