


👀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
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🧠 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.
SourceMicrosoft’s Edge browser launches “Copilot Mode”, allowing AI to search open tabs, manage bookings, and summarize tasks directly in-browser.
SourceMeta appoints Shengjia Zhao, GPT-4 co-creator, to lead Superintelligence Labs, signalling a deep move into frontier AI infrastructure.
SourceGoogle Chrome adds AI-powered store summaries, summarizing reviews to guide shoppers — a play to regain dominance amid rising Amazon AI pressure.
SourceNetflix used AI to generate VFX in new sci-fi series, achieving 10× speed boost while audience couldn’t tell the difference.
SourceGoogle processes nearly a quadrillion tokens in June, doubling from May — hinting at growing infra strain and inference scale.
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💻 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.
SourceU.S. veterans urge halt to NVIDIA H20 sales to China, calling it a strategic blunder that could boost China’s AI edge.
SourceHuawei launches CloudMatrix 384 server, a sovereign alternative to NVIDIA-based AI infra.
SourceAnthropic imposes new rate limits for Claude Pro and Max subscribers starting late August.
SourceMistral AI publishes lifecycle assessment of a large language model, showing environmental and scaling trade-offs.
SourceGoogle’s Hunyuan3D model debuts to generate detailed, interactive 3D virtual worlds — positioning itself as a gaming & VR infrastructure leader.
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🧠 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.
SourceStarwood’s Echelon and Iberdrola launch Spanish DC venture, aiming for a 230MW campus near Madrid.
SourceSan Jose signs power guarantee deal with PG&E, a first-of-its-kind arrangement to secure power for future data centre expansion.
SourceTalkTalk secures £100M investment as UK telcos scale toward more AI‑ready infrastructure.
SourceBlueprint Projects receives greenlight for Texas data centre, further cementing the region’s AI compute boom.
SourceNxtra inks 125.65MW renewable power deal in India, via AmpIn, to support DC sustainability goals.
SourceRussia’s largest airline Aeroflot hacked, grounding flights and “destroying” systems — exposing fragility of sovereign infra.
SourceDOGE proposes AI tool to eliminate 50% of U.S. federal regulations, sparking legal and ethical debate on AI’s role in policy streamlining.
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🗓️ 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
IMAX partners with Runway AI to screen AI-made films in theatres across the U.S. this August.
SourceOpenAI warns of AI fraud crisis yet urges no regulation — a contradiction as it continues to scale monetisation.
SourceAlibaba releases Wan2.2, a cinematic-grade video model that beats Kling and Seedance on aesthetics, scene control, and camera dynamics.
SourceAI 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.
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🛠️ 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
