xAI’s Colossus 2, Sahara’s mesh network, and peaq’s Edge all point to a new path where AI runs on token-incentivised clusters, not hyperscaler VMs. The GPU arms race is no longer just about size — it's about sovereignty, economics, and control of the power rails. The future may not be multi-cloud, but multi-chain.
👀In Case You Missed It
xAI confirmed it’s building Colossus 2 with 550,000 GPUs after Grok 4's success, and is seeking $12B in debt financing.
Trump’s AI Action Plan dropped, scrapping Biden’s order and calling for deregulation, infrastructure acceleration, and “anti-woke” model rules.
OpenAI revealed a modular GPT-5 router system, switching model subsystems per task; 2.5B ChatGPT prompts now handled daily.
Crusoe ordered 19 gas turbines to power fossil-fueled AI clusters — part of a rising trend in hybrid power solutions.
Amazon was confirmed as the builder for a 290-acre Arizona data centre campus, with more sites in Tucson planned.
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🧠 Cloud & Infrastructure Watch
💻 Hardware & Semiconductor Moves
Alibaba launches Qwen3-Coder: 480B params, 256K context, topping SWE-bench-Verified.
SourceMemories.ai reveals Large Visual Memory Model to give agents video memory.
SourceSambaNova expands support for open-source models via its SN40L chip and SambaCloud.
SourcePlasma cooling emerges as potential server fan replacement in data center R&D.
SourceGoogle reports $15B server spend in Q2 to meet AI compute demand.
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