👀In Case You Missed It
OpenAI’s $300B Oracle cloud deal locks in from 2027, reshaping hyperscale AI supply.
Oracle forecasts $455B in AI contracts, targeting $144B annual cloud revenue by 2030.
Google drops select data transfer fees ahead of EU Data Act enforcement.
Microsoft Copilot adds Scripted Audio Mode, unlocking richer synthetic voice for enterprises.
Adobe debuts Agent Orchestrator + six CX agents to automate customer journeys.
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🧠 Cloud & Infrastructure Watch
OpenAI inks $300B, five-year Oracle cloud pact, largest cloud contract in history.
Read MoreMicrosoft and OpenAI sign nonbinding MOU for next-phase partnership; nonprofit retains $100B+ stake.
Read MoreGoogle Cloud secures £400M UK Ministry of Defence deal to build sovereign cloud.
Read MoreVantage raises $1.6B for APAC expansion, acquiring Yondr’s Malaysia data centers.
Read MoreOracle reports $455B backlog, with AI infra demand driving 42% stock surge.
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💻 Hardware & Semiconductor Moves
Google’s Willow quantum processor achieves first-ever imaging of exotic entangled matter.
Read MoreSK Hynix confirms readiness to mass-supply HBM4 memory for next-gen GPUs.
Read MoreMicrosoft investing in custom AI chips, expanding beyond OpenAI reliance.
Read MoreAlterego debuts “near-telepathic” wearable for silent speech interpretation.
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