👀In Case You Missed It

  • xAI vs. OpenAI – Musk’s xAI sues ex-engineer for stealing Grok secrets before joining OpenAI.

  • Meta Meltdown – Meta’s Superintelligence Labs faces early departures and tensions with Scale AI despite $14.3B spend.

  • Microsoft Strikes Back – Launches in-house AI models MAI-Voice-1 & MAI-1-preview to reduce reliance on OpenAI.

  • OpenAI’s Juice 200 – Experiments with “max thinking” mode for deeper ChatGPT reasoning, but compute-intensive.

  • Global Expansion Moves – AWS launches NZ cloud region; Google Cloud wins $48M U.S. defense IT contract.

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🧠 Cloud & Infrastructure Watch

  • UCLA develops AI-powered non-invasive brain-computer interface letting paralyzed patients control robotic arms with thought.
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  • Figma AI now designs interactive mobile apps from prompts, building prototypes with working buttons and integrations in seconds.
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  • OpenAI previews 120-day initiative for crisis response & parental controls, routing sensitive convos to GPT-5 for safety.
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  • OpenAI acquires product testing startup Statsig, reshuffling leadership with new CTO of Applications.
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  • WordPress debuts Telex, an experimental AI builder for Gutenberg blocks, generating site plugins from text prompts.
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  • Runway pivots its video AI toward robotics & self-driving, simulating training environments for policy development.

💻 Hardware & Semiconductor Moves

  • Nvidia posts record Q2 revenue of $46.7B; $41.1B from data centers; Blackwell chips drive growth.
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  • Two unnamed customers accounted for 39% of Nvidia’s quarterly sales, raising concentration risk concerns.
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  • Alibaba unveils new AI inference chip as U.S.-China export fight escalates.
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