👀In Case You Missed It

  • Google plugged Gemini into Maps, adding live venue data and map widgets — every AI-enhanced prompt now billed per location.

  • Adobe launched its “Foundry” service, letting enterprises train custom Firefly models on their own IP for brand-safe generation.

  • Meta’s AI app surged in daily users after launching the Vibes AI video feed; Instagram followed with tighter teen chat controls.

  • Hugging Face unveiled “Omni Chat,” a router that automatically picks the best open model for each request to cut vendor lock-in.

Read yesterday’s edition here

🧠 Cloud & Infrastructure Watch

  • OpenAI launches Atlas Browser, taking direct aim at Google Chrome with built-in ChatGPT and instant-answer search.
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  • Anthropic launches Claude Code Web App, letting developers manage coding agents via browser or iOS — no terminal required.
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  • Google AI Studio unveils “Vibe Coding”, enabling instant app generation and deployment powered by Gemini 2.5 Pro.
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  • Wikipedia traffic drops 8% as AI summaries dominate search — Wikimedia blames LLM-driven answer boxes for lost clicks.
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  • Google launches “Google Skills”, a free AI and tech learning hub with 3,000+ courses and direct job placement pathways.
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  • Cloudflare CEO urges UK regulators to unbundle Google’s search and AI crawlers, arguing unfair dominance in data access.
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  • Anthropic debuts Claude for Life Sciences, connecting AI to lab tools for faster research and regulatory workflows.
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  • OpenAI tightens Sora guidelines after celebrity likeness controversies, promising stronger opt-in protections.
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  • FTC quietly removes Lina Khan-era posts warning about AI’s consumer harm risks — a tone shift in the agency’s stance.
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  • Meta AI’s “Vibes” feed explodes in growth, jumping to 2.7 M daily users in four weeks.
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  • Largest cross-market study finds AI assistants misrepresent news 45% of the time across languages/regions.
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  • Uber adds ‘digital tasks’—pays drivers to label/train AI while waiting between rides.
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💻 Hardware & Semiconductor Moves

  • Apple debuts M5 chip with faster on-device AI across Mac, iPad, and Vision Pro.
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  • Broadcom Thor Ultra 800G NIC begins production, ramping for high-density AI data-centre workloads.
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  • Amazon plans to replace 600,000 jobs with robots, per leaked documents; mass automation roadmap surfaces.

  • Amazon Allegedly Replaced 40% of AWS DevOps Workers With AI Days Before Crash.
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  • YouTube rolls out likeness-detection tech to spot AI videos using creators’ face/voice.
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  • Samsung TVs get native Perplexity app for AI search on the couch.
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  • Google Fi adds AI-enhanced call audio and RCS web messaging; cleaner voice even to landlines.
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📰 News of the Day

OpenAI Launches the Atlas Browser — ChatGPT Goes After Google

Summary: OpenAI just unveiled ChatGPT Atlas, its first standalone AI-powered web browser. Atlas blends ChatGPT’s conversational interface with built-in search, autonomous browsing, and real-time content summarisation — all inside a desktop app for macOS, with Windows, iOS, and Android to follow.

Why It Matters: This isn’t just another product launch — it’s the beginning of a new platform war. If ChatGPT Atlas succeeds, OpenAI will control both the assistant and the access point to the web, upending a decade of search dominance. Google’s ad-funded model could be forced to adapt, and Apple’s long-rumoured AI browser project suddenly looks urgent.

The Big Picture:
Atlas reshapes OpenAI’s identity from model provider to ecosystem owner — a move replicating how browsers reshaped the internet in the 1990s. With 180 million monthly ChatGPT users and Microsoft’s backing, Atlas could redefine how information is found, cited, and trusted.

🏢 Sovereign and Data Centre News

  • US data-centre leasing hits record 7.4 GW in Q3, surpassing all of 2024 combined.
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  • OVHcloud reinstates founder Octave Klaba as CEO, signalling a strategic reset amid results shake-up.
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  • Peterson Co. files plan for 16-building data-centre campus in Stafford County, VA, spanning 3.8 M sq ft.
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  • UK STFC deploys 24.41 petaflops AI supercomputer at the new Daresbury Centre.
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  • Broadcom reportedly cuts staff days after finalising its OpenAI supply deal.
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  • Vodafone to develop subsea cable in the Black Sea, expanding AI-era connectivity routes.
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🗓️ This Day in AI - October 22

  • 2016 — Google DeepMind’s AlphaGo made history again by defeating world champion Lee Sedol in the final public match of their Go series, marking a turning point in machine reasoning.

  • 2019 — Microsoft unveiled Project Silica, using quartz glass as a storage medium for AI-era data preservation.

  • 2021 — Facebook AI Research introduced Data2Vec, one of the earliest multimodal models capable of learning from images, text, and sound together.

  • 2023 — Amazon debuted Bedrock to unify its foundation models under one service, setting the stage for today’s AI cloud race.

  • 2024 — OpenAI quietly began testing its internal multimodal browser prototype—an experiment that would evolve into today’s ChatGPT Atlas.

🏦 Global AI Investments

  • Veeam acquires Securiti AI for $1.7 B, expanding into unified data-security and governance.
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  • Spiro raises $100 M for Africa’s largest e-mobility and battery-swapping rollout.
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  • Nubicom invests $200 M to deploy Paraguay’s largest 5G network for AI connectivity.
    Read More

  • Meta Platforms Strikes $27 B Financing Deal with Blue Owl Capital for Louisiana AI Data Center (2 GW Compute Capacity)
    Read More

  • Anthropic in multibillion-dollar Google Cloud talks, signaling deeper model and infrastructure alignment.
    Read More

🛠️ AI Tools To Keep An Eye On

  • Hyperstack expands instant-access GPU clusters for European startups and smaller AI teams

  • Anthropic’s Claude Code now runs in the browser with multi-task support for GitHub workflows

  • OpenAI adds domain filters and cheaper pricing to its GPT-5 Search API

  • Google updates Veo 3.1 with image-to-video and layered audio generation

  • Canva prepares to launch AI design agents that handle end-to-end creative workflows

  • IBM and Oracle debut an AI Agent Marketplace focused on enterprise automation

🔮What To Watch Next

  • Google may fast-track Gemini 3’s release to compete directly with OpenAI’s new Atlas browser

  • Microsoft could respond with a Copilot-native version of Edge that merges browsing and productivity

  • Regulators in the EU and US are tightening AI-related supply chains, especially around critical minerals and energy use

  • Nvidia and Oracle are signalling even higher power density for 2026 data center builds, setting new industry baselines

🏁 Outro: Until Tomorrow…

The storylines are starting to converge: browsers becoming AI platforms, data centers becoming sovereign assets, and companies morphing into infrastructure nations. Every outage, launch, and partnership now connects back to the same thing — who will own the world’s flow of intelligence.

See you tomorrow for another round of what’s real, what’s next, and what’s quietly reshaping everything in between.

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