👀In Case You Missed It
Microsoft wins initial approval for multi-site AI data-centre campuses in Aragón, locking Spain in as Azure’s next European GPU region.
Firmus raises AU$500m to launch Project Southgate in Tasmania — targeting a 390MW AI mega-campus and an island “AI Factory Zone.”
Europe’s AI capacity triples, per CBRE, as neocloud GPU providers drive the continent into its own infrastructure super-cycle.
VEIR completes its first superconducting transmission pilot, showing cryogenic lines can move far more power into dense AI racks.
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🧠 Cloud & Infrastructure Watch
Google deepens its AI productivity moat as NotebookLM + Deep Research evolve into a full research OS, now handling Word, Sheets, PDFs, Drive links and images with long-context, source-grounded analysis.
Read MoreCloudflare acquires Replicate, marrying the internet’s biggest open model catalogue with Cloudflare’s global edge network to become a turnkey AI deployment cloud for developers.
Read MoreMCP security startup Runlayer launches with $11m and eight unicorn design partners to monitor and lock down MCP/agent ecosystems as enterprises roll out autonomous AI workflows.
Read MoreAnthropic details how state-backed hackers used Claude to automate the bulk of sophisticated cyberattacks, confirming LLMs as a real-world force multiplier for offensive operations.
Read MoreGoogle unveils WeatherNext 2, an AI weather model tuned for energy and infra use-cases, delivering near-real-time global forecasts that power everything from hurricane prep to power-trader models.
Read MoreWindows 11 edges further toward an “agentic OS,” with background AI agents gaining access to personal folders and system context—raising fresh questions over telemetry, security, and user control.
Read MoreSurveillance vendor Protei is hacked and defaced (“another DPI/SORM provider bites the dust”), highlighting growing risk across lawful-intercept and telco surveillance infrastructure.
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💻 Hardware & Semiconductor Moves
PowerLattice emerges with a power-saving chiplet architecture claiming >50% reduction in AI chip energy use, backed by former Intel CEO Pat Gelsinger and a fresh $25m raise.
Read MoreNvidia enlists Arm as an NVLink Fusion partner, pushing tighter CPU–GPU interconnects and signalling a future of fully integrated AI servers rather than piecemeal components.
Read MoreAnalysts warn of a looming depreciation cliff for AI chips as Nvidia’s multi-hundred-billion capex cycle matures, with Wall Street obsessing over how long GPUs can stay fully utilised.
Read MoreNvidia earnings loom as the bellwether for the AI hardware cycle, with some investors cashing out (SoftBank, Peter Thiel) even as others treat any pullback as a buying opportunity.
Luminal raises $5.3m to build a better GPU code framework, promising more efficient utilisation of expensive accelerators and smoothing multi-GPU programming.
Read MoreCisco acquires EzDubs to bake AI translation deeper into its comms stack, another signal that real-time speech AI is becoming baseline network functionality.
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