👀In Case You Missed It

  • Google signed utility deals to throttle AI data center power during peak grid demand, aiming to reduce grid stress and support faster data center expansion without new power plants.

  • Microsoft Edge’s new Copilot mode can search open tabs, compare contents, and support voice for “agentic” web browsing.

  • Amazon acquired 1,000 acres outside Atlanta to build future AI-scale data infrastructure, signaling continued hyperscale growth.

  • Chinese lab’s open-source “XBai o4” model has surpassed OpenAI and Anthropic closed counterparts, raising benchmarks for open AI.

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🧠 Cloud & Infrastructure Watch

  • Google launches Kaggle Game Arena to benchmark AI models in chess, Go, and other strategic games.
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  • OpenAI adds mental distress detection tools to ChatGPT, including custom rubrics, nudges, and expert-reviewed resources.
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  • Cloudflare accuses Perplexity of concealing AI web crawlers to bypass site scraping restrictions.
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  • Quantica to build 1GW AI campus in Montana on a 5,000-acre site near Billings.
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  • Vermaland pitches $33B hyperscale site in Arizona, offering potential 3GW capacity.
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💻 Hardware & Semiconductor Moves

  • U.S. considers semiconductor tariffs and mandatory chip tracking to curb China tech transfers.
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  • SK Telecom launches GPUaaS with NVIDIA B200 cluster in South Korea.
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  • NVIDIA’s Triton Server hit with critical vulnerabilities enabling unauthenticated code execution.
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  • Former TSMC engineers arrested in Taiwan for alleged technology theft.
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