👀In Case You Missed It

  • Microsoft bakes GPT-5 into 365 Copilot, GitHub Copilot, and Azure AI Foundry with dynamic model switching.

  • Google drops Jules, a Gemini-powered coding agent for repo automation and bug fixing.

  • Indonesia unveils multi-year sovereign AI fund to lure Nvidia, Microsoft, and partners.

  • Apollo takes majority stake in Stream Data Centers to accelerate hyperscale growth.

  • NVIDIA shuts down GPU “kill-switch” rumours amid U.S. chip security scrutiny.

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🧠 Cloud & Infrastructure Watch

  • Meta’s FAIR team debuts TRIBE, a multimodal AI that predicts brain activity from movies, winning the Algonauts 2025 brain modeling competition.
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  • Anthropic adds “Search and reference chats” to Claude for Max, Team, and Enterprise tiers, enhancing project continuity.
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  • The August 2025 Windows 11 update introduces AI boosts—like Click to Do for Teams integration, a natural-language Settings assistant, and Quick Machine Recovery—melding AI into everyday OS tools.
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  • Nvidia and AMD stock dipped after news broke that they’d agree to a 15% cut of AI chip sales revenues in China for maintaining export licenses, prompting investor caution.
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💻 Hardware & Semiconductor Moves

  • U.S. government set to strike a deal with Nvidia and AMD for a 15% cut of chip sales to China.

  • Lisa Su positions AMD for aggressive growth amid U.S.-China chip tensions, targeting Nvidia’s dominance.
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