The ability to train is no longer the bottleneck—deployment is. Those who control compute, energy, and interconnects are gaining leverage over those who merely optimise parameters. In this new AI era, sovereignty means owning the rails, not just the trains.

👀In Case You Missed It

OpenAI scales down Stargate, builds small Ohio data center; aims 1M+ GPUs online by year-end.

Meta crane accident at South Carolina center; partners with Amrize on AI-optimized concrete infrastructure.

Indonesia’s Telin launches Cable Landing Station, expanding AI network routes and global connectivity.

UK Ministry of Defence issues £180M AI and edge computing tender, boosting military AI cloud.

Microsoft stops using China-based engineers for US DoD cloud after scrutiny over security concerns.

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🧠 Cloud & Infrastructure Watch

  • Google’s Gemini wins official gold at the IMO for math reasoning.
    Source

  • Alibaba’s Qwen3 outperforms Kimi K2, challenges Claude Opus 4.
    Source

  • OpenAI inks 4.5GW Stargate deal with Oracle despite SoftBank friction.
    Source

  • OpenAI and UK sign AI deal to scale AI across public and private sectors.
    Source

  • Amazon unveils AgentCore to bring autonomous agents to enterprise production.
    Source

  • Agentic browsers rise: Perplexity, Google, OpenAI launch real-time agent interfaces.
    Source

💻 Hardware & Semiconductor Moves

  • GM and Redwood recycle EV batteries for energy storage, driven by data center demand.
    Source

  • Bee wearable records your day and gives you AI summaries — Amazon now owns it.
    Source

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