👀In Case You Missed It
Google’s DORA 2025 report: 90% of devs now use AI daily (~2 hrs/day), with 80% seeing productivity gains, but only 30% actually trust AI output.
AI passes CFA exams: Leading models (o4-mini, Gemini 2.5 Pro, Claude 4 Opus) cleared Level III in minutes, raising new debates about human vs AI evaluation.
Microsoft 365 Copilot upgrade: Anthropic’s Claude models (Sonnet 4, Opus 4.1) now integrated, giving users multi-model choice inside Copilot Studio.
OpenAI “Pulse” launch: A proactive assistant delivering finite morning brief cards from chats, calendars, and emails — exclusive to Pro users first.
xAI lawsuit & government deal: Musk’s xAI sues OpenAI for trade-secret poaching while simultaneously selling Grok access to the U.S. government for $0.42/org.
Read more here
🧠 Cloud & Infrastructure Watch
OpenAI/Oracle/SoftBank add 5 U.S. Stargate sites — Texas, New Mexico, Ohio + Midwest; targeting ~7GW and $500B+ by 2025.
Read MoreSavion’s 250MW Plano Skies DC + solar — co-sited renewables + compute.
Read MoreUK arrest over airport ransomware — DC/airline ops risk in focus.
Read MoreOpenAI + CoreWeave expand: another $6.5B in reserved compute (total commitments >$22B) to meet surging training/inference demand.
Read MoreCipher Mining × Fluidstack (w/ Google as investor): 244MW Texas deal linking AI cloud demand with crypto infra.
Read MoreDataBank raises $1.1B via ABS to accelerate new DC builds and upgrades.
Microsoft inks a green-steel supply deal (Stegra, Sweden) to decarbonize DC construction inputs.
Read MoreGoogle → 15MW virtual PPA (JERA, Japan) to back its Inzai DC—another signal that AI infra = energy deals.
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💻 Hardware & Semiconductor Moves
Windows ML (GA) in Windows 11 — ONNX runtime routes jobs across CPU/GPU/NPU (AMD/Intel/NVIDIA/Qualcomm).
Read MoreGemini Live API upgrade — sturdier real-time audio + better function calling, new “thinking mode.”
Read MoreGemini in Chrome — cross-tab agent: voice, YouTube summaries, Calendar/Drive context.
Read MoreMicrosoft in-chip microfluidics — liquid channels in silicon cut GPU heat 65%, boost efficiency 3×.
Read MoreChina fusion-plant robot arm — can lift “10-elephant” loads for extreme environments.
Read MoreDeepMind’s Gemini Robotics 1.5 / ER 1.5: plan, reason & fetch instructions from the web for multistep robot tasks.
🧠 Insight of the Day
AI’s biggest breakthroughs are no longer about single products — they’re about ecosystems.
The companies winning aren’t just shipping models; they’re building clusters, policies, and platforms that make AI sustainable at scale. From trillion-parameter agents to billion-dollar data center bets, the moat is moving from raw compute to integration, governance, and global reach.
🏢 Sovereign and Data Centre News
Fraud/ops — UK govt AI fraud accelerator recovered £480M (year).
Read MoreApp store/teen safety — Meta rolls out Teen Accounts to FB/Messenger.
Read MoreData exposure — Indian bank transfer records briefly exposed (NuPay config error).
Read MoreCloudera survey — only 21% of enterprises fully integrate AI; top worries: data leaks & access control.
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🗓️ This Day in AI - September 29
2015 🔊 — Amazon launched Alexa Voice Service, introducing mainstream consumers to voice-powered AI assistants.
2018 🖼️ — The AI Portrait Ars project went viral, showcasing how GANs could mimic Renaissance-style art.
2020 🧠 — OpenAI expanded GPT-3 access, fueling the boom in early AI-native startups.
2022 🧬 — DeepMind’s AlphaFold database crossed 200 million proteins, transforming biology research.
2024 🌐 — The EU signed its first AI trade pact with Japan, linking compute capacity and ethical frameworks across continents.
🏦 Global AI Investments
Alibaba — expanding beyond $50B AI spend; new DCs (Brazil/France/NL).
Bain — flags $800B AI infra funding gap by 2030.
Read MoreDistyl AI — $175M at $1.8B for enterprise orchestration.
Read MoreCohere — $100M, $7B valuation; AMD partnership.
Read MoreEmergent — $23M for consumer “vibe-coding.”
Read MoreTikTok U.S. sale jockeying — bids could value U.S. ops near $60B.
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🛠️ AI Tools To Keep An Eye On
Meta’s “Vibes” AI video feed — fully AI-generated short clips (animatics, surreal content) launched across 40+ countries, letting users remix visuals + music.
CoreWeave $6.5B contract with OpenAI — expanding GPU capacity for next-gen model training.
Google’s Mixboard — AI-powered visual brainstorm / mood board app to rival Pinterest, now in public beta.
HashiCorp’s Project infragraph — preview of agentic infrastructure: automating infra & security lifecycles via AI agents.
Nano Banana (Gemini image edit model) — Google’s advanced image generation & editing tool already trending across AI communities.
👀What To Watch Next
Expansion of “Vibes” and creator adoption — how far will AI video content flood social feeds before quality backlash?
CoreWeave-OpenAI compute scale — watch how that $6.5B deal influences model costs, latency, and capacity constraints.
Agentic infra in practice — will Project infragraph move beyond preview to production infra orchestration?
Mixboard vs visual AI dominance — can Google’s creative tool challenge incumbents in ideation workflows?
Energy, grid & sustainability constraints — massive GPU builds require power; watch how data centers tie into renewables & grid regulation.
🏁 Outro: Until Tomorrow…
That’s a wrap for today’s AI roundup! 🎬 From billion-dollar data centers to ecosystem-scale shifts, it’s clear the AI wave isn’t slowing — it’s scaling. See you tomorrow for another dive into the world where chips, policies, and agents collide. 🚀
