🧠 Cloud & Infrastructure Watch

  • OpenAI moved to amend its US Department of Defense AI contract following backlash around surveillance and autonomous weapons concerns.
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  • Google previewed Gemini 3.1 Flash-Lite in AI Studio and Vertex AI, designed for faster responses and lower-cost inference for developers.
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  • Apple is reportedly in discussions to host Siri infrastructure on Google Cloud.
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  • OpenAI is developing a potential alternative to Microsoft’s GitHub as part of its broader developer platform expansion.
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  • Stripe introduced a system allowing AI companies to track, pass through, and monetise underlying model usage costs.
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  • Apple launched MacBook Air and MacBook Pro models powered by the new M5 chip family with a stronger focus on AI workloads.
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  • Apple unveiled M5 Pro and M5 Max chips using a new Fusion Architecture combining multiple dies into a single high-performance system-on-chip.

💻 Hardware & Semiconductor Moves

  • Nvidia invested $2bn in optical components supplier Coherent to strengthen AI data centre interconnect supply chains.
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  • The global RAM shortage driven by AI demand is pushing MacBook Pro prices up by as much as $400.
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  • Researchers created an extremely small AI vision model inspired by primate brain structures, drastically reducing compute requirements.
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  • Apple introduced new Studio Displays equipped with Thunderbolt 5 connectivity to support higher-bandwidth computing setups.
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