🧠 Cloud & Infrastructure Watch
Meta quietly shipped its first internally-built frontier AI models via a new centralised AI team, marking a shift away from external dependency and signalling tighter vertical integration of compute, data and deployment.
Read MoreOpenAI confirmed it will “pay its own way” to power Stargate data centres, directly addressing regulator and utility concerns around AI-driven electricity price inflation.
Read MoreGoogle Photos rolled out a Gemini-powered “meme yourself” feature using your own images as the creative input.
Read MoreAnthropic revised Claude’s “Constitution” and explicitly gestured at more structured boundaries for behaviour (and the debate around “consciousness” language).
Read MoreGmail’s spam/misclassification incident was acknowledged as resolved, after users reported mail being incorrectly categorised.
Read MoreThe UK government announced plans to make national data — including Met Office weather data and National Archives legal material — available to AI systems to support research and practical planning use cases.
Read MoreGoogle Cloud’s gaming lead described AI as an “Iron Man suit” for game developers, emphasising AI’s potential to transform productivity and real-time game experiences.
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💻 Hardware & Semiconductor Moves
Samsung shares rose after reports Nvidia’s AI chip supply constraints may ease, as memory availability improves and new capacity comes online.
Read MoreGlobalWafers confirmed further expansion of its $3.5B Sherman, Texas fab, reinforcing US semiconductor supply chains amid sustained AI-driven wafer demand.
Read MoreBlue Origin confirmed plans for thousands of TeraWave satellites, offering up to 6 Tbps connectivity targeted explicitly at enterprise and data centre customers.
Read MoreDCX launched a new 8MW cooling distribution unit aimed at high-density AI facilities, reflecting accelerating demand for liquid- and hybrid-cooled GPU environments.
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