👀In Case You Missed It

  • New York forces algorithmic-pricing disclosures, making it the first major US jurisdiction to require businesses to tell customers when prices are set using their personal data.

  • Black Friday online sales hit a record $11.8bn, with AI-powered recommendations and dynamic pricing credited as key drivers behind the surge.

  • A cooling failure at a CyrusOne data centre halted CME futures trading, underscoring how modern financial markets now hinge on uninterrupted data-centre reliability.

  • Airbus issues a software fix across thousands of A320 planes, after solar-radiation analysis showed it could corrupt flight-control data—highlighting the growing need for hardened, fault-tolerant systems in aerospace.

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🧠 Cloud & Infrastructure Watch

  • Harmonic’s Aristotle solves a 30-year Erdős problem, signalling the arrival of “vibe proving” and accelerating the race toward mathematical superintelligence.
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  • OpenAI–Thrive deal deepens, embedding OpenAI research teams directly inside enterprise ops to industrialise AI transformation.
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  • Accenture arms 800k staff with AI, rebranding them as “reinventors” as it deploys enterprise-wide agentic workflows.
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  • Runway Gen-4.5 jumps to #1 on the Video Arena leaderboard, beating Google Veo 3 and OpenAI Sora 2 Pro.

  • Nvidia invests $2B into Synopsys, tightening its grip across the chip-design toolchain.
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  • Data centre energy demand forecast to triple by 2035, with new sites far exceeding earlier power estimates.
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  • Construction labour demand explodes, as data centre boom reshapes blue-collar jobs in the UK and US.
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  • Applied Digital’s first 100MW building comes online at its 400MW North Dakota campus.
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  • Accenture and OpenAI deepened their partnership, arming tens of thousands of Accenture staff with ChatGPT Enterprise and AgentKit as they build repeatable playbooks to wire AI into core corporate workflows.
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  • New Cisco-led research says AI skills are now explicitly required in ~78% of IT job postings across G7 countries, making AI literacy the new baseline for infra and ops careers.
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  • Data-centre energy demand is forecast to soar nearly 300% by 2035, with grid monitors directly blaming hyperscale AI growth for higher power prices and looming capacity crunches.
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  • TechCrunch notes that AWS re:Invent is effectively an AI infra show this year, with Amazon positioning Bedrock, Nova and new regions as the backbone of next-gen cloud + AI services.
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  • Construction workers and trades are “cashing in on the AI boom,” with supervisors on mega-DC builds running teams of hundreds as physical build-out becomes one of the fastest-growing AI-adjacent job categories.
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💻 Hardware & Semiconductor Moves

  • Chinese ASIC startup claims 1.5× A100 speed, showing China’s accelerating effort to de-Nvidia its ecosystem.
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  • Micron planning a $9.6B HBM fab in Hiroshima, deepening the global memory arms race.
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  • Nvidia announces new autonomous-driving models, expanding its physical-AI tooling.
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  • SoftBank pairs with Yaskawa to build AI-enhanced industrial robots.
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  • New 14nm hybrid-bonded Chinese chip leaks, signalling pushback against GPU dependence.
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  • Nvidia is taking a $2bn equity stake in Synopsys and deepening their design-tool partnership, tightening its grip on the chip-design stack that underpins future AI accelerators.
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  • Researchers claim a new brain-inspired architecture could massively cut the compute and power needed to train advanced AI models, hinting at more efficient future hardware.
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  • Critics like ex-Intel CEO Pat Gelsinger are already talking about “quantum computing popping the AI bubble,” framing today’s GPU era as a transitional hardware cycle.
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