

👀In Case You Missed It
• China’s AI Action Plan calls for a global AI cooperation framework to counterbalance U.S. dominance with shared R&D and open-source alignment.
• Microsoft Edge’s Copilot Mode adds agentic browsing tools like tab search, task summarisation, and booking management—directly inside the browser.
• Meta’s new AI chief, Shengjia Zhao (GPT-4 co-creator), now leads its Superintelligence Labs in frontier AI development.
• Tesla inks $16.5B chip deal with Samsung for next-gen AI6 production—chips will power Optimus and data centres.
• $1B in banned NVIDIA chips reached China through black market channels, highlighting enforcement loopholes in global AI hardware controls.
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🧠 Cloud & Infrastructure Watch
Google launches Canvas and Live Search for back-to-school AI-powered productivity tools.
SourceOpenAI rolls out ChatGPT Study Mode to promote step-by-step, guided learning.
SourceGoogle’s NotebookLM adds narrated Video Overviews and multitasking-friendly Studio UI upgrades.
SourceStanford’s AI lab simulates scientists designing and debating biomedical experiments in seconds.
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💻 Hardware & Semiconductor Moves
🧠 Insight of the Day
Open-source AI is eating the enterprise tier—fast.
With Z.ai undercutting DeepSeek and Alibaba’s Wan2.2 outpacing rivals in motion realism, the open-source arms race is no longer about catching up. It's setting the pace. The strategic risk? Waiting too long to back open alternatives could mean missing the next Hugging Face or Stability before they IPO.