👀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.
Read more here
🧠 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.
🏢 Sovereign and Data Centre News
🗓️ This Day in AI - July 30
🧠 2021 – DeepMind releases AlphaFold’s protein structure database to the world
AlphaFold’s open database of 350,000 protein structures unlocked scientific progress globally, supercharging bio-research across pharma, agriculture, and academia.
🤖 2022 – Anthropic founded by ex-OpenAI employees
In a post-GPT-3 world, Anthropic emerged with a bold focus on alignment and interpretability—laying foundations for Claude.
📊 2023 – Google DeepMind launches SynthID for AI watermarking
To combat synthetic media misuse, DeepMind launched SynthID to invisibly watermark AI images—a step toward traceability in the AI era.
💻 2024 – Claude breaks 80% win rate in human evals
Anthropic’s Claude 2.5 surpasses 80% in human preference benchmarks, solidifying it as a top-tier assistant model.
🚀 2025 – GLM-4.5 and Copilot Mode redefine open-source and agentic AI
Z.ai’s GLM-4.5 sets a new bar for open models, while Microsoft Edge turns agentic with Copilot Mode.
🏦 Global AI Investments
Anthropic nears $170B valuation with $5B raise led by Iconiq Capital.
SourceJulius AI raises $10M seed round to automate data analysis and predictive modelling.
SourceMicrosoft hits $518.29 share price, buoyed by Azure and AI optimism ahead of Q4 earnings.
SourceNSF allocates $100M for five new US AI Institutes to accelerate public-private research.
SourceMeta offers up to $1B to lure talent from Mira Murati’s Thinking Machines Lab.
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🛠️ Trending AI Tools
🤖 Hyperstack – AI-native cloud platform optimised for autonomous agents. Offers blazing-fast inference, orchestration, and GPU abstraction to speed up deployment, reduce infra cost, and power LLMops at scale.
🎥 Wan2.2 – Alibaba’s new open-source video generation model. Excels in cinematic rendering, scene detail, and motion control—ideal for creators building AI-powered film, animation, or marketing content pipelines.
📊 Shortcut AI – AI agent that automates spreadsheet work. Converts natural language prompts into Excel formulas, dashboards, and insights—saving analysts hours and enabling faster, more accurate decision-making.
🖥️ Copilot Mode (Edge) – Microsoft Edge’s new AI browsing mode. Helps users search tabs, summarise pages, and complete online tasks agentically—ideal for researchers, students, and productivity hackers.
📚 ChatGPT Study Mode – Interactive learning assistant from OpenAI. Uses Socratic questioning to help students learn concepts deeply—great for homework, test prep, and mastering complex topics independently.
👀What To Watch Next
Microsoft Q4 earnings this week – Analysts expect record-breaking AI/cloud results; could redefine investor sentiment around enterprise AI adoption.
• Anthropic’s Claude Pro limits start August 28 – Watch for user backlash and potential shifts to rivals like GPT-4o and Gemini Advanced.
• Tensions around NVIDIA chip black market – Could trigger fresh U.S. export crackdowns or countermeasures from Chinese suppliers.
• Google’s NotebookLM upgrades – Further feature rollouts like real-time video summaries or PDF cross-referencing could hit classrooms before September.
• Runway x IMAX film screenings begin in August – Industry will be watching to see if AI-made cinema gets audience traction on the big screen.
• Meta’s next move at Superintelligence Labs – Will Zuck’s billion-dollar recruitment spree lead to a Grok/Claude-level model reveal?
🏁 Outro: Until Tomorrow…
That’s a wrap on July 30: where agentic tabs multitasked harder than we did, and open models kept frontier labs sweating. If your AI strategy still sounds like an “innovation roadmap,” take a breath—then hit delete. We’re operating at Copilot speed now.
🧠 Stay smart. Stay sovereign. See you tomorrow.
