🧠 Cloud & Infrastructure Watch
OpenAI begins testing ads inside ChatGPT for US Free and Go users, signalling monetisation pressure on large-scale inference infrastructure as compute costs continue to surge.
Read MoreAmazon may launch a marketplace allowing publishers to sell content directly to AI firms, a move that could reshape training data economics and model licensing structures.
Read MoreCisco unveils a new AI networking chip, positioning itself against Broadcom and Nvidia in the battle to control AI data centre interconnect.
Read MoreCadence launches an agentic AI tool for chip design and verification, embedding AI deeper into semiconductor development workflows.
Read MoreOVHcloud reveals its Bare Metal 2026 dedicated server generation, reinforcing Europe’s sovereign hosting push amid hyperscaler dominance.
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💻 Hardware & Semiconductor Moves
Nvidia must live with guardrails on AI chip sales to China, underscoring the geopolitical constraints shaping GPU distribution.
Read MoreTrump reportedly considering tariff carve-outs for hyperscalers tied to Taiwanese chip investments, indicating strategic semiconductor diplomacy.
Read MoreNvidia ramps internal AI coding usage threefold, with over 30,000 engineers using AI-augmented development tools.
