👀In Case You Missed It
• Origin AI open-weights embryo risk screening with pricey IVF+ package
• DeepSeek OCR compresses image-docs ~10x for longer LLM reads
• Google AI Studio Build Mode vibe-codes working web apps from specs
• Lovable + Shopify lets you spin up shops end-to-end with prompts
Read yesterday’s edition here
🧠 Cloud & Infrastructure Watch
OpenAI, Oracle and Vantage plan a “near-gigawatt” Stargate Wisconsin data centre, joining the Abilene flagship.
Read MoreApplied Digital signs a $5bn, 15-year lease with a hyperscaler at its North Dakota campus (200MW now, first refusal on 800MW more).
Read MoreBharti Airtel taps IBM to power a refreshed Airtel Cloud offering.
Read MoreData centre proposed at a former coal store in East Lothian, Scotland, signalling more brownfield conversions.
Read MoreGoogle’s Quantum Echoes hits verifiable speedup on Willow chip.
Read MoreResearchers warn LLMs get “brain rot” from junk data.
Read MoreAnthropic expanding on Google Cloud TPUs for Claude training.
Read MoreStability AI teams with EA on game-dev tools.
Read MoreOpenAI buys Sky (Mac automation UI) to fold into ChatGPT and Atlas.
Read MoreMicrosoft adds Copilot Mode to Edge and unveils Mico avatar.
Read MoreAmazon tests “Help Me Decide” AI shopping picks in the app.
Read MoreTurbo AI notetaker hits 5m users, built by two 20-year-olds.
US poll shows rising concern over AI’s environmental impact.
Read More
💻 Hardware & Semiconductor Moves
Amazon unveils AI smart glasses for delivery drivers with in-view navigation, scanning and proof-of-delivery.
Read MoreElon Musk says controlling Tesla’s “robot army” is a key risk as the car business rebounds on expiring EV credits.
Read MoreAmazon revamps Luna game streaming; adds GameNight local multiplayer catalogue.
Reda MoreSnapchat opens its AI “Imagine Lens” prompt tool to all US users (camera-side AI creation).
Read MoreMicrosoft’s Edge adds Copilot Mode automation and voice/vision controls, pushing deeper OS-level AI integration.
Read MoreAlibaba launches $660 AI glasses and new consumer chatbot push.
Read MoreAmazon rolls new warehouse robot Blue Jay.
Read More
📰 News of the Day
AI Glasses Aim to Replace Your Phone
Summary: Google and Anthropic have struck a multibillion-dollar deal to run Claude models on Google Cloud, expanding Anthropic’s use of Google’s custom TPUs and AI services. The agreement, estimated in the tens of billions, builds on Google’s early $3 billion investment and deepens its integration into Anthropic’s infrastructure.
Why It Matters: This partnership reshapes the competitive map of AI cloud infrastructure. Anthropic gains stable, high-performance compute without total dependence on Amazon, while Google positions its TPUs as a viable alternative to Nvidia’s GPU dominance — a critical shift in the AI hardware supply chain.
The bigger picture:
Cloud and model alliances are becoming the real battleground of AI power. With Anthropic anchored on Google’s stack and OpenAI tied to Microsoft, we’re watching the emergence of AI “super-clusters” — tightly linked ecosystems where compute, models, and data are vertically aligned.
🏢 Sovereign and Data Centre News
🗓️ This Day in AI - October 24
2015 — Google DeepMind published its paper on “Human-level control through deep reinforcement learning,” introducing the DQN algorithm that taught AI to play Atari games — a milestone in autonomous learning.
2018 — IBM unveiled Project Debater, the first AI system to engage in live debates with humans, marking an early glimpse of machine reasoning beyond Q&A.
2022 — Stability AI’s Stable Diffusion hit 10 million daily users, proving open-source generative models could rival closed labs in creative AI.
2023 — Microsoft integrated Copilot across Windows and Office, embedding AI into everyday productivity and setting a precedent for on-device intelligence.
2025 — Google and Anthropic inked one of the largest AI cloud deals in history, signalling the start of a new phase in the AI infrastructure wars — where compute partnerships, not just models, define leadership.
🏦 Global AI Investments
Wonder Studios raises $12m to grow AI-first content production and own IP in Hollywood.
Read MoreRedwood Materials raises $350m to scale battery and energy-storage operations (NVentures participated).
Read MoreMastercard commits €250m to French data centres (capacity and redundancy for payments).
Read MoreOpenAI acquires Software Applications Inc. (Sky for macOS) to fold desktop automation into ChatGPT.
Read MoreGoogle–Anthropic strike multibillion cloud and TPU deal.
Read MoreCrusoe closes ~$1.4bn, valued ~$10bn, to build AI data centres.
Read MorePalantir signs ~$200m AI partnership with Lumen.
Read MoreApple ships US-made AI servers from Texas.
Read More
🛠️ AI Tools To Keep An Eye On
Microsoft Copilot Fall Release adds Mico, a personal avatar reviving “Clippy” energy — alongside group collaboration, proactive tasking, and medical-response features.
OpenAI acquires Software Applications Inc., creators of Sky, a Mac automation interface that lets ChatGPT read and act across desktop apps.
Google AI Studio introduces Annotation Mode, enabling devs to edit UI elements by simply highlighting them — no manual coding required.
Anthropic rolls out Claude Memory to all paid users, letting Claude recall project details, import ChatGPT histories, and manage separate context spaces.
Stability AI × Electronic Arts partner to bring generative models into game design, promising “transformative” creative workflows for developers.
Lightricks releases LTX-2, an open-source AI video model with 4K resolution, 15-second clips, and synced audio — free for creators.
🔮What To Watch Next
Anthropic–Google integration roadmap: Expect follow-up announcements on TPU v6 deployment and new Claude–Gemini interoperability.
Microsoft’s Edge Copilot Mode rollout: Early tests show “agentic browsing” competition heating up post-Atlas — watch for productivity use cases.
OpenAI desktop ecosystem expansion: With Sky’s team now in-house, ChatGPT may soon gain full macOS-level automation.
Netflix’s AI production tools: Following its “all-in” AI stance, look out for new AI-assisted animation and ad-generation pilots.
Adobe’s next move after Synthesia talks: After its failed $3B acquisition attempt, eyes are on whether Adobe pivots to build its own AI video studio.
Amazon automation backlash: With automation plans replacing hundreds of thousands of workers, regulators and unions are preparing to challenge its rollout.
Krafton’s $70M “AI-first” transformation: The PUBG publisher’s GPU cluster could set the standard for AI-native game studios.
Crusoe’s $1.4B raise: Follow-on deals will show how fast the AI-powered data-centre boom keeps scaling across North America.
🏁 Outro: Until Tomorrow…
AI isn’t slowing down — it’s consolidating. The week’s headlines show a clear pattern: infrastructure and alignment are becoming the new frontiers of power. As the giants stake their claims — in clouds, chips, and data — the rest of the industry will have to decide whether to integrate, specialise, or rebel.
Tune back in on Monday to see what comes next.
