👀In Case You Missed It

  • Apple strikes deal with Google to test Gemini inside Siri’s new World Knowledge Answers, targeting rollout with iOS 26.4.

  • Switzerland launches Apertus, an open-source ChatGPT rival trained on 1,800+ languages to stress transparency and EU compliance.

  • Google avoids a Chrome/Android breakup but must drop exclusivity deals as AI competition shifts the antitrust landscape.

  • Waymo wins clearance for robotaxi rides at San Jose Airport, its first airport service in California.

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🧠 Cloud & Infrastructure Watch

  • OpenAI teams with Broadcom to design a custom AI chip, set for mass production in 2026, aiming to reduce reliance on Nvidia and secure supply.
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  • OpenAI launches Jobs Platform and OpenAI Certifications, targeting 10M certified Americans by 2030, linking AI talent pipelines with employers like Walmart and local governments.
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  • OpenAI acquires Xcode coding assistant startup Alex, integrating its team into Codex to boost iOS/macOS AI coding tools.
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  • Scale AI’s former CTO Arun Murthy launches Isotopes, an AI agent tackling big data analytics challenges.
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  • EU fines Google $3.5B over adtech “abuse,” the largest EU antitrust penalty, with Trump threatening to nullify it.
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  • Google Gemini flagged “high risk” for kids and teens in a Common Sense Media safety review.
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  • Snapchat introduces AI-powered image generation through a new Lens feature.
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💻 Hardware & Semiconductor Moves

  • OpenAI places a $10B order with Broadcom for custom AI chip rollout, shifting near-term supply chain dynamics.
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  • Tesla shareholders to vote on investing in xAI alongside a separate $1T Musk pay package proposal.
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  • Qwen releases Qwen3-Max-Preview, its largest model yet with over 1 trillion parameters via Alibaba Cloud.
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