👀In Case You Missed It

  • GPT-5 rollout widens — free users get GPT-5/mini, Pro users access GPT-5-pro/Thinking tiers.

  • Google unveils Gemma 3 270M, a compact AI model for smartphones and IoT devices.

  • US launches USAi, a secure federal hub to test models from OpenAI, Anthropic, Google, and Meta.

  • SoftBank buys Foxconn’s Ohio plant to produce Stargate AI servers.

Read more here

🧠 Cloud & Infrastructure Watch

  • ChatGPT mobile app has generated $2B in revenue to date, averaging $193M/month.
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  • USAi launches: U.S. federal platform for secure AI tools (chatbots, coding models, etc.).
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  • Grammarly ships a Coda-based doc UI with AI grader, proofreader, citation finder.
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  • Paradigm unveils spreadsheet with an AI agent in every cell (raises $5M).
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💻 Hardware & Semiconductor Moves

  • Apple plans AI-driven hardware push with J490 smart display (2026) and J595 home robot (2027) powered by custom silicon.
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  • Lenovo benefits from US–China tariff pause: +30% AI PC shipments, +150% AI server growth.
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  • Covert trackers reportedly embedded in Dell/Super Micro servers with Nvidia/AMD chips to deter diversion.
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