👀In Case You Missed It
Google’s Project Suncatcher takes TPUs to orbit with Planet Labs, signalling the dawn of off-planet AI compute.
IBM begins mass layoffs to double down on AI software and consulting, pivoting its core business toward automation.
Microsoft expands in Malaysia with a new Johor cloud region, deepening Southeast Asia’s AI infrastructure grid.
ExxonMobil explores supplying data centres with natural-gas power paired with carbon capture to meet surging AI demand.
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🧠 Cloud & Infrastructure Watch
Meta tees up a $600B U.S. data-centre build by 2028, signalling one of the biggest private AI infrastructure programmes on record.
Read MoreEU set to soften parts of the AI Act with a one-year grace period on some high-risk and transparency rules, easing near-term compliance pressure.
Read MoreWikipedia urges AI companies to stop scraping and use its paid API, underscoring rising costs for high-quality training data.
Read MoreWashington turns up the heat on data centres as politicians link rising electricity prices to AI build-outs; new research maps the environmental impact of DC expansion.
Read MoreBrussels moves to streamline data and AI rules with grace periods and softer enforcement, aiming to speed enterprise adoption while it rewrites the playbook.
Read MoreMarket whiplash: AI capex jitters spark a near-$1T tech sell-off, then partial rebound as fundamentals reassert — volatility now a feature of the infra cycle.
Read MoreAmazon installs Kuiper ground station in Spain, extending satellite backhaul capacity for global cloud connectivity.
Read MoreDeep Green expands to the U.S., unveiling a 24 MW Michigan data centre powered by heat-recapture systems for sustainable compute.
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💻 Hardware & Semiconductor Moves
Majestic Labs emerges from stealth with $100M to attack the memory bottleneck—claiming server designs with up to 1,000× the typical memory footprint.
Read MoreGoogle brings on-device Gemini to Google TV Streamer hardware, pushing voice-first, multimodal control into living-room endpoints.
Read MoreIntel’s AI lead exits to OpenAI; CEO Pat Gelsinger personally steps in to steer the chipmaker’s AI push — a talent and roadmap signal in the silicon race.
Read MoreRAAAM Memory Technologies raises $17.5 million to develop ultra-low-power memory for edge AI and high-efficiency inference chips.
Read MoreSK Telecom cuts 30 percent of its executives in a restructure aimed at streamlining semiconductor and AI platform leadership.
Read MoreDu & NextGen AI deploy 13 MW of Nvidia B300 GPUs in the UAE, strengthening Gulf-region compute independence.
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