👀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.

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🧠 Cloud & Infrastructure Watch

  • OpenAI, Oracle, and SoftBank unveiled five new U.S. Stargate data center sites across Texas, New Mexico, Ohio, and the Midwest, aiming for nearly 7GW capacity and $500B+ investment by 2025.
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  • Sam Altman detailed plans for a “compute factory” producing 1GW of AI infra weekly, reframing scarcity as the key bottleneck.
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  • Microsoft launched Windows ML GA in Windows 11, embedding ONNX runtime for edge workloads with support from AMD, Intel, Nvidia, Qualcomm.
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  • Google expanded Gemini Live API, improving real-time function calling, native audio reliability, and introducing “thinking mode.”
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  • Google rolled out Gemini in Chrome, enabling cross-tab AI: summarise YouTube, Calendar integration, voice-activated commands.
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  • Alibaba added Nvidia’s robotics/self-driving dev tools to its AI Cloud platform.
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💻 Hardware & Semiconductor Moves

  • Microsoft co-developed in-chip liquid cooling microfluidics, slashing GPU heat 65%, boosting efficiency 3x.
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  • Huawei unveiled Atlas 950 SuperCluster, doubling domestic compute scale.
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  • Apple advanced its N1 wireless + C1X modem stack, deepening vertical AI hardware integration.
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  • China announced a fusion-plant robot arm, capable of lifting 10-elephant loads.
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  • Microsoft resorts to gas generators at Mexico Querétaro DC amid grid delays.
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