👀In Case You Missed It

  • Apple turns to Google Gemini — Siri’s “World Knowledge Answers” will quietly get Google’s LLM brain in iOS 26.4.

  • Switzerland’s open-source gamble — Apertus, a multilingual ChatGPT rival, lands on Hugging Face with full transparency.

  • Google dodges the axe — Chrome and Android survive antitrust court but exclusivity deals are banned.

  • Waymo takes flight (almost) — Cleared for robotaxi rides at San Jose Airport, its first California airport service.

  • Alibaba flexes chips — new AI inference processor emerges amid rising U.S.–China trade friction.

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🧠 Cloud & Infrastructure Watch

  • OpenAI folds “Model Behavior” into Post-Training; new OAI Labs team to rethink human–AI collaboration beyond chat.
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  • OpenAI forecasting ~$115B cash burn by 2029 for data centers, custom chips, and talent; pushing retrieval/fact-checking and uncertainty-admission in models.
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  • Perplexity rolls out free, zero-data “Gov” access and an enterprise gov tier to accelerate agency adoption.
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  • Microsoft Azure latency spike after multiple subsea cables cut in the Red Sea.
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  • Spotify adds smart filters; Amazon Music launches weekly AI-playlist “Weekly Vibe.”
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💻 Hardware & Semiconductor Moves

  • Microsoft teases light-powered computing to run AI far faster and more efficiently.
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  • Quantinuum valued at $10B after $600M raise; partnering with Nvidia on accelerated quantum research.
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  • Google Photos upgrades image-to-video with Veo 3; Adobe Premiere coming to iPhone (Sept 30).
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  • SpaceX to buy EchoStar spectrum (~$17B cash/stock) to boost Starlink direct-to-phone.
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  • Alibaba’s Qwen3-Max-Preview (1T-param) lands—model stack advance with infra implications.
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