AI’s greatest advantage is no longer raw scale—it’s agility. As cloud giants race to build smarter, sovereign infrastructure, the winners will be those who blend openness, efficiency, and intelligent agents into every digital experience.

👀In Case You Missed It

  • Google’s Opal entered public beta, letting anyone build no-code mini apps with Gemini AI at the core.

  • Alibaba’s Qwen3-Coder dropped — a 480B parameter coding model with 256K context length, topping SWE-bench-Verified.

  • Sahara’s Data Services platform went live, offering $450K in incentives to crowdsource human-labeled data for AI models.

  • Google reported $15B in server spend last quarter, reflecting explosive demand for AI infrastructure.

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🧠 Cloud & Infrastructure Watch

  • Google launches Opal, a ‘vibe-coding’ tool via Google Labs, allowing users to build or remix mini web apps with simple prompts and a visual editor — a direct challenge to Figma, Lovable, and Cursor.
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  • Meta demos a neural-intent wristband that uses EMG sensors to translate muscle impulses into cursor movement and app launches; aims to integrate with smart glasses and assistive tech.
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  • Figma launches ‘Figma Make’ to all users, enabling AI-based prototyping from prompts and design references; includes AI image editing and credit system for usage tiers.
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  • Microsoft’s Recall feature faces developer pushback as Brave and Signal block it due to privacy concerns over AI-generated screen recordings; Microsoft adds opt-out controls.
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  • Microsoft Copilot to gain a persistent, evolving identity, visually aging and adopting expressions in a bid to deepen personal connection, with UI simplification in the pipeline.
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  • DOGE unveils an AI tool to cut 50% of U.S. federal regulations in a year, as part of a sweeping “AI-first” governance agenda under President Trump’s new executive orders.
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💻 Hardware & Semiconductor Moves

  • NVIDIA chips flood Chinese markets via black market, with over $1B in banned GPUs like B200 sold in bundles despite U.S. export controls.
    Source

  • Intel cuts jobs and cancels manufacturing projects in Germany and Poland, citing overcapacity; delays Ohio plant and slashes 15% of workforce.
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  • Meta’s EMG-based wristband technology, developed from Ctrl Labs acquisition, showcases how AI and sensors can replace conventional interfaces.
    Source

  • Plasma-based cooling prototypes emerge as potential replacements for server fans amid surging GPU rack density (YPlasma and others in R&D phase).
    Source

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