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.
    Source

  • 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.
    Source

  • 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.
    Source

  • 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.
    Source

  • 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.
    Source

  • 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.
    Source

💻 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.
    Source

  • 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

🧠  Insight of the Day

AI agents aren't tools anymore — they're coworkers with quirks.

Lovable’s autonomous agent doesn’t just write code — it iterates, tests, and debugs like a cranky but brilliant engineer on a deadline. As we replace deterministic workflows with reasoning agents, we stop managing software... and start managing personalities. The future of DevOps might look less like GitHub, more like HR.

🏢 Sovereign and Data Centre News

  • Crusoe announces 1.8GW data center campus in Wyoming, in partnership with Tallgrass to leverage underutilized natural gas pipelines.
    Source

  • Digital Realty to build private gas plant for Dublin data center, following Irish policy changes permitting independent energy sourcing.
    Source

  • Armada raises $131M for modular ‘Leviathan’ edge data centers, scaling containerized infrastructure for MW-level deployments.
    Source

  • HostDime invests in third Brazil data center, expanding Latin American sovereign cloud capacity.
    Source

  • Frankfort, Indiana 300MW data center project halted as developer rescinds rezoning request due to local opposition.
    Source

  • Meta to stop all political ads in the EU by October 2025, in response to new EU political advertising regulations.
    Source

  • Proposed San Francisco data center scaled down due to environmental concerns near sensitive zones.
    Source

  • ServiceNow signs $1.2B contract with Google Cloud, marking one of the largest sovereign-aligned enterprise AI cloud deals of the year.
    Source

🗓️ This Day in AI - July 28

🧠 2022 – Meta’s CTRL-Labs wristband tech gets its first public demo
Back in 2022, Meta revealed early work on EMG-based wristbands that read neural signals—technology that just this week resurfaced as a muscle-sensing prototype capable of typing in thin air. The dream of mind-reading interfaces isn’t new, but Meta’s execution might finally be catching up to its ambition.

🤖 2023 – OpenAI launches ChatGPT “Custom Instructions”
A year before “personality modes” became the new UX standard, OpenAI gave users the ability to customize their chatbot’s tone, behaviour, and priorities—a precursor to this year’s GPT-5 lineup featuring Sage, Robot, Cynic and Listener.

💻 2024 – Google quietly pilots low-code toolkits in Labs
Before “vibe coding” had a name, Google Labs tested minimalist prototyping tools for internal use—an early move that paved the way for today's Opal rollout, offering remixable app generation for prompt coders.

🚗 2025 – Tesla fails to launch robotaxis in SF… again
Today marks exactly one week since Tesla’s robotaxi rollout in Austin. Meanwhile in San Francisco, regulators say “Not so fast”—requiring human drivers in Tesla taxis for now. The robo-revolution remains stuck at a red light.

🏦 Global AI Investments

  • GPT-5 launches in August, with enhanced o3 reasoning for multi-step logic, new mini/nano versions for API users, and expanded infrastructure from Microsoft to manage demand.
    Source

  • Lovable hits $100M ARR in 8 months, launches ‘Lovable Agent’ that edits and improves code autonomously, and raises $200M Series A led by Accel.
    Source

  • Meta names Shengjia Zhao (ex-OpenAI) as chief scientist of its new AI superintelligence unit, solidifying its leadership team.
    Source

  • Google took a month to shut down spyware app ‘Catwatchful’, which abused Firebase to monitor phones — raising concerns about cloud platform oversight.
    Source

  • Allianz Life confirms July cyberattack exposed most customer and employee data, notifying FBI — underlines growing AI-driven security risk exposure.
    Source

  • Dating app ‘Tea’ hacked, with 72,000 user images breached — another data point in rising AI-era privacy and identity threats.
    Source

🛠️ AI Tools To Keep An Eye On

  • Hyperstack AI Studio expands agent orchestration toolkit with new observability dashboard and real-time API inspector, aiming to become the “Postman for AI workflows.”

  • Figma Make officially launches to all users, letting designers build full app prototypes via prompt, image, or file input—AI handles animations, layout, and styling.

  • Lovable Agent now live, offering autonomous app development that reads logs, debugs, and updates code like a senior dev—users get $100 free credits.

  • Google Opal enters testing phase: a no-code “vibe-coding” tool for spinning up mini web apps from prompts—think Replit meets Pinterest.

  • OpenAI GPT-5 “Mini” and “Nano” versions expected to launch with GPT-5 in August, aimed at speed, low cost, and high performance in API deployment.

  • Meta’s Wristband SDK teased for devs to build EMG-controlled interfaces, opening new use cases in accessibility, AR, and ambient computing.

  • Adaline now generally available—an LLM dev platform with built-in evaluation, deployment, and analytics—offering $1M in credits for early teams.

👀What To Watch Next

  • OpenAI’s GPT-5 release is scheduled for August, with "Mini" and "Nano" API versions dropping alongside — expect a full ecosystem shift and updates at DevDay (Oct 6).

  • Meta’s next Reality Labs event could demo EMG-controlled smart glasses and reveal more about its AI superintelligence team led by Shengjia Zhao.

  • Google Labs’ Opal vibe-coding app may roll out broader access or integrations with Gemini and Firebase in the coming weeks.

  • Anthropic or Perplexity could unveil new Claude or search modes in response to OpenAI's GPT-5 positioning — keep tabs on their X and LinkedIn activity.

  • AI regulation in the EU — Meta pulling political ads in October may lead Google and TikTok to announce their compliance responses soon.

  • Tesla’s non-robotaxi taxi service in San Francisco could face legal or technical updates after its quiet July launch.

🏁 Outro: Until Tomorrow…

That’s a wrap for your July 28th briefing—where your wrist can now think for you, your chatbot might argue with your therapist, and your robotaxi still needs a backup human. From vibe-coded apps to EMG-triggered UIs, AI is no longer just in your browser—it’s creeping into your muscle memory.

Until tomorrow, keep your prompts tight, your gestures subtle, and your data private(ish). 🧠

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