👀In Case You Missed It
Stargate Expansion: OpenAI, Oracle, and SoftBank announced five new U.S. data center sites (TX, NM, OH, Midwest) under the $500B Stargate program, targeting 7GW capacity by 2025.
Altman’s Compute Factory: Sam Altman unveiled a plan to scale AI infra production to 1GW per week, reframing compute scarcity as the industry’s ultimate bottleneck.
Windows ML GA: Microsoft embedded ONNX runtime into Windows 11, enabling edge AI workloads across AMD, Intel, Nvidia, and Qualcomm hardware.
Gemini Upgrades: Google expanded Gemini Live API with real-time function calling, improved audio, and new “thinking mode.”
Cross-Tab AI in Chrome: Google rolled out Gemini in Chrome, letting users summarise YouTube, sync Calendar, and issue voice commands directly in-browser.
Read more here
🧠 Cloud & Infrastructure Watch
Google DORA 2025: 90% of devs use AI daily; ~2 hrs/day; 80% report productivity gains; trust still low (30% trust “a little/not at all”)
Read MoreAI passes CFA: Frontier models (o4-mini, Gemini 2.5 Pro, Claude 4 Opus) can pass Level III; minutes vs years of study; human graders favored AI essays.
Read MoreMicrosoft 365 Copilot adds Anthropic models (Claude Sonnet 4 / Opus 4.1); multi-model choice in Copilot Studio.
Read MoreSAP x OpenAI “OpenAI for Germany” sovereign platform (public sector, 2026).
Read MoreUK fraud AI accelerator recovered £480M in claims.
Read MoreApple blames EU DMA for feature delays in EU.
Read MoreSpotify AI policy: labels AI music, spam filter, voice-clone rules.
Google Cloud “flooding the zone” to win next-gen AI startups.
Read MoreOpenAI “Pulse”: proactive morning briefs (Pro first; then Plus); 5–10 cards from chats/calendar/email; intentionally finite feed.
Read MorexAI sues OpenAI over alleged trade-secret poaching.
Read MorePerplexity releases Search API.
Read MoreGoogle: Search Live (voice+camera chat), NotebookLM upgrades, Google Vids script/voiceovers; Gemini Live API improves function calling/real-time audio; Play/Photos get conversational overlays.
Read MoreOpenAI + CoreWeave expand by $6.5B (total $22.4B) for compute capacity.
Amazon–FTC settlement $2.5B over Prime enrollment tactics.
Read MorexAI sells Grok to U.S. govt via GSA for $0.42 over 18 months/org.
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💻 Hardware & Semiconductor Moves
Microsoft in-chip microfluidic cooling (hairline channels in silicon; up to 3× heat removal vs cold plates).
Apple “memory-saving” AI technique to reduce enterprise inference costs.
Read MoreKrea AI adds Kling 2.5 (hyper-realistic motion); Higgsfield WAN 2.5 unlimited with sound; Runway API Playground.
Read MoreMeta Vibes: AI short-video feed (partners: Midjourney, BFL).
Read MoreAlibaba: Qwen3-VL SOTA vision model; Wan2.5-Preview text+photo→video with audio.
Read MoreAdobe adds Nano Banana to Photoshop Beta; Firefly expands with Runway Aleph & Moonvalley Marey.
Read MoreUS firm’s humanoid robots for shipyards; omni-bodied robot learns in real time even with damaged limbs.
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