Google turns NotebookLM + Deep Research into a full research OS, now parsing Word, Sheets, PDFs, Drive links and images with long-context, source-grounded reasoning.

Cloudflare acquires Replicate, merging the largest open-model marketplace with Cloudflare’s global edge to become a turnkey AI deployment cloud.

Runlayer launches with $11m and eight unicorn design partners, targeting secure MCP/agent ecosystems as autonomous workflows spread across enterprises.

Anthropic confirms state-backed actors used Claude to automate sophisticated cyberattacks, cementing LLMs as real-world offensive force multipliers.

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Google ships Gemini 3 / Gemini 3 Pro, its most advanced foundation model, with record benchmark scores and a new coding app, rolling it straight into the Gemini app and AI search — marking Google’s biggest swing yet at OpenAI in consumer + developer AI.
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Cloudflare suffers a major outage from a “latent bug”, briefly taking down ChatGPT, Claude, Spotify, X and others before being resolved, underlining how concentrated the Internet’s and AI apps’ dependence is on a handful of infra providers.
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Stack Overflow is remaking itself as an AI data provider, restructuring its classic Q&A forums into a pipeline that feeds human-verified dev knowledge into LLMs and enterprise tools.
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Lambda (AI data-centre provider) raises over $1.5bn after its multibillion-dollar Microsoft deal, doubling down on Nvidia-GPU cloud and expanding AI infrastructure capacity.
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Solaria seeks a funding partner for a 3.4GW European data-centre platform, with sites planned in Spain, Italy, Germany and the UK — a multi-gigawatt pan-EU campus strategy (earlier batch).
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AI data centres are now a systemic grid issue in the US, with reports warning of winter blackout risks as DC power demand spikes, while regulators demand proof that proposed mega-campuses will actually be built before granting new capacity.
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WSJ highlights how AI data centres are “banging on crypto’s door”, as power, land and hardware once reserved for Bitcoin mines are rapidly being reallocated to AI workloads.
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First UK “AI Growth Zone” may mandate waste-heat recycling, signalling that local authorities will increasingly demand district-heating or industrial reuse from high-density AI campuses (earlier batch).
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Zayo completes the Umatilla–Prineville–Reno fibre route and Google announces new subsea cables (Oman–Christmas Island/Maldives), further knitting together AI data-centre regions and edge markets.
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Three Mile Island nuclear restart gets a $1bn US DOE loan for a Microsoft partner, tying AI data-centre expansion directly to nuclear repowering as operators hunt for firm, low-carbon baseload.
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Vertiv × Caterpillar partner on advanced energy-optimisation systems for AI data centres, aiming to deliver higher-density, lower-loss power for multi-hundred-MW campuses.

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PowerLattice’s power-saving chiplet claims >50% reduction in chip energy use, backed by former Intel CEO Pat Gelsinger, positioning as a way to tame AI server power draw at the package level.
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US plans to approve sales of advanced chips to Saudi AI venture Humain, reinforcing the Gulf’s push to become a heavyweight AI compute hub despite export-control scrutiny.
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Nvidia earnings loom as the market debates whether the AI GPU boom is over-priced, with some analysts calling the stock a “validation moment” and others warning of overbuilding and bubble dynamics.
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macOS Tahoe 26.2 quietly lets users cluster multiple Macs into a small AI “supercomputer”, showing how even consumer hardware is getting lightweight orchestration features for local LLM workloads.
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