Meta’s $1B talent raid fuels speculation of a Claude-killer model reveal this August.

Anthropic nears $5B round at $170B valuation, backed by sovereign funds.

OpenAI’s Stargate Norway confirmed as first European data center, environmental review expected.

NVIDIA black market crackdown looms as U.S. tightens chip export loopholes.

Google NotebookLM now converts docs into narrated slideshows with Video Overview feature.

Microsoft Azure hits $75B FY2025 revenue with 2GW data center growth, shares surge 8%
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AEP forecasts 18GW data center load growth through 2029, up 4GW in last year alone
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PG&E’s data center pipeline reaches 10GW, 1.5GW now in final engineering phase
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Apple reports $3.46B in quarterly AI infra capex, expects 'substantial' growth
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Vocus completes TPG Telecom fiber asset acquisition to strengthen enterprise network reach
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QScale announces multi-billion-dollar data center project for Toronto’s AI and cloud market
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India sees edge infrastructure boom as regional data demand rises in Tier II cities
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Arm explores Stargate chip designs, highlights new opportunities in Q1 2026 earnings call
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China investigates NVIDIA H20 chip over backdoor concerns, escalating US-China semiconductor tensions
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OpenAI launches Stargate Norway, $2B data center with 100K GPUs, 100% renewable energy
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Telefónica to remove Huawei 5G equipment in Spain and Germany amid sovereignty pressures

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Canada’s QScale to build sovereign-grade AI data center campus in Toronto
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Equans, Nscale, Aker partner for sovereign energy-cooled AI data centers across Europe
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OpenAI raises $8.3B at $300B valuation, ChatGPT reaches 700M weekly active users
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Fal raises $125M, reaching $1.5B valuation as enterprise AI infra demand accelerates
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Figma IPO debuts at $45B market cap; heavy demand from retail and institutional investors
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Anthropic leads enterprise AI use with 32% market share as enterprise LLM spend doubles

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Manus debuts Wide Research: 100-parallel-agent AI system for complex enterprise-scale tasks

Hyperstack launches: a fast, GPU-abstracted orchestration platform for deploying agent swarms and LLM tools at scale.

Wan2.2 by Alibaba drops cinematic-grade video generation model with controllable motion and shot framing.

Shortcut AI enables spreadsheet automations from text prompts—translates queries into formulas, charts, and dashboards instantly.

FLUX.1 Krea open-weight image model ends “AI look” with stunning photorealism, optimized for creative pipelines.

ChatGPT Study Mode adds hints, Socratic quizzes, and adaptive feedback—ideal for structured learning.

Meta model drop imminent — Watch for a Claude competitor reveal in early August.

Anthropic investor letter — Post-$5B funding memo could outline Claude roadmap and enterprise priorities.

OpenAI Stargate scrutiny — Norwegian media and EU regulators may challenge energy use or land acquisition terms.

NotebookLM voice tools — Expect mid-August rollout of live narration features across Google Workspace.

Commerce Dept. vs GPUs — U.S. may close export loopholes this week, tightening grip on black market AI chips.