🧠 Cloud & Infrastructure Watch
Alphabet folded robotics software firm Intrinsic back under Google, tightening integration between AI software and physical automation.
Read MoreAnthropic updated its Cowork platform with department-specific agents, private agent stores, and new enterprise connectors including Gmail and DocuSign.
Read MoreAnthropic launched Remote Control for Claude Code, allowing developers to manage live coding sessions from mobile.
Read MoreGemini on Android can now automate multi-step tasks such as rideshare and delivery requests, pushing deeper into consumer agent territory.
Read MoreAtlassian introduced agents in Jira, letting AI agents be assigned and managed like human teammates.
Read MoreAmazon added new personality modes to Alexa+, signalling a shift toward more customisable consumer AI assistants.
Adobe Firefly’s video editor can now auto-generate first drafts from raw footage, accelerating AI-native creative pipelines.
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💻 Hardware & Semiconductor Moves
Nvidia reported record quarterly data centre revenue of $62.3bn, up 75 percent year-on-year, reinforcing hyperscaler demand.
Read MoreNvidia previewed its next-generation Vera Rubin system ahead of earnings, promising major performance-per-watt gains.
Read MoreMeta and AMD confirmed a multi-year deal for up to 6GW of GPUs, accelerating Meta’s diversification beyond Nvidia.
Read MoreAI chip startup MatX raised $500M as former TPU engineers push further into the challenger silicon field.
Read MoreVast Data integrated its AI OS into Nvidia GPU-powered servers, deepening the stack between storage and compute.
Read MoreGerman cloud provider Hetzner raised prices by up to 50 percent due to component cost pressures, highlighting supply-chain strain.
