👀In Case You Missed It

  • Meta AI scandal explodes — leaked guidelines reveal bots could flirt with kids, spread racist claims, false medical info; bipartisan probe underway.

  • Microsoft exec warns of “seemingly conscious AI” — Mustafa Suleyman urges against marketing models as sentient, citing risks of AI psychosis.

  • Meta reorganises AI division — splits into four groups, sparking exec departures and investor unease.

  • Google Docs gets AI narration — Gemini-powered audio playback now available in shared files, expanding accessibility.

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🧠 Cloud & Infrastructure Watch

  • OpenAI opens New Delhi office, fuelling India’s AI mission with inclusive access push.
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  • Meta signed a $10B+ six-year global cloud deal with Google.
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  • OpenAI probes Meta’s role in Musk’s $97B takeover bid, pushing for disclosure of Zuckerberg discussions.
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  • Arm hires ex-Amazon AI chip lead Rami Sinno, signalling move into full AI chipmaking.
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  • Alibaba Qwen launches Image-Edit, an open-source AI editing model.
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💻 Hardware & Semiconductor Moves

  • Nvidia halts H20 chip work in China amid export uncertainty and Beijing push for domestic chips.
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  • Nvidia developing B30A Blackwell chip for China, more powerful than H20 but export-compliant.
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  • SoftBank to invest $2bn in Intel, becoming its fifth-largest shareholder.
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  • Nvidia asked Foxconn to halt work on H20 AI chip for China.
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  • Google’s Gemini-powered smart speaker leaks — tight AI integration expected this autumn.
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