👀In Case You Missed It

  • OpenAI Completes For-Profit Transition — Now a public-benefit corporation, OpenAI secures a $250B Azure contract with Microsoft while openly prioritising profitability and scale.

  • Anthropic Brings Claude to Excel — Claude integrates natively into Microsoft Excel with real-time analysis, formula correction, and financial data connectors — a direct hit at Copilot.

  • GitHub Unveils Agent HQ — Developers can now manage AI agents from OpenAI, Anthropic, xAI, and Google in one dashboard — a command centre for agentic coding.

  • PayPal + OpenAI Partnership — Instant Checkout is coming to ChatGPT, enabling conversational commerce directly inside the chat interface starting 2026.

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🧠 Cloud & Infrastructure Watch

  • MSFT Azure outage hit 365/Xbox/Minecraft; strong Azure earnings overshadowed by capex concerns.
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  • Adobe ships major Creative Cloud AI upgrades: smarter editing, batch tools, and a live assistant.
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  • Google Pomelli launches to build on-brand marketing campaigns from your website.
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  • OpenAI open-weights gpt-oss-safeguard so devs can apply custom safety policies without retraining.
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  • OpenAI targets intern-level AI researcher by 2026 and fully autonomous by 2028 after PBC shift.
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  • GitHub unveils Agent HQ “mission control” to orchestrate agents from OAI, Google, Anthropic, etc.
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  • NVIDIA debuts “AI Factory for Government” reference design with FedRAMP-aligned stack.
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  • YouTube TV app adds QR shopping, AI upscaling, better search.
    NotebookLM gets larger context, memory, custom chat personas and improved answers.
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  • TikTok rolls out Smart Split and AI Outline to atomise long videos.
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  • IBM releases Granite 4.0 Nano LLMs (350M–1.5B) for on-device use.
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  • Grammarly rebrands to “Superhuman” and launches a cross-app AI agent suite.
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  • Character.AI to block under-18s from open-ended chats; keeps creative tools with age checks.
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  • Firms blame tens of thousands of layoffs on AI; Amazon confirms 14k white-collar cuts.
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  • “AI browsers/agents” security: fake NVIDIA YouTube streams and deepfake scams outdraw real events.
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  • Cursor 2.0 lands: multi-agent dev platform with Composer coding model; parallel agents, browser, voice.
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  • Google’s “AI for Math” initiative announced.
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💻 Hardware & Semiconductor Moves

  • NVIDIA: $500B chip revenue roadmap; Blackwell/Rubin push; $1B strategic investment in Nokia.
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  • NVIDIA introduces NVQLink to bridge quantum systems with GPUs; quantum + GPU research partners.
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  • SK hynix sells out next-year (and 2026) AI memory; record profit on AI demand; Micron, Supermicro surge.
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  • NVIDIA edges past $5T market cap milestone after DC event.
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  • Eli Lilly to deploy a Blackwell-based DGX SuperPOD “AI factory” for drug discovery.
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  • Extropic claims thermodynamic chips could run AI at vastly lower energy; Z-1 dev kit shipping.
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  • Caterpillar rallies as AI data-centre build-out boosts heavy equipment demand.
    1X unveils $20k “Neo” home robot (teleoperation-trained chores robot).
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