
👀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.
Read MoreAdobe ships major Creative Cloud AI upgrades: smarter editing, batch tools, and a live assistant.
Read MoreGoogle Pomelli launches to build on-brand marketing campaigns from your website.
Read MoreOpenAI open-weights gpt-oss-safeguard so devs can apply custom safety policies without retraining.
Read MoreOpenAI targets intern-level AI researcher by 2026 and fully autonomous by 2028 after PBC shift.
Read MoreGitHub unveils Agent HQ “mission control” to orchestrate agents from OAI, Google, Anthropic, etc.
Read MoreNVIDIA debuts “AI Factory for Government” reference design with FedRAMP-aligned stack.
Read MoreYouTube TV app adds QR shopping, AI upscaling, better search.
NotebookLM gets larger context, memory, custom chat personas and improved answers.
Read MoreTikTok rolls out Smart Split and AI Outline to atomise long videos.
Read MoreIBM releases Granite 4.0 Nano LLMs (350M–1.5B) for on-device use.
Read MoreGrammarly rebrands to “Superhuman” and launches a cross-app AI agent suite.
Read MoreCharacter.AI to block under-18s from open-ended chats; keeps creative tools with age checks.
Read MoreFirms blame tens of thousands of layoffs on AI; Amazon confirms 14k white-collar cuts.
Read More“AI browsers/agents” security: fake NVIDIA YouTube streams and deepfake scams outdraw real events.
Read MoreCursor 2.0 lands: multi-agent dev platform with Composer coding model; parallel agents, browser, voice.
Read MoreGoogle’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.
Read MoreNVIDIA introduces NVQLink to bridge quantum systems with GPUs; quantum + GPU research partners.
Read MoreSK hynix sells out next-year (and 2026) AI memory; record profit on AI demand; Micron, Supermicro surge.
Read MoreNVIDIA edges past $5T market cap milestone after DC event.
Read MoreEli Lilly to deploy a Blackwell-based DGX SuperPOD “AI factory” for drug discovery.
Read MoreExtropic claims thermodynamic chips could run AI at vastly lower energy; Z-1 dev kit shipping.
Read MoreCaterpillar 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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