👀In Case You Missed It

  • Microsoft is rebuilding Outlook from the ground up around Copilot Mode, positioning the AI assistant as a proactive “body double” for users.

  • OpenAI rolled out Company Knowledge, letting ChatGPT pull data directly from Slack, Gmail, Drive, and SharePoint for contextual corporate answers.

  • Amazon plans to cut up to 30,000 corporate jobs as it pushes full automation and AI-driven efficiency across retail and logistics.

  • LinkedIn will begin training its in-house AI on user data next week, with only one week left to opt out.

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🧠 Cloud & Infrastructure Watch

  • OpenAI completes recapitalisation into a public-benefit corp and revises Microsoft terms (rights through 2032, Azure spend intact).
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  • Anthropic brings Claude directly into Excel (beta) with spreadsheet explain/fix/build and new finance Skills/connectors.
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  • GitHub debuts Agent HQ to orchestrate coding agents (Anthropic/OAI/Google/xAI/Cognition) in existing workflows.
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  • PayPal + OpenAI plan Instant Checkout inside ChatGPT (from 2026).
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  • JPMorgan lets an AI chatbot help draft performance reviews; “AI is only the tip of the iceberg.”
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  • Google Labs ships Pomelli to generate on-brand marketing assets and campaigns.
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  • xAI launches Grokipedia, an AI-generated encyclopedia with user correction flows.
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  • Adobe MAX: assistants in Photoshop/Express, Firefly Image 5 with layered editing, custom models, voiceovers, partner models (Gemini/Veo/Imagen).
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  • Atlas/agentic browsers raise new privacy/security risks; digital trust debates intensify.
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  • AI hiring/ops: Vercel trained an agent on its top seller and cut the team from 10 to 1.
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  • Studies: being “mean” to ChatGPT may boost accuracy; detectors miss deepfakes; AI citations pull from unfamiliar sources.
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  • Culture/policy: OpenAI maps the chatbot mental-health crisis; Sanders floats breaking up OpenAI and a robot tax; Kentucky bill on “AI marriages.”
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💻 Hardware & Semiconductor Moves

  • DOE, HPE and AMD to build two new supercomputers (~$1B); AMD chips to power DOE systems.
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  • Nvidia targets ~$500B Blackwell/Rubin revenue by 2026; new open models/datasets; partnerships with Eli Lilly, Palantir, Hyundai, Samsung, Uber; $1B into Nokia.
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  • MiniMax open-sources M2 (agent/code-native), claiming top open-model ranks; Hailuo 2.3 upgrades AI video realism.
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  • AMD Radeon AI Pro R9700 priced at $1,299; Super Micro trims outlook; Intel lifts guidance on PC/AI signals.
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  • Hardware constraints: jet-engine shortages threaten AI DC expansion timelines into 2030.
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