

👀In Case You Missed It
Microsoft adds Claude to Copilot/Office 365 – Microsoft will integrate Anthropic’s models alongside OpenAI’s into Office apps.
Claude expands file skills – Users can now create and edit Word, Excel, PowerPoint, and PDFs directly in chat.
Perplexity launches gov offering – Free zero-data “Gov” tier and paid enterprise version aim to accelerate agency adoption.
Google Cloud revenue backlog hits $106B – AI demand drives billions in revenue and a rapidly growing cloud pipeline.
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🧠 Cloud & Infrastructure Watch
OpenAI–Oracle: reported $300B cloud deal from 2027; fuels Oracle’s record backlog.
Read MoreOracle touts $455B future AI infra contracts; projects cloud revenue to $144B in five years.
Read MoreGoogle axes select data transfer fees ahead of EU Data Act requirements.
Read MoreMicrosoft Copilot adds Scripted Audio Mode; richer synthetic voices for enterprise content.
Read MoreAdobe rolls out Agent Orchestrator plus six CX agents for automated journeys.
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