👀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.
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  • Oracle touts $455B future AI infra contracts; projects cloud revenue to $144B in five years.
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  • Google axes select data transfer fees ahead of EU Data Act requirements.
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  • Microsoft Copilot adds Scripted Audio Mode; richer synthetic voices for enterprise content.
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  • Adobe rolls out Agent Orchestrator plus six CX agents for automated journeys.
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💻 Hardware & Semiconductor Moves

  • Apple event: iPhone Air ultra-thin hardware; quiet on headline AI features.
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  • FO Permian partners unveil 5GW off-grid gas power concept for Texas AI data centers.
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  • France alerts iPhone users to new spyware attacks; security in focus.
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