👀In Case You Missed It
OpenAI inks $300B Oracle cloud pact, the largest cloud contract in history.
Microsoft & OpenAI sign MOU restructuring partnership, nonprofit keeps $100B+ equity stake.
Google Cloud secures £400M UK MoD deal to build sovereign AI-ready cloud.
Oracle stock surges 42% on $455B backlog driven by AI infra demand.
Vantage raises $1.6B for APAC expansion, acquiring Yondr’s Malaysia data centers.
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🧠 Cloud & Infrastructure Watch
OpenAI integrates Anthropic’s Model Context Protocol into ChatGPT Developer Mode, enabling read-write access to enterprise systems.
Read MoreGoogle laid off 200+ Gemini “super raters,” raising worker retaliation concerns amid AI training cost debates.
Read MoreChatGPT’s new Orders hub enables credit storage, one-click checkout, and multimodal workflows for commerce.
Read MoreMicrosoft restructures OpenAI partnership, shifting to public benefit corp and slashing revenue share from 20% to 8% by 2030.
Read MoreAnthropic adds file generation to Claude but limits rollout to enterprise, leaving regular Max users locked out.
Read MoreGoogle axes select data transfer fees, aligning with EU Data Act requirements ahead of enforcement.
Read MorexAI launches Grok 4 Fast “lean mode” model, trading depth for 10x speed; lays off 500 tutors in pivot to domain specialists.
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💻 Hardware & Semiconductor Moves
China probes Nvidia’s Mellanox acquisition, alleging violations as chip export tensions with U.S. intensify.
Read MorexAI launches Grok 4 Fast, prioritizing speed over nuance, reducing compute for faster factual outputs.
Read MoreTencent poaches senior OpenAI researcher Yao Shunyu to accelerate AI hardware-software integration.
Read MoreApple lost senior AI executive Robby Walker, further weakening its Siri hardware–AI alignment strategy.
Read MoreNvidia flagged by China over Mellanox deal, sparking regulatory uncertainty as Beijing opens anti-dumping probe on U.S. semiconductors.
Read MoreNvidia to buy $6.3B of unsold compute from CoreWeave, ensuring continued GPU utilization amid market overcapacity.
Read MoreMeta’s leaked AI HUD Ray-Ban glasses show real-time AI display and translation features, hinting at $800 consumer launch.
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