🧠 Cloud & Infrastructure Watch
Anthropic blocks xAI’s access to Claude after detecting internal use via Cursor, enforcing its “no competitor development/training” policy.
Read MoreGoogle launches Universal Commerce Protocol (UCP), an open framework so AI agents can browse, checkout and support across retailers.
Read MoreGoogle adds native checkout inside AI Mode + Gemini (via Google Pay), pushing “buy inside chat” as default behaviour.
Read MoreApple confirms a multi-year, non-exclusive partnership to use Google’s Gemini models + Google Cloud for future Siri / AI features.
Read MoreAnthropic launches “Cowork” inside Claude Desktop, letting users point Claude at a folder it can read/edit (agent workflows without coding).
Read MoreEpoch AI reports global AI compute capacity is now doubling ~every 7 months, with Nvidia >60% of production since 2022.
Read MoreAlibaba/Qwen leadership publicly downplays China’s odds of overtaking frontier labs in 3–5 years, citing resource gaps.
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💻 Hardware & Semiconductor Moves
Meta announces major AI infrastructure expansion (“Meta Compute”), signalling aggressive build-out of internal AI capacity.
Read MoreE2E Networks acquires a 1,024-GPU Nvidia B200 cluster for its Chennai data centre (India GPU capacity move).
Read MoreDresden University of Technology to deploy an Nvidia-powered supercomputer (European research compute expansion).
Read MoreMeta signs nuclear-energy deals (Vistra / TerraPower / Oklo) targeting up to 6.6GW by 2035 to lock future power for AI.
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